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HEALTHSTREAM INC hedge fund holdings

HSTMNASDAQ
$30.82+0.46 (+1.52%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

HSTM · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+12.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20257269$48.6M$52.3M187Aug 14, 2025
Q3 20255673$34.4M$44.7M186Nov 14, 2025
Q4 20255967$22.9M$40.5M175Feb 14, 2026
Q1 20268854$63.4M$52.7M188May 15, 2026
Q2 20269657$88.7M$46.9M205Aug 14, 2026

Quarterly action breakdown

Q2 2026
205 filers
New position
39
$12M+440K sh
Increased
57
$76.7M+2.82M sh
Reduced
42
-$35M-1.29M sh
Out / sold
15
-$11.8M-435K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
First Eagle Investment Management, LLCAdded 178.08%+$20.7M$32.3M0.03%Aug 24, 2026
Robeco Institutional Asset Management B.V.Reduce 96.72%-$8.26M$280K0.00%Jul 21, 2026
Invenomic Capital Management LPSell 100%-$4.98M$00.00%Aug 14, 2026
Crawford Investment Counsel IncNew Buy+$3.46M$3.46M0.06%Aug 14, 2026
Numerai GP LLCReduce 43.76%-$1.47M$1.89M0.15%Aug 14, 2026
Copeland Capital Management, LLCReduce 2.22%-$773K$34M0.70%Aug 4, 2026
Quantinno Capital Management LPAdded 50.52%+$691K$2.06M0.00%Aug 13, 2026
Susquehanna Portfolio Strategies, LLCReduce 38.87%-$615K$967K0.02%Aug 14, 2026
Tidal Investments LLCNew Buy+$575K$575K0.00%Aug 13, 2026
Formidable Asset Management, LLCNew Buy+$531K$531K0.08%Jul 17, 2026
Graham Capital Management, L.P.New Buy+$529K$529K0.01%Aug 14, 2026
VARCOV Co.New Buy+$517K$517K0.20%Aug 14, 2026
Summit Global InvestmentsNew Buy+$373K$373K0.02%Aug 3, 2026
Jain Global LLCNew Buy+$327K$327K0.00%Aug 14, 2026
nVerses Capital, LLCSell 100%-$306K$00.00%Aug 4, 2026
Vise Technologies, Inc.New Buy+$283K$283K0.00%Aug 11, 2026
Bailard, Inc.New Buy+$259K$259K0.01%Jul 30, 2026
Allstate CorpNew Buy+$255K$255K0.00%Aug 13, 2026
Park Capital Management, LLC / WINew Buy+$240K$240K0.14%Jul 13, 2026
Woodmont Investment Counsel LLCNew Buy+$238K$238K0.01%Jul 27, 2026
Personal Cfo Solutions, LLCNew Buy+$228K$228K0.03%Aug 7, 2026
Sequoia Financial Advisors, LLCNew Buy+$222K$222K0.00%Jul 17, 2026
Swiss Life Asset Management LtdNew Buy+$204K$204K0.00%Jul 29, 2026
First Trust Advisors LPAdded 46.89%+$151K$473K0.00%Aug 11, 2026
EntryPoint Capital, LLCAdded 26.16%+$148K$714K0.17%Aug 13, 2026
CANADA LIFE ASSURANCE CoReduce 24.47%-$127K$391K0.00%Aug 13, 2026
State of Alaska, Department of RevenueReduce 30.97%-$114K$253K0.00%Jul 20, 2026
Virtus Advisers, LLCSell 100%-$104K$00.00%Aug 11, 2026
Kennedy Capital Management LLCReduce 1.91%-$102K$5.22M0.09%Aug 14, 2026
Versant Capital Management, IncAdded 462.79%+$98.6K$120K0.01%Jul 2, 2026
