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Health Catalyst, Inc. (HCAT)

USD2.08 +0.01 (+0.48%)
US NASDAQ Healthcare Medical - Healthcare Information Services
Address 10897 South River Front Parkway 84095
South Jordan, UT, US
CEO Benjamin Albert
IPO 2019-07-25
CIK 1636422 ISIN US42225T1079

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Description

Health Catalyst, Inc. equips healthcare providers with crucial data and analytical technologies, alongside specialized services. Their extensive product line features a robust, enterprise-level data and analytics platform designed specifically for the healthcare sector. They additionally offer advanced artificial intelligence (AI) and data science solutions that integrate AI seamlessly into existing business intelligence tools, thereby enhancing analytical precision. The company's services also cover population health management, which identifies areas for improvement throughout the patient care journey, offering actionable recommendations and automated processes. For financial effectiveness, they provide critical insights into cost analysis, workforce efficiency, and revenue maximization. Moreover, Health Catalyst contributes to improving quality and safety by leveraging clinical and patient safety data, sophisticated analytics, and expert consulting. They also facilitate a national data ecosystem, promoting collaborative thought leadership and shared knowledge to generate groundbreaking insights that redefine healthcare delivery. Established in 2008 and based in South Jordan, Utah, the company was formerly known as HQC Holdings, Inc. before officially becoming Health Catalyst, Inc. in March 2017.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD2.08 +0.01 (+0.48%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.57
Float Shares
61.95M
Free Float %
84.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+7.25% -6.92% +48.55% -19.57% -39.84% -38.08% -67.26% -85.71% -96.93% -96.22% -96.22%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (22 ratings, all time) Buy
Price Targets & DCF
Current price
2.08
Low 1.75 -15.9%
Consensus 2.25 +8.2%
Median 2.00 -3.8%
High 3.00 +44.2%
DCF (Unlevered) 16.66 +701.1%
DCF (Levered) 3.04 +46.2%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 22% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 7 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
2.50
+20.2%
Last Year 6
3.67
+76.4%
All Time 20
18.40
+784.6%
Quality scores
Altman Z-Score
-4.92
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Healthcare Information Services: +14.2%
    +1.5% Q1'26: -10.9% (vs Q1'25)
  • EPS growth Medical - Healthcare Information Services: +43.1%
    -121.7% Q1'26: -337.1% (vs Q1'25)
  • FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%
    -6.0% Q1'26: +25.7% (vs Q1'25)
  • EBIT margin Medical - Healthcare Information Services: +8.8%
    -11.6% Q1'26: +0.0% (vs Q1'25)
  • ROIC Medical - Healthcare Information Services: +5.2%
    -11.2% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Medical - Healthcare Information Services: -0.1%
    +16.1% Q1'26: +5.9% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×
    11.89× Q1'26: -0.05× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.63) × ERP
WACC = 36% × Ke + 64% × Kd (9.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 16.63 Current price: 2.08
