Company Analysis

Health Catalyst, Inc (HCAT)

Nasdaq: HCAT · Services-Computer Programming, Data Processing, Etc. · South Jordan, UT · filing with the SEC since 2015
Grade3.3
◀ Past 5.0● Present 2.8▶ Future 2.7
1 est.

Who owns Health Catalyst, Inc

As filed with the SEC
Holders of 5% or more
4
Mathew P. Arens holds 18.3% of Common Stock, $0.01 par value, as its SCHEDULE 13D/A filed Mar 13, 2026 says.
Directors and officers
18
report now, of 33 people on the record since 2019. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 4 named at left.
Holders of 5% or moreshare of the class, as filed
Mathew P. Arens
SCHEDULE 13D/A · filed Mar 13, 2026 · Common Stock, $0.01 par value · 19.7% in Dec 3, 2025
18.3%
CDC Financial, Inc.
SCHEDULE 13G/A · filed Aug 14, 2026 · Common Stock, par value $0.001 per share · 8.6% in May 15, 2026
9.6%
Palogic Value Management, LP
SCHEDULE 13D/A · filed Sep 8, 2026 · Common Stock, par value $0.001 per share · 6.7% in Jun 22, 2026
7.1%
Impax Asset Management Group plc
SCHEDULE 13G · filed Jul 21, 2026 · Common stock, $0.01 par value per share
5.4%
Whetstone Capital Advisors, LLC
SCHEDULE 13D/A · filed Jun 8, 2026 · Common Stock, par value $0.001 per share · reported falling below 5%, from 8.2% in Feb 18, 2026
under 5%
Blackrock, Inc.
SCHEDULE 13G/A · filed Jul 28, 2026 · Common Stock · reported falling below 5%, from 6.3% in Apr 17, 2025
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%, from 5.88% in Apr 30, 2025
under 5%
What HCAT reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Upfront Healthcare Services
A company bought · acquisition · Jan 2025 · owns, named in the 10-K filed Mar 12, 2026
Intraprise Health, LLC.
A company bought · acquisition · Oct 2024 · owns, named in the 10-K filed Mar 12, 2026
Lumeon Ltd.
A company bought · acquisition · Jul 2024 · owns, named in the 10-K filed Mar 12, 2026
Carevive Systems, Inc.
A company bought · acquisition · May 2024 · owns, named in the 10-K filed Mar 12, 2026
ERS Corporation
A company bought · acquisition · Sep 2023 · owns, named in the 10-K filed Mar 12, 2026
Able Health, Inc.
A company bought · acquisition · owns, named in the 10-K filed Mar 12, 2026

21 subsidiaries in 6 countries, from the list filed with the 10-K filed Mar 12, 2026.

Insider tradesForm 4
2sales
1purchases
1sales on a scheduled plan
2people selling
$200,000sold, in dollars
$100,000bought, in dollars
Open-market trades on Form 4 from Oct 5, 2025 to Oct 5, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
20212223242526
2026 runs to Oct 5, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window3 of 46 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Landry BenjaminGeneral Counsel1$100,00010$0
Larson-Green Juliedirector1$100,00000$0
Kohl SimeonChief Executive Officer0$001$100,000
SI Assistanton HCAT · research, not advice