HealthStream Ownership | Who Owns HealthStream?
HealthStream Ownership Summary
HealthStream is owned by 46.70% institutional investors, 21.37% insiders, and 31.93% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.22% of HSTM shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.88% of its assets in HealthStream shares.
HSTM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | HealthStream | 46.70% | 21.37% | 31.93% |
| Sector | Healthcare Stocks | 57.39% | 9.93% | 32.68% |
| Industry | Healthcare Information Services Stocks | 40.75% | 11.44% | 47.80% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.02M | 13.22% | $127.85M |
| Blackrock | 4.00M | 13.20% | $111.62M |
| 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 |
| Punch & associates investment management | 852.37K | 2.81% | $23.78M |
| Acadian asset management | 806.51K | 2.65% | $25.63M |
| Geode capital management | 694.27K | 2.28% | $22.08M |
| Renaissance | 549.30K | 1.81% | $17.47M |
| First eagle investment management | 540.40K | 1.78% | $17.18M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Punch & associates investment management | 852.37K | 1.39% | $23.78M |
| Herald investment management | 190.00K | 0.99% | $6.03M |
| Harbor capital advisors | 414.79K | 0.58% | $13.19M |
| Heartland advisors | 287.40K | 0.50% | $9.14M |
| Am investment strategies | 57.74K | 0.45% | $1.84M |
| Wakefield asset management lllp | 33.13K | 0.36% | $1.05M |
| Connors investor services | 105.06K | 0.31% | $3.34M |
| Hillsdale investment management | 156.25K | 0.25% | $4.97M |
| Globeflex capital l p | 91.97K | 0.25% | $2.92M |
| Copeland capital management | 379.31K | 0.22% | $12.06M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Copeland capital management | 379.31K | 0.22% | 377.13K |
| Cerity partners | 300.07K | 0.02% | 292.55K |
| Norges bank | 114.74K | 0.00% | 114.74K |
| Vanguard group | 3.06M | 0.00% | 92.07K |
| Goldman sachs group | 211.65K | 0.00% | 72.78K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirae asset global investments | 8.51K | 0.00% | -283.94K |
| Millennium management | 24.92K | 0.00% | -205.22K |
| Mckinley capital management | - | - | -133.11K |
| Assenagon asset management | 98.66K | 0.01% | -102.94K |
| Renaissance | 549.30K | 0.03% | -87.10K |
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 |
| Jefferies financial group | 57.30K | 0.01% | 57.30K | $1.82M |
| Tudor investment corp et al | 46.32K | 0.01% | 46.32K | $1.29M |
| Envestnet asset management | 43.81K | 0.00% | 43.81K | $1.39M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -1.00 |
| Mendota financial group | -2.00 |
| Point72 (difc) | -2.00 |
| Innealta capital | -10.00 |
| International assets investment management | -17.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 193 | - | 21,179,123 | 0.53% | 69 | 1.48% | 82 | -3.53% | 74 | -1.33% |
| Dec 31, 2023 | 193 | 7.82% | 21,067,218 | -1.24% | 68 | 1.42% | 85 | 8.97% | 75 | 20.97% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.49M | 4.88% | 1.02K |
| Vanguard Total Stock Mkt Idx Inv | 770.12K | 2.53% | - |
| Vanguard US Total Market Shares ETF | 768.97K | 2.52% | - |
| Vanguard Small Cap Index | 621.10K | 2.04% | 504.00 |
| iShares Russell 2000 ETF | 602.95K | 1.98% | -5.22K |
| First Eagle US Small Cap Strategy | 482.12K | 1.59% | -14.12K |
| Embark Small Cap Equity Institutional | 410.08K | 1.35% | - |
| First Eagle Small Cap Opportunity I | 410.01K | 1.35% | -45.36K |
| Embark Small Cap Equity Retirement | 410.08K | 1.34% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 370.91K | 1.22% | 632.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| May 01, 2024 | Fenstermacher Scott | Senior Vice President | Sell | $26.19K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | 3 |
HSTM Ownership FAQ
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