13F

Stock

Healthstream Inc

HSTM · held by 6 managers

Reported value

$14.1M

Holders

6

+0 new · −1 exited

Holders’ est. mark

$22.7K

Price effect on 2 books still in the name

Largest holder

$6.91M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY244.6K$6.91MHeld
BANK OF AMERICA CORP /DE/162K$4.58MHeld
SUMMIT WEALTH GROUP LLC / CO16.2K$1.5MHeld
BARCLAYS PLC34.8K$981.4K$19.8KCut−$320.5K
VIRTUS ADVISERS, LLC5.01K$141.6K$2.86KAdded$2.86K
Allworth Financial LP117$3.31KHeld

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.