Institutional shares held 22.4 Million
100 calls
200 puts
Total value of holdings $634M
$2K calls
$5K puts
Market Cap $865M
30,569,800 Shares Out.
Institutional ownership 73.28%
# of Institutions 215


Latest Institutional Activity in HSTM

Top Purchases

Q1 2025
Copeland Capital Management, LLC Shares Held: 764K ($21.6M)
Q1 2025
Bridgeway Capital Management, LLC Shares Held: 100K ($2.84M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 125K ($3.55M)
Q1 2025
Northern Trust Corp Shares Held: 386K ($10.9M)
Q1 2025
Nuveen, LLC Shares Held: 74K ($2.09M)

Top Sells

Q1 2025
Punch & Associates Investment Management, Inc. Shares Held: 614K ($17.4M)
Q1 2025
First Eagle Investment Management, LLC Shares Held: 413K ($11.7M)
Q1 2025
Morgan Stanley Shares Held: 297K ($8.41M)
Q1 2025
Invesco Ltd. Shares Held: 159K ($4.51M)
Q1 2025
Dimensional Fund Advisors LP Shares Held: 1.45M ($41.2M)

About HSTM

HealthStream, Inc. provides workforce and provider solutions for healthcare organizations in the United States. It operates through two segments, Workforce Solutions and Provider Solutions. The company offers workforce solutions, including software-as-a-service (SaaS) based services and subscription-based solutions to meet the range of its clinical development, talent management, training, education, certification, scheduling, competency assessment, performance appraisal, and other needs, as well as implementation and account management services. It also provides applications for learning, performance appraisal, competency management, disclosure management, clinical assessment and development, simulation-based education, quality management, and industry training. In addition, the company offers VerityStream that delivers enterprise-class solutions to transform the healthcare provider experience for ambulatory surgery centers, urgent care facilities, clinics, medical groups, and other healthcare organizations; EchoCredentialing and MSOW platforms that manage medical staff credentialing, enrollment, and privileging processes for hospitals; and EchoOneApp, a provider enrollment platform for medical groups. Further, it provides CredentialMyDoc, a credentialing and enrollment SaaS solution for medical groups and surgery centers; CredentialStream, a SaaS-based provider credentialing, privileging, and enrollment solution; and NurseGrid Mobile for nurse managers. The company offers its solutions in healthcare industry companies that include private, not-for-profit, and government entities, as well as pharmaceutical and medical device companies through direct sales teams. HealthStream, Inc. was incorporated in 1990 and is headquartered in Nashville, Tennessee.


Insider Transactions at HSTM

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
128K Shares
From 19 Insiders
Exercise of conversion of derivative security 121K shares
Grant, award, or other acquisition 6.44K shares
Sell / Disposition
41.6K Shares
From 14 Insiders
Payment of exercise price or tax liability 26.5K shares
Bona fide gift 7.7K shares
Open market or private sale 7.4K shares

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