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Health Catalyst, Inc. received an updated ownership report from a group of investment entities associated with Clint D. Coghill. As of June 30, 2026, Stoney Lonesome HF LP directly held 6,772,260 common shares and Drake Helix Holdings, LLC directly held 320,438 shares. Through control relationships, CDC Financial, Inc. and Clint D. Coghill may each be deemed to beneficially own 7,095,498 shares in total, representing approximately 9.6% of the 73,894,020 shares outstanding as of May 22, 2026. The reporting persons state that they may be deemed beneficial owners via their roles but specifically disclaim beneficial ownership of shares they do not directly own.
Health Catalyst, Inc. reported second-quarter and six-month 2026 results showing lower revenue and a large non-cash goodwill charge. Total revenue was $70,487 thousand for the quarter and $141,243 thousand for the first half, down from $80,721 thousand and $160,134 thousand a year earlier, with both technology subscriptions and professional services declining.
Loss from operations was $36,480 thousand in the quarter and $142,957 thousand year-to-date. Net loss reached $40,537 thousand for the quarter and $151,563 thousand, or $2.07 per share, for the first half, largely driven by $122,548 thousand of goodwill impairment in the technology reporting unit. Goodwill fell to $11,101 thousand and stockholders’ equity declined to $100,827 thousand.
Liquidity remained solid, with cash and cash equivalents of $60,589 thousand, short-term investments of $42,850 thousand, and positive operating cash flow of $18,786 thousand in the first half. A term loan of $159,947 thousand remains outstanding. The company agreed to sell its Vitalware business for a base purchase price of $147 million, classifying $91,424 thousand of assets and $12,133 thousand of liabilities as held for sale.
Health Catalyst, Inc. completed the divestiture of all equity interests in its Vitalware business to Med-Metrix, receiving an aggregate base purchase price of $147 million. Net proceeds plus cash on hand were used to voluntarily repay in full its credit facility, including $122.8 million of initial term loan principal, $37.1 million of delayed draw principal, a prepayment premium and accrued interest, terminating the facility and releasing all liens. The company estimates this will eliminate about $19 million of annual interest expense on a GAAP basis.
For the quarter ended June 30, 2026, total revenue was $70.5 million, down 13% year over year, with gross margin improving to 40%. Net loss was $40.5 million, including a $27.0 million goodwill impairment, while Adjusted EBITDA rose 6% to $9.9 million. As of June 30, 2026, cash and cash equivalents were $60.6 million and short-term investments were $42.9 million. The company generated $18.8 million of operating cash flow in the first half of 2026. Guidance for 2026 calls for total revenue of $246–$249 million and Adjusted EBITDA of $18–$18.5 million.
BlackRock, Inc. reports its beneficial ownership of common stock of Health Catalyst, Inc. on an amended Schedule 13G. BlackRock reports beneficial ownership of 1,128,517 shares of common stock, representing 1.5% of the outstanding class.
BlackRock reports sole voting power and sole dispositive power over all 1,128,517 shares, with no shared voting or dispositive power. Various underlying clients or persons have rights to dividends or sale proceeds, but no single person is reported to hold more than five percent of Health Catalyst’s outstanding common shares. The filing indicates ownership of five percent or less of the class.
Impax Asset Management Group plc, through its subsidiary Impax Asset Management LLC, reports beneficial ownership of common stock of Health Catalyst, Inc.. The filing states beneficial ownership of 4,000,000 shares of common stock, representing 5.41% of the class as of the reporting date.
Impax Asset Management Group plc is identified as the parent holding company and 100% owner of Impax Asset Management LLC, which is described as the Investment Manager retaining investment discretion and control over the shares. The filing reports sole voting power and sole dispositive power over 4,000,000 shares, with no shared voting or dispositive power.
Health Catalyst, Inc. director Jill Hoggard Green reported the acquisition of 80,691 restricted stock units (RSUs) of common stock as a compensation award under the company’s 2019 Stock Option and Incentive Plan.
Each RSU represents one share of common stock and will fully vest on the earlier of the one-year anniversary of the grant date or the next Annual Meeting of Stockholders. Following this award, she beneficially owns 144,628 shares of common stock.
Larson-Green Julie reported acquisition or exercise transactions in this Form 4 filing.
Julie Larson-Green, a director of Health Catalyst, Inc., received an equity award of 80,691 restricted stock units (RSUs) of common stock on July 16, 2026. Each RSU represents one share and will fully vest on the earlier of the one-year anniversary of the grant date or the next annual meeting of stockholders. Following this award, she directly holds 175,335 shares of common stock.
Nelson Steven H reported acquisition or exercise transactions in this Form 4 filing.
Health Catalyst, Inc. director Steven H. Nelson received an equity compensation award of 80,691 restricted stock units (RSUs) under the company’s 2019 Stock Option and Incentive Plan. Each RSU represents one share of common stock and was reported at a transaction price of $0.0000 per share.
The RSUs will fully vest on the earlier of the one‑year anniversary of the grant date or the next Annual Meeting of the Issuer's Stockholders. Following this award, Nelson directly holds 235,499 shares of Health Catalyst common stock.
Spencer Justin reported acquisition or exercise transactions in this Form 4 filing.
Health Catalyst, Inc. reported that director Justin Spencer received an equity award of 80,691 restricted stock units (RSUs) of common stock. Each RSU represents a contingent right to one share.
Under the 2019 Stock Option and Incentive Plan, these RSUs fully vest on the earlier of the one-year anniversary of the grant date or the next annual meeting of stockholders. Following this award, Spencer directly holds 149,263 shares of common stock.
Health Catalyst, Inc. held its annual stockholder meeting on July 16, 2026, with 73,894,020 shares entitled to vote and 54,417,854 shares present or represented by proxy. Stockholders elected Class I directors Justin Spencer and Mathew Arens for terms expiring at the 2029 annual meeting.
Stockholders ratified Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, and approved the advisory, non-binding vote on named executive officer compensation. They did not approve a proposal to restate the certificate of incorporation to phase out the classified board structure.