HealthStream Ownership | Who Owns HealthStream?

Overview Forecast RevenueFinancials Chart Transcripts

HealthStream Ownership Summary

HealthStream is owned by 55.73% institutional investors, 18.84% insiders, and 25.42% retail investors. Blackrock is the largest institutional shareholder, holding 13.20% of HSTM shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.84% of its assets in HealthStream shares.

HSTM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	HealthStream	55.73%	18.84%	25.42%
Sector	Healthcare Stocks	232.01%	10.74%	-142.75%
Industry	Healthcare Information Services Stocks	33.19%	12.66%	54.15%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	4.00M	13.20%	$111.62M
Blackrock funding, inc. /de	3.63M	11.94%	$83.80M
Vanguard group	2.54M	8.34%	$58.53M
Dimensional fund advisors lp	1.37M	4.50%	$31.58M
State street	983.07K	3.24%	$27.76M
Copeland capital management	887.55K	2.92%	$20.48M
Acadian asset management	847.50K	2.79%	$19.53M
Geode capital management	758.00K	2.49%	$17.49M
Renaissance	475.47K	1.56%	$10.97M
Punch & associates investment management	452.38K	1.49%	$12.78M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Punch & associates investment management	452.38K	0.74%	$12.78M
Herald investment management	190.00K	0.71%	$5.37M
Copeland capital management	887.55K	0.46%	$20.48M
Bridge city capital	54.30K	0.37%	$1.25M
Am investment strategies	57.74K	0.28%	$1.33M
Numerai gp	67.69K	0.27%	$1.91M
Globeflex capital l p	72.99K	0.26%	$1.68M
Entrypoint capital	26.58K	0.24%	$613.13K
Mqs management	17.29K	0.24%	$398.81K
Connors investor services	97.53K	0.19%	$2.25M

Top Buyers

Holder	Shares	% Assets	Change
Herald investment management	190.00K	0.71%	190.00K
Norges bank	114.74K	0.00%	114.74K
Acadian asset management	847.50K	0.03%	105.63K
Two sigma advisers, lp	173.30K	0.01%	94.40K
Numerai gp	67.69K	0.27%	67.69K

Top Sellers

Holder	Shares	% Assets	Change
Vanguard group	2.54M	0.00%	-448.18K
Millennium management	24.92K	0.00%	-205.22K
Renaissance	475.47K	0.02%	-171.73K
Hillsdale investment management	-	-	-161.65K
Mckinley capital management	-	-	-133.11K

New Positions

Holder	Shares	% Assets	Change	Value
Herald investment management	190.00K	0.71%	190.00K	$5.37M
Norges bank	114.74K	0.00%	114.74K	$3.65M
Numerai gp	67.69K	0.27%	67.69K	$1.91M
Summit global investments	20.03K	0.03%	20.03K	$566.00K
Cetera investment advisers	9.60K	0.00%	9.60K	$271.14K

Sold Out

Holder	Change
Financial gravity asset management	-1.00
Point72 (difc)	-2.00
Mendota financial group	-2.00
Golden state wealth management	-4.00
Ifp advisors	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	129	-35.18%	16,959,429	-20.50%	55	1.13%	60	-21.05%	47	-45.35%
Sep 30, 2025	190	-3.55%	20,976,600	-4.51%	69	1.32%	72	-29.41%	84	23.53%
Jun 30, 2025	191	-9.91%	21,785,095	-2.87%	71	1.32%	98	-4.85%	68	-8.11%
Mar 31, 2025	209	1.46%	22,352,089	-0.99%	73	1.33%	102	-4.67%	72	14.29%
Dec 31, 2024	118	-42.44%	14,201,290	-34.76%	46	0.91%	65	-35.64%	31	-48.33%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	1.44M	4.84%	-170.47K
Vanguard Total Stock Mkt Idx Inv	751.14K	2.53%	-
Vanguard US Total Market Shares ETF	768.97K	2.52%	-
iShares Russell 2000 ETF	574.41K	1.94%	26.15K
Embark Small Cap Equity Institutional	419.31K	1.37%	9.23K
First Eagle Small Cap Opportunity I	363.18K	1.22%	363.18K
First Eagle US Small Cap Strategy	363.18K	1.22%	4.82K
Vanguard Small Cap Growth Index Inv	331.93K	1.11%	-126.00
Stephens Small Cap Growth	315.29K	1.06%	-1.15K
DFA US Targeted Value I	296.98K	1.00%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 10, 2025	Cunningham Jeff	Chief Technology Officer	Sell	$50.59K
Dec 08, 2025	O'Hara Kevin P	Executive Vice President	Sell	$48.52K
Nov 26, 2025	Taylor Tate Deborah	-	Sell	$40.23K
Aug 27, 2025	O'Hara Kevin P	Executive Vice President	Sell	$55.94K
Feb 27, 2025	Fenstermacher Scott	Senior Vice President	Sell	$66.30K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	-
2025 Q4	-	3
2025 Q3	-	1
2025 Q2	-	-
2025 Q1	-	1

HSTM Ownership FAQ

Who Owns HealthStream?

HealthStream shareholders are primarily institutional investors at 55.73%, followed by 18.84% insiders and 25.43% retail investors. The average institutional ownership in HealthStream's industry, Healthcare Information Services Stocks , is 33.19%, which HealthStream exceeds.

Who owns the most shares of HealthStream?

HealthStream’s largest shareholders are Blackrock (4M shares, 13.20%), Blackrock funding, inc. /de (3.63M shares, 11.94%), and Vanguard group (2.54M shares, 8.34%). Together, they hold 33.47% of HealthStream’s total shares outstanding.

Does Blackrock own HealthStream?

Yes, BlackRock owns 13.20% of HealthStream, totaling 4M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 111.62M$. In the last quarter, BlackRock increased its holdings by 24.89K shares, a 0.63% change.

Who is HealthStream’s biggest shareholder by percentage of total assets invested?

Punch & associates investment management is HealthStream’s biggest shareholder by percentage of total assets invested, with 0.74% of its assets in 452.38K HealthStream shares, valued at 12.78M$.

Who is the top mutual fund holder of HealthStream shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of HealthStream shares, with 4.84% of its total shares outstanding invested in 1.44M HealthStream shares.

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