Healthstream Inc: which funds bought and sold
Institutions that bought and sold Healthstream shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 121 institutions that filed 13F reports for both quarters added to or opened positions in Healthstream, and 81 cut or closed them. Together they added a net 1.3M shares, +6.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 629K shares (+10.6%); index fund managers were net buyers of 241K shares (+2.9%). 42 opened a new position and 19 sold out entirely.
Bought, Q2 2026 121 institutions, 42 of them new holders Sold, Q2 2026 81 institutions, 19 of them sold out
Net change, all compared +1.3M shares (+6.0%)
Net change, active managers +629K shares (+10.6%), 17 bought, 18 sold
Buyers versus sellers
121 bought 33 81 sold
Active managers and hedge funds 17 bought · 18 sold · +629K
Index fund managers 5 bought · 5 sold · +241K
Other institutions 99 bought · 58 sold · +424K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| First Eagle Investment Management, LLC Active manager | +758K +178.1% | 1.2M | $32.3M |
| Goldman Sachs Group Inc | +391K +142.6% | 666K | $18.1M |
| Blackrock, Inc. Index funds | +228K +5.9% | 4.1M | $111M |
| Acadian Asset Management LLC Active manager | +223K +64.0% | 572K | $15.6M |
| Jpmorgan Chase & Co | +182K +40.1% | 636K | $17.2M |
| AQR Capital Management LLC Hedge fund | +181K +308.3% | 240K | $6.5M |
| Nuveen, LLC | +138K +267.0% | 190K | $5.2M |
| Man Group PLC Hedge fund | +132K +1212.0% | 143K | $3.9M |
| Crawford Investment Counsel Inc | +127K New position | 127K | $3.5M |
| Dimensional Fund Advisors LP | +102K +7.0% | 1.6M | $42.5M |
| Lazard Asset Management LLC Active manager | +84K +53.3% | 241K | $6.6M |
| Creative Planning | +68K +31.0% | 286K | $7.8M |
| Geode Capital Management, LLC Index funds | +64K +9.0% | 779K | $21.2M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +56K +14.7% | 434K | $11.8M |
| Hillsdale Investment Management Inc. | +44K New position | 44K | $1.2M |
| UBS Group AG | +38K +34.2% | 150K | $4.1M |
| Victory Capital Management Inc Active manager | +26K +70.0% | 63K | $1.7M |
| Russell Investments Group, Ltd. | +26K +46.5% | 82K | $2.2M |
| Quantinno Capital Management LP | +25K +50.5% | 76K | $2.1M |
| Pathstone Holdings, LLC | +25K New position | 25K | $685,610 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| First Eagle Investment Management, LLC Active manager | +758K +178.1% | 1.2M | $32.3M |
| Acadian Asset Management LLC Active manager | +223K +64.0% | 572K | $15.6M |
| AQR Capital Management LLC Hedge fund | +181K +308.3% | 240K | $6.5M |
| Man Group PLC Hedge fund | +132K +1212.0% | 143K | $3.9M |
| Lazard Asset Management LLC Active manager | +84K +53.3% | 241K | $6.6M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +56K +14.7% | 434K | $11.8M |
| Victory Capital Management Inc Active manager | +26K +70.0% | 63K | $1.7M |
| Graham Capital Management, L.P. Hedge fund | +19K New position | 19K | $528,923 |
| Los Angeles Capital Management LLC Active manager | +16K +7531.0% | 16K | $436,681 |
| Jain Global LLC Hedge fund | +12K New position | 12K | $327,000 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Robeco Institutional Asset Management B.V. | −303K −96.7% | 10K | $280,375 |
| Invenomic Capital Management LP Hedge fund | −240K Sold out | 0 | — |
| HRT Financial LP | −195K Sold out | 0 | — |
