HCAT Health Catalyst (HCAT) Insider Trading, Ownership & Congress Trades
Software & IT · Services-computer programming, data processing, etc. · CIK 0001636422
Activist 13DC-suite buying · 1Form 144 · 4
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
66
13F, latest reported quarter
What the filings say about HCAT
Insiders, 180 days
+$105.4K net bought
1 buyer
Planned sales (Form 144), 90 days
$112.6K
4 notices
Activist stakes (13D), 180 days
1 filing
Largest: 6.7% of the class
Health Catalyst insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Health Catalyst, Inc. insiders bought a net $105.4K of stock across 170 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 2.1% of the 2,856,385 shares held after it.
- No other insider bought within 30 days.
- 66 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Kohl Simeon bought about $105.4K of HCAT on Sep 14, 2026, the largest insider purchase at the company since 2024; 66 funds added in the latest 13F quarter.Context
- 11 earlier Form 4 trades (code P or S) here by this insider (11 sales), the last on Sep 5, 2025.
- The trade is 27.4% of the 100,000 shares held after it.
- 1 other insider sold within 30 days.
- 66 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: General Counsel Landry Benjamin sold about $72.4K of HCAT on Dec 5, 2025; 1 other insider sold within 30 days and 66 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 65.2% of the 73,573 shares held after it.
- 1 other insider sold within 30 days.
- 66 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Larson-Green Julie sold about $128.2K of HCAT on Dec 4, 2025; 1 other insider sold within 30 days and 66 funds added in the latest 13F quarter.Context
- 10 earlier Form 4 trades (code P or S) here by this insider (10 sales), the last on Jun 5, 2025.
- The trade is 4.4% of the 141,812 shares held after it.
- No other insider sold within 30 days.
- 66 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: General Counsel Landry Benjamin sold about $20.7K of HCAT on Sep 5, 2025; 66 funds added in the latest 13F quarter.Context
- 9 earlier Form 4 trades (code P or S) here by this insider (9 sales), the last on Mar 6, 2025.
- The trade is 4.0% of the 151,125 shares held after it.
- No other insider sold within 30 days.
- 66 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: General Counsel Landry Benjamin sold about $23.9K of HCAT on Jun 5, 2025; 66 funds added in the latest 13F quarter.170 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net +$105.4K over 180 days
+$105.4K over 90 days
more than 85% of Software & IT
Congress
no House purchase disclosed in the last 12 months
Funds
66 funds bought in last quarter
below 58% of Software & IT
Revenue
+1.5% year over year
below 67% of Software & IT
Margin
-57.2% net margin
below 79% of Software & IT
Buybacks
$5.0M repurchased, FY to 2025-12-31
below 83% of Software & IT
Short interest
3.7% of the float short (float per yahoo 2026-10-26) · 5.2 days to cover · settled 2026-09-30
more than 51% of Software & IT
The situation: each line is one rule over one dataset
Palogic Value Management, LP disclosed a 5%+ stake (6.7%) in the last six months.
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch HCAT
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-46.5%12M
Insider buyInsider sell13D/G stakeForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns HCAT: institutional holders (13F)
13F holdings, latest reported quarter
12,810,861 sh
$25.5M
9,844,884 sh
$19.6M
7,092,698 sh
$14.1M
4,000,000 sh
$8.0M
2,976,187 sh
$5.9M
Congress trades in HCAT
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
13D: intends 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%
HCAT planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Benjamin Albert
Filed 2026-09-10
$59.0K
Benjamin Albert
Filed 2026-09-01
$547
Jason Alger
Filed 2026-09-01
$30.6K
Benjamin Landry
Filed 2026-09-01
$22.4K
HCAT mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Impax Small Cap Fund
$8.0M position · as of 2026-06-30
0.8%
iShares Micro-Cap ETF
$356.9K position · as of 2026-06-30
0.0%
WisdomTree U.S. SmallCap Fund
$118.0K position · as of 2026-06-30
0.0%
Fidelity Enhanced Small Cap Core ETF
$778.1K position · as of 2026-06-30
0.0%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
$114.5K position · as of 2026-05-31
0.0%
1290 VT Micro Cap Portfolio
$22.0K position · as of 2026-06-30
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Daniel Burton
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, 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). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
An activist crossed the 5% line with declared intent.
