Comparable stake leader
BlackRock, Inc.
SEC ownership of HEALTHSTREAM INC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001095565.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
14 Sep 2026
- Public ticker
- HSTM on Nasdaq
- Parsed ownership sources
-
13F and 13D/G
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
BlackRock, Inc.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
BlackRock, Inc.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
14 Sep 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001095565
- Issuer location
- Nashville, TN
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of HEALTHSTREAM INC (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BlackRock, Inc.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
14 Sep 2026
13F
13D/G
Lead comparable stake: 12%
13D/G row: BlackRock, Inc.
Showing 1-8 of 50 holder rows.
Quick read
BlackRock, Inc. leads the comparable SEC ownership view at 12%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership
Top 5
BlackRock, Inc.
12%
WJRJJ Ventures, LLC
9.6%
DIMENSIONAL FUND ADVISORS LP
5.3%
Pale Fire Capital SE
7.7%
Caledonia (Private) Investments P...
7.7%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
Company
|
12%
from 13D/G
|
$227,428,736
24,690,926 shares
mixed-class rows
|
— | 30 Jun 2026 |
| WJRJJ Ventures, LLC |
13D/G
|
9.6%
|
$16,856,000
2,800,000 shares
|
$0 | 14 Sep 2026 |
| DIMENSIONAL FUND ADVISORS LP |
13F
13D/G
Company
|
5.3%
from 13D/G
|
$65,756,858
5,689,444 shares
mixed-class rows
|
— | 30 Jun 2026 |
| Pale Fire Capital SE |
13F
Company
|
7.7%
|
$115,241,838
20,432,950 shares
|
— | 30 Jun 2026 |
| Caledonia (Private) Investments Pty Ltd |
13F
Company
|
7.7%
|
$114,917,527
20,375,448 shares
|
— | 30 Jun 2026 |
| BAILLIE GIFFORD & CO |
13F
Company
|
5.8%
|
$86,911,482
15,409,837 shares
|
— | 30 Jun 2026 |
| NEA Management Company, LLC |
13F
Company
|
4.9%
|
$72,574,217
12,867,769 shares
|
— | 30 Jun 2026 |
| Copeland Capital Management, LLC |
13F
Company
|
4.2%
|
$34,018,467
1,248,384 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$4,735,572.
Buys
$0
Insiders: 0
Sells
$4,735,572
Insiders: 5
Net
-$4,735,572
Shares: -162,748
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 162,748
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 150,068 | $0 | $4,424,006 | -$4,424,006 |
| 3-6 | 0 | 7,000 | $0 | $172,230 | -$172,230 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 5,680 | $0 | $139,336 | -$139,336 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 21 reporting-owner rows connected to HEALTHSTREAM INC. Open a relationship link for the CIK-to-CIK filing trail.
Rows
21
Largest Forms 3/4/5 holder
FRIST ROBERT A JR
Net 12M change
-$4,735,572
Latest report
29 Sep 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| FRIST ROBERT A JR | CEO and Chairman, Director, 10%+ Owner | $136,512,664 | -$4,250,006 | -3% | Mixed | 29 Sep 2026 |
| Frank E. Gordon | Director | $6,965,931 | Mixed | 08 Jun 2026 | ||
| J. Edward Pearson | President and COO | $4,686,956 | Mixed | 27 Apr 2023 | ||
| Michael D. Shmerling | Director | $3,495,211 | Mixed | 25 May 2023 | ||
| DENT THOMPSON | Director | $2,898,882 | Mixed | 08 Jun 2026 | ||
| STEAD WILLIAM | Director | $2,518,585 | Mixed | 29 May 2025 | ||
| Michael Sousa | Executive Vice President | $2,166,297 | Mixed | 28 Mar 2025 | ||
| Michael M. Collier | Executive Vice President | $1,930,516 | Mixed | 29 Sep 2026 | ||