| Jacobs Levy Equity Management, Inc Active manager | −151K −52.6% | 137K | $3.7M |
| Panagora Asset Management Inc Active manager | −117K −54.4% | 98K | $2.7M |
| Jane Street Group, LLC | −96K Sold out | 0 | — |
| Invesco Ltd. | −93K −52.5% | 84K | $2.3M |
| Teacher Retirement System Of Texas | −78K −51.8% | 73K | $2M |
| Citadel Advisors LLC Hedge fund | −68K −86.8% | 10K | $282,937 |
| Mirae Asset Global Etfs Holdings Ltd. | −65K −85.6% | 11K | $299,914 |
| Renaissance Technologies LLC Hedge fund | −55K −11.5% | 423K | $11.5M |
| Millennium Management LLC Hedge fund | −54K −30.9% | 121K | $3.3M |
| Quantbot Technologies LP Hedge fund | −54K Sold out | 0 | — |
| Numerai Gp LLC | −54K −43.8% | 70K | $1.9M |
| Vanguard Portfolio Management LLC Index funds | −41K −4.5% | 881K | $24M |
| Two Sigma Investments, LP Hedge fund | −39K −4.6% | 806K | $22M |
| Copeland Capital Management, LLC Active manager | −28K −2.2% | 1.2M | $34M |
| Charles Schwab Investment Management Inc Index funds | −28K −10.5% | 238K | $6.5M |
| Susquehanna Portfolio Strategies, LLC | −23K −38.9% | 35K | $966,830 |
| Verition Fund Management LLC Hedge fund | −23K Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Invenomic Capital Management LP Hedge fund | −240K Sold out | 0 | — |
| Jacobs Levy Equity Management, Inc Active manager | −151K −52.6% | 137K | $3.7M |
| Panagora Asset Management Inc Active manager | −117K −54.4% | 98K | $2.7M |
| Citadel Advisors LLC Hedge fund | −68K −86.8% | 10K | $282,937 |
| Renaissance Technologies LLC Hedge fund | −55K −11.5% | 423K | $11.5M |
| Millennium Management LLC Hedge fund | −54K −30.9% | 121K | $3.3M |
| Quantbot Technologies LP Hedge fund | −54K Sold out | 0 | — |
| Two Sigma Investments, LP Hedge fund | −39K −4.6% | 806K | $22M |
| Copeland Capital Management, LLC Active manager | −28K −2.2% | 1.2M | $34M |
| Verition Fund Management LLC Hedge fund | −23K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Crawford Investment Counsel Inc | 127K | $3.5M |
| Hillsdale Investment Management Inc. | 44K | $1.2M |
| Pathstone Holdings, LLC | 25K | $685,610 |
| Tidal Investments LLC | 21K | $574,539 |
| Formidable Asset Management, LLC | 19K | $530,803 |
| Graham Capital Management, L.P.Hedge fund | 19K | $528,923 |
| Varcov Co. | 19K | $516,551 |
| Summit Global Investments | 14K | $373,000 |
| Wealth Enhancement Advisory Services, LLC | 12K | $340,750 |
| Sanctuary Advisors, LLC | 12K | $333,704 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Invenomic Capital Management LPHedge fund | 240K | $5M |
| HRT Financial LP | 195K | $4M |
| Jane Street Group, LLC | 96K | $2M |
| Quantbot Technologies LPHedge fund | 54K | $1.1M |
| Verition Fund Management LLCHedge fund | 23K | $465,996 |
| Xtx Topco Ltd | 19K | $388,354 |
| Balyasny Asset Management L.P.Hedge fund | 15K | $311,333 |
| Nverses Capital, LLC | 15K | $305,845 |
| Brevan Howard Capital Management LPHedge fund | 13K | $263,493 |
| Schonfeld Strategic Advisors LLCHedge fund | 13K | $262,436 |
Who holds the shares
- Institutions reporting
- 218
- Ten largest holders
- 58.2% of 13F-reported shares
- Index fund managers
- 37.9% of 13F-reported shares
- Active managers and hedge funds
- 28.8% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 17 | 18 | 4 | 6 | +629K | +10.6% |
| Index fund managers | 5 | 5 | 1 | 0 | +241K | +2.9% |
| Other institutions | 99 | 58 | 37 | 13 | +424K | +5.9% |