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
3/50
Latest evidence
29 Oct 2026
- Public ticker
- HSTM on Nasdaq
- Parsed ownership sources
-
13F, 13D/G, and 3/4/5
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
-
3 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
-
29 Oct 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
3/50
Latest evidence
29 Oct 2026
13F
13D/G
3/4/5
Lead comparable stake: 12%
47 rows are not safely comparable across share classes.
13D/G row: BlackRock, Inc.
Showing 1-8 of 50 holder rows.
Quick read
BlackRock, Inc. leads the comparable SEC ownership view at 12%.
3 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 3
BlackRock, Inc.
12%
WJRJJ Ventures, LLC
9.6%
DIMENSIONAL FUND ADVISORS LP
5.3%
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%
Reported 13D/G
· 31 Mar 2025
|
$227,428,736
24,690,926 shares
mixed-class rows
|
— | 30 Jun 2026 |
| WJRJJ Ventures, LLC |
13D/G
|
9.6%
Reported 13D/G
· 14 Sep 2026
|
$16,856,000
2,800,000 shares
|
$0 | 14 Sep 2026 |
| DIMENSIONAL FUND ADVISORS LP |
13F
13D/G
Company
|
5.3%
Reported 13D/G
· 30 Jun 2026
|
$65,756,858
5,689,444 shares
mixed-class rows
|
— | 30 Jun 2026 |
| FRIST ROBERT A JR |
3/4/5
CEO and Chairman, Director, 10%+ Owner
|
—
mixed-class rows
|
$148,855,155
5,026,480 shares
mixed-class rows
|
-$4,250,006 | 29 Oct 2026 |
| Pale Fire Capital SE |
13F
Company
|
—
denominator unverified
|
$115,241,838
20,432,950 shares
|
— | 30 Jun 2026 |
| Caledonia (Private) Investments Pty Ltd |
13F
Company
|
—
denominator unverified
|
$114,917,527
20,375,448 shares
|
— | 30 Jun 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
Company
|
—
mixed-class rows
|
$90,532,872
12,678,074 shares
mixed-class rows
|
— | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
—
mixed-class rows
|
$90,424,673
12,027,621 shares
mixed-class rows
|
— | 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: -$6,330,449.
Buys
$0
Insiders: 0
Sells
$6,330,449
Insiders: 7
Net
-$6,330,449
Shares: -212,829
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 212,829
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 194,149 | $0 | $5,844,883 | -$5,844,883 |
| 3-6 | 0 | 13,000 | $0 | $346,230 | -$346,230 |
| 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
-$6.33M
Full value: -$6,330,449 · USD · 12-month changeLatest report
06 Nov 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| FRIST ROBERT A JR | CEO and Chairman, Director, 10%+ Owner | $148,855,155 | -$4,250,006 | -2.8% | Mixed | 29 Oct 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 | $2,016,375 | -$638,334 | -24% | Mixed | 05 Nov 2026 |
| Trisha L. Coady | Executive Vice President | $1,461,111 | Mixed | 29 Oct 2026 | ||
| REBROVICK LINDA | Director | $1,376,515 | -$694,000 | -34% | Filing P/S | 23 Oct 2026 |
| Jeff Cunningham | Chief Technology Officer | $1,346,373 | -$50,589 | -3.6% | Mixed | 29 Oct 2026 |
| Michael Scott McQuigg | Senior Vice President | $1,277,386 | Mixed | 29 Oct 2026 | ||
| Scott A. Roberts | CFO and SVP | $1,117,343 | -$306,484 | -22% | Mixed | 05 Nov 2026 |
| Kevin P. O'Hara | Executive Vice President | $764,594 | -$245,187 | -24% | Mixed | 05 Nov 2026 |
| Scott Fenstermacher | Senior Vice President | $611,497 | Mixed | 30 Oct 2025 | ||
| Deborah Taylor Tate | Director | $609,589 | -$145,849 | -19% | Median | 06 Nov 2026 |
| MCLAREN JEFFREY L | Director | $533,241 | Mixed | 08 Jun 2026 | ||
| Terry A. Rappuhn | Director | $215,197 | Mixed | 08 Jun 2026 | ||
| Jennifer H. LoPresto | Senior Vice President | $207,643 | Median | 29 Oct 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Deborah Taylor Tate | HSTM | Common Stock | Gift | -4.2% | -900 | 20,518 | 06 Nov 2026 | Direct | ||
