HealthStream Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:HL5 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
29 Aug 24	Sell€36,056	Deborah Tate	Individual	1,400	€25.75
26 Aug 24	Sell€25,961	Scott Fenstermacher	Individual	1,000	€25.96
07 Aug 24	Sell€76,926	Kevin O'Hara	Individual	3,000	€25.64
01 May 24	Sell€24,518	Scott Fenstermacher	Individual	1,000	€24.52
26 Feb 24	Sell€376,786	Michael Sousa	Individual	15,000	€25.12
22 Feb 24	Sell€170,441	Trisha Coady	Individual	7,000	€24.35
22 Feb 24	Sell€24,582	Scott Fenstermacher	Individual	1,000	€24.58

Insider Trading Volume

Insider Buying: HL5 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of HL5?
Owner Type	Number of Shares	Ownership Percentage
State or Government	13,565	0.0446%
General Public	1,239,094	4.07%
Individual Insiders	6,478,011	21.3%
Institutions	22,684,213	74.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 73.12% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
17.9%	Robert Frist	5,450,908	€170.6m	0.01%	no data
13.1%	BlackRock, Inc.	3,989,249	€124.8m	-0.29%	no data
9.74%	The Vanguard Group, Inc.	2,962,993	€92.7m	1.83%	no data
5.15%	Dimensional Fund Advisors LP	1,566,838	€49.0m	-0.25%	0.01%
3.2%	State Street Global Advisors, Inc.	974,235	€30.5m	1.24%	no data
2.83%	Punch & Associates Investment Management, Inc.	860,709	€26.9m	0.98%	1.45%
2.55%	Acadian Asset Management LLC	774,894	€24.3m	26.5%	0.06%
2.22%	Geode Capital Management, LLC	674,764	€21.1m	2.86%	no data
2.09%	Renaissance Technologies LLC	636,400	€19.9m	-5.06%	0.03%
1.8%	First Eagle Investment Management, LLC	546,778	€17.1m	3.13%	0.02%
1.32%	Harbor Capital Advisors, Inc.	400,033	€12.5m	141%	0.53%
1.17%	Stephens Investment Management Group, LLC	355,473	€11.1m	-15.4%	0.15%
1.05%	Heartland Advisors, Inc.	318,392	€10.0m	-17.1%	0.5%
0.91%	Apo Asset Management GmbH	278,121	€8.7m	0%	1.05%
0.89%	Northern Trust Global Investments	270,201	€8.5m	1.98%	no data
0.8%	Morgan Stanley, Investment Banking and Brokerage Investments	243,978	€7.6m	39.1%	no data
0.76%	Millennium Management LLC	230,143	€7.2m	-36.7%	0.01%
0.75%	Frank Gordon	226,853	€7.1m	0%	no data
0.74%	Columbia Management Investment Advisers, LLC	225,963	€7.1m	-3.48%	no data
0.72%	Charles Schwab Investment Management, Inc.	218,447	€6.8m	3.23%	no data
0.71%	BNY Asset Management	217,165	€6.8m	-10.2%	no data
0.7%	PanAgora Asset Management, Inc.	212,138	€6.6m	0.41%	0.03%
0.67%	Invesco Capital Management LLC	204,948	€6.4m	13.7%	no data
0.66%	Assenagon Asset Management S.A.	201,601	€6.3m	37.3%	0.01%
0.65%	SEI Investments Company	199,135	€6.2m	11.9%	0.01%