HSTM Institutional Ownership
Who owns Healthstream Inc and what the big funds did with it last quarter, from every SEC 13F filing. 219 funds reported holding HSTM at Jun 30, 2026, together owning 77.9% of the company.
- ▲122 buying vs 81 selling
- ▲Held by funds +4.4 pts
- ▲Funds holding +22
- ▼Superinvestors: 0 added, 3 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 219 | 197 | +11.2% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 22.8M | 21.5M | +6.0% |
| Held by funds | 77.9% | 73.5% | +4.4 pts |
| New positions | 43 | 34 | +26.5% |
| Increased | 79 | 82 | −3.7% |
| Reduced | 62 | 45 | +37.8% |
| Sold out | 19 | 31 | −38.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in HSTM
All superinvestors →
Who owns HSTM
share of fund held shares- Index and passive funds45.3%
- Active managers and hedge funds41.5%
- Banks and brokers11.8%
- Pensions, insurers and other1.4%
The top 10 holders own 58.2% of all HSTM shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
43 funds changed their position- HERALD INVESTMENT MANAGEMENT LtdSold out−150K sh
- Creative PlanningAdded+108K sh
- Copeland Capital Management, LLCTrimmed−31K sh
- Exchange Traded Concepts, LLCNew+30K sh
- Achmea Investment Management B.V.New+15K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 13.95% | 4.1M | $111M | +228K |
| 2 | Dimensional Fund Advisors LP | 5.33% | 1.6M | $42.5M | +102K |
| 3 | Copeland Capital Management, LLC | 4.27% | 1.2M | $34M | −28K |
| 4 | First Eagle Investment Management, LLC | 4.05% | 1.2M | $32.3M | +758K |
| 5 | Vanguard Capital Management LLC | 3.57% | 1M | $28.5M | −2,629 |
| 6 | State Street Corp | 3.43% | 1M | $27.4M | +8,613 |
| 7 | Vanguard Portfolio Management LLC | 3.01% | 881K | $24M | −41K |
| 8 | Two Sigma Investments, LP | 2.76% | 806K | $22M | −39K |
| 9 | Geode Capital Management, LLC | 2.66% | 779K | $21.2M | +64K |
| 10 | Goldman Sachs Group Inc | 2.28% | 666K | $18.1M | +391K |
- First Eagle Investment Management, LLC+758K sh+$20.7M
- Goldman Sachs Group Inc+391K sh+$10.7M
- BlackRock, Inc.+228K sh+$6.2M
- Acadian Asset Management LLC+223K sh+$6.1M
- AQR Capital Management LLC+181K sh+$4.9M
- Jpmorgan Chase & Co+182K sh+$4.9M
- Nuveen, LLC+138K sh+$3.8M
- Man Group plc+132K sh+$3.6M
- Robeco Institutional Asset Management B.V.−303K sh−$8.3M
- Invenomic Capital Management LP−240K sh−$5M
- Jacobs Levy Equity Management, Inc−151K sh−$4.1M
- Hrt Financial LP−195K sh−$4M
- Panagora Asset Management Inc−117K sh−$3.2M
- Invesco Ltd.−93K sh−$2.5M
- Teacher Retirement System of Texas−78K sh−$2.1M
- Jane Street Group, LLC−96K sh−$2M
HSTM institutional ownership FAQ
Who owns the most HSTM stock?
In Q2 2026 13F filings the largest holder of HSTM was BlackRock, Inc., followed by Dimensional Fund Advisors LP and Copeland Capital Management, LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of HSTM is owned by institutions?
Funds that file 13F reports held 77.9% of HSTM's shares at Jun 30, 2026, compared with 73.5% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying HSTM?
In Q2 2026, 122 funds bought HSTM (43 of them new positions) and 81 sold (19 sold out completely). Among well known investors, 0 added and 3 cut. Our fund sentiment for HSTM is bullish.
What is HSTM's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this HSTM ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.