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
4 EPS Ana.
Dec 2027
6 Rev. Ana.
4 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
154.94M
est: 153.20M (+1.1%)
188.85M
est: 187.65M (+0.6%)
241.93M
est: 240.34M (+0.7%)
276.24M
est: 275.40M (+0.3%)
295.94M
est: 299.48M (-1.2%)
306.58M
est: 306.54M (+0.0%)
311.14M
est: 310.44M (+0.2%)
272.26M
265.89M – 278.79M
-12.3% YoY
266.76M
258.99M – 270.71M
-2.0% YoY
293.98M
279.65M – 303.48M
+10.2% YoY
EBITDA
-47.32M
est: -44.15M (-7.2%)
-85.91M
est: -57.03M (-50.6%)
-101.68M
est: -69.26M (-46.8%)
-82.92M
est: -34.87M (-137.8%)
-68.28M
est: 128.38M (-153.2%)
-10.65M
est: 131.41M (-108.1%)
14.40M
est: 133.07M (-89.2%)
116.71M
113.98M – 119.51M
-12.3% YoY
114.35M
111.02M – 116.04M
-2.0% YoY
126.02M
119.88M – 130.09M
+10.2% YoY
EBIT
-56.54M
est: -66.62M (+15.1%)
-104.64M
est: -118.98M (+12.1%)
-142.80M
est: -104.51M (-36.6%)
-134.44M
est: -180.39M (+25.5%)
-110.50M
est: 91.40M (-220.9%)
-52.08M
est: 93.56M (-155.7%)
-36.10M
est: 94.75M (-138.1%)
83.10M
81.15M – 85.09M
-12.3% YoY
81.42M
79.05M – 82.62M
-2.0% YoY
89.72M
85.35M – 92.63M
+10.2% YoY
Net Income
-60.10M
est: -65.69M (+8.5%)
-115.02M
est: -93.07M (-23.6%)
-153.21M
est: -30.02M (-410.3%)
-137.40M
est: -126.22M (-8.9%)
-118.15M
est: -103.02M (-14.7%)
-69.50M
est: 21.83M (-418.4%)
-177.97M
est: 13.60M (-1,409.0%)
4.35M
3.92M – 4.77M
-68.0% YoY
1.90M
1.80M – 2.00M
-56.4% YoY
15.90M
15.06M – 16.75M
+738.7% YoY
SGA
79.00M
est: 81.55M (-3.1%)
114.65M
est: 142.54M (-19.6%)
160.96M
est: 127.93M (+25.8%)
149.22M
est: 202.32M (-26.2%)
143.88M
est: 142.69M (+0.8%)
111.20M
est: 146.06M (-23.9%)
102.04M
est: 147.91M (-31.0%)
129.73M
126.69M – 132.84M
-12.3% YoY
127.10M
123.40M – 128.99M
-2.0% YoY
140.07M
133.25M – 144.60M
+10.2% YoY
EPS
-3.21
est: -1.09 (-194.1%)
-2.91
est: -0.73 (-300.4%)
-3.23
est: -0.50 (-547.5%)
-2.56
est: -0.34 (-656.0%)
-2.09
est: -1.49 (-40.3%)
-1.15
est: 0.31 (-468.2%)
-2.55
est: 0.20 (-1,378.1%)
0.07
0.06 – 0.07
-67.2% YoY
0.03
0.03 – 0.03
-58.1% YoY
0.23
0.22 – 0.24
+738.7% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B 3/5 5/5 1/5 1/5 3/5 1/5 5/5
2026-05-08 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-05-07 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-05-06 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-05-05 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-05-04 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-05-01 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-04-30 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-04-29 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-04-28 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-04-27 B- 2/5 5/5 1/5 1/5 1/5 1/5 5/5
