HSTM Institutional Ownership
HealthStream, Inc.
1W: +1.2%
1M: +17.3%
3M: +15.8%
YTD: +50.0%
1Y: +30.1%
3Y: +55.5%
5Y: +24.4%
$34.18
-0.68 (-1.95%)
Weekly Expected Move ±2.9%
$33
$34
$35
$36
$37
Credit Risk of going bust: lower than 92% of companies Debt: 1.3% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.03 (down 99.9%), HealthStream, Inc. would be worth roughly what it owes.
Total debt $13.4M against a stock market value of $1.05B.
Distance to default 15.85 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $6.7M (short-term plus half of long-term), stock volatility 32.0%; Altman Z'' 3.55. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.03 (down 99.9%), HealthStream, Inc. would be worth roughly what it owes.
Total debt $13.4M against a stock market value of $1.05B.
Distance to default 15.85 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $6.7M (short-term plus half of long-term), stock volatility 32.0%; Altman Z'' 3.55. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — HSTM
240
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
$592M
Total Invested
45
New Positions
79
Increased
82
Reduced
19
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (268 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,080,144 | $139M | +228,215 | +5.9% | 8Q | SEC ↗ |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1,557,981 | $53M | +101,938 | +7.0% | 100Q | SEC ↗ |
| 3 | Copeland Capital Management, LLC | 1,248,384 | $43M | -28,355 | -2.2% | 8Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,045,298 | $36M | -2,629 | -0.3% | 2Q | SEC ↗ |
| 5 | STATE STREET CORP | 1,004,170 | $34M | +8,613 | +0.9% | 46Q | SEC ↗ |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 880,543 | $30M | -41,303 | -4.5% | 2Q | SEC ↗ |
| 7 | TWO SIGMA INVESTMENTS, LP | 805,584 | $28M | -38,836 | -4.6% | 23Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 779,219 | $27M | +64,472 | +9.0% | 65Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC | 665,917 | $23M | +391,459 | +142.6% | 15Q | SEC ↗ |
| 10 | JPMORGAN CHASE & CO | 635,565 | $22M | +181,827 | +40.1% | 36Q | SEC ↗ |
| 11 | First Eagle Investment Management, LLC | 591,898 | $20M | +166,200 | +39.0% | 17Q | SEC ↗ |
| 12 | ACADIAN ASSET MANAGEMENT LLC | 571,823 | $20M | +223,093 | +64.0% | 34Q | SEC ↗ |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 433,651 | $15M | +55,706 | +14.7% | 11Q | SEC ↗ |
| 14 | RENAISSANCE TECHNOLOGIES LLC | 423,000 | $14M | -54,848 | -11.5% | 36Q | SEC ↗ |
| 15 | MORGAN STANLEY | 382,954 | $13M | +13,968 | +3.8% | 55Q | SEC ↗ |
| 16 | NORTHERN TRUST CORP | 379,711 | $13M | +18,034 | +5.0% | 92Q | SEC ↗ |
| 17 | Creative Planning | 285,852 | $10M | +67,666 | +31.0% | 11Q | SEC ↗ |
| 18 | LAZARD ASSET MANAGEMENT LLC | 240,950 | $8M | +83,742 | +53.3% | 28Q | SEC ↗ |
| 19 | AQR CAPITAL MANAGEMENT LLC | 240,232 | $8M | +181,390 | +308.3% | 37Q | SEC ↗ |
| 20 | Sixth Street Partners Management Compa NEW | 237,710 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 237,710 | $8M | -27,934 | -10.5% | 15Q | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 227,493 | $8M | +3,856 | +1.7% | 61Q | SEC ↗ |
| 23 | KENNEDY CAPITAL MANAGEMENT LLC | 191,504 | $7M | -3,737 | -1.9% | 25Q | SEC ↗ |
| 24 | Nuveen, LLC | 189,904 | $6M | +138,153 | +267.0% | 6Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 189,539 | $6M | -10,092 | -5.1% | 7Q | SEC ↗ |
| 26 | FMR LLC | 166,812 | $6M | -8,338 | -4.8% | 18Q | SEC ↗ |
| 27 | SEI INVESTMENTS CO | 157,794 | $5M | +11,394 | +7.8% | 15Q | SEC ↗ |
| 28 | VANGUARD FIDUCIARY TRUST CO | 156,225 | $5M | -5,069 | -3.1% | 2Q | SEC ↗ |
| 29 | PRINCIPAL FINANCIAL GROUP INC | 152,870 | $5M | +488 | +0.3% | 56Q | SEC ↗ |
| 30 | UBS Group AG | 150,118 | $5M | +38,298 | +34.2% | 47Q | SEC ↗ |
| 31 | HERALD INVESTMENT MANAGEMENT Ltd | 150,000 | $5M | — | +0.0% | 20Q | SEC ↗ |
| 32 | Man Group plc | 142,907 | $5M | +132,015 | +1212.0% | 6Q | SEC ↗ |
| 33 | JACOBS LEVY EQUITY MANAGEMENT, INC | 136,688 | $5M | -151,491 | -52.6% | 15Q | SEC ↗ |
| 34 | CRAWFORD INVESTMENT COUNSEL INC NEW | 127,003 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 35 | BANK OF AMERICA CORP /DE | 122,914 | $4M | -8,649 | -6.6% | 15Q | SEC ↗ |
| 36 | MILLENNIUM MANAGEMENT LLC | 121,342 | $4M | -54,288 | -30.9% | 21Q | SEC ↗ |