Campbell & CO Investment Adviser LLCAdded 5.33%+$91.8K$1.81M0.10%Aug 3, 2026
Diversified Trust CoAdded 22.97%+$85.9K$460K0.01%Jul 17, 2026
Public Sector Pension Investment BoardReduce 2.85%-$83.4K$2.84M0.01%Aug 13, 2026
Snowden Capital Advisors LLCReduce 18.31%-$58.2K$260K0.01%Aug 13, 2026
Kornitzer Capital Management IncReduce 3.26%-$49.7K$1.48M0.03%Jul 31, 2026
Bridge City Capital, LLCReduce 3.15%-$45.9K$1.41M0.32%Aug 11, 2026
Ensign Peak Advisors, IncReduce 32.84%-$30K$61.3K0.00%Aug 14, 2026
Connors Investor Services IncReduce 0.74%-$19.8K$2.65M0.23%Aug 14, 2026
Illinois Municipal Retirement FundReduce 5.69%-$18.6K$309K0.00%Aug 12, 2026
Pinnacle Wealth Planning Services, Inc.Added 58.97%+$18.2K$49K0.00%Aug 7, 2026
Persistent Asset Partners LtdNew Buy+$17.7K$17.7K0.01%Aug 7, 2026
Pinnacle Financial Partners, Inc.Added 0.72%+$16.4K$2.28M0.02%Aug 14, 2026
Thrivent Financial for LutheransReduce 3.12%-$13.5K$418K0.00%Aug 14, 2026
Twin Peaks Wealth Advisors, LLCSell 100%-$12.7K$00.00%Aug 13, 2026
Cambiar Investors LLCAdded 0.69%+$12.7K$1.84M0.08%Jul 31, 2026
MassMutual Private Wealth & Trust, FSBAdded 76.42%+$12.1K$27.9K0.00%Jul 2, 2026
Horizon Investments, LLCAdded 1.20%+$10.4K$879K0.01%Aug 13, 2026
Bessemer Group IncReduce 2.61%-$9.76K$365K0.00%Aug 12, 2026
Inspire Investing, LLCAdded 1.00%+$6.76K$683K0.03%Aug 12, 2026
UMB Bank, n.a.Added 82.31%+$5.83K$12.9K0.00%Aug 13, 2026
Aster Capital Management (DIFC) LtdSell 100%-$4.47K$00.00%Aug 14, 2026
Bellevue Asset Management, LLCNew Buy+$4.44K$4.44K0.00%Aug 4, 2026
Salomon & Ludwin, LLCReduce 23.83%-$3.73K$11.9K0.00%Aug 7, 2026
Oregon Public Employees Retirement FundReduce 1.84%-$2.73K$145K0.00%Jul 29, 2026
Ameriflex Group, Inc.New Buy+$2.48K$2.48K0.00%Aug 14, 2026
Harbor Capital Advisors, Inc.Reduce 36.90%-$1.76K$3K0.00%Aug 7, 2026
Keating Financial Advisory Services, Inc.Added 161.76%+$1.5K$2.43K0.00%Aug 11, 2026
SouthState Bank CorpNew Buy+$1.36K$1.36K0.00%Aug 6, 2026
Bare Financial Services, IncAdded 41.32%+$1.36K$4.66K0.00%Jul 27, 2026
Investors Portfolio Services LLCNew Buy+$1.25K$1.25K0.00%Aug 14, 2026
Whipplewood Advisors, LLCSell 100%-$1.1K$00.00%Jul 27, 2026
Cedar Mountain Advisors, LLCNew Buy+$845$8450.00%Jul 2, 2026
Ankerstar Wealth, LLCReduce 79.31%-$629$1640.00%Aug 13, 2026
Rialto Wealth Management, LLCNew Buy+$573$5730.00%Aug 11, 2026
Pacer Advisors, Inc.Reduce 6.20%-$198$3K0.00%Aug 13, 2026
WPG Advisers, LLCAdded 8.24%+$191$2.51K0.00%Aug 6, 2026
Gilpin Wealth Management, LLCReduce 16.67%-$55$2730.00%Jul 24, 2026
Davis Capital ManagementNew Buy+$27$270.00%Jul 16, 2026
Hughes Financial Services, LLCNew Buy+$27$270.00%Jul 20, 2026

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