HealthStream, Inc. (HSTM) Ownership
HSTM ownership summary
as of October 18, 2026- Institutions
- 76.7% of shares outstanding
- Insiders
- 29.52% of shares outstanding
- Shares outstanding
- 30.6M
- Float
- 20.9M shares available to trade
- Short interest
- 6.09% 1.3M shares short
- Days to cover
- 6.49 short interest down 1.3% vs prior month
- Institutions 76.69%
- Insiders 29.52%
HSTM top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 13.34% | 4.1M | $135.2M | +228,215 (+5.9%) | June 30, 2026 |
| 2 | Dimensional Fund Advisors, Inc. | 5.09% | 1.6M | $51.6M | +101,938 (+7.0%) | June 30, 2026 |
| 3 | Copeland Capital Management, LLC | 3.98% | 1.2M | $40.3M | −31,148 (−2.5%) | September 30, 2026 |
| 4 | Arnhold & S. Bleichroeder Advisers, LLC | 3.87% | 1.2M | $39.2M | +758,098 (+178.1%) | June 30, 2026 |
| 5 | Vanguard Capital Management, LLC | 3.42% | 1.0M | $34.6M | −2,629 (−0.3%) | June 30, 2026 |
| 6 | State Street Corp | 3.28% | 1.0M | $33.3M | +8,613 (+0.9%) | June 30, 2026 |
| 7 | Vanguard Portfolio Management, LLC | 2.88% | 881K | $29.2M | −41,303 (−4.5%) | June 30, 2026 |
| 8 | Two Sigma Investments LLC | 2.63% | 806K | $26.7M | −38,836 (−4.6%) | June 30, 2026 |
| 9 | Geode Capital Management, LLC | 2.55% | 779K | $25.8M | +64,472 (+9.0%) | June 30, 2026 |
| 10 | The Goldman Sachs Group Inc | 2.18% | 666K | $22.1M | +391,459 (+142.6%) | June 30, 2026 |
| 11 | JPMorgan Chase & Co | 2.08% | 636K | $21.1M | +181,827 (+40.1%) | June 30, 2026 |
| 12 | Acadian Asset Management LLC | 1.87% | 572K | $18.9M | +223,093 (+64.0%) | June 30, 2026 |
| 13 | Arrowstreet Capital Limited Partnership | 1.42% | 434K | $14.4M | +55,706 (+14.7%) | June 30, 2026 |
| 14 | Renaissance Technologies Corp | 1.38% | 423K | $14.0M | −54,848 (−11.5%) | June 30, 2026 |
| 15 | Morgan Stanley - Brokerage Accounts | 1.25% | 383K | $12.7M | +13,968 (+3.8%) | June 30, 2026 |
| 16 | Northern Trust Corp | 1.24% | 380K | $12.6M | +18,034 (+5.0%) | June 30, 2026 |
| 17 | Creative Planning Inc | 0.93% | 286K | $9.5M | +67,666 (+31.0%) | June 30, 2026 |
| 18 | Lazard Asset Management LLC | 0.79% | 241K | $8.0M | +83,742 (+53.3%) | June 30, 2026 |
| 19 | AQR Capital Management LLC | 0.79% | 240K | $8.0M | +181,390 (+308.3%) | June 30, 2026 |
| 20 | Charles Schwab Investment Management Inc | 0.78% | 238K | $7.9M | −27,934 (−10.5%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 14 holders added 2.4M shares and 6 cut 197K.