| 37 | Public Sector Pension Investment Board | 104,374 | $4M | -3,062 | -2.9% | 56Q | SEC ↗ |
| 38 | PANAGORA ASSET MANAGEMENT INC | 98,152 | $3M | -117,077 | -54.4% | 15Q | SEC ↗ |
| 39 | CONNORS INVESTOR SERVICES INC | 97,391 | $3M | -728 | -0.7% | 35Q | SEC ↗ |
| 40 | AMERIPRISE FINANCIAL INC | 95,127 | $3M | -1,852 | -1.9% | 16Q | SEC ↗ |
| 41 | Invesco Ltd. | 84,476 | $3M | -93,203 | -52.5% | 59Q | SEC ↗ |
| 42 | Pinnacle Financial Partners, Inc. | 83,597 | $3M | +600 | +0.7% | 3Q | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 82,156 | $3M | +26,093 | +46.5% | 34Q | SEC ↗ |
| 44 | ROYAL BANK OF CANADA | 80,925 | $3M | +660 | +0.8% | 46Q | SEC ↗ |
| 45 | STIFEL FINANCIAL CORP | 79,196 | $3M | -1,440 | -1.8% | 7Q | SEC ↗ |
| 46 | Engineers Gate Manager LP | 77,048 | $3M | -11,710 | -13.2% | 5Q | SEC ↗ |
| 47 | Quantinno Capital Management LP | 75,514 | $3M | +25,345 | +50.5% | 5Q | SEC ↗ |
| 48 | Cerity Partners LLC | 73,617 | $3M | +2,912 | +4.1% | 4Q | SEC ↗ |
| 49 | GLOBEFLEX CAPITAL L P | 72,988 | $2M | — | +0.0% | 16Q | SEC ↗ |
| 50 | TEACHER RETIREMENT SYSTEM OF TEXAS | 72,818 | $2M | -78,365 | -51.8% | 16Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 237,710 | $8M |
| CRAWFORD INVESTMENT COUNSEL INC | 127,003 | $4M |
| Hillsdale Investment Management Inc | 43,839 | $1M |
| Pathstone Holdings, LLC | 25,160 | $860K |
| Tidal Investments LLC | 21,084 | $721K |
| Formidable Asset Management, LLC | 19,479 | $666K |
| Graham Capital Management, L.P. | 19,410 | $663K |
| VARCOV Co. | 18,956 | $648K |
| Summit Global Investments | 13,674 | $467K |
| Sanctuary Advisors, LLC | 12,246 | $419K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 12,135 | $415K |
| Jain Global LLC | 12,000 | $410K |
| Jupiter Topco LLC | 10,946 | $374K |
| Vise Technologies, Inc. | 10,372 | $355K |
| Brooklyn Investment Group | 9,981 | $341K |
| MANGROVE PARTNERS IM, LLC | 9,782 | $334K |
| BAILARD, INC. | 9,500 | $325K |
| ALLSTATE CORP | 9,355 | $320K |
| MERCER GLOBAL ADVISORS INC /ADV | 9,022 | $308K |
| Park Capital Management, LLC / WI | 8,821 | $302K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAG | 451,794 | $15M |
| Stephens Investment Management Grou | 315,291 | $11M |
| Invenomic Capital Management LP | 240,370 | $8M |
| Qube Research & Technologies Ltd | 223,037 | $8M |
| HRT FINANCIAL LP | 195,023 | $7M |
| JANE STREET GROUP, LLC | 95,704 | $3M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 95,184 | $3M |
| Trexquant Investment LP | 81,964 | $3M |
| Quantbot Technologies LP | 54,180 | $2M |
| HEARTLAND ADVISORS INC | 50,906 | $2M |
| STATE BOARD OF ADMINISTRATION OF FL | 37,749 | $1M |
| EXCHANGE TRADED CONCEPTS, LLC | 27,867 | $952K |
| Verition Fund Management LLC | 22,501 | $769K |
| XTX Topco Ltd | 18,752 | $641K |
| MQS Management LLC | 17,287 | $591K |
| EVOLVE PRIVATE WEALTH, LLC | 17,263 | $590K |
| INTECH INVESTMENT MANAGEMENT LLC | 16,059 | $549K |
| Balyasny Asset Management L.P. | 15,033 | $514K |
| Gotham Asset Management, LLC | 14,778 | $505K |
| nVerses Capital, LLC | 14,768 | $505K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +391,459 | +142.6% | 665,917 |
| BlackRock, Inc. | +228,215 | +5.9% | 4,080,144 |
| ACADIAN ASSET MANAGEMENT LLC | +223,093 | +64.0% | 571,823 |
| JPMORGAN CHASE & CO | +181,827 | +40.1% | 635,565 |
| AQR CAPITAL MANAGEMENT LLC | +181,390 | +308.3% | 240,232 |
| First Eagle Investment Management, | +166,200 | +39.0% | 591,898 |
| Nuveen, LLC | +138,153 | +267.0% | 189,904 |
| Man Group plc | +132,015 | +1212.0% | 142,907 |
| DIMENSIONAL FUND ADVISORS LP | +101,938 | +7.0% | 1,557,981 |
| LAZARD ASSET MANAGEMENT LLC | +83,742 | +53.3% | 240,950 |
| Creative Planning | +67,666 | +31.0% | 285,852 |
| GEODE CAPITAL MANAGEMENT, LLC | +64,472 | +9.0% | 779,219 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +55,706 | +14.7% | 433,651 |
| UBS Group AG | +38,298 | +34.2% | 150,118 |
| VICTORY CAPITAL MANAGEMENT INC | +26,100 | +70.0% | 63,400 |
| Russell Investments Group, Ltd. | +26,093 | +46.5% | 82,156 |
| Quantinno Capital Management LP | +25,345 | +50.5% | 75,514 |
| NORTHERN TRUST CORP | +18,034 | +5.0% | 379,711 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | +15,815 | +7531.0% | 16,025 |
| MORGAN STANLEY | +13,968 | +3.8% | 382,954 |