The record shows a net $105.4K bought by insiders over 180 days, 66 funds added last quarter, $112.6K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
HCAT financials
Revenue growth
+1.5%
XBRL, annual
Net margin
-57.2%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$292.2M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM HCAT
| FY Dec 2025 | $311.1M |
| FY Dec 2024 | $306.6M |
| FY Dec 2023 | $295.9M |
| FY Dec 2022 | $276.2M |
| FY Dec 2021 | $241.9M |
| Jun 2026 | $70.5M |
| Mar 2026 | $70.8M |
| Dec 2025 | $74.7M |
| Sep 2025 | $76.3M |
| Jun 2025 | $80.7M |
| Mar 2025 | $79.4M |
| Dec 2024 | $79.6M |
| Sep 2024 | $76.4M |
At each fiscal year end
Single quarter
Net margin, TTM
-90.6%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM HCAT
| FY Dec 2025 | -57.2% |
| FY Dec 2024 | -22.7% |
| FY Dec 2023 | -39.9% |
| FY Dec 2022 | -49.7% |
| FY Dec 2021 | -63.3% |
| Jun 2026 | -57.5% |
| Mar 2026 | -156.9% |
| Dec 2025 | -121.9% |
| Sep 2025 | -29.1% |
| Jun 2025 | -50.8% |
| Mar 2025 | -29.9% |
| Dec 2024 | -26.0% |
| Sep 2024 | -19.3% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$27.0M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM HCAT
| FY Dec 2025 | -$237.0K |
| FY Dec 2024 | $12.9M |
| FY Dec 2023 | -$34.3M |
| FY Dec 2022 | -$37.4M |
| FY Dec 2021 | -$33.6M |
| Jun 2026 | -$70.0K |
| Mar 2026 | $18.2M |
| Dec 2025 | $9.6M |
| Sep 2025 | -$719.0K |
| Jun 2025 | -$8.8M |
| Mar 2025 | -$390.0K |
| Dec 2024 | -$3.9M |
| Sep 2024 | $5.5M |
At each fiscal year end
Single quarter
Debt to equity
1.52x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Debt to equity HCAT
| FY Dec 2025 | 0.62x |
| FY Dec 2024 | 1.05x |
| FY Dec 2023 | 0.62x |
| FY Dec 2022 | 0.53x |
| FY Dec 2021 | 0.35x |
| Jun 2026 | 1.52x |
| Mar 2026 | 1.11x |
| Dec 2025 | 0.62x |
| Sep 2025 | 0.46x |
| Jun 2025 | 0.44x |
| Mar 2025 | 1.02x |
| Dec 2024 | 1.05x |
| Sep 2024 | 0.97x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.18x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Cash flow to debt HCAT
| FY Dec 2025 | 0.00x |
| FY Dec 2024 | 0.04x |
| FY Dec 2023 | -0.15x |
| FY Dec 2022 | -0.16x |
| FY Dec 2021 | -0.13x |
| Jun 2026 | 0.18x |
| Mar 2026 | 0.12x |
| Dec 2025 | 0.00x |
| Sep 2025 | -0.08x |
| Jun 2025 | -0.04x |
| Mar 2025 | 0.01x |
| Dec 2024 | 0.04x |
| Sep 2024 | -0.00x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
-118.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity HCAT
| FY Dec 2025 | -58.3% |
| FY Dec 2024 | -19.0% |
| FY Dec 2023 | -29.8% |
| FY Dec 2022 | -29.0% |
| FY Dec 2021 | -38.4% |
| Jun 2026 | -118.1% |
| Mar 2026 | -103.0% |
| Dec 2025 | -58.3% |
| Sep 2025 | -31.3% |
| Jun 2025 | -28.4% |
| Mar 2025 | -19.8% |
| Dec 2024 | -19.0% |
| Sep 2024 | -21.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
-54.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets HCAT
| FY Dec 2025 | -26.1% |
| FY Dec 2024 | -8.9% |
| FY Dec 2023 | -16.3% |
| FY Dec 2022 | -17.3% |
| FY Dec 2021 | -21.7% |
| Jun 2026 | -54.3% |
| Mar 2026 | -40.7% |
