DH at a glance
Definitive Healthcare Corp. (DH, SEC CIK 1861795) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on September 9, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Definitive Healthcare Corp. (DH) reported revenue of $241.5 million (down 4.2% from FY2024) and a net loss of $138.9 million. Diluted EPS was -$1.30.
- As of June 30, 2026, 24 institutional investment managers tracked by SignalX reported holding Definitive Healthcare Corp. (DH) shares worth $13.4 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $241.5M
- −4.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 24 funds
- $13.4M · −2 vs prior quarter
- Latest 8-K
- Sep 9, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Regulatory/legal risk: Sales tax liabilities from prior misclassification of products and services, now addressed by voluntary disclosures and registrations to avoid future penalties
- Macroeconomic/geopolitical risk: Customer churn, particularly in Life Sciences market, driven by macroeconomic headwinds and international trade/tariff uncertainties impacting spending
- Operational/supply chain risk: Disruptions in healthcare claims data market since early 2024 leading to renegotiations and potential higher acquisition costs for key data sources
- Competitive/market disruption risk: Sales execution challenges from 2024 restructuring impacting new customer acquisition and upsell, risking market position against established SaaS competitors
- Financial risk: Significant goodwill impairments over last three years totaling $1.17 billion due to sustained market capitalization declines and stock price drops
AI summary of the DH 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $55.195M, down 9% YoY from $60.750M, driven by lower subscription and professional services revenue
- Gross profit $40.541M versus $46.613M YoY; gross margin 73.4% versus 76.7%
- Operating loss $6.748M versus $4.170M YoY; operating margin (12.2%) versus (6.9%)
- Customer count approximately 2,200 versus 2,400 YoY; Enterprise Customers 477 versus 510
- Outlook: negative revenue growth in 2026, pressured by churn, elongated deal cycles, and sales execution challenges; Turbo pilot begins in the third quarter
Risk Factors
- Newly added Nasdaq compliance risk triggered by bid price below $1.00 for 30 consecutive business days
- Delisting deadline December 15, 2026, requiring $1.00 closing bid for 10 consecutive business days
- Delisting could reduce trading liquidity, depress share price, and constrain capital-raising ability
AI summary of the DH 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- TRA holders waived Early Termination Payments for qualifying change-of-control agreements executed by December 31, 2026
- Waiver could reduce acquisition-related liabilities, improving transaction economics for potential buyers
Item 8.01: Other Events
- Advent proposal to acquire remaining Class A shares and Definitive OpCo Units for $1.02 each
- Non-binding offer excludes interests already owned by Advent and founder Executive Chairman Jason Krantz
Item EX-99.1: Item EX-99.1
- Advent proposed taking Definitive Healthcare private for $1.02 per Class A share and equivalent per Definitive OpCo Unit
- Proposal covers shares and units not already owned by Advent or founder Jason Krantz
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Clay Ritchey appointed CEO and director effective September 8, 2026, replacing Kevin Coop
- Healthcare technology executive with prior CEO experience at Verato, Evariant, and Equinox Healthcare
Item EX-99.1: Item EX-99.1
- Clay Ritchey appointed CEO and director effective September 8, 2026
- Kevin Coop departed both roles effective August 31, 2026 after serving as CEO since June 2024
AI summaries of DH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DH
Don't miss the next DH filing
- Alerts as it files. A push when DH files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut DH, by share count.