2026-04-24 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-23 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-22 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-21 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-20 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-17 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-16 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
12.51M
OE per share TTM
0.17
Owner's Yield
12.49%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
14.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
28
Total invested
3.42M
Insider transactions (90d)
3
Beneficial owners (>5%)
21
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 First Light Asset Management, LLC 5.25M 8.63% 5.25M IA Delaware 2024-11-14
2 Mathew P. Arens 5.25M 8.63% 5.25M IN Delaware 2024-11-14
3 (1) BlackRock, Inc. 4.83M 8.80% 4.64M 4.83M HC Delaware 2023-01-25
4 The Vanguard Group - 23-1945930 4.28M 8.23% 98.0K 4.15M 135.1K IA 2022-02-10
5 Wellington Group Holdings LLP 3.21M 5.58% 2.69M HC Massachusetts 2024-02-08
6 Wellington Investment Advisors Holdings LLP 3.21M 5.58% 2.69M HC Massachusetts 2024-02-08
7 Wellington Management Group LLP 3.21M 5.58% 2.69M HC Massachusetts 2024-02-08
8 13-4064930 3.12M 6.00% 3.03M 3.09M IA Delaware 2022-02-14
9 Abigail P. Johnson 3.11M 5.82% 3.11M IN Delaware 2022-04-11
10 Wellington Management Company LLP 3.07M 5.33% 2.66M IA Massachusetts 2024-02-08
11 Israel A. Englander 2.83M 5.20% 2.83M 2.83M IN 2022-08-30
12 Millennium Group Management LLC 2.83M 5.20% 2.83M 2.83M OO 2022-08-30
13 Millennium Management LLC 2.83M 5.20% 2.83M 2.83M OO 2022-08-30
14 2 2.82M 5.00% 2.82M PN United States 2023-07-27
15 Steven A. Cohen 2.78M 4.00% 2.78M 2.78M IN Delaware 2022-11-03
16 Point72 Asset Management, L.P. 2.39M 4.00% 2.39M 2.39M PN Delaware 2022-11-03
17 Point72 Capital Advisors, Inc. 2.39M 4.00% 2.39M 2.39M CO Delaware 2022-11-03
18 Cubist Systematic Strategies, LLC 384.9K 4.00% 384.9K 384.9K OO Delaware 2022-11-03
19 FMR LLC 194.9K 0.36% 194.1K 194.9K HC Delaware 2022-06-10
20 Point72 Middle East FZE 13.8K 4.00% 13.8K 13.8K OO Delaware 2022-11-03
