HCAT at a glance
Health Catalyst, Inc. (HCAT, SEC CIK 1636422) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 14, 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), Health Catalyst, Inc. (HCAT) reported revenue of $311.1 million (up 1.5% from FY2024) and a net loss of $178.0 million. Diluted EPS was -$2.55.
- As of June 30, 2026, 23 institutional investment managers tracked by SignalX reported holding Health Catalyst, Inc. (HCAT) shares worth $18.6 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Kohl Simeon on September 14, 2026 of 59,000 shares at $1.79 per share.
- In the last 90 days, HCAT insiders reported 1 open-market purchase ($105K) and 0 open-market sales ($0) on Form 4, a net purchase of $105K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $311.1M
- +1.5% vs prior year
- Insiders · 90 days
- 1 buy · 0 sells
- Net +$105K
- 13F holders
- 23 funds
- $18.6M · +2 vs prior quarter
- Latest 8-K
- Sep 14, 2026
- Item 5.02 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $70.5M, down from $80.7M YoY, driven by TEMS exits and DOS-to-Ignite churn
- Gross margin 40% vs 38% YoY; Adjusted EBITDA $9.9M vs $9.3M
- Best segment professional services revenue $21.7M, gross margin 20% vs 13%; technology revenue $48.8M, margin 48% vs 50%
- Vitalware sale generated $147M base proceeds, used with cash on hand to repay all Credit Agreement obligations
- Near-term headwinds: technology and total Adjusted Gross Margins expected to decline amid Vitalware transaction and Ignite/Ninja Universe migration costs
Risk Factors
- Project Nexus workforce reduction approximately 7% by second quarter 2026, risking operational disruption and employee attrition
- Health Catalyst Ignite migration causing client churn, downsells, and smaller bookings amid healthcare funding cuts
- Evolving tariff landscape and potential Medicaid and research-funding reductions delaying client purchasing decisions
- Vitalware Transaction reducing high-margin revenue, with expected pressure on total revenue and Adjusted EBITDA
- Platform-client sales cycles typically approximately one year, sometimes exceeding two years, delaying revenue generation
AI summary of the HCAT 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 5.02: Departure/Appointment of Directors or Principal Officers
- Tami Reller joins HCAT’s Board October 1, expanding director count from six to seven
- Reller becomes Audit Committee chair, replacing Justin Spencer, who remains on the committee
Item 7.01: Regulation FD Disclosure
- Ms. Reller appointed to Health Catalyst’s Board of Directors
- Board addition may influence governance, oversight, and strategic direction
Item EX-99.1: Item EX-99.1
- Tami Reller appointed director effective October 1, 2026, adding healthcare, technology, finance, and public-company governance expertise
- Reller becomes audit chair and joins compensation committee, strengthening oversight during Health Catalyst’s leadership transition
Item 7.01: Regulation FD Disclosure
- Forward-looking disclosure relates to officer and director transitions at Health Catalyst
- Board plans to grant Mr. Kohl restricted stock units tied to his appointments
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Simeon Kohl becomes CEO, President and director September 14, 2026, replacing Ben Albert
- Kohl brings prior CEO experience at Performant Healthcare and healthcare technology leadership
Item EX-99.1: Item EX-99.1
- Simeon Kohl becomes CEO, President, and director effective September 14, 2026
- Ben Albert transitions to Chief Business Officer and leaves the Board effective September 13, 2026
Item 1.02: Termination of a Material Definitive Agreement
- VitalWare disposition closed, transferring the business to a buyer
- Health Catalyst providing transition services for up to six months post-closing
Item 2.02: Results of Operations and Financial Condition
- Health Catalyst reported financial results for the quarter ended June 30, 2026
- Full results and management commentary available in Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- Health Catalyst completed the Disposition with the Buyer on August 6, 2026
- Transaction announcement press release attached as Exhibit 99.2
Item 2.01: Completion of Acquisition or Disposition of Assets
- Vitalware Disposition completed August 6, 2026, marking Health Catalyst’s exit from the disposed business
- Unit Purchase Agreement with Med-Metrix dated June 4, 2026 governs transaction terms
Item EX-99.1: Item EX-99.1
- Q2 revenue $70.5M, down 13% YoY, reflecting continued contraction despite exceeding company guidance
- Adjusted EBITDA $9.9M, up 6% YoY, while GAAP net loss remained severe at $40.5M
AI summaries of HCAT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for HCAT
Don't miss the next HCAT filing
- Alerts as it files. A push when HCAT files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut HCAT, by share count.
- Ask anything. An AI agent that reads every HCAT 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 |
|---|---|---|---|---|
| Reller Tami | A | Oct 1, 2026 | 128,851 | - |
| Kohl Simeon | Buy | Sep 14, 2026 | 59,000 | $1.79 |
| Kohl Simeon | A | Sep 14, 2026 | 2,747,385 | - |
| Albert Benjamin | F | Sep 10, 2026 | 35,244 | $1.67 |
| Alger Jason | F | Sep 1, 2026 | 17,973 | $1.70 |
| Larson-Green Julie | A | Sep 1, 2026 | 9,766 | - |
| Landry Benjamin | F | Sep 1, 2026 | 13,167 | $1.70 |
| Albert Benjamin | F | Sep 1, 2026 | 321 | $1.70 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $306.6M | $311.1M |
| Operating Income | - | -$69.8M | -$160.9M |
| Net Income | -$118.1M | -$69.5M | -$178.0M |
| Op. Margin | - | -22.8% | -51.7% |
| Net Margin | - | -22.7% | -57.2% |
| Balance Sheet | |||
| Total Assets | - | $858.9M | $502.6M |
| Equity | $366.9M | $365.2M | $245.8M |
| ROE | -32.2% | -19.0% | -72.4% |
| Per Share | |||
| EPS | $-2.09 | $-1.15 | $-2.55 |
| Cash Flow | |||
| Operating CF | - | $14.6M | $731K |
| CapEx | $1.2M | $1.6M | $968K |
Source: XBRL data in Health Catalyst, Inc. (HCAT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate HCAT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 23 | $18.6M |
| Q1 2026 | 21 | $18.4M |
| Q4 2025 | 22 | $40.6M |
| Q3 2025 | 24 | $53.7M |
| Q2 2025 | 25 | $62.2M |
| Q1 2025 | 22 | $52.2M |
| Q4 2024 | 19 | $90.8M |
| Q3 2024 | 15 | $65.8M |
- Renaissance Technologies LLC+132.2K (+61%)
- Goldman Sachs Group+93.8K (+24%)
- Vanguard Capital Management LLC+85.9K (+3%)
- FMR LLC (Fidelity)+43.2K (+12%)
- BlackRock−3.30M (-64%)
- State Street Corp−964.1K (-73%)
- JPMorgan Chase & Co−676.0K (-100%)
- Vanguard Portfolio Management LLC−409.6K (-77%)
- Dimensional Fund Advisors−323.1K (-26%)
- Millennium Management+516.1K
- Citadel Advisors LLC+453.2K
- Two Sigma Investments+13.7K
- Prudential Financial−10.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 171 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
HCAT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 8-K | Sep 14, 2026 | - | Analysis | - |
| 4 | Sep 11, 2026 | - | - | - |
| 8-K | Sep 8, 2026 | - | Analysis | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| SC 13G | Jul 21, 2026 | - | - | |
| 4 | Jul 20, 2026 | - | - | - |
| 8-K | Jul 20, 2026 | - | Analysis | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| SC 13D | Jun 22, 2026 | - | - | |
| 4 | Jun 15, 2026 | - | - | - |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - |
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HCAT SEC filings: frequently asked questions
Are HCAT insiders buying or selling?
In the last 90 days, Health Catalyst, Inc. (HCAT) officers, directors and 10% owners reported 1 open-market purchase worth $105,439 by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold HCAT stock?
As of June 30, 2026, the largest Health Catalyst, Inc. (HCAT) holders among the 13F filers tracked by SignalX were Vanguard Capital Management LLC ($5.9 million), BlackRock ($3.7 million), Dimensional Fund Advisors ($1.8 million), Millennium Management ($1.0 million), Goldman Sachs Group ($957,000). 13F-HR reports are filed up to 45 days after each quarter ends.
What was HCAT's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Health Catalyst, Inc. (HCAT) reported revenue of $311.1 million (up 1.5% from FY2024) and a net loss of $178.0 million. Diluted EPS was -$2.55. The figures come from the XBRL data in the 10-K.
What did HCAT report in its latest 8-K?
Health Catalyst, Inc. (HCAT) filed an 8-K on September 14, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 7.01 (Regulation FD Disclosure). Tami Reller joins HCAT’s Board October 1, expanding director count from six to seven.
What are the latest HCAT SEC filings?
Health Catalyst, Inc. (HCAT) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 14, 2026 and a Form 4 insider filing on October 5, 2026.
What is HCAT's SEC CIK number?
Health Catalyst, Inc. (HCAT)'s SEC Central Index Key (CIK) is 1636422. EDGAR lists every HCAT filing under that number.
Ask anything about HCAT
The research agent reads HCAT's filings, financials, insider trades and 13F holders, then answers with sources.