As of November 8, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of HealthStream, Inc. The largest reported stake is WJRJJ Ventures, LLC's, at 9.6%. 4 filings are on record since January 30, 2026 (Schedule 13D, September 21, 2026).
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Key facts
- · Reporting person: WJRJJ Ventures, LLC · Sole voting: 2,800,000 · Shared voting: 0 · Sole dispositive: 2,800,000 · Shared dispositive: 0 · SCHEDULE 13D, 2026-09-21
- · Reporting person: Dimensional Fund Advisors LP · Sole voting: 1,522,834 · Shared voting: 0 · Sole dispositive: 1,557,981 · Shared dispositive: 0 · SCHEDULE 13G, 2026-07-14
- · Holder: The Vanguard Group · Percent: 0% · SCHEDULE 13G/A
- · Holder: The Vanguard Group · Percent: 8.55% · SCHEDULE 13G/A
HealthStream, Inc. has 4 Schedule 13D or 13G filings on record since 2026-01-30. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| WJRJJ Ventures, LLC | 9.6% | 2,800,000 | SCHEDULE 13D, 2026-09-21 | 2026-09-14 |
| Dimensional Fund Advisors LP | 5.3% | 1,557,981 | SCHEDULE 13G, 2026-07-14 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
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More on HealthStream, Inc. and the records around it.
HealthStream, Inc. elsewhere on the record
- Leadership changes Sep 2026
- Form D filing Dec 2025
- Who owns it
Companies that share a holder
- Dimensional Fund Advisors LP also filed stake reports on 366 other companies: Acadia Healthcare Co Inc (Oct 2026), ADT Inc (Oct 2026), AGCO Corp (Oct 2026)
- The Vanguard Group also filed stake reports on 2384 other companies: BellRing Brands, Inc. (Sep 2026), CAL-MAINE FOODS INC (Sep 2026), FTAI Aviation Ltd. (Sep 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| WJRJJ Ventures, LLC | 2,800,000 | 0 | 2,800,000 | 0 | SCHEDULE 13D, 2026-09-21 |
| Dimensional Fund Advisors LP | 1,522,834 | 0 | 1,557,981 | 0 | SCHEDULE 13G, 2026-07-14 |
The latest filing identifies HealthStream, Inc. by CUSIP 22266M104 and gives its principal executive office as 500 11th Avenue North, Suite 850, Nashville, TN 37203 (SCHEDULE 13D, 2026-09-21).
Source of funds (Item 3)
The Reporting Person acquired the securities reported in this Schedule 13D for investment purposes through open market purchases and private placements in the Issuer with personal funds.WJRJJ Ventures, LLC, SCHEDULE 13D, 2026-09-21
Purpose of Transaction (Item 4)
WJRJJ Ventures, LLC
The information set forth in Item 3 of this Schedule is incorporated herein by reference. WJRJJ purchased shares of the Company's common stock pursuant to a Securities Purchase Agreement ("Securities Purchase Agreement"), dated as of September 11, 2026, by and among WJRJJ, the Company, and Robert A. Frist (the "Selling Shareholder"), under which (i) the Company agreed to issue to WJRJJ 1,355,932 shares of Common Stock, for an aggregate cash purchase price of approximately $40.0 million, or a purchase price of $29.50 per share, and (ii) the Selling Shareholder agreed to sell to WJRJJ 144,068 shares of Common Stock for an aggregate cash purchase price of approximately $4.25 million, or a purchase price of $29.50 per share. WJRJJ previously purchased 1,300,000 shares of the Company's common stock on the open market for an aggregate purchase price of approximately $36.7 million, excluding brokerage commissions. (a) Subject to the Standstill Restrictions and Lock-up described in Item 6 below, the Reporting Person from time to time may acquire additional shares of Common Stock or dispose of any or all of the shares of Common Stock that the Reporting Person owns depending upon an ongoing evaluation of its investment in the shares of common stock, prevailing market conditions, other investment opportunities, other investment considerations or other factors. (b) - (j) Except as disclosed in this Schedule, the Reporting Person has no plans or proposals which relate to, or could …The first part of Item 4 of the SCHEDULE 13D filed 2026-09-21; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-01-30 | The Vanguard Group | 8.55% | SCHEDULE 13G/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-07-14 | Dimensional Fund Advisors LP | 5.3% | SCHEDULE 13G |
| 2026-09-21 | WJRJJ Ventures, LLC | 9.6% | SCHEDULE 13D |
Questions about who owns HealthStream, Inc.
Who owns HealthStream, Inc.?
On this page, 2 holders' latest ownership filings report 5% or more of HealthStream, Inc.: WJRJJ Ventures, LLC (9.6%, Schedule 13D, filed 2026-09-21) and Dimensional Fund Advisors LP (5.3%, Schedule 13G, filed 2026-07-14).
Who are the largest shareholders of HealthStream, Inc.?
By the share each holder's latest filing reports, the largest holders of HealthStream, Inc. on this page are WJRJJ Ventures, LLC (9.6%) and Dimensional Fund Advisors LP (5.3%).
When did WJRJJ Ventures, LLC buy into HealthStream, Inc.?
The filings give report dates, not purchase dates. The earliest filing from WJRJJ Ventures, LLC on this page is the Schedule 13D, filed 2026-09-21, reporting 9.6%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 4 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for HealthStream, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| September 23, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| May 8, 2026 | Leadership change: Michael M. Collier appointed, Chief Operating Officer, and 1 more | — | Leadership changes | Source |
| December 30, 2025 | Form D, private offering | $4M sold | Form D page | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.