21 95-1411037 13.00 6.50% 3.39M 3.39M IA Delaware 2022-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
28
-108 vs prev Q
New positions
6
Closed positions
114
Increased
12
Reduced
7
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 FIRST LIGHT ASSET MANAGEMENT, LLC 12.91M -525.3K (-3.9%) 30.86M -7.4M (-19.4%) 18.35% -0.952 pp 2.36% -1.251 pp USD5.76 -58.5% 26 qtrs
2 NVERSES CAPITAL, LLC 10.3K +10.3K (+100.0%) 24.71M +24.7M (+100.0%) 0.01% +0.015 pp 0.06% +0.055 pp USD2.39 +0.0% 1 qtrs NEW
3 BLACKROCK, INC. 5.19M -310.3K (-5.6%) 12.41M -3.3M (-20.9%) 7.38% -0.525 pp 0.00% 0.000 pp USD8.02 -70.2% 6 qtrs
4 VANGUARD GROUP INC 4.43M +138.7K (+3.2%) 10.60M -1.6M (-13.4%) 6.30% +0.131 pp 0.00% +0.000 pp USD27.25 -91.2% 26 qtrs
5 WHETSTONE CAPITAL ADVISORS, LLC 3.75M +19.0K (+0.5%) 8.96M -1.7M (-15.7%) 5.33% -0.030 pp 2.80% -0.148 pp USD4.11 -41.8% 4 qtrs
6 IMPAX ASSET MANAGEMENT GROUP PLC 2.75M +— (+0.0%) 6.57M -1.3M (-16.1%) 3.91% -0.042 pp 0.04% -0.005 pp USD13.89 -82.8% 22 qtrs
7 NEPSIS INC. 1.92M +402.8K (+26.6%) 4.58M +266.6K (+6.2%) 2.72% +0.549 pp 1.41% +0.047 pp USD4.24 -43.6% 14 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 1.67M -70.4K (-4.1%) 3.99M -968.4K (-19.5%) 2.37% -0.127 pp 0.00% 0.000 pp USD24.55 -90.3% 26 qtrs
9 DIMENSIONAL FUND ADVISORS LP 1.64M -272.6K (-14.2%) 3.92M -1.5M (-28.1%) 2.33% -0.417 pp 0.00% 0.000 pp USD11.13 -78.5% 21 qtrs
10 STATE STREET CORP 1.33M +54.2K (+4.3%) 3.17M -456.5K (-12.6%) 1.89% +0.057 pp 0.00% +0.000 pp USD24.57 -90.3% 26 qtrs
11 PALOGIC VALUE MANAGEMENT, L.P. 1.27M +178.2K (+16.3%) 3.04M -76.3K (-2.5%) 1.80% +0.237 pp 1.27% +0.015 pp USD4.34 -44.9% 5 qtrs
12 MILLENNIUM MANAGEMENT LLC 1.08M -504.7K (-31.8%) 2.59M -1.9M (-42.8%) 1.54% -0.742 pp 0.00% -0.001 pp USD3.05 -21.6% 26 qtrs
13 KENNEDY CAPITAL MANAGEMENT LLC 964.8K +2.1K (+0.2%) 2.31M -437.8K (-16.0%) 1.37% -0.012 pp 0.05% -0.012 pp USD7.16 -66.6% 8 qtrs
14 ACADIAN ASSET MANAGEMENT LLC 932.7K -193.1K (-17.2%) 2.23M -979.0K (-30.5%) 1.33% -0.292 pp 0.00% -0.002 pp USD6.35 -62.4% 13 qtrs
15 RA CAPITAL MANAGEMENT, L.P. 793.7K +793.7K (+100.0%) 1.90M +1.9M (+100.0%) 1.13% +1.128 pp 0.02% +0.019 pp USD2.39 +0.0% 1 qtrs NEW
16 JPMORGAN CHASE & CO 752.8K -58.0K (-7.1%) 1.80M -511.5K (-22.1%) 1.07% -0.095 pp 0.00% +0.000 pp USD10.53 -77.3% 26 qtrs
17 HIGHMARK WEALTH MANAGEMENT LLC 741.5K +431.2K (+139.0%) 1.77M +887.8K (+100.4%) 1.05% +0.608 pp 0.72% +0.333 pp USD2.81 -14.9% 23 qtrs
18 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 581.4K -389.3K (-40.1%) 1.39M -1.4M (-49.8%) 0.83% -0.568 pp 0.00% -0.005 pp USD5.05 -52.7% 9 qtrs
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 547.0K -75.7K (-12.2%) 1.31M -467.4K (-26.3%) 0.78% -0.117 pp 0.00% 0.000 pp USD21.46 -88.9% 26 qtrs
20 MARTIN & CO INC /TN/ 513.2K +1.0K (+0.2%) 1.23M -233.1K (-16.0%) 0.73% -0.006 pp 0.21% -0.049 pp USD7.50 -68.1% 6 qtrs
21 BAIRD FINANCIAL GROUP, INC. 493.7K -123.4K (-20.0%) 1.18M -578.9K (-32.9%) 0.70% -0.185 pp 0.00% -0.001 pp USD2.85 -16.1% 2 qtrs
22 NORTHERN TRUST CORP 476.0K -52.8K (-10.0%) 1.14M -369.4K (-24.5%) 0.68% -0.083 pp 0.00% +0.000 pp USD30.25 -92.1% 26 qtrs
23 FMR LLC 348.7K +75.8K (+27.8%) 833.4K +55.6K (+7.1%) 0.50% +0.104 pp 0.00% +0.000 pp USD8.17 -70.7% 26 qtrs
24 PRIMECAP MANAGEMENT CO/CA/ 340.4K -1.0M (-75.1%) 813.6K -3.1M (-79.1%) 0.48% -1.483 pp 0.00% -0.002 pp USD11.97 -80.0% 23 qtrs
25 MORGAN STANLEY 334.0K +91.6K (+37.8%) 798.2K +107.5K (+15.6%) 0.47% +0.127 pp 0.00% +0.000 pp USD9.13 -73.8% 26 qtrs
26 GOLDMAN SACHS GROUP INC 316.8K -242.9K (-43.4%) 757.2K -837.9K (-52.5%) 0.45% -0.354 pp 0.00% 0.000 pp USD9.57 -75.0% 26 qtrs
27 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 313.3K +313.3K (+100.0%) 748.8K +748.8K (+100.0%) 0.45% +0.445 pp 0.07% +0.070 pp USD2.39 +0.0% 1 qtrs NEW
28 JANE STREET GROUP, LLC 296.0K +165.6K (+127.0%) 707.5K +335.9K (+90.4%) 0.42% +0.233 pp 0.00% +0.000 pp USD2.74 -12.8% 17 qtrs
29 BANK OF NEW YORK MELLON CORP 266.2K +37.0K (+16.1%) 636.2K -17.1K (-2.6%) 0.38% +0.049 pp 0.00% +0.000 pp USD8.22 -70.9% 26 qtrs
30 UBS GROUP AG 263.5K +66.2K (+33.5%) 629.7K +67.4K (+12.0%) 0.37% +0.091 pp 0.00% +0.000 pp USD6.50 -63.2% 26 qtrs
31 DEUTSCHE BANK AG\ 261.3K +49.7K (+23.5%) 624.5K +21.3K (+3.5%) 0.37% +0.067 pp 0.00% +0.000 pp USD8.58 -72.1% 26 qtrs
32 SQUAREPOINT OPS LLC 188.7K +172.4K (+1,057.6%) 450.9K +404.5K (+870.8%) 0.27% +0.245 pp 0.00% +0.000 pp USD2.56 -6.6% 23 qtrs
33 BANK OF AMERICA CORP /DE/ 182.8K +102.5K (+127.5%) 436.9K +207.9K (+90.8%) 0.26% +0.144 pp 0.00% +0.000 pp USD5.11 -53.2% 26 qtrs
34 160.0K +160.0K (+100.0%) 382.5K +382.5K (+100.0%) 0.23% +0.227 pp 0.02% +0.018 pp USD2.39 +0.0% 1 qtrs NEW
35 BARCLAYS PLC 148.2K -12.0K (-7.5%) 354.2K -949.5K (-72.8%) 0.21% -0.020 pp 0.00% 0.000 pp USD7.51 -68.2% 16 qtrs
