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HCAT · Health Catalyst, Inc.

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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475

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HCAT

Name: Health Catalyst, Inc. (HCAT) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

Health Catalyst, Inc.

SOFTWARE & IT · SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC. · CIK 0001636422

ACTIVIST 13DFORM 144 · 3☆ WATCH

INSIDER NET · 180D

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

13F, latest reported quarter

REVENUE GROWTH

+1.5%

XBRL, annual

NET MARGIN

-57.2%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

no Form 4 purchases or sales on file

CONGRESS

no member of Congress has reported trading it

FUNDS

67 funds added or opened last quarter

below 59% of Software & IT

REVENUE

+1.5% year over year

below 66% of Software & IT

MARGIN

-57.2% net margin

below 81% of Software & IT

BUYBACKS

$5.0M repurchased, FY to 2025-12-31

below 84% of Software & IT

SHORT

4.0% of shares outstanding short · 6.1 days to cover · settled 2026-07-31

more than 59% of Software & IT

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

3 insiders have filed intent to sell ($53.6K) and have not sold yet.

67 funds added or opened positions in the latest 13F quarter, of 130 holders.

Palogic Value Management, LP disclosed a 5%+ stake (6.7%) in the last six months.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -50.3%

-50.3%12M

INSIDER SELL13D/G STAKEFORM 144

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

An activist crossed the 5% line with declared intent.

The record shows 67 funds added last quarter, $53.6K in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

TEAM META CRWV CRM NET CRWD DDOG DASH APP IOT PCTY MDB

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

No insider purchases or sales are on record for Health Catalyst, Inc. in the period covered. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER

FILED

VALUE

Landry Benjamin

General Counsel

SELL

2025-12-05

27,425.0

$72.4K

Larson-Green Julie

Director

SELL

2025-12-04

47,997.0

$128.2K

Landry Benjamin

General Counsel

SELL

2025-09-05

6,175.0

$20.7K

Landry Benjamin

General Counsel

SELL

2025-06-05

6,057.0

$23.9K

LeSueur Daniel

Chief Operating Officer

SELL

2025-05-05

5,209.0

$21.4K

175 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 170 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

First Light Asset Management, LLC

12,810,861.0 sh

$25.5M

CDC Financial, Inc.

7,092,698.0 sh

$14.1M

Palogic Value Management, L.P.

4,922,442.0 sh

$9.8M

Impax Asset Management Group plc

4,000,000.0 sh

$8.0M

Nepsis Inc.

2,976,187.0 sh

$5.9M

5%+ owners

13D = intent to influence · 13G = passive

Palogic Value Management, LP

ACTIVIST 13D · 2026-06-22

6.7%

Palogic Value Fund, LP

ACTIVIST 13D · 2026-06-22

6.7%

Palogic Capital Management, LLC

ACTIVIST 13D · 2026-06-22

6.7%

Ryan L. Vardeman

ACTIVIST 13D · 2026-06-22

6.7%

Whetstone Capital Advisors, LLC

ACTIVIST 13D · 2026-01-21

7.4%

Planned sales · Form 144

Filed before the sale — intent, not a trade

Benjamin Albert

FILED 2026-09-01

$547

Jason Alger

FILED 2026-09-01

$30.6K

Benjamin Landry

FILED 2026-09-01

$22.4K

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Impax Small Cap Fund

$3.5M POSITION · AS OF 2026-03-31

0.5%

NORTH SQUARE KENNEDY MICROCAP FUND

$54.9K POSITION · AS OF 2026-02-28

0.2%

JPMorgan U.S. Small Company Fund

$228.2K POSITION · AS OF 2026-03-31

0.0%

LVIP JPMorgan Small Cap Core Fund

$50.2K POSITION · AS OF 2026-03-31

0.0%

VANGUARD U.S. VALUE FACTOR ETF

$181.3K POSITION · AS OF 2026-02-28

0.0%

Small Cap Value Fund

$42.9K POSITION · AS OF 2026-02-28

0.0%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return · Daniel Burton

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2025

$4.0M

$268.1K

$2.0M

-95%

-1%

2024

$5.5M

$4.2M

$1.4M

-80%

+5%

2022

$4.4M

-$8.2M

$3.2M

-69%

+0%

2021

$6.0M

$5.6M

$3.3M

+14%

+25%

2020

$5.5M

$9.8M

$2.4M

+25%

+30%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$311.1M	$306.6M	$295.9M	$276.2M
OPERATING INCOME	$-160.9M	$-69.8M	$-126.9M	$-140.0M
NET INCOME	$-178.0M	$-69.5M	$-118.1M	$-137.4M
EPS (DILUTED)	-2.55	-1.15	-2.09	-2.63
OPERATING CASH FLOW	$731.0K	$14.6M	$-33.1M	$-35.3M
CASH	$50.8M	$249.6M	$106.3M	$116.3M
LONG-TERM DEBT	$151.6M	$151.2M	$228.0M	$226.5M
BUYBACKS	$5.0M	$0	$1.8M	$8.4M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE