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HealthStream

US · HSTM #3266 by market cap
32.16 +0.06 +0.19%
Live - 5344 symbols - heartbeat 21s ago · 2026-10-08 10:08
Pre-market 32.15 +0.16%
After-hours 32.10 0.00%
Market cap
983.96M
P/B
2.76
EPS
0.61
Reader sentiment Are you bullish or bearish on HSTM?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Distributing
  • The number of reporting institutions decreased by 4 in the most recent period (2026/Q3).
  • Total institutional ownership fell 4.5 percentage points.

Institutional ownership

Held by institutions
73.43% -4.47pp
Institutions
264 -4
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Diverging

Institutions trimmed shares last reporting period, and the stock has seen net inflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund62.41%
Individual/Insider28.36%
Hedge Fund6.55%
Public Company2.31%
Government Pension Fund1.00%
VC/PE Fund0.33%
Private Company0.29%
Insurance Company0.23%
Family Office/Trust0.22%

Top holders as of 2026-09-29

Robert Frist 16.36% · 5.01M sh
BlackRock 13.34% · 4.08M sh
Willis Johnson 9.15% · 2.80M sh
Dimensional Fund Advisors 5.09% · 1.56M sh
Copeland Capital Management, LLC 4.08% · 1.25M sh
Vanguard Capital Management, LLC 3.93% · 1.20M sh
State Street Global Advisors 3.28% · 1.00M sh
Vanguard Portfolio Management, LLC 2.88% · 880.54K sh
Two Sigma Investments, LP 2.63% · 805.58K sh
Geode Capital Management, LLC 2.55% · 779.22K sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 37 buys · 13 sells

NameRoleStake
Robert Frist Co-Founder, Chairman of the Board & CEO 16.36%
Frank Gordon Independent Director 0.77%
Thompson Dent Lead Independent Director 0.46%
Michael Sousa Executive Vice President of Enterprise Applications 0.21%
Michael Collier Executive Vice President of Corporate Strategy & Development 0.20%
Linda Rebrovick Independent Director 0.17%
William Stead Independent Director 0.16%
Trisha Coady Senior Vice President of Workforce Development Solutions 0.13%
Jeffrey Cunningham Chief Technology Officer 0.13%
Scott Roberts CFO and Senior VP of Accounting & Finance 0.12%

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-09-28 Robert Frist Co-Founder, Chairman of the Board & CEO Derivative Exercise and Sale -477 $29.10
2026-09-28 Robert Frist Co-Founder, Chairman of the Board & CEO Derivative Exercise and Retained +1,478 --
2026-09-28 Michael McQuigg Senior Vice President of Digital & Network Development Derivative Exercise and Sale -381 --
2026-09-28 Michael McQuigg Senior Vice President of Digital & Network Development Derivative Exercise and Retained +1,183 --
2026-09-28 Kevin O'Hara Senior Vice President of Platform Solutions Derivative Exercise and Sale -400 $29.10
2026-09-28 Kevin O'Hara Senior Vice President of Platform Solutions Derivative Exercise and Retained +1,242 --
2026-09-28 Jeffrey Cunningham Chief Technology Officer Derivative Exercise and Sale -381 $29.10
2026-09-28 Jeffrey Cunningham Chief Technology Officer Derivative Exercise and Retained +1,183 --
2026-09-28 Trisha Coady Senior Vice President of Workforce Development Solutions Derivative Exercise and Sale -400 $29.10
2026-09-28 Trisha Coady Senior Vice President of Workforce Development Solutions Derivative Exercise and Retained +1,242 --
2026-09-28 Michael Collier Executive Vice President of Corporate Strategy & Development Derivative Exercise and Sale -477 $29.10
2026-09-28 Michael Collier Executive Vice President of Corporate Strategy & Development Derivative Exercise and Retained +1,478 --
2026-09-28 Scott Roberts CFO and Senior VP of Accounting & Finance Derivative Exercise and Sale -381 $29.10
2026-09-28 Scott Roberts CFO and Senior VP of Accounting & Finance Derivative Exercise and Retained +1,183 --
2026-09-28 Jennifer LoPresto Officer Derivative Exercise and Sale -134 $29.10
2026-09-28 Jennifer LoPresto Officer Derivative Exercise and Retained +257 --
2026-09-17 Robert Frist Co-Founder, Chairman of the Board & CEO Other Derivative Acquisition +23,093 --
2026-09-17 Michael McQuigg Senior Vice President of Digital & Network Development Other Derivative Acquisition +18,474 --
2026-09-17 Kevin O'Hara Senior Vice President of Platform Solutions Other Derivative Acquisition +23,093 --
2026-09-17 Jeffrey Cunningham Chief Technology Officer Other Derivative Acquisition +18,474 --

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-08 10:08:18 · For reference only, not investment advice and not tailored to your situation.