36 GSA CAPITAL PARTNERS LLP 142.3K +142.3K (+100.0%) 340.0K +340.0K (+100.0%) 0.20% +0.202 pp 0.03% +0.029 pp USD2.39 +0.0% 9 qtrs
37 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 136.6K -883.0 (-0.6%) 325.1K -66.7K (-17.0%) 0.19% -0.003 pp 0.00% 0.000 pp USD2.85 -16.1% 2 qtrs
38 CRAWFORD FUND MANAGEMENT, LLC 135.0K -172.0K (-56.0%) 322.7K -552.3K (-63.1%) 0.19% -0.249 pp 0.04% -0.098 pp USD3.29 -27.4% 3 qtrs
39 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 134.2K -96.1K (-41.7%) 320.8K -335.7K (-51.1%) 0.19% -0.140 pp 0.01% -0.006 pp USD2.85 -16.1% 2 qtrs
40 AMERICAN CENTURY COMPANIES INC 132.1K -19.7K (-13.0%) 315.8K -117.0K (-27.0%) 0.19% -0.030 pp 0.00% 0.000 pp USD21.77 -89.0% 26 qtrs
41 BRIDGEWAY CAPITAL MANAGEMENT, LLC 129.6K +34.6K (+36.4%) 309.7K +39.0K (+14.4%) 0.18% +0.048 pp 0.01% +0.001 pp USD2.73 -12.5% 2 qtrs
42 NUVEEN, LLC 123.7K +— (+0.0%) 295.5K -56.9K (-16.1%) 0.18% -0.002 pp 0.00% +0.000 pp USD4.53 -47.2% 4 qtrs
43 INVESCO LTD. 118.6K +7.2K (+6.5%) 283.4K -34.1K (-10.7%) 0.17% +0.009 pp 0.00% +0.000 pp USD19.97 -88.0% 25 qtrs
44 D. E. SHAW & CO., INC. 113.6K +37.0K (+48.2%) 271.6K +53.1K (+24.3%) 0.16% +0.051 pp 0.00% +0.000 pp USD2.70 -11.5% 7 qtrs
45 TWO SIGMA INVESTMENTS, LP 100.1K -77.0K (-43.5%) 239.2K -265.5K (-52.6%) 0.14% -0.112 pp 0.00% 0.000 pp USD3.07 -22.1% 5 qtrs
46 SEI INVESTMENTS CO 95.9K +95.9K (+100.0%) 229.2K +229.2K (+100.0%) 0.14% +0.136 pp 0.00% +0.000 pp USD2.39 +0.0% 1 qtrs NEW
47 RHUMBLINE ADVISERS 90.1K -6.8K (-7.0%) 215.2K -60.8K (-22.0%) 0.13% -0.011 pp 0.00% +0.000 pp USD19.35 -87.6% 26 qtrs
48 PRICE T ROWE ASSOCIATES INC /MD/ 87.4K +5.1K (+6.2%) 209.0K -26.0K (-11.1%) 0.12% +0.006 pp 0.00% +0.000 pp USD12.83 -81.4% 26 qtrs
49 AQR CAPITAL MANAGEMENT LLC 84.9K -14.8K (-14.9%) 203.0K -81.3K (-28.6%) 0.12% -0.023 pp 0.00% 0.000 pp USD4.70 -49.1% 7 qtrs
50 ZACKS INVESTMENT MANAGEMENT 84.0K -203.3K (-70.8%) 200.7K -618.2K (-75.5%) 0.12% -0.293 pp 0.00% -0.005 pp USD7.40 -67.7% 12 qtrs
51 ALLIANCEBERNSTEIN L.P. 83.8K +15.0K (+21.8%) 200.2K +4.2K (+2.2%) 0.12% +0.020 pp 0.00% +0.000 pp USD17.18 -86.1% 26 qtrs
52 HSBC HOLDINGS PLC 81.5K +— (+0.0%) 192.0K -41.6K (-17.8%) 0.12% -0.001 pp 0.00% +0.000 pp USD7.25 -67.0% 11 qtrs
53 WELLS FARGO & COMPANY/MN 80.3K -7.0K (-8.0%) 192.0K -56.8K (-22.8%) 0.11% -0.011 pp 0.00% +0.000 pp USD6.05 -60.5% 26 qtrs
54 CREDIT AGRICOLE S A 80.1K +80.1K (+100.0%) 191.4K +191.4K (+100.0%) 0.11% +0.114 pp 0.00% +0.000 pp USD2.39 +0.0% 1 qtrs NEW
