$HSTM

$34.18 -$0.68 (1.95%) Close

$HSTM Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 29.2M shares outstanding

Who owns HSTM?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 1924.6%

BlackRock, Inc. 410.6% · Vanguard Capital Management LLC 298.8%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

1,534

+212 vs last qtr

Net shares bought

+537.6M

by institutions in Q2 2026

New / sold out

371 / 159

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Wellington Management Group LLP +43.2M
BlackRock, Inc. +41.9M

Biggest sellers in Q2 2026

GQG Partners LLC −6.4M
Mak Capital One LLC SOLD OUT −5.6M

Who is planning to sell?

Notices of proposed sale, last 12 months

$816K

6 notices from 3 people

Shares covered

27.0K

0.09% of the company

Arranged in advance

85%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Rebrovick Linda Director 10b5-1 $694K
Kevin Patrick O'Hara Affiliate $73.3K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−6.0%

−0.69% a year

Each share's claim on the business

+6.4%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$87.1M vs $37.5M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years77% 3–5 years3% 1–3 years4% Under 1 year15%

Quarterly turnover

45.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting HSTM on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	120.1M	410.64%	+41.9M (+53.6%)	≤2021	0.1%
Shares held by quarter Peak holding120.1M (Q2'26) Change over 8 quarters+56.7M Share of the company410.640% BlackRock, Inc.'s full portfolio →
VC Vanguard Capital Management LLC	87.4M	298.82%	+39.7M (+83.1%)	≤2021	0.1%
Shares held by quarter Peak holding87.4M (Q2'26) Change over 8 quarters+87.4M Share of the company298.820% Vanguard Capital Management LLC's full portfolio →

BlackRock, Inc.

120.1M

% of company

410.64%

Change vs last qtr

+41.9M (+53.6%)

Held since

≤2021

Vanguard Capital Management LLC

87.4M

% of company

298.82%

Change vs last qtr

+39.7M (+83.1%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding HealthStream, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting HSTM on Form N-PORT; together they hold 1802.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$1.58B	45.6M	155.83%	0.07%	June 30, 2026
V5 Vanguard 500 Index Fund Vanguard Index Funds	$1.23B	29.9M	102.18%	0.07%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$1.58B

% of company

155.83%

% of the fund

0.07%

As of

June 30, 2026

Vanguard 500 Index Fund

Vanguard Index Funds

Position value

$1.23B

% of company

102.18%

% of the fund

0.07%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding HealthStream, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
FR Frist Robert A JR Insider	5.0M	17.12%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company17.120% Frist Robert A JR's insider activity →
WV WJRJJ Ventures, LLC 5%+ holder 13D · 9.6%	2.8M	9.58%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company9.580% Disclosed stake13D · 9.6% View the 13D/G filing →

Frist Robert A JR

Insider

5.0M

% of company

17.12%

Change vs last qtr

—

Held since

—

WJRJJ Ventures, LLC

5%+ holder13D · 9.6%

2.8M

% of company

9.58%

Change vs last qtr

—

Held since

—

15 more holders behind a free account

See every insider and 5%+ holder of HealthStream, Inc..

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