HSTM

Healthstream Inc Cross-source read$29.11 0.80%
Information TechnologyCUSIP 42222N103· EOD Sep 11, 2026

Among active 13F managers last quarter, 6 opened and 30 added, while 17 reduced; the largest holder to move was Copeland Capital Management, LLC (−2.2%). Over the last 180 days, 2 insiders sold and none bought, a net -$346K in open-market trades.

Tracked 13F holders
197
82 in Q2 2026 filings
13F value (tracked)
$506.0M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
36 adding · 17 trimming
Insiders · Form 4 open-market, 180d
0 buying · 2 selling · -$346K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$29.11 0.80%5Y +3.4%
$17.98$22.27$26.55$30.84$35.132021202220232024202520261826225242624252422283616361827333227283533728423333931404443414247374934749644033616
Hover for who · click for detailEnd-of-day closing prices52w $19.88 – $29.80

Who owns HSTM?

197 tracked 13F filers · ranked by shares held

197 tracked 13F filers disclose a position in HSTM as of the latest SEC 13F filings, a combined $506.0M 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.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.4.1M
$111.2M
+5.9%
Added · +228K sh
Q2 2026
2Dimensional Fund Advisors LP1.5M
$30.2M
+6.4%
Added · +87K sh
Q1 2026
3Copeland Capital Management, LLC1.2M
$34.0M
−2.2%
Reduced · −28K sh
Q2 2026
4Vanguard Capital Management LLC1.0M
$28.5M
−0.3%
Reduced · −3K sh
Q2 2026
5State Street Corp1.0M
$27.4M
+0.9%
Added · +9K sh
Q2 2026
6Vanguard Portfolio Management LLC881K
$24.0M
−4.5%
Reduced · −41K sh
Q2 2026
7Two Sigma Investments, LP844K
$17.5M
+285%
Added · +625K sh
Q1 2026
8Geode Capital Management, LLC779K
$21.2M
+9.0%
Added · +64K sh
Q2 2026
9First Eagle Investment Management, LLC592K
$16.1M
+39%
Added · +166K sh
Q2 2026
10Renaissance Technologies LLC478K
$9.9M
+0.5%
Added · +2K sh
Q1 2026
11JPMorgan Chase & Co454K
$9.6M
+0.2%
Added · +841 sh
Q1 2026
12Arrowstreet Capital, Limited Partnership378K
$7.8M
+21%
Added · +66K sh
Q1 2026
13Morgan Stanley369K
$7.6M
+45%
Added · +115K sh
Q1 2026
14Northern Trust Corp362K
$7.5M
+3.4%
Added · +12K sh
Q1 2026
15Robeco Institutional Asset Management B.V.313K
$6.5M
−8.0%
Reduced · −27K sh
Q1 2026
16Goldman Sachs Group Inc274K
$5.7M
+78%
Added · +120K sh
Q1 2026
17Charles Schwab Investment Management Inc266K
$5.5M
+10%
Added · +25K sh
Q1 2026
18Bank of New York Mellon Corp224K
$4.6M
−2.4%
Reduced · −6K sh
Q1 2026
19Creative Planning218K
$4.5M
+268%
Added · +159K sh
Q1 2026
20Envestnet Asset Management Inc200K
$4.1M
+69%
Added · +82K sh
Q1 2026
21Kennedy Capital Management LLC195K
$4.0M
+1.8%
Added · +4K sh
Q1 2026
22Millennium Management LLC176K
$3.6M
+172%
Added · +111K sh
Q1 2026
23FMR LLC167K
$4.5M
−4.8%
Reduced · −8K sh
Q2 2026
24Lazard Asset Management LLC157K
$3.3M
+268%
Added · +115K sh
Q1 2026
25Vanguard Fiduciary Trust Co156K
$4.3M
−3.1%
Reduced · −5K sh
Q2 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, 6 funds opened a new position in HSTM and 30 added to an existing one, while 17 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
6
funds took a first position
Added
30
added to an existing position
Reduced
17
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own HSTM also own

CompanyCo-held byTheir position there
Alphabet Inc-CL AGOOGL106 funds$132.4B
Microsoft CorpMSFT105 funds$197.6B
Nvidia CorpNVDA103 funds$310.4B
Apple IncAAPL103 funds$224.7B
Amazon.com IncAMZN103 funds$153.0B
Eli Lilly & CoLLY103 funds$65.2B
JPMorgan Chase & CoJPM103 funds$46.1B
Broadcom IncAVGO102 funds$126.5B
Micron Technology IncMU102 funds$43.4B
Costco Wholesale CorpCOST102 funds$28.2B
Tesla IncTSLA101 funds$55.5B
General ElectricGE101 funds$23.4B

Ranked by how many of HSTM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HSTM.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$346K
2 insiders
Net · 180d
-$346K
4 open-market transactions
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

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5528
Insiders
Form 4 open-market
02-$346K
US House
STOCK Act trades
00$0
Sector rotation
HSTM is in Information Technology, which smart money is rotating INTO
+$84.4B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

82 tracked filers in Q2 2026 filingsstill filing
086172Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $133.4M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for HSTM

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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.