55 MCF ADVISORS LLC 70.0K -5.0K (-6.7%) 167.3K -46.5K (-21.7%) 0.10% -0.008 pp 0.01% -0.004 pp USD3.41 -29.9% 4 qtrs
56 STATE OF WYOMING 67.6K +33.3K (+97.3%) 161.5K +63.9K (+65.4%) 0.10% +0.047 pp 0.02% +0.007 pp USD4.43 -46.0% 14 qtrs
57 JUMP FINANCIAL, LLC 59.0K +32.7K (+124.5%) 141.0K +66.1K (+88.2%) 0.08% +0.046 pp 0.00% +0.001 pp USD2.59 -7.7% 2 qtrs
58 SAGEVIEW ADVISORY GROUP, LLC 55.4K +1.2K (+2.2%) 132.4K -22.1K (-14.3%) 0.08% +0.001 pp 0.00% -0.001 pp USD6.91 -65.4% 5 qtrs
59 JAIN GLOBAL LLC 52.0K +52.0K (+100.0%) 124.4K +124.4K (+100.0%) 0.07% +0.074 pp 0.00% +0.001 pp USD2.39 +0.0% 1 qtrs NEW
60 VERITION FUND MANAGEMENT LLC 38.8K -4.4K (-10.2%) 92.8K -30.4K (-24.7%) 0.06% -0.007 pp 0.00% 0.000 pp USD7.05 -66.1% 8 qtrs
61 PERIGON WEALTH MANAGEMENT, LLC 38.5K +— (+0.0%) 92.1K -17.7K (-16.1%) 0.05% -0.001 pp 0.00% -0.001 pp USD16.77 -85.7% 16 qtrs
62 SIGNAL ADVISORS WEALTH, LLC 37.2K -39.5K (-51.5%) 88.9K -129.8K (-59.3%) 0.05% -0.057 pp 0.01% -0.013 pp USD3.77 -36.6% 3 qtrs
63 NET WORTH ADVISORY GROUP 36.4K +36.4K (+100.0%) 86.9K +86.9K (+100.0%) 0.05% +0.052 pp 0.02% +0.018 pp USD2.39 +0.0% 3 qtrs
64 CREATIVE PLANNING 33.8K +33.8K (+100.0%) 80.7K +80.7K (+100.0%) 0.05% +0.048 pp 0.00% +0.000 pp USD2.39 +0.0% 1 qtrs NEW
65 CVS HEALTH CORP 32.3K +— (+0.0%) 77.1K -14.8K (-16.1%) 0.05% -0.001 pp 0.06% -0.032 pp USD39.62 -94.0% 17 qtrs
66 BREVAN HOWARD CAPITAL MANAGEMENT LP 31.6K +31.6K (+100.0%) 75.6K +75.6K (+100.0%) 0.04% +0.045 pp 0.00% +0.001 pp USD2.39 +0.0% 1 qtrs NEW
67 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 31.4K -370.0 (-1.2%) 75.0K -15.5K (-17.1%) 0.04% -0.001 pp 0.00% +0.000 pp USD2.85 -16.1% 7 qtrs
68 TWO SIGMA ADVISERS, LP 31.1K -103.1K (-76.8%) 74.3K -308.1K (-80.6%) 0.04% -0.149 pp 0.00% -0.001 pp USD3.91 -38.9% 16 qtrs
69 WILLIAMS & NOVAK, LLC 30.2K +9.7K (+47.2%) 72.3K +13.7K (+23.5%) 0.04% +0.014 pp 0.05% +0.009 pp USD2.70 -11.5% 2 qtrs
70 INTECH INVESTMENT MANAGEMENT LLC 30.1K -6.7K (-18.3%) 71.8K -33.0K (-31.5%) 0.04% -0.010 pp 0.00% 0.000 pp USD6.53 -63.4% 6 qtrs
71 SEPIO CAPITAL, LP 29.5K +534.0 (+1.8%) 70.4K -12.0K (-14.6%) 0.04% +0.000 pp 0.00% -0.001 pp USD25.72 -90.7% 24 qtrs
72 SUSQUEHANNA INTERNATIONAL GROUP, LLP 27.3K -17.0K (-38.4%) 65.3K -61.0K (-48.3%) 0.04% -0.025 pp 0.00% +0.000 pp USD7.09 -66.3% 14 qtrs
