HealthStream is dedicated to improving patient outcomes through the development of healthcare organizations' greatest asset: their people. Its unified suite of solutions is contracted by healthcare organizations across the U.S. for workforce development, training & learning management, nurse & staff scheduling, clinical education, credentialing, privileging, provider enrollment, performance assessment, and managing simulation-based education programs. HealthStream's corporate office is in Nashville, Tennessee.
Company profile
Ticker
HSTM
Exchange
Website
CEO
Robert Frist
Employees
Incorporated
Location
Fiscal year end
Sector
Industry (SIC)
Alphabet • Meta Platforms • Baidu • Rackspace Technology • IHS Markit • Sabre • IAC • Match • Bumble • Twitter ...
SEC CIK
Corporate docs
Subsidiaries
VerityStream, Inc. • HealthStream Information Solutions Company • HSTM Group Australia PTY Limited • HSTM Group ...
IRS number
621443555
HSTM stock data
Latest filings (excl ownership)
8-K
Submission of Matters to a Vote of Security Holders
26 May 23
10-Q
2023 Q1
Quarterly report
27 Apr 23
8-K
HealthStream Announces First Quarter 2023 Results
24 Apr 23
ARS
2022 FY
Annual report to shareholders
10 Apr 23
DEFA14A
Additional proxy soliciting materials
10 Apr 23
DEF 14A
Definitive proxy
10 Apr 23
8-K
Healthstream Announces Quarterly Cash Dividend
6 Apr 23
8-K
Departure of Directors or Certain Officers
28 Mar 23
10-K
2022 FY
Annual report
28 Feb 23
8-K
Departure of Directors or Certain Officers
23 Feb 23
Transcripts
HSTM
Earnings call transcript
2023 Q1
25 Apr 23
HSTM
Earnings call transcript
2022 Q4
21 Feb 23
HSTM
Earnings call transcript
2022 Q3
25 Oct 22
HSTM
Earnings call transcript
2022 Q2
26 Jul 22
HSTM
Earnings call transcript
2022 Q1
26 Apr 22
HSTM
Earnings call transcript
2021 Q4
22 Feb 22
HSTM
Earnings call transcript
2021 Q3
26 Oct 21
HSTM
Earnings call transcript
2021 Q2
27 Jul 21
HSTM
Earnings call transcript
2021 Q1
27 Apr 21
HSTM
Earnings call transcript
2020 Q4
23 Feb 21
Latest ownership filings
4
MICHAEL D SHMERLING
25 May 23
144/A
Notice of proposed sale of securities (amended)
28 Apr 23
4
J EDWARD PEARSON
28 Apr 23
144
Notice of proposed sale of securities
27 Apr 23
4
THOMPSON DENT
24 Mar 23
4
FRANK GORDON
24 Mar 23
4
TERRY ALLISON RAPPUHN
24 Mar 23
4
LINDA REBROVICK
24 Mar 23
4
MICHAEL D SHMERLING
24 Mar 23
4
WILLIAM STEAD
24 Mar 23
Financial summary
| Quarter (USD) | Mar 23 | Dec 22 | Sep 22 | Jun 22 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
Institutional ownership, Q1 2023
69.3% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 173 |
| Opened positions | 22 |
| Closed positions | 14 |
| Increased positions | 67 |
| Reduced positions | 53 |
| 13F shares | Current |
|---|---|
| Total value | 570.29 bn |
| Total shares | 21.26 mm |
| Total puts | 0.00 |
| Total calls | 0.00 |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| BLK Blackrock | 4.19 mm | $113.47 bn |
| Vanguard | 2.88 mm | $77.92 bn |
| Dimensional Fund Advisors | 1.53 mm | $41.49 bn |
| Acadian Asset Management | 951.27 k | $25.77 bn |
| STT State Street | 926.31 k | $25.10 bn |
| Punch & Associates Investment Management | 781.33 k | $21.17 bn |
| Renaissance Technologies | 584.70 k | $15.84 bn |
| Heartland Advisors | 515.72 k | $13.98 bn |
| Stephens Investment Management | 487.05 k | $13.20 bn |
| Geode Capital Management | 482.93 k | $13.09 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 25 May 23 | Shmerling Michael D | Common Stock Holding | Option exercise | Acquire M | No | No | 0 | 3,241 | 0.00 | 133,609 |
| 25 May 23 | Shmerling Michael D | Restricted Share Units Common Stock | Option exercise | Dispose M | No | No | 0 | 2,297 | 0.00 | 0 |
| 25 May 23 | Shmerling Michael D | Restricted Share Units Common Stock | Option exercise | Dispose M | No | No | 0 | 944 | 0.00 | 0 |
| 27 Apr 23 | J Edward Pearson | Common Stock Holding | Gift | Dispose G | No | No | 0 | 6,000 | 0.00 | 179,165 |
| 27 Apr 23 | J Edward Pearson | Common Stock Holding | Sell | Dispose S | No | No | 24.9568 | 15,150 | 378.10 k | 185,165 |
| 23 Mar 23 | J Edward Pearson | Common Stock Holding | Payment of exercise | Dispose F | No | No | 26.25 | 3,896 | 102.27 k | 200,315 |
| 23 Mar 23 | J Edward Pearson | Common Stock Holding | Option exercise | Acquire M | No | No | 0 | 16,000 | 0.00 | 204,211 |
| 23 Mar 23 | J Edward Pearson | Restricted Share Units Common Stock | Option exercise | Dispose M | No | No | 0 | 971 | 0.00 | 5,500 |
| 23 Mar 23 | J Edward Pearson | Restricted Share Units Common Stock | Option exercise | Dispose M | No | No | 0 | 1,143 | 0.00 | 3,716 |
| 23 Mar 23 | J Edward Pearson | Restricted Share Units Common Stock | Option exercise | Dispose M | No | No | 0 | 1,719 | 0.00 | 2,005 |