HealthStream, Inc. (HSTM)

Highly Crowded

Held by 188 of 5,944 reporting institutions (91th percentile) — extremely crowded.

Data as of Q1 2026

Institutional Ownership

71.55%

QoQ Change

+1.99%

Total Value

$417.3B

Shares Outstanding

29.2M

Crowding AnalysisHighly Crowded

Holders188of 5,944

Avg: 68

Uncrowded91th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.47x

81th percentile

122 buying83 selling

+41

New

-37

Closed

+353K

Net shares

Holding Period Distribution

Median: 1 QAvg: 1 QHolders: 1

Ownership Concentration

Top 5: 41.3%Top 10: 57.6%

BlackRock,18.4%

DIMENSIONAL FUND ADVISORS7.0%

Copeland Capital Management,6.1%

VANGUARD CAPITAL MANAGEMENT5.0%

STATE STREET4.8%

Others (183)58.7%

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Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.06%Max: 0.59%High conviction (>1%): 0

BlackRock,

DIMENSIONAL FUND ADVISORS

Copeland Capital Management,

VANGUARD CAPITAL MANAGEMENT

STATE STREET

VANGUARD PORTFOLIO MANAGEMENT

TWO SIGMA INVESTMENTS,

GEODE CAPITAL MANAGEMENT,

RENAISSANCE TECHNOLOGIES

JPMORGAN CHASE &

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Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWVANGUARD CAPITAL MANAGEMENT$22M1.0M shr

NEWVANGUARD PORTFOLIO MANAGEMENT$19M922K shr

NEWTWO SIGMA INVESTMENTS$17M844K shr

BOUGHTCopeland Capital Management$8M389K shr

BOUGHTBlackRock$5M220K shr

BOUGHTACADIAN ASSET MANAGEMENT$2.4B106K shr

SOLDVANGUARD GROUP$10M448K shr

SOLDRENAISSANCE TECHNOLOGIES$4M172K shr

BOUGHTCopeland Capital Management$1M51K shr

SOLDDIMENSIONAL FUND ADVISORS$971K42K shr

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Institutional Trends (8 Quarters)

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Institutional Holders

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