HealthStream Inc
Ownership
Ownership Structure
Who owns HealthStream Inc (HSTM)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 68.5% of the shares are freely tradable; institutional investors hold 75.3%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 13.34 | 4,080,144 | +5.9 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 5.09 | 1,557,981 | +7.0 | 06/30/2026 |
| Copeland Capital Management, LLC | 3.98 | 1,217,236 | -2.5 | 09/30/2026 |
| Arnhold & S. Bleichroeder Advisers, LLC | 3.87 | 1,183,796 | +178.1 | 06/30/2026 |
| Vanguard Capital Management, LLC | 3.42 | 1,045,298 | -0.3 | 06/30/2026 |
| State Street Corp | 3.28 | 1,004,170 | +0.9 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 2.88 | 880,543 | -4.5 | 06/30/2026 |
| Two Sigma Investments LLC | 2.63 | 805,584 | -4.6 | 06/30/2026 |
| Geode Capital Management, LLC | 2.55 | 779,219 | +9.0 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4.55 | 1,392,007 | +0.0 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Frist Robert A Jr | CEO and Chairman | 3,909,362 | 131,745,499 $ | Oct 29, 2026 | direct |
| Collier Michael Manning | Executive Vice President | 62,560 | 2,108,272 $ | Oct 29, 2026 | direct |
| Coady Trisha L | Executive Vice President | 43,002 | 1,449,167 $ | Oct 29, 2026 | direct |
| Cunningham Jeff | Chief Technology Officer | 39,373 | 1,326,870 $ | Oct 29, 2026 | direct |
| Rebrovick Linda | Director | 39,329 | 1,325,387 $ | Oct 23, 2026 | direct |
| Roberts Scott Alexander | CFO and SVP | 38,660 | 1,302,842 $ | Oct 29, 2026 | direct |
| McQuigg Michael Scott | Senior Vice President | 37,051 | 1,248,619 $ | Oct 29, 2026 | direct |
| O'Hara Kevin P | Executive Vice President | 22,901 | 771,764 $ | Oct 29, 2026 | direct |
| LoPresto Jennifer Hayes | Senior Vice President | 6,989 | 235,529 $ | Oct 29, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 29, 2026 | Coady Trisha L | Executive Vice President | Other | 730 | 34.18 | 24,951 |
| Oct 29, 2026 | Coady Trisha L | Executive Vice President | Other | 2,995 | 0.00 | – |
| Oct 29, 2026 | Collier Michael Manning | Executive Vice President | Other | 255 | 34.18 | 8,716 |
| Oct 29, 2026 | Collier Michael Manning | Executive Vice President | Other | 1,044 | 0.00 | – |
| Oct 29, 2026 | Cunningham Jeff | Chief Technology Officer | Other | 218 | 34.18 | 7,451 |
| Oct 29, 2026 | Cunningham Jeff | Chief Technology Officer | Other | 895 | 0.00 | – |
| Oct 29, 2026 | Frist Robert A Jr | CEO and Chairman | Other | 273 | 34.18 | 9,331 |
| Oct 29, 2026 | Frist Robert A Jr | CEO and Chairman | Other | 1,119 | 0.00 | – |
| Oct 29, 2026 | LoPresto Jennifer Hayes | Senior Vice President | Other | 77 | 34.18 | 2,632 |
| Oct 29, 2026 | LoPresto Jennifer Hayes | Senior Vice President | Other | 224 | 0.00 | – |
| Oct 29, 2026 | McQuigg Michael Scott | Senior Vice President | Other | 218 | 34.18 | 7,451 |
| Oct 29, 2026 | McQuigg Michael Scott | Senior Vice President | Other | 895 | 0.00 | – |
| Oct 29, 2026 | O'Hara Kevin P | Executive Vice President | Other | 218 | 34.18 | 7,451 |
| Oct 29, 2026 | O'Hara Kevin P | Executive Vice President | Other | 895 | 0.00 | – |
| Oct 29, 2026 | Roberts Scott Alexander | CFO and SVP | Other | 218 | 34.18 | 7,451 |
| Oct 29, 2026 | Roberts Scott Alexander | CFO and SVP | Other | 895 | 0.00 | – |
| Oct 23, 2026 | Rebrovick Linda | Director | Sell | 12,000 | 35.00 | 420,000 |
| Sep 29, 2026 | Roberts Scott Alexander | CFO and SVP | Other | 381 | 29.10 | 11,087 |
| Sep 29, 2026 | Roberts Scott Alexander | CFO and SVP | Other | 1,564 | 0.00 | – |
| Sep 29, 2026 | O'Hara Kevin P | Executive Vice President | Other | 400 | 29.10 | 11,640 |
| Sep 29, 2026 | O'Hara Kevin P | Executive Vice President | Other | 1,642 | 0.00 | – |
| Sep 29, 2026 | McQuigg Michael Scott | Senior Vice President | Other | 381 | 0.00 | – |
| Sep 29, 2026 | McQuigg Michael Scott | Senior Vice President | Other | 1,564 | 0.00 | – |
| Sep 29, 2026 | LoPresto Jennifer Hayes | Senior Vice President | Other | 134 | 29.10 | 3,899 |
| Sep 29, 2026 | LoPresto Jennifer Hayes | Senior Vice President | Other | 391 | 0.00 | – |
| Sep 29, 2026 | Frist Robert A Jr | CEO and Chairman | Other | 477 | 29.10 | 13,881 |
| Sep 29, 2026 | Frist Robert A Jr | CEO and Chairman | Other | 1,955 | 0.00 | – |
| Sep 29, 2026 | Cunningham Jeff | Chief Technology Officer | Other | 381 | 29.10 | 11,087 |
| Sep 29, 2026 | Cunningham Jeff | Chief Technology Officer | Other | 1,564 | 0.00 | – |
| Sep 29, 2026 | Collier Michael Manning | Executive Vice President | Other | 477 | 29.10 | 13,881 |
| Sep 29, 2026 | Collier Michael Manning | Executive Vice President | Other | 1,955 | 0.00 | – |
| Sep 29, 2026 | Coady Trisha L | Executive Vice President | Other | 400 | 29.10 | 11,640 |
| Sep 29, 2026 | Coady Trisha L | Executive Vice President | Other | 1,642 | 0.00 | – |
| Sep 14, 2026 | Frist Robert A Jr | CEO and Chairman | Sell | 144,068 | 29.50 | 4,250,006 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.