HSTM

Healthstream Inc$27.14 2.82%
Information TechnologyUSCUSIP 42222N103· EOD Jul 24, 2026◍ Confluence graph
Tracked 13F Holders
168
-133 QoQ
13F Value (tracked)
$426.0M
Insider Net · 180d
-$346K
0↑ 2↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)38 adding · 12 trimming
Insider net (180d)-$346K

Price & smart-money activity

$27.14 2.82%5Y -7.1%
$17.98$22.27$26.55$30.84$35.1320212022202320242025202623333
Hover for who · click for detailEnd-of-day closing prices52w $19.88 – $29.30

Who owns HSTM?

168 tracked 13F filers

168 tracked 13F filers disclose a position in HSTM as of the latest SEC 13F filings, a combined $426.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$79.8M
3.9M
+6.0%
Added · +220K sh
Q1 2026
2DIMENSIONAL FUND ADVISORS LP
$30.2M
1.5M
+6.4%
Added · +87K sh
Q1 2026
3Copeland Capital Management, LLC
$26.4M
1.3M
+44%
Added · +389K sh
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$21.7M
1.0M
First observed position
No prior filed position
Q1 2026
5STATE STREET CORP
$20.6M
996K
+1.6%
Added · +15K sh
Q1 2026
6VANGUARD PORTFOLIO MANAGEMENT LLC
$19.1M
922K
First observed position
No prior filed position
Q1 2026
7TWO SIGMA INVESTMENTS, LP
$17.5M
844K
+285%
Added · +625K sh
Q1 2026
8GEODE CAPITAL MANAGEMENT, LLC
$14.8M
715K
−5.7%
Reduced · −43K sh
Q1 2026
9RENAISSANCE TECHNOLOGIES LLC
$9.9M
478K
+0.5%
Added · +2K sh
Q1 2026
10JPMORGAN CHASE & CO
$9.6M
454K
+0.2%
Added · +841 sh
Q1 2026
11First Eagle Investment Management, LLC
$8.8M
426K
+2.9%
Added · +12K sh
Q1 2026
12ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$7.8M
378K
+21%
Added · +66K sh
Q1 2026
13MORGAN STANLEY
$7.6M
369K
+45%
Added · +115K sh
Q1 2026
14NORTHERN TRUST CORP
$7.5M
362K
+3.4%
Added · +12K sh
Q1 2026
15Robeco Institutional Asset Management B.V.
$6.5M
313K
−8.0%
Reduced · −27K sh
Q1 2026
16JACOBS LEVY EQUITY MANAGEMENT, INC
$6.0M
288K
+41%
Added · +84K sh
Q1 2026
17GOLDMAN SACHS GROUP INC
$5.7M
274K
+78%
Added · +120K sh
Q1 2026
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$5.5M
266K
+10%
Added · +25K sh
Q1 2026
19Invenomic Capital Management LP
$5.0M
240K
New
+240K sh
Q1 2026
20Bank of New York Mellon Corp
$4.6M
224K
−2.4%
Reduced · −6K sh
Q1 2026
21Creative Planning
$4.5M
218K
+268%
Added · +159K sh
Q1 2026
22PANAGORA ASSET MANAGEMENT INC
$4.5M
215K
+0.7%
Added · +1K sh
Q1 2026
23ENVESTNET ASSET MANAGEMENT INC
$4.1M
200K
+69%
Added · +82K sh
Q1 2026
24KENNEDY CAPITAL MANAGEMENT LLC
$4.0M
195K
+1.8%
Added · +4K sh
Q1 2026
25MILLENNIUM MANAGEMENT LLC
$3.6M
176K
+172%
Added · +111K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is HSTM being bought or sold by institutions?

Last quarter, 8 funds opened a new position in HSTM and 30 added to an existing one, while 12 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
8
funds
Added
30
funds
Reduced
12
funds
Exited
0
funds

Funds that own HSTM also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT60 funds$31.5B
ALPHABET INC-CL AGOOGL60 funds$20.8B
JPMORGAN CHASE & COJPM59 funds$9.6B
META PLATFORMS INC-CLASS AMETA58 funds$16.4B
BERKSHIRE HATHAWAY INC-CL BBRK/B58 funds$6.2B
UNITEDHEALTH GROUP INCUNH58 funds$2.7B
ELEVANCE HEALTH INCELV58 funds$2.5B
AUTOMATIC DATA PROCESSINGADP58 funds$1.6B
APPLE INCAAPL57 funds$39.2B
AMAZON.COM INCAMZN57 funds$22.8B
SALESFORCE INCCRM57 funds$3.5B
WELLS FARGO & COWFC57 funds$2.6B

Ranked by how many of HSTM's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$346K
2 insiders
Net
-$346K
4 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jul 6, 2026REBROVICK LINDADirectorSell (S)6K$174K
Jun 1, 2026REBROVICK LINDADirectorSell (S)2K$50K
May 28, 2026REBROVICK LINDADirectorSell (S)2K$50K
May 20, 2026O'Hara Kevin PExecutive Vice PresidentSell (S)3K$72K
Dec 10, 2025Cunningham JeffChief Technology OfficerSell (S)2K$51K
Dec 8, 2025O'Hara Kevin PExecutive Vice PresidentSell (S)2K$49K
Nov 26, 2025Taylor Tate DeborahDirectorSell (S)2K$40K
Aug 27, 2025O'Hara Kevin PExecutive Vice PresidentSell (S)2K$56K
Feb 27, 2025Fenstermacher ScottSenior Vice PresidentSell (S)2K$66K
Aug 29, 2024Taylor Tate DeborahDirectorSell (S)1K$40K
Aug 26, 2024Fenstermacher ScottSenior Vice PresidentSell (S)1K$29K
Aug 7, 2024O'Hara Kevin PSenior Vice PresidentSell (S)3K$84K

Institutional ownership over time

27 funds-122 since Q3 2024
080160Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $8.9M

Recent filings

15 shown

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Ask your agent what changed in HSTM

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/HSTM/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for HSTM.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HSTM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.