- Ask anything. An AI agent that reads every DH filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Paris Jonathan | F | Oct 1, 2026 | 7,729 | $0.94 |
| Heller Casey | F | Oct 1, 2026 | 12,542 | $0.94 |
| Heller Casey | F | Sep 1, 2026 | 41,093 | $0.90 |
| Heller Casey | F | Aug 1, 2026 | 1,881 | $0.68 |
| Heller Casey | F | Aug 1, 2026 | 1,881 | $0.68 |
| Krantz Jason Ronald | F | Aug 1, 2026 | 12,166 | $0.68 |
| Krantz Jason Ronald | F | Aug 1, 2026 | 12,166 | $0.68 |
| Paris Jonathan | F | Jul 1, 2026 | 30,591 | $0.80 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $251.4M | $252.2M | $241.5M |
| Gross Profit | - | $197.5M | $183.3M |
| Operating Income | - | -$710.8M | -$224.3M |
| Net Income | - | -$413.1M | -$138.9M |
| Gross Margin | - | 78.3% | 75.9% |
| Op. Margin | - | -281.8% | -92.9% |
| Net Margin | - | -163.8% | -57.5% |
| Balance Sheet | |||
| Total Assets | - | $1.1B | $735.5M |
| Equity | - | $607.2M | $379.0M |
| ROE | - | -68.0% | -36.7% |
| Per Share | |||
| EPS | - | $-3.54 | $-1.30 |
| Cash Flow | |||
| Operating CF | - | $58.2M | $53.8M |
| CapEx | $3.0M | $12.3M | $16.7M |
Source: XBRL data in Definitive Healthcare Corp. (DH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate DH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 24 | $13.4M |
| Q1 2026 | 26 | $24.2M |
| Q4 2025 | 25 | $58.6M |
| Q3 2025 | 24 | $93.4M |
| Q2 2025 | 25 | $97.3M |
| Q1 2025 | 20 | $61.5M |
| Q4 2024 | 18 | $50.6M |
| Q3 2024 | 14 | $32.1M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 176 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DH filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 4 | Sep 3, 2026 | - | - | - |
| SC 13D | Sep 2, 2026 | - | - | |
| 8-K | Sep 2, 2026 | - | Analysis | - |
| 8-K | Sep 2, 2026 | - | Analysis | - |
| SC 13D | Sep 2, 2026 | - | - | |
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 8-K | Jun 24, 2026 | - | Analysis | - |
| 4 | Jun 9, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 8-K | Jun 5, 2026 | - | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 8-K | Apr 9, 2026 | - | Analysis | - |
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DH SEC filings: frequently asked questions
Which institutions hold DH stock?
As of June 30, 2026, the largest Definitive Healthcare Corp. (DH) holders among the 13F filers tracked by SignalX were Goldman Sachs Group ($5.0 million), D.E. Shaw & Co ($1.6 million), Vanguard Capital Management LLC ($1.5 million), Dimensional Fund Advisors ($1.2 million), BlackRock ($1.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DH's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Definitive Healthcare Corp. (DH) reported revenue of $241.5 million (down 4.2% from FY2024) and a net loss of $138.9 million. Diluted EPS was -$1.30. The figures come from the XBRL data in the 10-K.
What are the main risks in DH's latest 10-K?
In the 10-K filed February 26, 2026, Definitive Healthcare Corp. (DH) flagged: Regulatory/legal risk: Sales tax liabilities from prior misclassification of products and services, now addressed by voluntary disclosures and registrations to avoid future penalties. Macroeconomic/geopolitical risk: Customer churn, particularly in Life Sciences market, driven by macroeconomic headwinds and international trade/tariff uncertainties impacting spending. (AI summary of the Risk Factors section.)
What did DH report in its latest 8-K?
Definitive Healthcare Corp. (DH) filed an 8-K on September 9, 2026 reporting Item 7.01 (Regulation FD Disclosure). TRA holders waived Early Termination Payments for qualifying change-of-control agreements executed by December 31, 2026.
What are the latest DH SEC filings?
Definitive Healthcare Corp. (DH) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on September 9, 2026 and a Form 4 insider filing on October 5, 2026.
What is DH's SEC CIK number?
Definitive Healthcare Corp. (DH)'s SEC Central Index Key (CIK) is 1861795. EDGAR lists every DH filing under that number.
Ask anything about DH
The research agent reads DH's filings, financials, insider trades and 13F holders, then answers with sources.