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Compiled from SEC Form N-PX filings and HEALTHSTREAM INC.’s Form 8-K, filed 2025-05-30 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore HEALTHSTREAM INC. in the interactive database Compare manager voting policies
These tallies are HEALTHSTREAM INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-05-30 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Charles E. Beard, Jr. | 26,587,086 | -- | -- | 117,840 | 1,390,647 | Majority: yes |
| Elect Director: Thompson S. Dent | 23,834,909 | -- | -- | 2,870,017 | 1,390,647 | Majority: yes |
| Elect Director: Deborah Taylor Tate | 24,871,079 | -- | -- | 1,833,847 | 1,390,647 | Majority: yes |
Source: HEALTHSTREAM INC., Form 8-K, filed with the SEC on 2025-05-30 — read the filing on EDGAR.
Each item below shows how the 275 asset managers that disclosed a HEALTHSTREAM INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of HEALTHSTREAM INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 3 wordings of this item as funds reported it.
93% fund support · no official result
The 263 asset managers below cast 93% of the shares they voted on this item FOR (19,266,111 for, 1,382,603 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 3,701,456 | 20,223 | 0 | 0 | For |
| Vanguard | 3,070,596 | 872 | 0 | 0 | For |
| State Street | 1,286,553 | 472 | 0 | 0 | For |
| Dimensional | 1,049,330 | 0 | 0 | 0 | For |
| Fidelity | 951,376 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 699,945 | 0 | 0 | 0 | For |
| Copeland Capital Management, LLC | 501,640 | 5,356 | 0 | 0 | For |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 483,606 | 0 | 0 | 0 | For |
| Harbor Funds II | 419,305 | 0 | 0 | 0 | For |
| Charles Schwab | 416,823 | 0 | 0 | 0 | For |
| First Eagle Investment Management, LLC | 415,398 | 0 | 0 | 0 | For |
| Renaissance | 405,179 | 0 | 0 | 0 | For |
| Northern Trust | 367,600 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 360,857 | 0 | 0 | 0 | For |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 243,801 | 0 | 0 | 0 | For |
| SEI | 218,246 | 11,931 | 0 | 0 | For |
| HEARTLAND ADVISORS INC | 222,727 | 0 | 0 | 0 | For |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 215,957 | 0 | 0 | 0 | For |
| AMERIPRISE FINANCIAL INC | 101,609 | 97,308 | 0 | 0 | For |
| Herald Investment Management Ltd | 190,000 | 0 | 0 | 0 | For |
| Stephens Investment Management Group LLC | 189,090 | 0 | 0 | 0 | For |
| KENNEDY CAPITAL MANAGEMENT LLC | 100,200 | 79,392 | 0 | 0 | For |
| Invesco | 170,563 | 0 | 0 | 0 | For |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 169,357 | 0 | 0 | 0 | For |
| Hillsdale Investment Management Inc. | 161,301 | 0 | 0 | 0 | For |
Showing the 25 largest of 263 asset managers. See all 263 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.5% Majority: yes · of votes cast
HEALTHSTREAM INC.’s own tally for this item (“Elect Director: Charles E. Beard, Jr.”): 26,587,086 for, 117,840 withheld, per its Form 8-K filed 2025-05-30 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 30,525,000 outstanding shares: 87% for, 0.4% withheld (87% of the company cast a for/withheld vote).
The 88 asset managers below cast 100% of the shares they voted on this item FOR (10,490,933 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,003,087 | 0 | 0 | 0 | For |
| BlackRock | 2,777,461 | 0 | 0 | 0 | For |
| Dimensional | 908,130 | 0 | 0 | 0 | For |
| Fidelity | 798,529 | 0 | 0 | 0 | For |
| Harbor Funds II | 419,305 | 0 | 0 | 0 | For |
| State Street | 373,209 | 0 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 360,857 | 0 | 0 | 0 | For |
| Charles Schwab | 195,102 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 150,000 | 0 | 0 | 0 | For |
| Global X | 98,749 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 83,963 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 78,342 | 0 | 0 | 0 | For |
| SEI | 77,617 | 0 | 0 | 0 | For |
| TIAA | 73,281 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 68,154 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 67,100 | 0 | 0 | 0 | For |
| Equitable | 65,761 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 63,900 | 0 | 0 | 0 | For |
| WisdomTree | 61,109 | 0 | 0 | 0 | For |
| American Century | 52,100 | 0 | 0 | 0 | For |
| Jackson National | 52,009 | 0 | 0 | 0 | For |
| Lincoln Financial | 36,366 | 0 | 0 | 0 | For |
| Northern Lights Fund Trust IV | 36,204 | 0 | 0 | 0 | For |
| BNY Mellon | 26,429 | 0 | 0 | 0 | For |
| Prudential/PGIM | 26,172 | 0 | 0 | 0 | For |
Showing the 25 largest of 88 asset managers. See all 88 in the interactive database.
Combines 5 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
HEALTHSTREAM INC.’s own tally for this item (“Elect Director: Deborah Taylor Tate”): 24,871,079 for, 1,833,847 withheld, per its Form 8-K filed 2025-05-30 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 30,525,000 outstanding shares: 81% for, 6% withheld (87% of the company cast a for/withheld vote).
The 88 asset managers below cast 100% of the shares they voted on this item FOR (9,987,738 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,002,214 | 0 | 873 | 0 | For |
| BlackRock | 2,777,461 | 0 | 0 | 0 | For |
| Dimensional | 908,130 | 0 | 0 | 0 | For |
| Fidelity | 798,529 | 0 | 0 | 0 | For |
| Harbor Funds II | 419,305 | 0 | 0 | 0 | For |
| State Street | 1,016 | 0 | 372,193 | 0 | Abstain |
| FIRST EAGLE FUNDS | 360,857 | 0 | 0 | 0 | For |
| Charles Schwab | 195,102 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 150,000 | 0 | 0 | 0 | For |
| Global X | 14,477 | 0 | 84,272 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 83,963 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 78,342 | 0 | 0 | 0 | For |
| SEI | 77,617 | 0 | 0 | 0 | For |
| TIAA | 73,281 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 68,154 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 67,100 | 0 | 0 | 0 | For |
| Equitable | 43,001 | 0 | 22,760 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 63,900 | 0 | 0 | 0 | For |
| WisdomTree | 61,109 | 0 | 0 | 0 | For |
| American Century | 52,100 | 0 | 0 | 0 | For |
| Jackson National | 52,009 | 0 | 0 | 0 | For |
| Lincoln Financial | 18,321 | 0 | 18,045 | 0 | For |
| Northern Lights Fund Trust IV | 36,204 | 0 | 0 | 0 | For |
| BNY Mellon | 26,429 | 0 | 0 | 0 | For |
| Prudential/PGIM | 26,172 | 0 | 0 | 0 | For |
Showing the 25 largest of 88 asset managers. See all 88 in the interactive database.
Combines 5 wordings of this item as funds reported it.
89% Majority: yes · of votes cast
HEALTHSTREAM INC.’s own tally for this item (“Elect Director: Thompson S. Dent”): 23,834,909 for, 2,870,017 withheld, per its Form 8-K filed 2025-05-30 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 30,525,000 outstanding shares: 78% for, 9% withheld (87% of the company cast a for/withheld vote).
The 88 asset managers below cast 100% of the shares they voted on this item FOR (9,577,421 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,002,213 | 0 | 874 | 0 | For |
| BlackRock | 2,777,461 | 0 | 0 | 0 | For |
| Dimensional | 908,130 | 0 | 0 | 0 | For |
| Fidelity | 798,529 | 0 | 0 | 0 | For |
| Harbor Funds II | 419,305 | 0 | 0 | 0 | For |
| State Street | 1,016 | 0 | 372,193 | 0 | Abstain |
| FIRST EAGLE FUNDS | 360,857 | 0 | 0 | 0 | For |
| Charles Schwab | 195,102 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 0 | 0 | 150,000 | 0 | Abstain |
| Global X | 14,477 | 0 | 84,272 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 83,963 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 78,342 | 0 | 0 | 0 | For |
| SEI | 77,617 | 0 | 0 | 0 | For |
| TIAA | 0 | 0 | 73,281 | 0 | Abstain |
| Columbia Threadneedle | 68,154 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 67,100 | 0 | 0 | 0 | For |
| Equitable | 43,001 | 0 | 22,760 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 63,900 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 0 | 61,109 | 0 | Abstain |
| American Century | 52,100 | 0 | 0 | 0 | For |
| Jackson National | 9,169 | 0 | 42,840 | 0 | Abstain |
| Lincoln Financial | 18,321 | 0 | 18,045 | 0 | For |
| Northern Lights Fund Trust IV | 36,204 | 0 | 0 | 0 | For |
| BNY Mellon | 0 | 0 | 26,429 | 0 | Abstain |
| Prudential/PGIM | 26,172 | 0 | 0 | 0 | For |
Showing the 25 largest of 88 asset managers. See all 88 in the interactive database.
99.1% fund support · no official result
The 86 asset managers below cast 99.1% of the shares they voted on this item FOR (10,376,393 for, 87,886 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 3,002,216 | 871 | 0 | 0 | For |
| BlackRock | 2,777,461 | 0 | 0 | 0 | For |
| Dimensional | 908,130 | 0 | 0 | 0 | For |
| Fidelity | 798,529 | 0 | 0 | 0 | For |
| Harbor Funds II | 419,305 | 0 | 0 | 0 | For |
| State Street | 373,190 | 19 | 0 | 0 | For |
| FIRST EAGLE FUNDS | 360,857 | 0 | 0 | 0 | For |
| Charles Schwab | 195,102 | 0 | 0 | 0 | For |
| HEARTLAND GROUP INC | 150,000 | 0 | 0 | 0 | For |
| Global X | 14,477 | 84,272 | 0 | 0 | Against |
| BRIDGEWAY FUNDS INC | 83,963 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 78,342 | 0 | 0 | 0 | For |
| SEI | 77,617 | 0 | 0 | 0 | For |
| TIAA | 73,281 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 68,154 | 0 | 0 | 0 | For |
| BUFFALO FUNDS | 67,100 | 0 | 0 | 0 | For |
| Equitable | 65,761 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 63,900 | 0 | 0 | 0 | For |
| WisdomTree | 61,109 | 0 | 0 | 0 | For |
| American Century | 52,100 | 0 | 0 | 0 | For |
| Jackson National | 52,009 | 0 | 0 | 0 | For |
| Lincoln Financial | 36,366 | 0 | 0 | 0 | For |
| Northern Lights Fund Trust IV | 36,204 | 0 | 0 | 0 | For |
| BNY Mellon | 26,429 | 0 | 0 | 0 | For |
| Prudential/PGIM | 26,172 | 0 | 0 | 0 | For |
Showing the 25 largest of 86 asset managers. See all 86 in the interactive database.
97% fund support · no official result
The 10 asset managers below cast 97% of the shares they voted on this item FOR (125,348 for, 4,092 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| CAMBIAR INVESTORS LLC | 67,257 | 0 | 0 | 0 | For |
| JPMorgan | 21,140 | 0 | 0 | 0 | For |
| Empower | 17,725 | 0 | 0 | 0 | For |
| GuideStone | 5,868 | 0 | 0 | 0 | For |
| Cornerstone Investment Partners, LLC | 5,653 | 0 | 0 | 0 | For |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | 4,644 | 0 | 0 | 0 | For |
| APG Asset Management US Inc. | 0 | 2,911 | 0 | 0 | Against |
| Virtus | 1,727 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 1,334 | 0 | 0 | 0 | For |
| MILLER HOWARD INVESTMENTS INC /NY | 0 | 1,181 | 0 | 0 | Against |
100% fund support · no official result
The 3 asset managers below cast 100% of the shares they voted on this item FOR (24,927 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Empower | 17,725 | 0 | 0 | 0 | For |
| GuideStone | 5,868 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 1,334 | 0 | 0 | 0 | For |
92% fund support · no official result
The 2 asset managers below cast 92% of the shares they voted on this item FOR (124 for, 11 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| MQS Management LLC | 124 | 0 | 0 | 0 | For |
| Focus Partners Wealth | 0 | 11 | 0 | 0 | Against |
Ranked by the number of HEALTHSTREAM INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 30,525,000 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 12.19% |
| 2 | Vanguard | 10.06% |
| 3 | State Street | 4.22% |
| 4 | Dimensional | 3.44% |
| 5 | Fidelity | 3.12% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.29% |
| 7 | Copeland Capital Management, LLC | 1.66% |
| 8 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1.58% |
| 9 | Harbor Funds II | 1.37% |
| 10 | Charles Schwab | 1.37% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| Robert A. Frist, Jr. | 17.85% | DEF14A |
| BlackRock, Inc. | 11.86% | 13G |
| The Vanguard Group | 10.01% | DEF14A |
| Dimensional Fund Advisors LP | 4.77% | 13G |
| State Street | 3.41% | 13F |
| Geode Capital | 2.38% | 13F |
| Renaissance Technologies | 1.80% | 13F |
| Northern Trust | 1.26% | 13F |
| Frank Gordon | 1.07% | DEF14A |
| Morgan Stanley | 0.97% | 13F |
Percentages above are of 30,525,000 shares outstanding, as reported by HEALTHSTREAM INC. on its Form 10-Q dated 2025-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from HEALTHSTREAM INC.’s 10-Q dated 2025-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At HEALTHSTREAM INC.'s shareholder meeting held 2025-05-29, in the 2024-2025 proxy season, 275 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,625 separate fund positions. Their filings are grouped here into 8 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. HEALTHSTREAM INC.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — To approve, on an advisory basis, the compensation of the Company's named executive officers as… — the reporting funds cast 93% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.
HEALTHSTREAM INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.