| Dec 2025 | -26.1% |
| Sep 2025 | -15.4% |
| Jun 2025 | -15.3% |
| Mar 2025 | -9.2% |
| Dec 2024 | -8.9% |
| Sep 2024 | -10.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
tax provision or pre-tax income not filed for the four quarters
Return on invested capital HCAT
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
-62.9%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed HCAT
| FY Dec 2025 | -34.0% |
| FY Dec 2024 | -12.2% |
| FY Dec 2023 | -19.8% |
| FY Dec 2022 | -19.9% |
| FY Dec 2021 | -23.4% |
| Jun 2026 | -62.9% |
| Mar 2026 | -57.7% |
| Dec 2025 | -34.0% |
| Sep 2025 | -18.7% |
| Jun 2025 | -19.9% |
| Mar 2025 | -11.6% |
| Dec 2024 | -12.2% |
| Sep 2024 | -15.2% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing HCAT
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$220.1M
market value at close 2026-10-23 on 2026-07-31 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
Enterprise value HCAT
| FY Dec 2025 | $278.3M |
| FY Dec 2024 | $562.9M |
| FY Dec 2023 | $654.7M |
| FY Dec 2022 | $692.2M |
| FY Dec 2021 | $2.1B |
| Jun 2026 | $239.9M |
| Mar 2026 | $187.0M |
| Dec 2025 | $278.3M |
| Sep 2025 | $313.4M |
| Jun 2025 | $364.7M |
| Mar 2025 | $358.9M |
| Dec 2024 | $562.9M |
| Sep 2024 | $508.9M |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+21.2%
TTM free cash flow over market value at close 2026-10-23
FCF yield HCAT
| FY Dec 2025 | -0.1% |
| FY Dec 2024 | +3.0% |
| FY Dec 2023 | -6.4% |
| FY Dec 2022 | -6.4% |
| FY Dec 2021 | -1.6% |
| Jun 2026 | +18.4% |
| Mar 2026 | +19.6% |
| Dec 2025 | -0.1% |
| Sep 2025 | -6.9% |
| Jun 2025 | -2.9% |
| Mar 2025 | +0.8% |
| Dec 2024 | +3.0% |
| Sep 2024 | -0.5% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing HCAT
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 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 years, as known on 2026-10-27
HCAT Stock Sonar score 6/7 axes
Find similar shapesCompareHCAT ranks highest on insider conviction (77th percentile) and risk and compliance (66th), and lowest on profitability (12th), among Software & IT peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
HCAT filings, in plain words
Are Health Catalyst insiders buying or selling HCAT?
In the 180 days to 2026-10-27, Health Catalyst insiders were net buyers, a net $105.4K across purchases and sales reported on Form 4, by 1 buyer.
Are there planned insider sales of HCAT?
Yes. 4 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $112.6K of stock; the latest, by Benjamin Albert, was filed 2026-09-10.
Read the full summary
In the 180 days to 2026-10-27, Health Catalyst insiders were net buyers of HCAT, a net $105.4K across purchases and sales reported on Form 4 by 1 buyer. Insiders filed 4 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $112.6K of stock. 1 activist Schedule 13D filing in the last 180 days declared an intent to influence the company, the largest for 6.7% of the class. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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