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The company

Health Catalyst, Inc

HCAT · Nasdaq

TechnologyIT Services & ConsultingAbove a falling averageAI

HCAT stood above a rising 150-day average in 0 of the last 52 weekly readings. It is 4.9% above that average now. IT Services & Consulting: 21% of its 122 stocks in an uptrend (−2 points in four weeks); Technology: 29% (−3 points in four weeks).

Statistics

Rotation
Above a falling average
Weeks in an uptrend
out for 52
Industry in uptrend
21% -3 in 4 wk
Insider buys, 12 months
$211K
Insider sales, 12 months
$201K
Officials’ trades on record
0
Institutions holding
118 (-1)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 0 of 52 weeks.

17 Apr – 16 Oct
17%28%39%Apr 26Jun 26Jul 26Sep 26Oct 26

IT Services & Consulting: A minority of its stocks are in an uptrend and the share has held steady. Technology: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$647K$0$179KNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months1
Sale orders, 12 months2
Buyers · sellers1 · 2
WhoDidSharesTraded
Simeon KohlChief Executive Officerbought59,000at $1.7914 Sep 2026filed 16 Sep 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders118-1 on the quarter
New · exited32 · 34
Reported value$103.3M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
First Light Asset Management, LLCreduced · filed 14 Aug 202612,810,861$25.5M-67,839−0.5%
CDC Financial, Inc.added · filed 14 Aug 20267,092,698$14.1M+785,644+12.5%
Palogic Value Management, L.P.added · filed 14 Aug 20264,922,442$9.8M+2,025,842+69.9%
Impax Asset Management Group plcadded · filed 11 Aug 20264,000,000$8.0M+1,250,000+45.5%
Nepsis Inc.added · filed 14 Jul 20262,976,187$5.9M+1,099,898+58.6%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20262,971,598$5.9M+85,945+3.0%
BlackRock, Inc.reduced · filed 7 Aug 20261,836,373$3.7M-3,301,649−64.3%
JANE STREET GROUP, LLCadded · filed 14 Aug 20261,037,782$2.1M+1,011,214+3806.1%
DIMENSIONAL FUND ADVISORS LPreduced · filed 11 Aug 2026911,819$1.8M-323,051−26.2%
GEODE CAPITAL MANAGEMENT, LLCreduced · filed 12 Aug 2026891,357$1.8M-610,076−40.6%
31 Mar 2023 – 30 Jun 2026
119137154Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Tami Reller Company insiderDirector · last 1 Oct 20260 · 0
Simeon Kohl Company insiderChief Executive Officer · last 14 Sep 20261 · 0
Benjamin Albert Company insiderCEO · last 10 Sep 20260 · 0
Benjamin Landry Company insiderGeneral Counsel · last 1 Sep 20260 · 12
Jason Alger Company insiderChief Financial Officer · last 1 Sep 20260 · 16
Julie Larson-Green Company insiderDirector · last 1 Sep 20260 · 1
Green Jill Hoggard Company insiderDirector · last 16 Jul 20260 · 0
Justin Spencer Company insiderDirector · last 16 Jul 20260 · 0
Steven H. Nelson Company insiderDirector · last 16 Jul 20260 · 0
Linda Llewelyn Company insiderChief People Officer · last 1 Jun 20260 · 61
Duncan Gallagher Company insiderDirector · last 17 Feb 20262 · 2
Daniel D. Burton Company insiderChief Executive Officer · last 1 Dec 20255 · 23

Same industry

PUBM PubMaticLeading+28%
MGNI MagniteLeading+27%
OSPN OneSpanLeading+22%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Operating profit marginFY 2025 · to 31 Dec 2025-51.7%
Free cash flow marginFY 2025 · to 31 Dec 2025-0.1%
Return on capital employedFY 2025 · to 31 Dec 2025-38.9%
Debt to equityFY 2025 · to 31 Dec 20250.63×
Research spendFY 2025 · to 31 Dec 202516.0%
Share count trendFY 2025 · to 5 Mar 20262.2%
Cash and equivalentsFY 2025 · to 31 Dec 2025$50.8M
Free cash flowFY 2025 · to 31 Dec 2025−$237K

Analyst forecasts

No analyst forecasts yet.