HCATNasdaqServices-Computer Programming, Data Processing, Etc.Fiscal year ends December 31
Health Catalyst, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$1.71−0.02 (-0.87%)
Close on Oct 19, 2026
- Market cap
- $126.47M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
69.4%
52M of 75M shares
Institutional holders
127
34 new, 34 sold out
Net institutional buying
-4M
In Q2 2026
Insider trades, 12 months
1 buys · 2 sales
Net sold $94.94K
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 |
|---|---|---|---|---|
| Coghill Clint D | 7,095,498 | 9.60% | 13G (passive) amendment | Jun 30, 2026 |
| David Atterbury | 5,782,941 | 8.20% | 13D (active) amendment | Feb 17, 2026 |
| Ryan L. Vardeman | 5,374,949 | 7.10% | 13D (active) amendment | Sep 4, 2026 |
| Impax Asset Management LLC | 4,000,000 | 5.40% | 13G (passive) | Jun 30, 2026 |
| Mathew P. Arens | 13,465,373 | 18.30% | 13D (active) amendment | Mar 12, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HCAT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| First Light Asset Management, LLC | 12,810,861 | 17.02% | $25.49M | −67,839 | 1.55% |
| CDC Financial, Inc. | 7,092,698 | 9.42% | $14.11M | +785,644 | 5.91% |
| Palogic Value Management, L.P. | 4,922,442 | 6.54% | $9.80M | +2,025,842 | 3.23% |
| Impax Asset Management Group plc | 4,000,000 | 5.32% | $7.96M | +1,250,000 | 0.05% |
| Nepsis Inc. | 2,976,187 | 3.95% | $5.92M | +1,099,898 | 2.01% |
| Vanguard Capital Management LLC | 2,971,598 | 3.95% | $5.91M | +85,945 | 0.00% |
| BlackRock, Inc. | 1,836,373 | 2.44% | $3.65M | −3,301,649 | 0.00% |
| Jane Street Group, LLC | 1,037,782 | 1.38% | $2.07M | +1,011,214 | 0.00% |
| Dimensional Fund Advisors LP | 911,819 | 1.21% | $1.81M | −323,051 | 0.00% |
| Geode Capital Management, LLC | 891,357 | 1.18% | $1.77M | −610,076 | 0.00% |
| HighMark Wealth Management LLC | 871,082 | 1.16% | $1.73M | −32,000 | 0.58% |
| Caption Management, LLC | 773,650 | 1.03% | $1.54M | +1,764 | 0.01% |
| Mink Brook Asset Management LLC | 738,277 | 0.98% | $1.47M | New | 0.65% |
| Prescott Group Capital Management, L.L.C. | 710,803 | 0.94% | $1.41M | – | 0.12% |
| Charles Schwab Investment Management Inc | 615,504 | 0.82% | $1.22M | +8,646 | 0.00% |
| Hrt Financial LP | 572,215 | 0.76% | $1.14K | +329,024 | 0.00% |
| Millennium Management LLC | 516,083 | 0.69% | $1.03M | New | 0.00% |
| Goldman Sachs Group Inc | 480,970 | 0.64% | $957.13K | +93,798 | 0.00% |
| Vanguard Fiduciary Trust Co | 463,005 | 0.62% | $921.38K | +19,340 | 0.00% |
| Citadel Advisors LLC | 453,214 | 0.60% | $901.90K | New | 0.00% |
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 | 127 | 52M | 69.4% | 34 / 33 | 43 / 34 | 11M | 14M |
| Q1 2026 | 131 | 56M | 74.2% | 30 / 39 | 37 / 31 | 12M | 7M |
| Q4 2025 | 136 | 55M | 73.5% | 22 / 38 | 47 / 29 | 8M | 7M |
| Q3 2025 | 145 | 55M | 73.0% | 34 / 43 | 37 / 33 | 7M | 6M |
| Q2 2025 | 145 | 54M | 72.0% | 14 / 54 | 46 / 31 | 7M | 6M |
| Q1 2025 | 165 | 53M | 70.7% | 28 / 53 | 53 / 28 | 14M | 12M |
| Q4 2024 | 167 | 52M | 68.9% | 30 / 61 | 48 / 20 | 7M | 8M |
| Q3 2024 | 159 | 53M | 70.9% | 25 / 51 | 50 / 25 | 12M | 5M |
| Q2 2024 | 161 | 52M | 69.3% | 27 / 64 | 52 / 39 | 9M | 8M |
| Q1 2024 | 174 | 52M | 69.1% | 31 / 60 | 56 / 23 | 7M | 7M |
| Q4 2023 | 167 | 52M | 68.4% | 30 / 55 | 59 / 22 | 8M | 6M |
