Health Catalyst, Inc.
HCATFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Health Catalyst, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 9 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 15, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| DGS Capital Management, LLC | 2026-03-31 | 11,013 | $14K | SEC filing |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-03-31 | 81,154 | $103K | SEC filing |
| UBS Group AG | 2026-03-31 | 287,095 | $365K | SEC filing |
| CDC Financial, Inc. | 2026-03-31 | 6,307,054 | $8.01M | SEC filing |
| EverSource Wealth Advisors, LLC | 2026-03-31 | 587 | $745 | SEC filing |
| FIRST HORIZON CORP | 2026-03-31 | 1,500 | $1.91K | SEC filing |
| FIFTH THIRD BANCORP | 2026-03-31 | 58 | $74 | SEC filing |
| 71 West Capital Partners | 2026-03-31 | 339,515 | $431K | SEC filing |
| McIlrath & Eck, LLC | 2026-03-31 | 38 | $48 | SEC filing |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2026-03-31 | 523 | $664 | SEC filing |
| RENAISSANCE TECHNOLOGIES LLC | 2026-03-31 | 217,069 | $276K | SEC filing |
| Whetstone Capital Advisors, LLC | 2026-03-31 | 4,268,141 | $5.42M | SEC filing |
| CIGNA INVESTMENTS INC /NEW | 2026-03-31 | 13,999 | Not shown | SEC filing |
| Perigon Wealth Management, LLC | 2026-03-31 | 38,653 | $49.1K | SEC filing |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2026-03-31 | 3,659 | $4.65K | SEC filing |
| ALLIANCEBERNSTEIN L.P. | 2026-03-31 | 83,770 | Not shown | SEC filing |
| PRUDENTIAL FINANCIAL INC | 2026-03-31 | 10,655 | $13.5K | SEC filing |
| Optiver Holding B.V. | 2026-03-31 | 672 | $853 | SEC filing |
| BANK OF AMERICA CORP /DE/ | 2026-03-31 | 95,730 | $122K | SEC filing |
- Each value is checked against Health Catalyst, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Health Catalyst, Inc.'s share price.
- Value not shown for 1 row: the value per share could not be confirmed against the share prices on file from within three months of the report date.
- 1 row left out: the value per share it reports is far from Health Catalyst, Inc.'s share prices on file from around the report date, far from the value most filers reported for that date, or the value of a security already left out, so it may describe another security or share class.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Health Catalyst, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-12-05 · Landry Benjamin: Larger than 62 of the 63 other insider sales of Common Stock on file. SEC filing
- 2025-12-04 · Larson-Green Julie: Larger than all 63 other insider sales of Common Stock on file. SEC filing
- 2025-03-06 · Landry Benjamin: Larger than 57 of the 63 other insider sales of Common Stock on file. SEC filing
- 2025-03-05 · LeSueur Daniel: Larger than 58 of the 63 other insider sales of Common Stock on file. SEC filing
- 2024-12-06 · Alger Jason: Larger than 60 of the 63 other insider sales of Common Stock on file. SEC filing
- 2024-12-06 · Landry Benjamin: Larger than 59 of the 63 other insider sales of Common Stock on file. SEC filing
- 2024-12-04 · LeSueur Daniel: Larger than 61 of the 63 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2025-12-05 | Landry Benjamin · General Counsel | Common Stock | S — Open market or private sale | −27,425 | 2.64 | SEC filing |
| 2025-12-04 | Larson-Green Julie · Director | Common Stock | S — Open market or private sale | −47,997 | 2.67 | SEC filing |
| 2025-09-05 | Landry Benjamin · General Counsel | Common Stock | S — Open market or private sale | −6,175 | 3.35 | SEC filing |
| 2025-06-05 | Landry Benjamin · General Counsel | Common Stock | S — Open market or private sale | −6,057 | 3.94 | SEC filing |
| 2025-05-05 | LeSueur Daniel · Chief Operating Officer | Common Stock | S — Open market or private sale | −5,209 | 4.10 | SEC filing |
| 2025-04-03 | LeSueur Daniel · Chief Operating Officer | Common Stock | S — Open market or private sale | −5,209 | 4.15 | SEC filing |
| 2025-03-06 | Landry Benjamin · General Counsel | Common Stock | S — Open market or private sale | −13,827 | 4.55 | SEC filing |
| 2025-03-05 | LeSueur Daniel · Chief Operating Officer | Common Stock | S — Open market or private sale | −16,902 | 4.52 | SEC filing |
Showing 8 of 12 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-10 | Albert Benjamin · CEO | Common Stock | F — Payment of exercise price or tax by delivering securities | −34,485 | SEC filing |
| 2026-06-01 | Larson-Green Julie · Director | Common Stock | A — Grant, award, or other acquisition | +12,710 | SEC filing |
| 2026-06-01 | Landry Benjamin · General Counsel | Common Stock | F — Payment of exercise price or tax by delivering securities | −13,779 | SEC filing |
| 2026-06-01 | Albert Benjamin · CEO | Common Stock | F — Payment of exercise price or tax by delivering securities | −336 | SEC filing |
| 2026-06-01 | Alger Jason · Chief Financial Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −18,804 | SEC filing |
| 2026-06-01 | Llewelyn Linda · Chief People Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −8,519 | SEC filing |
| 2026-05-01 | Nelson Steven H · Director | Common Stock | A — Grant, award, or other acquisition | +154,808 | SEC filing |
| 2026-05-01 | Albert Benjamin · CEO | Common Stock | F — Payment of exercise price or tax by delivering securities | −310 | SEC filing |
Showing 8 of 22 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.