Healthstream Inc (HSTM) Hedge Fund Ownership (Q2 2026)

Healthstream Inc (HSTM)

215 + Investors. Track Smart Money conviction in HSTM. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — HSTM

Based on 217 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added HSTM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

217 hedge funds hold HSTM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q

+18 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 58% buying

122 buying88 selling

Last quarter: 122 funds bought or added vs 88 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter

Funds opening a new HSTM position: 28 → 26 → 40 → 46. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 14% medium ■ 27% new

127 out of 217 hedge funds have held HSTM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +39% but shares only +6% — price-driven

Value

+39%

+6%

Last quarter: the total dollar value of institutional holdings rose +39%, but actual share count only changed +6%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

22 → 28 → 26 → 40 → 46 new funds/Q

New funds entering each quarter: 28 → 26 → 40 → 46. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 59% veterans vs 29% newcomers

■ 59% veterans ■ 12% 1-2yr ■ 29% new

Entry-cohort mix of 217 holders: 129 (59%) are 2+ year veterans, 26 entered 1–2 years ago, and 62 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds

50 of 216 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in HSTM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	215	198	8.59%
13F Shares	22M	21M	3.71%
Total Value	$581M	$432M	34.39%
New Positions	46	40	+6
Increased Positions	75	80	-5
Closed Positions	28	33	-5
Reduced Positions	61	46	+15
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

215

198

8.59%

13F Shares

22M

21M

3.71%

Total Value

$581M

$432M

34.39%

New Positions

Increased Positions

-5

Closed Positions

-5

Reduced Positions

+15

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

215 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HSTM. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 HSTM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Copeland Capital Management, LLC	0.70%	1,248,384	$34.0M
2	HERALD INVESTMENT MANAGEMENT Ltd	0.55%	150,000	$4.1M
3	Bridge City Capital, LLC	0.32%	51,765	$1.4M
4	AM Investment Strategies LLC	0.28%	52,738	$1.4M
5	Globeflex Capital L P	0.25%	72,988	$2.0M
6	Connors Investor Services Inc	0.23%	97,391	$2.7M
7	VARCOV Co.	0.20%	18,956	$517K
8	Numerai GP LLC	0.15%	69,534	$1.9M
9	Park Capital Management, LLC / WI	0.14%	8,821	$240K
10	Campbell & CO Investment Adviser LLC	0.10%	66,601	$1.8M
11	Kennedy Capital Management LLC	0.09%	191,504	$5.2M
12	Formidable Asset Management, LLC	0.08%	19,479	$531K
13	Cambiar Investors LLC	0.08%	67,694	$1.8M
14	Crawford Investment Counsel Inc	0.06%	127,003	$3.5M
15	Abel Hall, LLC	0.04%	7,466	$203K
16	State of Wyoming	0.03%	12,446	$339K
17	Personal Cfo Solutions, LLC	0.03%	8,366	$228K
18	Diametric Capital, LP	0.03%	11,037	$301K
19	NJ State Employees Deferred Compensation Plan	0.03%	10,000	$282K
20	Kornitzer Capital Management Inc /Ks	0.03%	54,132	$1.5M
21	Inspire Investing, LLC	0.03%	25,050	$683K
22	Engineers Gate Manager LP	0.03%	77,048	$2.1M
23	Hillsdale Investment Management Inc.	0.03%	43,839	$1.2M
24	First Eagle Investment Management, LLC	0.03%	591,898	$16.1M
25	Martingale Asset Management L P	0.02%	37,703	$1.0M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Healthstream Inc (HSTM)

What does the Smart Money Trend signal show for HSTM?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added HSTM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HSTM?

Slight buying edge — 58% buying: Last quarter: 122 funds bought or added vs 88 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HSTM holders?

Elite ownership — 65% AUM from top-100 funds: 50 of 216 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in HSTM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HSTM?

59% of holders stayed for 2+ years: 127 out of 217 hedge funds have held HSTM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Healthstream Inc (HSTM)

Smart Money Signals — HSTM

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +9% more funds vs a year ago

Slight buying edge — 58% buying

More new buyers each quarter (+6 vs last Q)

59% of holders stayed for 2+ years

Value +39% but shares only +6% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 59% veterans vs 29% newcomers

Elite ownership — 65% AUM from top-100 funds

Institutional Sentiment Summary — HSTM

Hedge Fund Ownership: HSTM

Market Analysis: HSTM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HSTM

Hedge Fund Positioning: HSTM

Statistics: HSTM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Healthstream Inc (HSTM)

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