DHNasdaqServices-Prepackaged SoftwareFiscal year ends December 31
Definitive Healthcare Corp.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$1.10+0.10 (+10.00%)
Close on Oct 19, 2026
- Market cap
- $116.39M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
81.2%
87M of 107M shares
Institutional holders
100
18 new, 35 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| The Goldman Sachs Group, Inc. | 8,711,896 | 7.70% | 13G (passive) | Mar 31, 2025 |
| Advent International GP, LLC | 62,493,676 | 58.54% | 13D (active) | Sep 1, 2026 |
| Advent International, L.P. | 62,493,676 | 58.54% | 13D (active) amendment | Sep 29, 2026 |
| Goldman Sachs & Co. LLC | 5,935,933 | 5.70% | 13G (passive) amendment | Dec 31, 2025 |
| Conestoga Capital Advisors, LLC | 5,824,812 | 5.01% | 13G (passive) | Dec 31, 2023 |
| Jason Ronald Krantz | 22,497,978 | 17.60% | 13D (active) | Sep 1, 2026 |
| S) SEA VII Management, LLC | 15,284,815 | – | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of DH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Advent International, L.P. | 62,493,676 | 58.54% | $51.93M | – | 0.29% |
| Goldman Sachs Group Inc | 5,959,143 | 5.58% | $4.95M | −84,757 | 0.00% |
| D. E. Shaw & Co., Inc. | 1,973,193 | 1.85% | $1.64M | −126,358 | 0.00% |
| Vanguard Capital Management LLC | 1,829,463 | 1.71% | $1.52M | −36,866 | 0.00% |
| Kennedy Capital Management LLC | 1,737,044 | 1.63% | $1.44M | New | 0.03% |
| Dimensional Fund Advisors LP | 1,453,209 | 1.36% | $1.21M | −213,160 | 0.00% |
| BlackRock, Inc. | 1,408,621 | 1.32% | $1.17M | −1,576,946 | 0.00% |
| Aqr Capital Management LLC | 899,132 | 0.84% | $747.09K | +197,109 | 0.00% |
| Geode Capital Management, LLC | 550,753 | 0.52% | $457.94K | −628,941 | 0.00% |
| Gsa Capital Partners Llp | 525,896 | 0.49% | $437 | +190,199 | 0.03% |
| Renaissance Technologies LLC | 525,040 | 0.49% | $436.26K | +13,900 | 0.00% |
| Two Sigma Investments, LP | 509,328 | 0.48% | $423.20K | +275,747 | 0.00% |
| Jacobs Levy Equity Management, Inc | 472,710 | 0.44% | $392.78K | +173,237 | 0.00% |
| Corient Private Wealth LLC | 454,486 | 0.43% | $377.63K | New | 0.00% |
| Acadian Asset Management LLC | 448,629 | 0.42% | $368 | +245,307 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 404,124 | 0.38% | $335.79K | −24,818 | 0.00% |
| Squarepoint Ops LLC | 351,575 | 0.33% | $292.12K | +111,634 | 0.00% |
| Barclays PLC | 323,670 | 0.30% | $268.94K | −2,810 | 0.00% |
| Millennium Management LLC | 275,896 | 0.26% | $229.24K | −314,486 | 0.00% |
| Pinnacle Wealth Management Advisory Group, LLC | 260,037 | 0.24% | $216.07K | +37 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 100 | 87M | 81.2% | 18 / 36 | 36 / 35 | 4M | 6M |
| Q1 2026 | 119 | 89M | 83.2% | 25 / 40 | 34 / 26 | 5M | 3M |
| Q4 2025 | 122 | 90M | 84.1% | 24 / 28 | 53 / 27 | 3M | 8M |
| Q3 2025 | 129 | 96M | 89.6% | 26 / 24 | 56 / 18 | 2M | 4M |
| Q2 2025 | 121 | 98M | 91.8% | 22 / 46 | 37 / 35 | 5M | 9M |
| Q1 2025 | 136 | 102M | 95.8% | 30 / 44 | 43 / 21 | 12M | 15M |
| Q4 2024 | 128 | 105M | 98.4% | 22 / 50 | 37 / 19 | 4M | 5M |
| Q3 2024 | 125 | 106M | 99.7% | 23 / 39 | 39 / 39 | 14M | 15M |
| Q2 2024 | 144 | 112M | 100.0% | 37 / 56 | 39 / 35 | 13M | 17M |
| Q1 2024 | 143 | 116M | 100.0% | 27 / 59 | 39 / 22 | 6M | 5M |
| Q4 2023 | 138 | 115M | 100.0% | 23 / 51 | 45 / 17 | 6M | 9M |
| Q3 2023 | 134 | 119M | 100.0% | 17 / 57 | 37 / 20 | 5M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of DH | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,327,702 | 1.24% | $1.10M | 0.00% | Jun 30, 2026 |
| iShares U.S. Small-Cap Equity Factor ETF | 550,305 | 0.52% | $375.47K | 0.01% | Jul 31, 2026 |
| Inspire Small/Mid Cap ETF | 487,717 | 0.46% | $453.97K | 0.14% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 477,665 | 0.45% | $396.89K | 0.00% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 430,844 | 0.40% | $293.96K | 0.00% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 379,870 | 0.36% | $353.58K | 0.00% | May 31, 2026 |
| U.S. Micro Cap Portfolio | 274,823 | 0.26% | $187.51K | 0.00% | Jul 31, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 204,300 | 0.19% | $139.39K | 0.00% | Jul 31, 2026 |
| Dimensional U.S. Small Cap ETF | 204,135 | 0.19% | $139.28K | 0.00% | Jul 31, 2026 |
| Schwab U.S. Small-Cap ETF | 201,568 | 0.19% | $187.62K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 155,066 | 0.15% | $144.34K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 137,070 | 0.13% | $113.89K | 0.01% | Jun 30, 2026 |
| Vanguard Health Care Index Fund | 112,535 | 0.11% | $104.75K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 96,233 | 0.09% | $89.57K | 0.00% | May 31, 2026 |
| Ultra-Small Company Market Fund | 94,200 | 0.09% | $78.27K | 0.05% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Clay Brian Ritchey | Chief Executive Officer, Director | 5,000 | 0.00% | Sep 16, 2026 |
| Kevin Coop | Chief Executive Officer, Director | 4,975,229 | 4.66% | Jul 6, 2026 |
| Casey Heller | Chief Financial Officer | 1,798,502 | 1.68% | Sep 3, 2026 |
| Jonathan Paris | Chief Legal Officer | 872,263 | 0.82% | Jul 6, 2026 |
| Benjamin Graboske | EVP, Chief Data Officer | 1,312,027 | 1.23% | Feb 26, 2026 |
| Kate Marie Shamsuddin | CHIEF OPERATING OFFICER | 694,149 | 0.65% | Aug 5, 2025 |
| Richard Douglas Booth | CHIEF FINANCIAL OFFICER | 652,630 | 0.61% | May 5, 2025 |
| William Moschella | Chief Product & Tech Officer | 451,302 | 0.42% | Feb 4, 2025 |
| Jason Ronald Krantz | Director, 10% owner | 2,089,272 | 1.96% | Aug 4, 2026 |
| Samuel A. Hamood | Director | 340,978 | 0.32% | Jun 9, 2026 |
| Scott G. Stephenson | Director | 313,314 | 0.29% | Jun 8, 2026 |
| Sastry Chilukuri | Director | 315,984 | 0.30% | Jun 8, 2026 |
| Kathleen A. Winters | Director | 308,982 | 0.29% | Jun 8, 2026 |
| Jill Larsen | Director | 114,751 | 0.11% | Jun 9, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Casey Heller Chief Financial Officer | Sep 1, 2026 | Tax withholding | −41,093 | $0.90 | $36.98K | 1,798,502 |
| Casey Heller Chief Financial Officer | Aug 1, 2026 | Tax withholding | −1,881 | $0.68 | $1.28K | 1,839,595 |
| Jason Ronald Krantz Director, 10% owner | Aug 1, 2026 | Tax withholding | −12,166 | $0.68 | $8.27K | 1,189,272 |
| Jonathan Paris Chief Legal Officer | Jul 1, 2026 | Tax withholding | −30,591 | $0.80 | $24.47K | 872,263 |
| Kevin Coop Chief Executive Officer, Director | Jul 1, 2026 | Tax withholding | −37,593 | $0.80 | $30.07K | 4,975,229 |