HSTM top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.55% | 1.4M | $46.1M | +357 (+0.0%) | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 2.46% | 751K | $24.9M | — | August 31, 2026 |
| 3 | iShares Russell 2000 ETF | 2.02% | 619K | $20.5M | −7,104 (−1.1%) | September 30, 2026 |
| 4 | First Eagle Small Cap Opportunity I | 1.79% | 548K | $18.2M | — | September 30, 2026 |
| 5 | DFA US Targeted Value I | 0.97% | 297K | $9.8M | — | August 31, 2026 |
| 6 | Fidelity Small Cap Index | 0.85% | 260K | $8.6M | +2,629 (+1.0%) | July 31, 2026 |
| 7 | Lazard Baylight US Sm Cap Eq WW Dist EUR | 0.74% | 226K | $7.5M | −4,480 (−1.9%) | September 30, 2026 |
| 8 | iShares Russell 2000 Value ETF | 0.72% | 220K | $7.3M | +334 (+0.2%) | September 30, 2026 |
| 9 | Vanguard Strategic Small-Cap Equity Inv | 0.70% | 215K | $7.1M | — | June 30, 2026 |
| 10 | DFA US Small Cap Value I | 0.68% | 209K | $6.9M | +24,883 (+13.5%) | August 31, 2026 |
| 11 | State Street SPDR Port S&P 600 Sm CpETF | 0.68% | 208K | $6.9M | — | September 30, 2026 |
| 12 | Dimensional US Targeted Value ETF | 0.62% | 190K | $6.3M | +28 (+0.0%) | September 30, 2026 |
| 13 | Fidelity Enhanced Small Cap Core ETF | 0.54% | 165K | $5.5M | +345 (+0.2%) | September 30, 2026 |
| 14 | Vanguard Tax-Managed Small Cap Adm | 0.52% | 159K | $5.3M | — | September 30, 2026 |
| 15 | DFA US Small Cap I | 0.52% | 158K | $5.2M | — | August 31, 2026 |
| 16 | Herald Ord | 0.49% | 150K | $5.0M | −50,000 (−25.0%) | March 31, 2026 |
| 17 | Vanguard Russell 2000 ETF | 0.45% | 139K | $4.6M | +1,464 (+1.1%) | September 30, 2026 |
| 18 | Crawford Small Cap Dividend | 0.44% | 135K | $4.5M | — | August 31, 2026 |
| 19 | DFA US Micro Cap I | 0.44% | 133K | $4.4M | — | August 31, 2026 |
| 20 | Schwab US Small-Cap ETF™ | 0.40% | 122K | $4.0M | +81 (+0.1%) | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
HSTM insider transactions
latest 4| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-12-10 | Jeff Cunningham | Sell | $24.09 | 2,100 | $50,589 |
| 2025-12-08 | Kevin P O'hara | Sell | $24.26 | 2,000 | $48,520 |
| 2025-11-26 | Tate Deborah Taylor | Sell | $25.46 | 1,580 | $40,227 |
| 2025-08-27 | Kevin P O'hara | Sell | $27.97 | 2,000 | $55,940 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
HSTM shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns HSTM
Institutional investors own 76.7% of HealthStream's shares and insiders 29.52%. The largest holder is BlackRock Inc with 13.34% of the shares (4.1M), as of June 30, 2026. Among the top 20 institutions, 14 added shares and 6 reduced their stake in the latest filings. Short interest is 6.09% of the float, or 6.49 days of average trading volume. The share count rose 5.8% since 2014.
Related: HSTM analyst forecast, HSTM key metrics, HSTM dividend history. See the HSTM stock overview for the latest quote and news.
HSTM ownership FAQ
Who owns the most HealthStream stock?
The largest shareholders of HealthStream are BlackRock Inc (13.34%), Dimensional Fund Advisors, Inc. (5.09%), Copeland Capital Management, LLC (3.98%), Arnhold & S. Bleichroeder Advisers, LLC (3.87%), Vanguard Capital Management, LLC (3.42%).
What percentage of HealthStream is owned by institutions?
Institutions hold 76.7% of HealthStream's shares outstanding; insiders hold 29.52%.
Which funds own HealthStream?
The largest fund holders of HealthStream are iShares Core S&P Small-Cap ETF (4.55%), Vanguard MStar Total Stk Mkt Idx Invest (2.46%), iShares Russell 2000 ETF (2.02%), First Eagle Small Cap Opportunity I (1.79%), DFA US Targeted Value I (0.97%).
What is HealthStream's short interest?
1.3M shares of HealthStream were sold short, 6.09% of the float; at the average daily volume it would take 6.49 days to cover.
Are insiders buying or selling HealthStream?
Of the latest 4 reported insider transactions in HealthStream (since August 27, 2025), 0 were purchases and 4 were sales.
How many shares of HealthStream are outstanding?
HealthStream has 30.6M shares outstanding, of which 20.9M are in the public float.