HealthStream Ownership

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

Recent Insider Transactions

NasdaqGS:HSTM Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
29 Aug 24	SellUS$39,938	Deborah Tate	Individual	1,400	US$28.53
26 Aug 24	SellUS$28,990	Scott Fenstermacher	Individual	1,000	US$28.99
07 Aug 24	SellUS$84,090	Kevin O'Hara	Individual	3,000	US$28.03
01 May 24	SellUS$26,186	Scott Fenstermacher	Individual	1,000	US$26.19
26 Feb 24	SellUS$408,750	Michael Sousa	Individual	15,000	US$27.25
22 Feb 24	SellUS$184,360	Trisha Coady	Individual	7,000	US$26.34
22 Feb 24	SellUS$26,590	Scott Fenstermacher	Individual	1,000	US$26.59

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HSTM?
Owner Type	Number of Shares	Ownership Percentage
State or Government	13,565	0.0446%
General Public	1,240,649	4.08%
Individual Insiders	6,471,211	21.3%
Institutions	22,689,458	74.6%

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

Top Shareholders

Top 25 shareholders own 73.1% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
17.9%	Robert Frist	5,444,108	US$171.2m	-0.12%	no data
13.1%	BlackRock, Inc.	3,989,249	US$125.5m	-0.29%	no data
9.74%	The Vanguard Group, Inc.	2,962,993	US$93.2m	1.83%	no data
5.15%	Dimensional Fund Advisors LP	1,566,838	US$49.3m	-0.25%	0.01%
3.2%	State Street Global Advisors, Inc.	974,235	US$30.6m	1.24%	no data
2.83%	Punch & Associates Investment Management, Inc.	860,709	US$27.1m	0.98%	1.51%
2.55%	Acadian Asset Management LLC	774,894	US$24.4m	26.5%	0.06%
2.22%	Geode Capital Management, LLC	674,764	US$21.2m	2.86%	no data
2.09%	Renaissance Technologies LLC	636,400	US$20.0m	-5.06%	0.03%
1.8%	First Eagle Investment Management, LLC	546,778	US$17.2m	3.13%	0.02%
1.32%	Harbor Capital Advisors, Inc.	400,033	US$12.6m	141%	0.55%
1.17%	Stephens Investment Management Group, LLC	355,473	US$11.2m	-15.4%	0.15%
1.05%	Heartland Advisors, Inc.	318,392	US$10.0m	-17.1%	0.52%
0.91%	Apo Asset Management GmbH	278,121	US$8.7m	0%	1.03%
0.89%	Northern Trust Global Investments	270,201	US$8.5m	1.98%	no data
0.8%	Morgan Stanley, Investment Banking and Brokerage Investments	243,978	US$7.7m	39.1%	no data
0.76%	Millennium Management LLC	230,143	US$7.2m	-36.7%	0.01%
0.75%	Frank Gordon	226,853	US$7.1m	0%	no data
0.74%	Columbia Management Investment Advisers, LLC	225,963	US$7.1m	-3.48%	no data
0.72%	Charles Schwab Investment Management, Inc.	218,447	US$6.9m	3.23%	no data
0.71%	BNY Asset Management	217,165	US$6.8m	-10.2%	no data
0.7%	PanAgora Asset Management, Inc.	212,138	US$6.7m	0.41%	0.03%
0.67%	Invesco Capital Management LLC	204,948	US$6.4m	13.7%	no data
0.66%	Assenagon Asset Management S.A.	201,601	US$6.3m	37.3%	0.01%
0.65%	SEI Investments Company	199,135	US$6.3m	11.9%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 02:50
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

HealthStream, Inc. is covered by 14 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Matthew Gillmor	Baird
Vincent Colicchio	Barrington Research Associates, Inc.
Richard Close	Canaccord Genuity