STREAMLINE HEALTH SOLUTIONS INC. - 86323X106
Detailed investor-level table based on 13F positions.
Early Q2 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 1,669,629 | 384 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q3 2024 | Nov 13, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 502,783 | 115 | 0.0% | 0.0% | 2 | +23,430 | 4.89% | Q3 2024 | Nov 12, 2024 |
| BlackRock, Inc. | History | New | 317,591 | 73 | 0.0% | — | 3 | +317,591 | New | Q3 2024 | Nov 13, 2024 |
| Cerity Partners LLC | History | No change | 290,000 | 66 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q3 2024 | Nov 12, 2024 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 272,764 | 62 | 0.0% | 0.0% | 5 | +74,250 | 37.4% | Q3 2024 | Oct 15, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 227,569 | 52 | 0.0% | 0.0% | 6 | -38,200 | -14.37% | Q3 2024 | Nov 13, 2024 |
| UBS Group AG | History | Added to | 173,505 | 39 | 0.0% | 0.0% | 7 | +127,105 | 273.93% | Q3 2024 | Nov 14, 2024 |
| Mesirow Financial Investment Management, Inc. | History | No change | 107,700 | 24 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q3 2024 | Nov 01, 2024 |
| STATE STREET CORP | History | No change | 86,719 | 19 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q3 2024 | Nov 14, 2024 |
| NORTHERN TRUST CORP | History | Reduced | 70,004 | 16 | 0.0% | 0.0% | 10 | -736 | -1.04% | Q3 2024 | Nov 13, 2024 |
| JANE STREET GROUP, LLC | History | New | 66,924 | 15 | 0.0% | — | 11 | +66,924 | New | Q3 2024 | Nov 15, 2024 |
| MORGAN STANLEY | History | No change | 25,000 | 5 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q3 2024 | May 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 17,496 | 4 | 0.0% | 0.0% | 13 | -4,130 | -19.1% | Q3 2024 | Nov 14, 2024 |
| LPL Financial LLC | History | No change | 11,800 | 2 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q3 2024 | Nov 08, 2024 |
| OneDigital Investment Advisors LLC | History | No change | 10,000 | 2 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q3 2024 | Nov 06, 2024 |
| Nicholas Hoffman & Company, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -740,983 | -100.0% | Q2 2024 | Aug 02, 2024 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125,000 | -100.0% | Q2 2024 | Aug 13, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,028 | -100.0% | Q2 2024 | Feb 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,861 | -100.0% | Q2 2024 | Aug 15, 2024 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | — | — | -486 | -100.0% | Q2 2024 | Nov 06, 2024 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 418 | 0 | — | — | — | +6 | 1.46% | Q3 2024 | Mar 18, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2024 | Aug 14, 2024 |
| OSAIC HOLDINGS, INC. | History | No change | 1,000 | 0 | — | — | — | 0 | 0.0% | Q3 2024 | Nov 13, 2024 |