HSTM at a glance
HEALTHSTREAM INC (HSTM, SEC CIK 1095565) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 23, 2026 and Form 4 insider filings as recently as September 29, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), HEALTHSTREAM INC (HSTM) reported revenue of $304.1 million (up 4.3% from FY2024) and net income of $18.3 million. Diluted EPS was $0.61.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding HEALTHSTREAM INC (HSTM) shares worth $362.4 million in 13F-HR filings.
- In the last 90 days, HSTM insiders reported 0 open-market purchases ($0) and 1 open-market sale ($4.3M) on Form 4, a net sale of $4.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $304.1M
- +4.3% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$4.3M
- 13F holders
- 31 funds
- $362.4M · +2 vs prior quarter
- Latest 8-K
- Sep 23, 2026
- Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No risk-factors section provided; supplied text covers share repurchases and exhibits
- New $10.0 million repurchase authorization announced March 13, 2026
- $1.8 million spent repurchasing 90,131 shares at $19.95 average
- Remaining authorization $5,702,314 through September 12, 2026
AI summary of the HSTM 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Executive compensation grants totaling $600,000 per executive for Frist, Collier, Coady, and O’Hara
- Scott Roberts received $480,000 in combined RSU grant value
Item 1.01: Entry into a Material Definitive Agreement
- Unregistered shares issued under Section 4(a)(2) private-placement exemption
- Investor resale restricted absent SEC registration or another exemption
Item 7.01: Regulation FD Disclosure
- Management disclosed forward-looking statements regarding intended use of proceeds from the Transactions
- Proceeds deployment remains subject to execution risks and uncertainties outlined in the company’s 2025 Form 10-K
Item 1.01: Entry into a Material Definitive Agreement
- Revolving facility remains $50M, with optional $25M expansion subject to lender commitments
- Maturity extended or established through September 10, 2031, preserving liquidity runway
AI summaries of HSTM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for HSTM
Don't miss the next HSTM filing
- Alerts as it files. A push when HSTM files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut HSTM, by share count.
- Ask anything. An AI agent that reads every HSTM filing and answers with sources.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Cunningham Jeff | M | Sep 29, 2026 | 1,564 | - |
| Cunningham Jeff | M | Sep 29, 2026 | 410 | - |
| FRIST ROBERT A JR | M | Sep 29, 2026 | 1,055 | - |
| FRIST ROBERT A JR | M | Sep 29, 2026 | 388 | - |
| Cunningham Jeff | F | Sep 29, 2026 | 381 | $29.10 |
| Cunningham Jeff | M | Sep 29, 2026 | 844 | - |
| FRIST ROBERT A JR | M | Sep 29, 2026 | 1,955 | - |
| FRIST ROBERT A JR | F | Sep 29, 2026 | 477 | $29.10 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $291.6M | $304.1M |
| Operating Income | - | $21.3M | $20.2M |
| Net Income | $15.2M | $20.0M | $18.3M |
| Op. Margin | - | 7.3% | 6.7% |
| Net Margin | - | 6.9% | 6.0% |
| Balance Sheet | |||
| Total Assets | $499.9M | $510.8M | $520.4M |
| Equity | - | $359.4M | $354.0M |
| ROE | - | 5.6% | 5.2% |
| Per Share | |||
| EPS | $0.50 | $0.66 | $0.61 |
| Cash Flow | |||
| Operating CF | - | $57.7M | $63.3M |
| CapEx | $2.2M | $1.4M | $3.7M |
Source: XBRL data in HEALTHSTREAM INC (HSTM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate HSTM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $362.4M |
| Q1 2026 | 29 | $259.2M |
| Q4 2025 | 28 | $267.4M |
| Q3 2025 | 28 | $357.1M |
| Q2 2025 | 29 | $344.9M |
| Q1 2025 | 25 | $267.3M |
| Q4 2024 | 21 | $246.3M |
| Q3 2024 | 19 | $141.2M |
- Goldman Sachs Group+391.5K (+143%)
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- JPMorgan Chase & Co+181.8K (+40%)
- AQR Capital Management+181.4K (+308%)
- Dimensional Fund Advisors+101.9K (+7%)
- Invesco Ltd−93.2K (-52%)
- Citadel Advisors LLC−68.4K (-87%)
- Renaissance Technologies LLC−54.8K (-11%)
- Millennium Management−54.3K (-31%)
- Vanguard Portfolio Management LLC−41.3K (-4%)
- Mangrove Partners+9.8K
- Allstate+9.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 210 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
HSTM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 4 | Sep 29, 2026 | - | - | - |
| 8-K | Sep 23, 2026 | - | Analysis | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| SC 13D | Sep 21, 2026 | - | - | |
| 4 | Sep 15, 2026 | - | - | - |
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 8-K | Sep 14, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| SC 13G | Jul 14, 2026 | - | - |
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HSTM SEC filings: frequently asked questions
Are HSTM insiders buying or selling?
In the last 90 days, HEALTHSTREAM INC (HSTM) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $4.3 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold HSTM stock?
As of June 30, 2026, the largest HEALTHSTREAM INC (HSTM) holders among the 13F filers tracked by SignalX were BlackRock ($111.2 million), Dimensional Fund Advisors ($42.5 million), Vanguard Capital Management LLC ($28.5 million), State Street Corp ($27.4 million), Vanguard Portfolio Management LLC ($24.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was HSTM's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), HEALTHSTREAM INC (HSTM) reported revenue of $304.1 million (up 4.3% from FY2024) and net income of $18.3 million. Diluted EPS was $0.61. The figures come from the XBRL data in the 10-K.
What did HSTM report in its latest 8-K?
HEALTHSTREAM INC (HSTM) filed an 8-K on September 23, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Executive compensation grants totaling $600,000 per executive for Frist, Collier, Coady, and O’Hara.
What are the latest HSTM SEC filings?
HEALTHSTREAM INC (HSTM) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 23, 2026 and a Form 4 insider filing on September 29, 2026.
What is HSTM's SEC CIK number?
HEALTHSTREAM INC (HSTM)'s SEC Central Index Key (CIK) is 1095565. EDGAR lists every HSTM filing under that number.
Ask anything about HSTM
The research agent reads HSTM's filings, financials, insider trades and 13F holders, then answers with sources.