| Kevin P. O'Hara | HSTM | Common Stock | Sale | -17.5% | -$124,437 | $31.11 | -4,000 | 18,901 | 05 Nov 2026 | Direct |
| Deborah Taylor Tate | HSTM | Common Stock | Sale | -13.3% | -$105,622 | $32.19 | -3,281 | 21,418 | 05 Nov 2026 | Direct |
| Scott A. Roberts | HSTM | Common Stock | Sale | -24.6% | -$306,484 | $32.26 | -9,500 | 29,160 | 05 Nov 2026 | Direct |
| Michael M. Collier | HSTM | Common Stock | Options Exercise | 30.4% | 18,000 | 77,260 | 05 Nov 2026 | Direct | ||
| Michael M. Collier | HSTM | Common Stock | Sale | -26.4% | -$638,334 | $29.97 | -21,300 | 59,260 | 05 Nov 2026 | Direct |
| Michael M. Collier | HSTM | Employee Stock Option (right to buy) | Options Exercise | -100% | -18,000 | 0 | 05 Nov 2026 | Direct | ||
| Trisha L. Coady | HSTM | Common Stock | Tax liability | -1.67% | -730 | 43,002 | 29 Oct 2026 | Direct | ||
| Trisha L. Coady | HSTM | Common Stock | Options Exercise | 7.35% | 2,995 | 43,732 | 29 Oct 2026 | Direct | ||
| Trisha L. Coady | HSTM | Restricted Share Units | Options Exercise | -100% | -2,995 | 0 | 29 Oct 2026 | Direct | ||
| Michael M. Collier | HSTM | Common Stock | Tax liability | -0.41% | -255 | 62,560 | 29 Oct 2026 | Direct | ||
| Michael M. Collier | HSTM | Common Stock | Options Exercise | 1.69% | 1,044 | 62,815 | 29 Oct 2026 | Direct | ||
| Michael M. Collier | HSTM | Restricted Share Units | Options Exercise | -100% | -1,044 | 0 | 29 Oct 2026 | Direct | ||
| Jeff Cunningham | HSTM | Common Stock | Tax liability | -0.55% | -218 | 39,373 | 29 Oct 2026 | Direct | ||
| Jeff Cunningham | HSTM | Common Stock | Options Exercise | 2.31% | 895 | 39,591 | 29 Oct 2026 | Direct | ||
| Jeff Cunningham | HSTM | Restricted Share Units | Options Exercise | -100% | -895 | 0 | 29 Oct 2026 | Direct | ||
| Frist Robert A Jr | HSTM | Common Stock | Tax liability | -0.01% | -273 | 3,909,362 | 29 Oct 2026 | Direct | ||
| Frist Robert A Jr | HSTM | Common Stock | Options Exercise | 0.03% | 1,119 | 3,909,635 | 29 Oct 2026 | Direct | ||
| Frist Robert A Jr | HSTM | Restricted Share Units | Options Exercise | -100% | -1,119 | 0 | 29 Oct 2026 | Direct | ||
| Jennifer H. LoPresto | HSTM | Common Stock | Tax liability | -1.09% | -77 | 6,989 | 29 Oct 2026 | Direct | ||
| Jennifer H. LoPresto | HSTM | Common Stock | Options Exercise | 3.27% | 224 | 7,066 | 29 Oct 2026 | Direct | ||
| Jennifer H. LoPresto | HSTM | Restricted Share Units | Options Exercise | -100% | -224 | 0 | 29 Oct 2026 | Direct | ||
| Michael Scott McQuigg | HSTM | Common Stock | Tax liability | -0.58% | -218 | 37,051 | 29 Oct 2026 | Direct | ||
| Michael Scott McQuigg | HSTM | Common Stock | Options Exercise | 2.46% | 895 | 37,269 | 29 Oct 2026 | Direct | ||
| Michael Scott McQuigg | HSTM | Restricted Share Units | Options Exercise | -100% | -895 | 0 | 29 Oct 2026 | Direct | ||
| Kevin P. O'Hara | HSTM | Common Stock | Tax liability | -0.94% | -218 | 22,901 | 29 Oct 2026 | Direct | ||
| Kevin P. O'Hara | HSTM | Common Stock | Options Exercise | 4.03% | 895 | 23,119 | 29 Oct 2026 | Direct | ||
| Kevin P. O'Hara | HSTM | Restricted Share Units | Options Exercise | -100% | -895 | 0 | 29 Oct 2026 | Direct | ||
| Scott A. Roberts | HSTM | Common Stock | Tax liability | -0.56% | -218 | 38,660 | 29 Oct 2026 | Direct | ||
| Scott A. Roberts | HSTM | Common Stock | Options Exercise | 2.36% | 895 | 38,878 | 29 Oct 2026 | Direct | ||
| Scott A. Roberts | HSTM | Restricted Share Units | Options Exercise | -100% | -895 | 0 | 29 Oct 2026 | Direct | ||
| Rebrovick Linda | HSTM | Common Stock | Sale | -23.4% | -$420,000 | $35.00 | -12,000 | 39,329 | 23 Oct 2026 | Direct |
| 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 |
* marks a reported price that did not pass the local price check.