| REBROVICK LINDA | Director | $1,488,541 | -$274,000 | -16% | Filing P/S | 06 Jul 2026 |
| Trisha L. Coady | Executive Vice President | $1,293,601 | Mixed | 29 Sep 2026 | ||
| Jeff Cunningham | Chief Technology Officer | $1,231,064 | -$50,589 | -3.9% | Mixed | 29 Sep 2026 |
| Scott A. Roberts | CFO and SVP | $1,211,634 | Mixed | 29 Sep 2026 | ||
| Michael Scott McQuigg | Senior Vice President | $1,167,789 | Mixed | 29 Sep 2026 | ||
| Kevin P. O'Hara | Executive Vice President | $782,202 | -$120,750 | -13% | Mixed | 29 Sep 2026 |
| Scott Fenstermacher | Senior Vice President | $611,497 | Mixed | 30 Oct 2025 | ||
| MCLAREN JEFFREY L | Director | $533,241 | Mixed | 08 Jun 2026 | ||
| Deborah Taylor Tate | Director | $511,516 | -$40,227 | -7.3% | Mixed | 08 Jun 2026 |
| Terry A. Rappuhn | Director | $215,197 | Mixed | 08 Jun 2026 | ||
| Jennifer H. LoPresto | Senior Vice President | $186,444 | Median | 29 Sep 2026 | ||
| Amir Alex Jahangir | Director | $132,647 | Mixed | 08 Jun 2026 |
Recent insider transactions for HEALTHSTREAM INC
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Scott A. Roberts | HSTM | Common Stock | Tax liability | -0.99% | -381 | 37,983 | 29 Sep 2026 | Direct | ||
| Scott A. Roberts | HSTM | Common Stock | Options Exercise | 4.25% | 1,564 | 38,364 | 29 Sep 2026 | Direct | ||
| Scott A. Roberts | HSTM | Restricted Share Units | Options Exercise | -61.4% | -1,564 | 984 | 29 Sep 2026 | Direct | ||
| Kevin P. O'Hara | HSTM | Common Stock | Tax liability | -1.77% | -400 | 22,224 | 29 Sep 2026 | Direct | ||
| Kevin P. O'Hara | HSTM | Common Stock | Options Exercise | 7.83% | 1,642 | 22,624 | 29 Sep 2026 | Direct | ||
| Kevin P. O'Hara | HSTM | Restricted Share Units | Options Exercise | -62.5% | -1,642 | 984 | 29 Sep 2026 | Direct | ||
| Michael Scott McQuigg | HSTM | Common Stock | Tax liability | -1.04% | -381 | 36,374 | 29 Sep 2026 | Direct | ||
| Michael Scott McQuigg | HSTM | Common Stock | Options Exercise | 4.44% | 1,564 | 36,755 | 29 Sep 2026 | Direct | ||
| Michael Scott McQuigg | HSTM | Restricted Share Units | Options Exercise | -61.4% | -1,564 | 984 | 29 Sep 2026 | Direct | ||
| Jennifer H. LoPresto | HSTM | Common Stock | Tax liability | -1.92% | -134 | 6,842 | 29 Sep 2026 | Direct | ||
| Jennifer H. LoPresto | HSTM | Common Stock | Options Exercise | 5.94% | 391 | 6,976 | 29 Sep 2026 | Direct | ||
| Jennifer H. LoPresto | HSTM | Restricted Share Units | Options Exercise | -61.4% | -391 | 246 | 29 Sep 2026 | Direct | ||
| Frist Robert A Jr | HSTM | Common Stock | Tax liability | -0.01% | -477 | 3,908,516 | 29 Sep 2026 | Direct | ||
| Frist Robert A Jr | HSTM | Common Stock | Options Exercise | 0.05% | 1,955 | 3,908,993 | 29 Sep 2026 | Direct | ||
| Frist Robert A Jr | HSTM | Restricted Share Units | Options Exercise | -61.4% | -1,955 | 1,230 | 29 Sep 2026 | Direct | ||
| Jeff Cunningham | HSTM | Common Stock | Tax liability | -0.97% | -381 | 38,696 | 29 Sep 2026 | Direct | ||
| Jeff Cunningham | HSTM | Common Stock | Options Exercise | 4.17% | 1,564 | 39,077 | 29 Sep 2026 | Direct | ||
| Jeff Cunningham | HSTM | Restricted Share Units | Options Exercise | -61.4% | -1,564 | 984 | 29 Sep 2026 | Direct | ||
| Michael M. Collier | HSTM | Common Stock | Tax liability | -0.77% | -477 | 61,771 | 29 Sep 2026 | Direct | ||
| Michael M. Collier | HSTM | Common Stock | Options Exercise | 3.24% | 1,955 | 62,248 | 29 Sep 2026 | Direct | ||
| Michael M. Collier | HSTM | Restricted Share Units | Options Exercise | -61.4% | -1,955 | 1,230 | 29 Sep 2026 | Direct | ||