| Q3 2023 | 159 | 49M | 65.6% | 19 / 55 | 52 / 14 | 5M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HCAT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Impax Small Cap Fund | 4,000,000 | 5.32% | $7.96M | 0.84% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,058,272 | 2.74% | $4.10M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 791,821 | 1.05% | $1.58M | 0.00% | Jun 30, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 391,022 | 0.52% | $778.13K | 0.01% | Jun 30, 2026 |
| Schwab U.S. Small-Cap ETF | 346,960 | 0.46% | $478.80K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 325,624 | 0.43% | $449.36K | 0.00% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 263,265 | 0.35% | $363.31K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 179,365 | 0.24% | $356.94K | 0.02% | Jun 30, 2026 |
| Vanguard Health Care Index Fund | 159,364 | 0.21% | $219.92K | 0.00% | May 31, 2026 |
| Schwab Total Stock Market Index Fund | 158,321 | 0.21% | $330.89K | 0.00% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 126,439 | 0.17% | $174.49K | 0.00% | May 31, 2026 |
| Schwab U.S. Broad Market ETF | 109,058 | 0.14% | $150.50K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 104,421 | 0.14% | $144.10K | 0.00% | May 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 91,369 | 0.12% | $190.96K | 0.00% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 84,980 | 0.11% | $177.61K | 0.00% | Jul 31, 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 |
|---|---|---|---|---|
| Simeon Kohl | Chief Executive Officer, Director | 25,000 | 0.03% | Sep 16, 2026 |
| Benjamin Albert | CEO, Director | 1,417,103 | 1.88% | Sep 11, 2026 |
| Daniel D. Burton | Chief Executive Officer, Director | 1,393,099 | 1.85% | Dec 3, 2025 |
| Jason Alger | Chief Financial Officer | 704,867 | 0.94% | Sep 3, 2026 |
| Benjamin Landry | General Counsel | 351,372 | 0.47% | Sep 3, 2026 |
| Linda Llewelyn | Chief People Officer | 321,132 | 0.43% | Jun 3, 2026 |
| Kevin Lee Freeman | Chief Commercial Officer | 358,686 | 0.48% | Dec 3, 2025 |
| Daniel LeSueur | Chief Operating Officer | 198,367 | 0.26% | Sep 4, 2025 |
| David Coy Ross | Chief Tech & Product Officer | 204,219 | 0.27% | Sep 4, 2025 |
| Julie Larson-Green | Director | 185,101 | 0.25% | Sep 3, 2026 |
| Justin Spencer | Director | 149,263 | 0.20% | Jul 20, 2026 |
| Steven H. Nelson | Director | 235,499 | 0.31% | Jul 20, 2026 |
| Green Jill Hoggard | Director | 144,628 | 0.19% | Jul 20, 2026 |
| Duncan Gallagher | Director | 132,023 | 0.18% | Feb 19, 2026 |
| Mathew Paul Arens | Director, 10% owner | – | – | Dec 3, 2025 |
| S. Dawn Smith | Director | 101,692 | 0.14% | Jul 11, 2025 |
| John A. Kane | Director | 170,719 | 0.23% | Jul 10, 2025 |
| Anita Pramoda | Director | 62,503 | 0.08% | Dec 3, 2024 |
| First Light Asset Management, LLC | 10% owner | 11,027,339 | 14.65% | Dec 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Simeon Kohl Chief Executive Officer, Director | Sep 14, 2026 | Award | +2,747,385 | – | – | 2,797,385 |
| Simeon Kohl Chief Executive Officer, Director | Sep 14, 2026 | Buy | +59,000 | $1.79 | $105.61K | 2,856,385 |
| Benjamin Albert CEO, Director | Sep 10, 2026 | Tax withholding | −35,244 | $1.67 | $58.86K | 1,388,406 |
| Julie Larson-Green Director | Sep 1, 2026 | Award | +9,766 | – | – | 185,101 |
| Benjamin Landry General Counsel | Sep 1, 2026 | Tax withholding | −13,167 | $1.70 | $22.38K | 351,372 |
| Benjamin Albert CEO, Director | Sep 1, 2026 | Tax withholding | −321 | $1.70 | $546 | 1,423,650 |
