Health Catalyst Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:HCAT Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
27 Feb 24	BuyUS$204,525	Daniel Burton	Individual		26,200	US$7.81

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HCAT?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,730,332	2.84%
General Public	4,030,164	6.62%
Institutions	55,087,162	90.5%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 5.7%.

Top Shareholders

Top 25 shareholders own 73.12% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.1%	BlackRock, Inc.	5,538,109	US$39.3m	1.94%	no data
8.63%	First Light Asset Management, LLC	5,248,421	US$37.2m	32.7%	3.33%
7.53%	The Vanguard Group, Inc.	4,580,563	US$32.5m	1.18%	no data
4.2%	Impax Asset Management Group Plc	2,554,475	US$18.1m	16.4%	0.05%
3.97%	Daventry Group, LP	2,417,602	US$17.1m	7.59%	6.52%
3.95%	PRIMECAP Management Company	2,404,462	US$17.0m	1.05%	0.01%
3.46%	NEPSIS, Inc.	2,104,528	US$14.9m	68%	3.66%
3.06%	Wellington Management Group LLP	1,860,681	US$13.2m	-1.34%	no data
2.84%	Millennium Management LLC	1,726,839	US$12.2m	-28.4%	0.01%
2.83%	BNY Asset Management	1,724,410	US$12.2m	-4.24%	no data
2.37%	Geode Capital Management, LLC	1,443,036	US$10.2m	4.86%	no data
2.23%	Dimensional Fund Advisors LP	1,355,879	US$9.6m	-3.18%	no data
2.18%	Kennedy Capital Management LLC	1,325,555	US$9.4m	3.98%	0.2%
1.91%	State Street Global Advisors, Inc.	1,163,754	US$8.3m	2.49%	no data
1.9%	Alyeska Investment Group, L.P.	1,158,230	US$8.2m	17.6%	0.04%
1.86%	JP Morgan Asset Management	1,129,130	US$8.0m	12.7%	no data
1.7%	Granahan Investment Management, LLC	1,032,483	US$7.3m	-0.98%	0.27%
1.53%	Daniel Burton	929,613	US$6.6m	7.63%	no data
1.38%	Fred Alger Management, LLC	842,509	US$6.0m	0%	0.03%
1.27%	Apo Asset Management GmbH	773,880	US$5.5m	0%	0.64%
1.15%	American Century Investment Management Inc	697,799	US$4.9m	2.1%	no data
1.09%	Portolan Capital Management, LLC	663,602	US$4.7m	0%	0.32%
1.02%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	621,653	US$4.4m	-0.02%	no data
1.02%	Point72 Asset Management, L.P.	619,020	US$4.4m	44.7%	0.01%
0.95%	American Beacon Advisors, Inc.	578,339	US$4.1m	34.8%	0.1%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 03:53
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Health Catalyst, Inc. is covered by 22 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Zhilin Long	Berenberg
David Larsen	BTIG
Richard Close	Canaccord Genuity