| Trisha L. Coady | HSTM | Common Stock | Tax liability | -0.97% | -400 | 40,737 | 29 Sep 2026 | Direct | ||
| Trisha L. Coady | HSTM | Common Stock | Options Exercise | 4.16% | 1,642 | 41,137 | 29 Sep 2026 | Direct | ||
| Trisha L. Coady | HSTM | Restricted Share Units | Options Exercise | -62.5% | -1,642 | 984 | 29 Sep 2026 | Direct | ||
| Frist Robert A Jr | HSTM | Restricted Share Units | Award | 23,093 | 15,395 | 18 Sep 2026 | Direct | |||
| Trisha L. Coady | HSTM | Restricted Share Units | Award | 23,093 | 15,395 | 18 Sep 2026 | Direct | |||
| Michael M. Collier | HSTM | Restricted Share Units | Award | 23,093 | 15,395 | 18 Sep 2026 | Direct | |||
| Kevin P. O'Hara | HSTM | Restricted Share Units | Award | 23,093 | 15,395 | 18 Sep 2026 | Direct | |||
| Jeff Cunningham | HSTM | Restricted Share Units | Award | 18,474 | 12,316 | 18 Sep 2026 | Direct | |||
| Michael Scott McQuigg | HSTM | Restricted Share Units | Award | 18,474 | 12,316 | 18 Sep 2026 | Direct | |||
| Scott A. Roberts | HSTM | Restricted Share Units | Award | 18,474 | 12,316 | 18 Sep 2026 | Direct | |||
| Jennifer H. LoPresto | HSTM | Restricted Share Units | Award | 13,856 | 9,237 | 18 Sep 2026 | Direct | |||
| Frist Robert A Jr | HSTM | Common Stock | Sale | -3.56% | $4,250,006 | $29.50 | -144,068 | 3,907,038 | 14 Sep 2026 | Direct |
| Rebrovick Linda | HSTM | Common Stock Holding | Sale | -10.5% | $174,000 | $29.00 | -6,000 | 51,329 | 06 Jul 2026 | Direct |
| Charles E. Beard Jr. | HSTM | Common Stock Holding | Options Exercise | 1,249 | 1,249 | 08 Jun 2026 | Direct | |||
| Charles E. Beard Jr. | HSTM | Restricted Share Units | Options Exercise | -33.3% | -1,249 | 2,500 | 08 Jun 2026 | Direct | ||
| Dent Thompson | HSTM | Common Stock Holding | Options Exercise | 2.3% | 3,148 | 139,975 | 08 Jun 2026 | Direct | ||
| Dent Thompson | HSTM | Restricted Share Units | Options Exercise | -100% | -3,148 | 0 | 08 Jun 2026 | Direct | ||
| Amir Alex Jahangir | HSTM | Common Stock Holding | Options Exercise | 96.6% | 3,148 | 6,405 | 08 Jun 2026 | Direct | ||
| Amir Alex Jahangir | HSTM | Restricted Share Units | Options Exercise | -100% | -3,148 | 0 | 08 Jun 2026 | Direct | ||
| Mclaren Jeffrey L | HSTM | Common Stock Holding | Options Exercise | 13.9% | 3,148 | 25,748 | 08 Jun 2026 | Direct | ||
| Mclaren Jeffrey L | HSTM | Restricted Share Units | Options Exercise | -100% | -3,148 | 0 | 08 Jun 2026 | Direct | ||
| Terry A. Rappuhn | HSTM | Common Stock Holding | Options Exercise | 43.5% | 3,148 | 10,391 | 08 Jun 2026 | Direct | ||
| Terry A. Rappuhn | HSTM | Restricted Share Units | Options Exercise | -100% | -3,148 | 0 | 08 Jun 2026 | Direct | ||
| Rebrovick Linda | HSTM | Common Stock Holding | Award | 5.81% | 3,148 | 57,329 | 08 Jun 2026 | Direct | ||
| Rebrovick Linda | HSTM | Restricted Share Units | Options Exercise | -100% | -3,148 | 0 | 08 Jun 2026 | Direct | ||
| Deborah Taylor Tate | HSTM | Common Stock Holding | Options Exercise | 14.6% | 3,148 | 24,699 | 08 Jun 2026 | Direct | ||
| Deborah Taylor Tate | HSTM | Restricted Share Units | Options Exercise | -100% | -3,148 | 0 | 08 Jun 2026 | Direct | ||
| Frank E. Gordon | HSTM | Common Stock Holding | Options Exercise | 1.48% | 3,148 | 215,552 | 08 Jun 2026 | Direct | ||
| Frank E. Gordon | HSTM | Restricted Share Units | Options Exercise | -100% | -3,148 | 0 | 08 Jun 2026 | Direct |
* marks a reported price that did not pass the local price check.