| Jason Alger Chief Financial Officer | Sep 1, 2026 | Tax withholding | −17,973 | $1.70 | $30.55K | 704,867 |
| Justin Spencer Director | Jul 16, 2026 | Award | +80,691 | – | – | 149,263 |
| Steven H. Nelson Director | Jul 16, 2026 | Award | +80,691 | – | – | 235,499 |
| Green Jill Hoggard Director | Jul 16, 2026 | Award | +80,691 | – | – | 144,628 |
| Julie Larson-Green Director | Jul 16, 2026 | Award | +80,691 | – | – | 175,335 |
| Benjamin Albert CEO, Director | Jun 10, 2026 | Tax withholding | −34,485 | $1.69 | $58.28K | 1,423,971 |
| Jason Alger Chief Financial Officer | Jun 1, 2026 | Tax withholding | −18,804 | $1.37 | $25.76K | 722,840 |
| Linda Llewelyn Chief People Officer | Jun 1, 2026 | Tax withholding | −8,519 | $1.37 | $11.67K | 321,132 |
| Benjamin Albert CEO, Director | Jun 1, 2026 | Tax withholding | −336 | $1.37 | $460 | 1,458,456 |
| Benjamin Landry General Counsel | Jun 1, 2026 | Tax withholding | −13,779 | $1.37 | $18.88K | 364,539 |
| Julie Larson-Green Director | Jun 1, 2026 | Award | +12,710 | – | – | 94,644 |
| Steven H. Nelson Director | May 1, 2026 | Award | +154,808 | – | – | 154,808 |
| Benjamin Albert CEO, Director | May 1, 2026 | Tax withholding | −310 | $1.35 | $419 | 1,458,792 |
| Benjamin Albert CEO, Director | Apr 29, 2026 | Award | +1,124 | – | – | 1,459,102 |
| Benjamin Albert CEO, Director | Mar 10, 2026 | Tax withholding | −70,455 | $1.85 | $130.34K | 1,457,978 |
| Linda Llewelyn Chief People Officer | Mar 2, 2026 | Tax withholding | −13,836 | $1.66 | $22.97K | 329,651 |
| Benjamin Albert CEO, Director | Mar 2, 2026 | Tax withholding | −4,966 | $1.66 | $8.24K | 1,528,433 |
| Jason Alger Chief Financial Officer | Mar 2, 2026 | Tax withholding | −26,970 | $1.66 | $44.77K | 741,644 |
| Benjamin Landry General Counsel | Mar 2, 2026 | Tax withholding | −20,838 | $1.66 | $34.59K | 378,318 |
| Julie Larson-Green Director | Mar 1, 2026 | Award | +8,361 | – | – | 81,934 |
| Benjamin Albert CEO, Director | Feb 26, 2026 | Tax withholding | −13,304 | $1.75 | $23.28K | 1,533,399 |
| Linda Llewelyn Chief People Officer | Feb 26, 2026 | Tax withholding | −4,471 | $1.75 | $7.82K | 343,487 |
| Jason Alger Chief Financial Officer | Feb 26, 2026 | Tax withholding | −7,522 | $1.75 | $13.16K | 768,614 |
| Benjamin Landry General Counsel | Feb 26, 2026 | Tax withholding | −6,317 | $1.75 | $11.05K | 399,156 |
| Benjamin Albert CEO, Director | Feb 25, 2026 | Award | +38,833 | – | – | 1,546,703 |
| Benjamin Albert CEO, Director | Feb 25, 2026 | Award | +930,000 | – | – | 1,507,870 |
| Linda Llewelyn Chief People Officer | Feb 25, 2026 | Award | +13,195 | – | – | 347,958 |
| Linda Llewelyn Chief People Officer | Feb 25, 2026 | Award | +191,500 | – | – | 334,763 |
| Jason Alger Chief Financial Officer | Feb 25, 2026 | Award | +22,222 | – | – | 776,136 |
| Jason Alger Chief Financial Officer | Feb 25, 2026 | Award | +507,500 | – | – | 753,914 |
| Benjamin Landry General Counsel | Feb 25, 2026 | Award | +289,000 | – | – | 389,000 |
| Benjamin Landry General Counsel | Feb 25, 2026 | Award | +16,473 | – | – | 405,473 |
| Duncan Gallagher Director | Feb 17, 2026 | Award | +7,562 | – | – | 132,023 |
| Benjamin Landry General Counsel | Dec 5, 2025 | Sale(10b5-1 plan) | −27,425 | $2.64 | $72.40K | 100,000 |
| Julie Larson-Green Director | Dec 4, 2025 | Sale | −47,997 | $2.67 | $128.15K | 73,573 |
