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The company

HealthStream, Inc.

HSTM · Nasdaq

TechnologyIT Services & ConsultingLeading

HSTM stood above a rising 150-day average in 17 of the last 52 weekly readings, including each of the last 17 weeks. It is 26.8% above that average now. IT Services & Consulting: 21% of its 122 stocks in an uptrend (−4 points in four weeks); Technology: 30% (−5 points in four weeks).

Statistics

Rotation
Leading
Weeks in an uptrend
17 in a row
Industry in uptrend
21% -4 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$9.3M
Officials’ trades on record
11
Institutions holding
202 (+22)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 17 of 52 weeks.

20 Apr – 19 Oct
18%28%39%Apr 26Jun 26Jul 26Sep 26Oct 26

IT Services & Consulting: A minority of its stocks are in an uptrend and the share has been slipping. Technology: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$8.2M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

11 disclosed lines: House 8, Senate 0, executive 3; 3 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$15k–$50k30 Apr 2026filed 1 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$15k–$50k26 Feb 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$50k–$100k26 Jan 2026filed 14 May 2026
Greg Gianforte House: U.S. House ClerkMT00sold$50k–$100k7 Jun 2018filed 15 Jun 2018
James B. Renacci House: U.S. House ClerkOH16sold$1k–$15k16 Oct 2014filed 10 Nov 2014
James B. Renacci House: U.S. House ClerkOH16sold$1k–$15k14 Aug 2014filed 22 Aug 2014
James B. Renacci House: U.S. House ClerkOH16sold$1k–$15k24 Jul 2014filed 6 Aug 2014
James B. Renacci House: U.S. House ClerkOH16bought$1k–$15k25 Apr 2014filed 2 May 2014
James B. Renacci House: U.S. House ClerkOH16bought$1k–$15k26 Mar 2014filed 8 Apr 2014
James B. Renacci House: U.S. House ClerkOH16bought$1k–$15k11 Feb 2014filed 21 Feb 2014
James B. Renacci House: U.S. House ClerkOH16bought$1k–$15k10 Feb 2014filed 21 Feb 2014

Insiders

Buy orders, 12 months0
Sale orders, 12 months8
Buyers · sellers0 · 5
WhoDidSharesTraded
Robert A. Frist, Jr.CEO and Chairmansold144,068at $29.5014 Sep 2026filed 15 Sep 2026
Linda RebrovickDirectorsold6,000at $29.006 Jul 2026filed 7 Jul 2026
Linda RebrovickDirectorsold2,000at $25.001 Jun 2026filed 2 Jun 2026
Linda RebrovickDirectorsold2,000at $25.0028 May 2026filed 1 Jun 2026
Kevin P. O'HaraExecutive Vice Presidentsold3,000at $24.0820 May 2026filed 20 May 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders202+22 on the quarter
New · exited44 · 21
Reported value$588.9M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 20264,080,144$111.2M+228,215+5.9%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 20261,557,981$42.5M+101,938+7.0%
Copeland Capital Management, LLCreduced · filed 4 Aug 20261,248,384$34.0M-28,355−2.2%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 20261,045,298$28.5M-2,629−0.3%
STATE STREET CORPadded · filed 7 Aug 20261,004,170$27.4M+8,613+0.9%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 2026880,543$24.0M-41,303−4.5%
TWO SIGMA INVESTMENTS, LPreduced · filed 14 Aug 2026805,584$22.0M-38,836−4.6%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026779,219$21.2M+64,472+9.0%
GOLDMAN SACHS GROUP INCadded · filed 14 Aug 2026665,917$18.1M+391,459+142.6%
JPMORGAN CHASE & COnew · filed 12 Aug 2026635,565$17.2M+635,565
31 Mar 2023 – 30 Jun 2026
139170200Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Jeff Cunningham Company insiderChief Technology Officer · last 29 Sep 20260 · 1
Jennifer Hayes LoPresto Company insiderSenior Vice President · last 29 Sep 20260 · 0
Kevin P. O'Hara Company insiderExecutive Vice President · last 29 Sep 20260 · 4
Michael Manning Collier Company insiderExecutive Vice President · last 29 Sep 20260 · 0
Michael Scott McQuigg Company insiderSenior Vice President · last 29 Sep 20261 · 0
Robert A. Frist Jr. Company insiderCEO and Chairman · last 29 Sep 202610 · 1
Scott Alexander Roberts Company insiderCFO and SVP · last 29 Sep 20260 · 0
Trisha L. Coady Company insiderExecutive Vice President · last 29 Sep 20260 · 1
Linda Rebrovick Company insiderDirector · last 6 Jul 20260 · 9
Amir Alex Jahangir Company insiderDirector · last 8 Jun 20260 · 0
Charles Beard Jr. Company insiderDirector · last 8 Jun 20260 · 0
Frank Gordon Company insiderDirector · last 8 Jun 20269 · 1

Same industry

PUBM PubMaticLeading+30%
MGNI MagniteLeading+27%
OSPN OneSpanLeading+22%
MTCH Match GroupLeading+19%

Distance from each stock’s own 150-day average.

From its SEC filings

Operating profit marginFY 2025 · to 31 Dec 20256.7%
Free cash flow marginFY 2025 · to 31 Dec 202519.6%
Return on capital employedFY 2025 · to 31 Dec 20255.1%
Cash conversionFY 2025 · to 31 Dec 2025345%
Research spendFY 2025 · to 31 Dec 202516.8%
Share count trendFY 2025 · to 20 Feb 2026-0.8%
Cash and equivalentsFY 2025 · to 31 Dec 2025$36.2M
Free cash flowFY 2025 · to 31 Dec 2025$59.6M

Analyst forecasts

No analyst forecasts yet.