| Samuel A. Hamood Director | Jun 4, 2026 | Award | +189,190 | – | – | 289,396 |
| Sastry Chilukuri Director | Jun 4, 2026 | Award | +189,190 | – | – | 315,984 |
| Scott G. Stephenson Director | Jun 4, 2026 | Award | +189,190 | – | – | 313,314 |
| Kathleen A. Winters Director | Jun 4, 2026 | Award | +189,190 | – | – | 308,982 |
| Casey Heller Chief Financial Officer | Jun 1, 2026 | Tax withholding | −164,377 | $0.99 | $162.73K | 1,841,476 |
| Kevin Coop Chief Executive Officer, Director | Jun 1, 2026 | Tax withholding | −66,050 | $0.99 | $65.39K | 5,012,822 |
| Casey Heller Chief Financial Officer | May 1, 2026 | Tax withholding | −1,469 | $0.99 | $1.45K | 2,005,853 |
| Jason Ronald Krantz Director, 10% owner | May 1, 2026 | Tax withholding | −12,166 | $0.99 | $12.04K | 1,201,438 |
| Jason Ronald Krantz Director, 10% owner | Apr 1, 2026 | Tax withholding | −45,154 | $1.09 | $49.22K | 1,213,604 |
| Kevin Coop Chief Executive Officer, Director | Apr 1, 2026 | Tax withholding | −37,593 | $1.09 | $40.98K | 5,078,872 |
| Kevin Coop Chief Executive Officer, Director | Mar 1, 2026 | Tax withholding | −175,524 | $1.28 | $224.67K | 5,116,465 |
| Benjamin Graboske EVP, Chief Data Officer | Feb 24, 2026 | Award | +631,068 | – | – | 1,312,027 |
| Jason Ronald Krantz Director, 10% owner | Feb 24, 2026 | Award | +242,719 | – | – | 1,258,758 |
| Kevin Coop Chief Executive Officer, Director | Feb 24, 2026 | Award | +1,735,437 | – | – | 5,291,989 |
| Jonathan Paris Chief Legal Officer | Feb 24, 2026 | Award | +481,505 | – | – | 902,854 |
| Casey Heller Chief Financial Officer | Feb 24, 2026 | Award | +733,301 | – | – | 2,007,322 |
| Casey Heller Chief Financial Officer | Feb 1, 2026 | Tax withholding | −1,469 | $2.32 | $3.41K | 1,274,021 |
| Jason Ronald Krantz Director, 10% owner | Feb 1, 2026 | Tax withholding | −44,545 | $2.32 | $103.34K | 1,016,039 |
| Casey Heller Chief Financial Officer | Jan 5, 2026 | Award | +195,313 | – | – | 1,275,490 |
| Kevin Coop Chief Executive Officer, Director | Jan 1, 2026 | Tax withholding | −28,236 | $2.87 | $81.04K | 3,556,552 |
| Benjamin Graboske EVP, Chief Data Officer | Dec 22, 2025 | Tax withholding | −341,417 | $2.53 | $863.79K | 676,913 |
| Casey Heller Chief Financial Officer | Nov 1, 2025 | Tax withholding | −1,244 | $2.77 | $3.45K | 1,080,177 |
| Jason Ronald Krantz Director, 10% owner | Nov 1, 2025 | Tax withholding | −18,796 | $2.77 | $52.06K | 1,060,584 |
| Kevin Coop Chief Executive Officer, Director | Oct 1, 2025 | Tax withholding | −37,593 | $3.56 | $133.83K | 3,584,788 |
| Casey Heller Chief Financial Officer | Oct 1, 2025 | Tax withholding | −8,300 | $3.56 | $29.55K | 1,081,421 |
| Jason Ronald Krantz Director, 10% owner | Sep 14, 2025 | Tax withholding | −4,093 | $4.15 | $16.99K | 1,079,380 |
| Casey Heller Chief Financial Officer | Aug 1, 2025 | Tax withholding | −1,244 | $3.74 | $4.65K | 1,089,721 |
| Jason Ronald Krantz Director, 10% owner | Aug 1, 2025 | Tax withholding | −18,796 | $3.74 | $70.30K | 1,083,473 |
| Kate Marie Shamsuddin CHIEF OPERATING OFFICER | Aug 1, 2025 | Tax withholding | −4,741 | $3.74 | $17.73K | 694,149 |
| Kevin Coop Chief Executive Officer, Director | Jul 1, 2025 | Tax withholding | −116,750 | $4.05 | $472.84K | 3,622,381 |
