13FBOX
HEALTHSTREAM INC · 13F Institutional Holdings
Options Calculator Rankings

HEALTHSTREAM INC

HSTM
Institutions
220
Combined AUM (Q2 2026)
$605.0M
Combined Shares (Q2 2026)
22.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+3.0M
124 · 45 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.1M
83 · 22 Exit · ≈
⚖️ Net
+864,461
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$605.0M
Institutions
220
New Buys
45
Adds
79
Reduces
61
Exits
22
Unchanged
35
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#78$111.2M4.1M$79.8M3.9M+228,215+5.92%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#44$42.5M1.6M$30.2M1.5M+101,938+7.00%Add
Copeland Capital Management, LLC
0.7%0.59%#1$34.0M1.2M$26.4M1.3M-28,355-2.22%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#129$28.5M1.0M$21.7M1.0M-2,629-0.25%Reduce
STATE STREET CORP
<0.01%<0.01%#111$27.4M1.0M$20.6M995,557+8,613+0.87%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#97$24.0M880,543$19.1M921,846-41,303-4.48%Reduce
TWO SIGMA INVESTMENTS, LP
0.02%0.01%#30$22.0M805,584$17.5M844,420-38,836-4.60%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#93$21.2M779,219$14.8M714,747+64,472+9.02%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#80$18.1M665,917$5.7M274,458+391,459+142.63%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#106$17.2M635,565$9.6M453,738+181,827+40.07%Add
First Eagle Investment Management, LLC
0.03%0.01%#24$16.1M591,898$8.8M425,698+166,200+39.04%Add
ACADIAN ASSET MANAGEMENT LLC
0.02%0.01%#28$15.6M571,823$7.2M348,730+223,093+63.97%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.01%<0.01%#52$11.8M433,651$7.8M377,945+55,706+14.74%Add
RENAISSANCE TECHNOLOGIES LLC
0.02%0.02%#31$11.5M423,000$9.9M477,848-54,848-11.48%Reduce
MORGAN STANLEY
<0.01%<0.01%#135$10.4M382,954$6.9M244,609+138,345+56.56%Add
NORTHERN TRUST CORP
<0.01%<0.01%#91$10.3M379,711$7.5M361,677+18,034+4.99%Add
Creative Planning
<0.01%<0.01%#54$7.8M285,852$4.5M218,186+67,666+31.01%Add
LAZARD ASSET MANAGEMENT LLC
0.01%0.01%#39$6.6M240,950$3.3M157,208+83,742+53.27%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#67$6.5M240,232$1.2M58,842+181,390+308.27%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#109$6.5M237,710$5.5M265,644-27,934-10.52%Reduce
Bank of New York Mellon Corp
<0.01%<0.01%#101$6.2M227,493$4.6M223,637+3,856+1.72%Add
KENNEDY CAPITAL MANAGEMENT LLC
0.09%0.09%#12$5.2M191,504$4.0M195,241-3,737-1.91%Reduce
Nuveen, LLC
<0.01%<0.01%#89$5.2M189,904$1.1M51,751+138,153+266.96%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#90$5.2M189,539$4.1M199,631-10,092-5.06%Reduce
FMR LLC
<0.01%<0.01%#171$4.5M166,812$3.6M175,150-8,338-4.76%Reduce
SEI INVESTMENTS CO
<0.01%<0.01%#58$4.3M157,794$3.0M146,400+11,394+7.78%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#107$4.3M156,225$3.3M161,294-5,069-3.14%Reduce
PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#69$4.2M152,870$3.2M152,382+488+0.32%Add
UBS Group AG
<0.01%<0.01%#140$4.1M150,118$2.3M111,820+38,298+34.25%Add
HERALD INVESTMENT MANAGEMENT Ltd
0.55%0.43%#2$4.1M150,000$3.1M150,00000.00%Unchanged
Man Group plc
0.01%<0.01%#47$3.9M142,907$225,57310,892+132,015+1,212.04%Add
JACOBS LEVY EQUITY MANAGEMENT, INC
0.01%0.03%#34$3.7M136,688$6.0M288,179-151,491-52.57%Reduce
CRAWFORD INVESTMENT COUNSEL INC
0.06%#15$3.5M127,003$00+127,003New Buy
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#169$3.3M122,914$2.7M131,563-8,649-6.57%Reduce
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#94$3.3M121,342$3.6M175,630-54,288-30.91%Reduce
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.01%0.01%#46$2.8M104,374$2.2M107,436-3,062-2.85%Reduce
PANAGORA ASSET MANAGEMENT INC
0.01%0.02%#43$2.7M98,152$4.5M215,229-117,077-54.40%Reduce
CONNORS INVESTOR SERVICES INC
0.23%0.19%#6$2.7M97,391$2.0M98,119-728-0.74%Reduce
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#139$2.6M95,127$2.0M96,979-1,852-1.91%Reduce
Invesco Ltd.
<0.01%<0.01%#174$2.3M84,476$3.7M177,679-93,203-52.46%Reduce
Pinnacle Financial Partners, Inc.
0.02%0.01%#32$2.3M83,597$1.7M82,997+600+0.72%Add
Russell Investments Group, Ltd.
<0.01%<0.01%#76$2.2M82,156$1.2M56,063+26,093+46.54%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#154$2.2M80,925$1.7M80,265+660+0.82%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#73$2.2M79,196$1.7M80,636-1,440-1.79%Reduce
Engineers Gate Manager LP
0.03%0.02%#22$2.1M77,048$1.8M88,758-11,710-13.19%Reduce
Quantinno Capital Management LP
<0.01%<0.01%#65$2.1M75,514$1.0M50,169+25,345+50.52%Add
Cerity Partners LLC
<0.01%<0.01%#66$2.0M73,617$1.5M70,705+2,912+4.12%Add
GLOBEFLEX CAPITAL L P
0.25%0.23%#5$2.0M72,988$1.5M72,98800.00%Unchanged
TEACHER RETIREMENT SYSTEM OF TEXAS
0.01%0.01%#50$2.0M72,818$3.1M151,183-78,365-51.83%Reduce
Numerai GP LLC
0.15%0.26%#9$1.9M69,534$2.6M123,627-54,093-43.76%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow