Health Catalyst, Inc. has 16 Schedule 13D or 13G filings on record since 2025-09-08. 4 holders' latest filing reports 5% or more of common stock, par value $0.001 per share. Each figure below is the holder's own, as filed, with the filing linked.
Stated intent
Intent stated in Item 4 Whetstone Capital Advisors, LLC
Specifically, on January 15, 2026, the Reporting Persons notified the Company that they intend to submit a proposal to improve corporate governance at the Company for a vote at the next annual or special meeting of shareholders.From Item 4 of the SCHEDULE 13D filed 2026-01-21
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| First Light Asset Management, LLC | 18.3% | 12,884,373 | SCHEDULE 13D/A, 2026-03-13 | 2026-03-12 |
| CDC Financial, Inc. | 9.6% | 7,092,698 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Palogic Value Management, LP | 7.1% | 5,374,949 | SCHEDULE 13D/A, 2026-09-08 | 2026-09-04 |
| Impax Asset Management Group plc | 5.4% | 4,000,000 | SCHEDULE 13G, 2026-07-21 | 2026-06-30 |
| Whetstone Capital Advisors, LLC | 4.5% | 3,285,690 | SCHEDULE 13D/A, 2026-06-08 | 2026-06-04 |
| BlackRock, Inc. | 1.5% | 1,128,517 | SCHEDULE 13G/A, 2026-07-28 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
Purpose of Transaction (Item 4)
Whetstone Capital Advisors, LLC
See the Schedule 13D.Item 4 of the SCHEDULE 13D/A filed 2026-06-08
Palogic Value Management, LP
Item 4 is hereby amended and supplemented as follows: "On September 4, 2026, Palogic Value Management sent a letter (the "September 2026 Letter") to the Board of Directors of the Issuer following the Issuer's VitalWare sale. In the September 2026 Letter, Palogic Value Management applauded the sale and requested that the Board of Directors of the Issuer provide investors a clear, forward-looking business plan. Palogic Value Management further requested that the plan include specific and separated research and development costs, that the Issuer enhance disclosure regarding its revenue and related business metrics, and posed questions to the Board of Directors of the Issuer concerning its capital allocation framework and path to profitable growth. The foregoing description of the September 2026 Letter does not purport to be complete and is qualified in its entirety by the full text of the September 2026 Letter, which is attached hereto as Exhibit 99.4 and incorporated herein by reference."Item 4 of the SCHEDULE 13D/A filed 2026-09-08
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-09-08 | Whetstone Capital Advisors, LLC | 5.4% | SCHEDULE 13G |
| 2025-11-14 | Mathew P. Arens | 19.75% | SCHEDULE 13G/A |
| 2025-12-03 | First Light Asset Management, LLC | 19.68% | SCHEDULE 13D |
| 2025-12-22 | CDC Financial, Inc. | 5.5% | SCHEDULE 13G |
| 2026-01-14 | Whetstone Capital Advisors, LLC | 5.3% | SCHEDULE 13G/A |
| 2026-01-21 | Whetstone Capital Advisors, LLC intent stated | 7.4% | SCHEDULE 13D |
| 2026-02-18 | Whetstone Capital Advisors, LLC | 8.2% | SCHEDULE 13D/A |
| 2026-03-13 | First Light Asset Management, LLC | 18.3% | SCHEDULE 13D/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-05-15 | CDC Financial, Inc. | 8.6% | SCHEDULE 13G/A |
| 2026-06-08 | Whetstone Capital Advisors, LLC | 4.5% | SCHEDULE 13D/A |
| 2026-06-22 | Palogic Value Management, LP | 6.7% | SCHEDULE 13D |
| 2026-07-21 | Impax Asset Management Group plc | 5.4% | SCHEDULE 13G |
| 2026-07-28 | BlackRock, Inc. | 1.5% | SCHEDULE 13G/A |
| 2026-08-14 | CDC Financial, Inc. | 9.6% | SCHEDULE 13G/A |
| 2026-09-08 | Palogic Value Management, LP | 7.1% | SCHEDULE 13D/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.