HealthStream Ownership | Who Owns HealthStream?
HealthStream Ownership Summary
HealthStream is owned by 71.70% institutional investors, 21.17% insiders, and 7.12% 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 4.83% of its assets in HealthStream shares.
HSTM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | HealthStream | 71.70% | 21.17% | 7.12% |
| Sector | Healthcare Stocks | 488.17% | 11.08% | -399.26% |
| Industry | Healthcare Information Services Stocks | 54.77% | 12.92% | 32.31% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.00M | 13.20% | $111.62M |
| Blackrock funding, inc. /de | 3.61M | 11.89% | $99.94M |
| Vanguard group | 3.06M | 10.05% | $97.15M |
| Dimensional fund advisors lp | 1.54M | 5.06% | $48.91M |
| State street | 962.26K | 3.17% | $26.85M |
| Copeland capital management | 882.95K | 2.91% | $24.43M |
| Acadian asset management | 762.34K | 2.51% | $21.08M |
| Geode capital management | 694.27K | 2.28% | $22.08M |
| Renaissance | 549.30K | 1.81% | $17.47M |
| Punch & associates investment management | 545.98K | 1.80% | $15.11M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Herald investment management | 190.00K | 0.99% | $6.03M |
| Punch & associates investment management | 545.98K | 0.93% | $15.11M |
| Copeland capital management | 882.95K | 0.50% | $24.43M |
| Heartland advisors | 287.40K | 0.50% | $9.14M |
| Bridge city capital | 58.98K | 0.46% | $1.63M |
| Riverwater partners | 33.92K | 0.44% | $938.59K |
| Harbor capital advisors | 343.12K | 0.40% | $9.49M |
| Am investment strategies | 57.74K | 0.38% | $1.60M |
| Connors investor services | 103.75K | 0.25% | $2.87M |
| Entrypoint capital | 17.96K | 0.25% | $497.09K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Robeco institutional asset management b.v. | 380.60K | 0.02% | 235.38K |
| Copeland capital management | 882.95K | 0.50% | 119.26K |
| Norges bank | 114.74K | 0.00% | 114.74K |
| Qube research | 251.95K | 0.01% | 109.88K |
| Vanguard group | 3.06M | 0.00% | 92.07K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.61M | 0.00% | -304.42K |
| Cerity partners | - | - | -262.94K |
| Millennium management | 24.92K | 0.00% | -205.22K |
| Hillsdale investment management | - | - | -161.65K |
| Mckinley capital management | - | - | -133.11K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 114.74K | 0.00% | 114.74K | $3.65M |
| Allianz asset management gmbh | 58.65K | 0.00% | 58.65K | $1.87M |
| Envestnet asset management | 43.81K | 0.00% | 43.81K | $1.39M |
| Xtx topco | 36.44K | 0.04% | 36.44K | $1.01M |
| Riverwater partners | 33.92K | 0.44% | 33.92K | $938.59K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 205 | 1.99% | 21,767,810 | 1.61% | 71 | 1.44% | 101 | 2.02% | 60 | -15.49% |
| Jun 30, 2024 | 198 | 2.59% | 21,253,669 | 0.35% | 70 | 1.44% | 96 | 17.07% | 71 | -4.05% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.45M | 4.83% | 256.00 |
| Vanguard Total Stock Mkt Idx Inv | 753.41K | 2.52% | -16.71K |
| Vanguard US Total Market Shares ETF | 768.97K | 2.52% | - |
| Vanguard Small Cap Index | 592.51K | 1.98% | -3.93K |
| iShares Russell 2000 ETF | 576.52K | 1.93% | -10.92K |
| Embark Small Cap Equity Institutional | 419.31K | 1.37% | 9.23K |
| First Eagle Small Cap Opportunity I | 355.74K | 1.19% | - |
| First Eagle US Small Cap Strategy | 355.74K | 1.17% | -2.81K |
| Vanguard Small Cap Growth Index Inv | 331.93K | 1.11% | -126.00 |
| Stephens Small Cap Growth | 319.30K | 1.05% | 960.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 27, 2025 | O'Hara Kevin P | Executive Vice President | Sell | $55.94K |
| Feb 27, 2025 | Fenstermacher Scott | Senior Vice President | Sell | $66.30K |
| Aug 29, 2024 | Taylor Tate Deborah | - | Sell | $39.94K |
| Aug 26, 2024 | Fenstermacher Scott | Senior Vice President | Sell | $28.99K |
| Aug 07, 2024 | O'Hara Kevin P | Senior Vice President | Sell | $84.09K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 3 |
HSTM Ownership FAQ
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