| Jonathan Paris Chief Legal Officer | Jul 1, 2025 | Award | +421,349 | – | – | 421,349 |
| Jason Ronald Krantz Director, 10% owner | Jun 14, 2025 | Tax withholding | −4,093 | $3.65 | $14.94K | 1,102,269 |
| Kate Marie Shamsuddin CHIEF OPERATING OFFICER | Jun 14, 2025 | Tax withholding | −1,012 | $3.65 | $3.69K | 698,890 |
| Casey Heller Chief Financial Officer | Jun 10, 2025 | Award | +485,881 | – | – | 1,090,965 |
| Jill Larsen Director | Jun 5, 2025 | Award | +55,911 | – | – | 114,751 |
| Kathleen A. Winters Director | Jun 5, 2025 | Award | +55,911 | – | – | 119,792 |
| Samuel A. Hamood Director | Jun 5, 2025 | Award | +55,911 | – | – | 100,206 |
| Scott G. Stephenson Director | Jun 5, 2025 | Award | +55,911 | – | – | 124,124 |
| Sastry Chilukuri Director | Jun 5, 2025 | Award | +55,911 | – | – | 126,794 |
| Casey Heller Chief Financial Officer | Jun 2, 2025 | Award | +498,339 | – | – | 605,084 |
| Richard Douglas Booth CHIEF FINANCIAL OFFICER | May 1, 2025 | Tax withholding | −7,873 | $2.75 | $21.65K | 652,630 |
| Jason Ronald Krantz Director, 10% owner | May 1, 2025 | Tax withholding | −18,795 | $2.75 | $51.69K | 1,106,362 |
| Kate Marie Shamsuddin CHIEF OPERATING OFFICER | May 1, 2025 | Tax withholding | −4,595 | $2.75 | $12.64K | 699,902 |
| Kate Marie Shamsuddin CHIEF OPERATING OFFICER | Apr 28, 2025 | Award | +243,446 | – | – | 704,497 |
| Jason Ronald Krantz Director, 10% owner | Apr 3, 2025 | Award | +153,847 | – | – | 1,125,157 |
| Jason Ronald Krantz Director, 10% owner | Mar 14, 2025 | Tax withholding | −4,093 | $2.59 | $10.60K | 971,310 |
| Kate Marie Shamsuddin CHIEF OPERATING OFFICER | Mar 14, 2025 | Tax withholding | −1,012 | $2.59 | $2.62K | 461,051 |
| Richard Douglas Booth CHIEF FINANCIAL OFFICER | Mar 14, 2025 | Tax withholding | −963 | $2.59 | $2.49K | 660,503 |
| Benjamin Graboske EVP, Chief Data Officer | Mar 3, 2025 | Award | +1,018,330 | – | – | 1,018,330 |
| Kevin Coop Chief Executive Officer, Director | Mar 1, 2025 | Award | +2,382,892 | – | – | 3,739,131 |
| Jason Ronald Krantz Director, 10% owner | Feb 14, 2025 | Tax withholding | −7,471 | $5.55 | $41.46K | 975,403 |
| Jason Ronald Krantz Director, 10% owner | Feb 14, 2025 | Award | +16,479 | – | – | 982,874 |
| William Moschella Chief Product & Tech Officer | Feb 1, 2025 | Tax withholding | −28,538 | $4.86 | $138.69K | 451,302 |
| Jason Ronald Krantz Director, 10% owner | Feb 1, 2025 | Tax withholding | −56,976 | $4.86 | $276.90K | 966,395 |
| Kate Marie Shamsuddin CHIEF OPERATING OFFICER | Feb 1, 2025 | Tax withholding | −16,342 | $4.86 | $79.42K | 462,063 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| William Moschella Officer | Dec 3, 2024 | 45,000 | $209.25K | Dec 3, 2024 | RESTRICTED STOCK |
| Spectrum VII Investment Managers' Fund, L.P. Director | Aug 24, 2023 | 4,202 | $39.92K | Aug 24, 2023 | Private Placement |
| Spectrum VII Co-Investment Fund, L.P. Director | Aug 24, 2023 | 2,454 | $23.31K | Aug 24, 2023 | Private Placement |
| Spectrum VII Co-Investment Fund, L.P. Shareholder | May 12, 2023 | 2,301 | $21.28K | May 12, 2023 | Private Placement |
| Spectrum VII Investment Managers' Fund, L.P. Shareholder | May 12, 2023 | 3,939 | $36.44K | May 12, 2023 | Private Placement |