| Duncan Gallagher Director | Dec 1, 2025 | Award | +6,209 | – | – | 124,461 |
| Kevin Lee Freeman Chief Commercial Officer | Dec 1, 2025 | Tax withholding | −16,401 | $2.90 | $47.56K | 358,686 |
| Daniel D. Burton Chief Executive Officer, Director | Dec 1, 2025 | Tax withholding | −55,715 | $2.90 | $161.57K | 1,393,099 |
| Linda Llewelyn Chief People Officer | Dec 1, 2025 | Tax withholding | −9,762 | $2.90 | $28.31K | 143,263 |
| Julie Larson-Green Director | Dec 1, 2025 | Award | +5,731 | – | – | 121,570 |
| Benjamin Landry General Counsel | Dec 1, 2025 | Tax withholding | −14,387 | $2.90 | $41.72K | 127,425 |
| Jason Alger Chief Financial Officer | Dec 1, 2025 | Tax withholding | −20,619 | $2.90 | $59.80K | 246,414 |
| Benjamin Albert President and COO | Sep 24, 2025 | Award | +467,000 | – | – | 577,870 |
| Benjamin Landry General Counsel | Sep 5, 2025 | Sale(10b5-1 plan) | −6,175 | $3.35 | $20.69K | 141,812 |
| Benjamin Landry General Counsel | Sep 2, 2025 | Tax withholding | −3,138 | $3.36 | $10.54K | 147,987 |
| Daniel LeSueur Chief Operating Officer | Sep 2, 2025 | Tax withholding | −3,663 | $3.36 | $12.31K | 198,367 |
| Daniel D. Burton Chief Executive Officer, Director | Sep 2, 2025 | Tax withholding | −8,335 | $3.36 | $28.01K | 1,448,814 |
| Kevin Lee Freeman Chief Commercial Officer | Sep 2, 2025 | Tax withholding | −4,578 | $3.36 | $15.38K | 375,087 |
| David Coy Ross Chief Tech & Product Officer | Sep 2, 2025 | Tax withholding | −3,360 | $3.36 | $11.29K | 204,219 |
| Jason Alger Chief Financial Officer | Sep 2, 2025 | Tax withholding | −2,613 | $3.36 | $8.78K | 267,033 |
| Linda Llewelyn Chief People Officer | Sep 2, 2025 | Tax withholding | −2,854 | $3.36 | $9.59K | 153,025 |
| Julie Larson-Green Director | Sep 1, 2025 | Award | +4,588 | – | – | 115,839 |
| Duncan Gallagher Director | Sep 1, 2025 | Award | +4,970 | – | – | 118,252 |
| Justin Spencer Director | Sep 1, 2025 | Award | +68,572 | – | – | 68,572 |
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 |
|---|---|---|---|---|---|
| Albert Benjamin Officer | Sep 10, 2026 | 35,244 | $59.02K | Sep 10, 2026 | Restricted Stock |
| Albert Benjamin Officer | Sep 1, 2026 | 321 | $547 | Sep 1, 2026 | Restricted Stock |
| Alger Jason Officer | Sep 1, 2026 | 17,973 | $30.62K | Sep 1, 2026 | Restricted Stock |
| Landry Benjamin Officer | Sep 1, 2026 | 13,167 | $22.43K | Sep 1, 2026 | Restricted Stock |
| Albert Benjamin Officer | Jun 10, 2026 | 34,485 | $58.34K | Jun 10, 2026 | Restricted Stock |
| Albert Benjamin Officer | Jun 1, 2026 | 336 | $460 | Jun 1, 2026 | Restricted Stock |
| Alger Jason Officer | Jun 1, 2026 | 18,804 | $25.77K | Jun 1, 2026 | Restricted Stock |
| Llewelyn Linda Officer | Jun 1, 2026 | 8,519 | $11.67K | Jun 1, 2026 | Restricted Stock |
| Landry Benjamin Officer | Jun 1, 2026 | 13,779 | $18.88K | Jun 1, 2026 | Restricted Stock |
| Albert Benjamin Officer | May 1, 2026 | 310 | $417 | May 1, 2026 | Restricted Stock |
| Albert Benjamin Officer | Mar 10, 2026 | 70,455 | $130.21K | Mar 10, 2026 | Restricted Stock |
| Freeman Kevin Other | Mar 2, 2026 | 15,726 | $26.10K | Mar 2, 2026 | Restricted Stock |
| Landry Benjamin Officer | Mar 2, 2026 | 20,838 | $34.59K | Mar 2, 2026 | Restricted Stock |
| Llewelyn Linda Officer | Mar 2, 2026 | 13,836 | $22.97K | Mar 2, 2026 | Restricted Stock |
| Burton Daniel Other | Mar 2, 2026 | 25,795 | $42.82K | Mar 2, 2026 | Restricted Stock |