HSTM

Healthstream INC

-$42.7M

Net Activity

Institutions Holding

197

Popularity Rank

#2926

Avg Weight

0.02%

Total Value

$444.8M

Ownership Trend

197 institutions currently hold HSTM, with 116 net buyers and 78 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

78

Net Buying Institutions

116

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$79.8M
DF
Dimensional Fund Advisors LP
$30.2M
CC
Copeland Capital Management, LLC
$26.4M
VC
Vanguard Capital Management LLC
$21.7M
SS
State Street CORP
$20.6M

Top 5 by Conviction

CC
Copeland Capital Management, LLC
0.59%
HI
HERALD INVESTMENT MANAGEMENT Ltd
0.43%
NG
Numerai GP LLC
0.26%
IC
Invenomic Capital Management LP
0.23%
GC
Globeflex Capital L P
0.23%
View all 197 holding institutions

Quarterly Activity

Recent Activity

+$327.3M

Total Buy Value

$136.8M

Total Sell Value

New buy34
Trim46
Add82
Sold out32

116

Net Buyers

78

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

1

Filings (90d)

$174K

Total Est. Value

6K shares

Planned Shares

Last Filed 2026-07-06
FilerFiling DateEst. Value
REBROVICK LINDA2026-07-06$174K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding HEALTHSTREAM INC (HSTM)?
Major stakeholders currently include BlackRock, Inc. ($79.8M), Dimensional Fund Advisors LP ($30.2M), Copeland Capital Management, LLC ($26.4M). Based on the latest 13F filings, there are a total of 197 tracked investment funds and institutions maintaining positions in HSTM.
What is the overall institutional sentiment toward HSTM recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $42.7M, driven by 116 managers accumulating shares while 78 reduced their exposure.
Which institutions have been selling or reducing their HSTM positions?
In the latest period, 46 funds trimmed their holdings, and 32 managers completely exited their positions. The aggregate reported sell value was $136.8M.
Are there any notable investors adding HSTM to their portfolios?
Yes, buying activity remains notable. 34 institutions opened new positions in {ticker}, and 82 existing holders added to their shares. The total reported buy value for the quarter amounted to $327.3M.

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