HealthStream Ownership | Who Owns HealthStream?

Overview Forecast RevenueFinancials Chart Transcripts

HealthStream Ownership Summary

HealthStream is owned by 69.04% institutional investors, 21.18% insiders, and 9.78% 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	69.04%	21.18%	9.78%
Sector	Healthcare Stocks	42.54%	10.83%	46.63%
Industry	Healthcare Information Services Stocks	41.37%	12.81%	45.81%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	4.00M	13.20%	$111.62M
Blackrock funding, inc. /de	3.60M	11.85%	$101.65M
Vanguard group	2.99M	9.83%	$84.30M
Dimensional fund advisors lp	1.41M	4.64%	$39.85M
State street	983.07K	3.24%	$27.76M
Copeland capital management	836.08K	2.75%	$23.61M
Geode capital management	770.28K	2.54%	$21.75M
Acadian asset management	741.87K	2.44%	$20.93M
Renaissance	647.20K	2.13%	$18.28M
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	836.08K	0.49%	$23.61M
Bridge city capital	59.91K	0.45%	$1.69M
Riverwater partners	33.92K	0.40%	$957.93K
Am investment strategies	57.74K	0.35%	$1.63M
Globeflex capital l p	72.99K	0.32%	$2.06M
Entrypoint capital	26.58K	0.29%	$750.53K
Numerai gp	67.69K	0.27%	$1.91M
Connors investor services	103.75K	0.25%	$2.87M

Top Buyers

Holder	Shares	% Assets	Change
Herald investment management	190.00K	0.71%	190.00K
Jpmorgan chase	432.82K	0.00%	184.92K
Norges bank	114.74K	0.00%	114.74K
Two sigma advisers, lp	173.30K	0.01%	94.40K
Numerai gp	67.69K	0.27%	67.69K

Top Sellers

Holder	Shares	% Assets	Change
Harbor capital advisors	86.60K	0.19%	-256.52K
Millennium management	24.92K	0.00%	-205.22K
Hillsdale investment management	-	-	-161.65K
Mckinley capital management	-	-	-133.11K
Segall bryant & hamill	-	-	-110.01K

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
Assenagon asset management	44.77K	0.00%	44.77K	$1.26M
Summit global investments	20.03K	0.03%	20.03K	$566.00K

Sold Out

Holder	Change
Financial gravity asset management	-1.00
Mendota financial group	-2.00
Point72 (difc)	-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 %
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%
Sep 30, 2024	205	1.99%	21,767,810	1.61%	71	1.44%	101	2.02%	60	-15.49%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	1.43M	4.84%	-
Vanguard Total Stock Mkt Idx Inv	753.41K	2.52%	-16.71K
Vanguard US Total Market Shares ETF	768.97K	2.52%	-
iShares Russell 2000 ETF	589.10K	1.99%	-
Vanguard Small Cap Index	592.51K	1.98%	-3.93K
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
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
2025 Q4	-	3
2025 Q3	-	1
2025 Q2	-	-
2025 Q1	-	1
2024 Q4	-	-

HSTM Ownership FAQ

Who Owns HealthStream?

HealthStream shareholders are primarily institutional investors at 69.04%, followed by 21.18% insiders and 9.78% retail investors. The average institutional ownership in HealthStream's industry, Healthcare Information Services Stocks , is 41.37%, which HealthStream exceeds.

Who owns the most shares of HealthStream?

HealthStream’s largest shareholders are Blackrock (4M shares, 13.20%), Blackrock funding, inc. /de (3.6M shares, 11.85%), and Vanguard group (2.99M shares, 9.83%). Together, they hold 34.87% 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 1.43M HealthStream shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools