HSTM HealthStream Inc.

HealthStream, Inc. engages in the provision of services to healthcare organizations and other members within the healthcare industry. It operates through the following segments: Workforce Solutions and Provider Solutions. The Workforce Solutions segment offers talent management, training, certification, competency assessment, and performance appraisal services. The Provider Solutions consists of credentialing, privileging, call center, and enrollment products and services. The company was founded by Robert A. Frist, Jr. and Jeffery L. McLaren in 1990 and is headquartered in Nashville, TN.

Company profile

Ticker

HSTM

Exchange

NASDAQ

Website

www.healthstream.com

CEO

Robert A. Frist

Incorporated

Tennessee

Location

Tennessee

Fiscal year end

Dec 31

Sector

Technology Services > Packaged Software

Industry (SIC)

Services - Computer Programming, Data Processing, Etc.

Alphabet • Facebook • Rackspace Technology • IHS Markit • Sabre • Twitter • Baidu • Snap • Yandex • DouYu International ...

SEC CIK

0001095565

Corporate docs

Articles of Incorporation & Bylaws

IRS number

621443555

HSTM stock data

S&P 500

1M 1Y 2Y 5Y

Investment data

Data from SEC filings

Securities sold

Number of investors

Calendar

29 Oct 20

25 Nov 20

31 Dec 20

News

Financial summary

Financial statements Chart HSTM financial data

Quarter (USD)	Sep 20	Jun 20	Mar 20	Sep 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 19	Dec 18	Dec 17	Dec 16
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Recent insider trades

HSTM insider ownership history Insider history

Date	Owner	Security	Transaction	Code	10b5-1	$Price	#Shares	$Value	#Remaining
21 Sep 20	Collier Michael Manning	Common Stock	Payment of exercise	Dispose F	No	20.16	92	1.85K	14,396
21 Sep 20	Collier Michael Manning	Common Stock	Option exercise	Aquire M	No	0	375	0	14,771
21 Sep 20	Collier Michael Manning	Restricted Share Units Common Stock	Option exercise	Dispose M	No	0	375	0	2,125
21 Sep 20	Roberts Scott Alexander	Common Stock	Payment of exercise	Dispose F	No	20.16	128	2.58K	5,669
21 Sep 20	Roberts Scott Alexander	Common Stock	Option exercise	Aquire M	No	0	525	0	5,797
21 Sep 20	Roberts Scott Alexander	Restricted Share Units Common Stock	Option exercise	Dispose M	No	0	525	0	2,975
17 Aug 20	Coady Trisha L	Common Stock	Payment of exercise	Dispose F	No	22.14	478	10.58K	6,848
17 Aug 20	Coady Trisha L	Common Stock	Option exercise	Aquire M	No	0	1,963	0	7,326
17 Aug 20	Coady Trisha L	Restricted Share Units Common Stock	Option exercise	Dispose M	No	0	960	0	1,120
17 Aug 20	Coady Trisha L	Restricted Share Units Common Stock	Option exercise	Dispose M	No	0	1,003	0	0

Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q3 2020

HSTM institutional ownership history Ownership history

72.4% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	156	172	-9.3%
Opened positions	16	28	-42.9%
Closed positions	32	18	+77.8%
Increased positions	52	58	-10.3%
Reduced positions	58	63	-7.9%

13F shares	Current	Prev Q	Change
Total value	598.17M	558.6M	+7.1%
Total shares	23.16M	23M	+0.7%
Total puts	0	0
Total calls	0	0
Total put/call ratio	–	–	–

Largest owners	Shares	Value	Change
BLK BlackRock	4.03M	$80.79M	-0.7%
Vanguard	2.7M	$54.23M	-1.9%
Brown Brothers Harriman & Co	1.71M	$34.23M	0.0%
Dimensional Fund Advisors	1.42M	$28.58M	-2.6%
Renaissance Technologies	1.09M	$21.81M	+16.1%
STT State Street	849.83K	$17.06M	-2.7%
IVZ Invesco	753.34K	$15.12M	+33.5%
Granite Investment Partners	707.94K	$14.21M	-0.9%
NTRS Northern Trust	463.43K	$9.3M	-1.4%
BAC Bank of America	430.51K	$8.64M	+5.2%

Largest transactions	Shares	Bought/sold	Change
Trigran Investments	319.49K	+319.49K	NEW
Acadian Asset Management	428.8K	+204.54K	+91.2%
IVZ Invesco	753.34K	+189.09K	+33.5%
CS Credit Suisse	26.53K	-185.31K	-87.5%
Renaissance Technologies	1.09M	+150.79K	+16.1%
Assenagon Asset Management	426.25K	+147.04K	+52.7%
Am Investment Strategies	142.49K	+142.49K	NEW
GS Goldman Sachs	210.14K	+112.36K	+114.9%
AIVAF Aviva	0	-106.53K	EXIT
Arrowstreet Capital, Limited Partnership	349.06K	+92.65K	+36.1%

Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Financial report summary

Competition

Oracle Systems • Reed Elsevier • Sumtotal Systems • CPR • Workday • Oracle • Cornerstone Ondemand • Cactus

Content analysis ?

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	H.S. senior Avg

New words: capacity, deposit, diligence, discrete, eligible, forecasting, foregone, forgone, incomplete, North, partly, percent, preferred, prudent, pursue, Raleigh, research, ShiftWizard, solid, stable, strike, supplemental, Truist, unprecedented, vitally

Removed: influence, sequentially

From filing 10-Q 2020 Q3