73 QUADRATURE CAPITAL LTD 26.9K +26.9K (+100.0%) 64.3K +64.3K (+100.0%) 0.04% +0.038 pp 0.00% +0.001 pp USD2.39 +0.0% 1 qtrs NEW
74 AVANZA FONDER AB 26.1K +— (+0.0%) 62.3K -12.0K (-16.1%) 0.04% 0.000 pp 0.00% 0.000 pp USD7.07 -66.2% 5 qtrs
75 MANUFACTURERS LIFE INSURANCE COMPANY, THE 23.6K -1.8K (-6.9%) 56.4K -15.8K (-21.9%) 0.03% -0.003 pp 0.00% +0.000 pp USD26.30 -90.9% 24 qtrs
76 PROBITY ADVISORS, INC. 23.4K -21.8K (-48.2%) 55.9K -72.8K (-56.6%) 0.03% -0.032 pp 0.01% -0.012 pp USD5.94 -59.8% 8 qtrs
77 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 20.4K +— (+0.0%) 48.8K -9.4K (-16.1%) 0.03% 0.000 pp 0.00% 0.000 pp USD5.31 -55.0% 5 qtrs
78 SHELTON WEALTH MANAGEMENT, LLC 20.0K +— (+0.0%) 47.8K -9.2K (-16.1%) 0.03% 0.000 pp 0.02% -0.005 pp USD2.85 -16.1% 2 qtrs
79 METLIFE INVESTMENT MANAGEMENT, LLC 19.0K -19.1K (-50.1%) 45.4K -63.0K (-58.2%) 0.03% -0.028 pp 0.00% 0.000 pp USD14.00 -82.9% 26 qtrs
80 BNP PARIBAS ARBITRAGE, SNC 17.7K +1.3K (+8.0%) 42.2K -4.4K (-9.4%) 0.03% +0.002 pp 0.00% +0.000 pp USD4.97 -51.9% 5 qtrs
81 LUNT CAPITAL MANAGEMENT, INC. 17.3K +— (+0.0%) 41.4K -8.0K (-16.1%) 0.02% 0.000 pp 0.02% -0.003 pp USD12.50 -80.9% 11 qtrs
82 COLONY GROUP, LLC 15.8K +3.3K (+26.2%) 37.8K +1.4K (+4.0%) 0.02% +0.005 pp 0.00% +0.000 pp USD3.76 -36.4% 4 qtrs
83 WALLEYE CAPITAL LLC 14.9K -611.0 (-3.9%) 35.6K -8.6K (-19.4%) 0.02% -0.001 pp 0.00% 0.000 pp USD2.85 -16.1% 2 qtrs
84 OMNIA FAMILY WEALTH, LLC 14.0K -10.0K (-41.7%) 33.5K -34.9K (-51.1%) 0.02% -0.015 pp 0.01% -0.012 pp USD4.53 -47.2% 4 qtrs
85 CIGNA INVESTMENTS INC /NEW 14.0K +— (+0.0%) 33.0K -7.0K (-17.5%) 0.02% 0.000 pp 0.00% -0.001 pp USD46.50 -94.9% 20 qtrs
86 VOYA INVESTMENT MANAGEMENT LLC 12.9K +— (+0.0%) 30.8K -5.9K (-16.1%) 0.02% 0.000 pp 0.00% +0.000 pp USD8.96 -73.3% 24 qtrs
87 HRT FINANCIAL LP 12.6K +968.0 (+8.3%) 30.0K -3.0K (-9.1%) 0.02% +0.001 pp 0.00% +0.000 pp USD2.81 -14.9% 9 qtrs
88 PROSHARE ADVISORS LLC 12.4K +793.0 (+6.9%) 29.5K -3.4K (-10.4%) 0.02% +0.001 pp 0.00% +0.000 pp USD7.18 -66.7% 8 qtrs
89 QUEST PARTNERS LLC 12.3K +— (+0.0%) 29.3K -5.6K (-16.1%) 0.02% 0.000 pp 0.00% -0.001 pp USD7.12 -66.4% 9 qtrs
90 SG AMERICAS SECURITIES, LLC 12.3K -2.0K (-14.0%) 29.0K -12.0K (-29.3%) 0.02% -0.003 pp 0.00% 0.000 pp USD5.11 -53.2% 24 qtrs
91 XTX TOPCO LTD 12.0K -53.4K (-81.7%) 28.7K -157.8K (-84.6%) 0.02% -0.077 pp 0.00% -0.009 pp USD2.85 -16.1% 14 qtrs
92 CRESSET ASSET MANAGEMENT, LLC 10.6K +— (+0.0%) 25.3K -4.9K (-16.1%) 0.02% 0.000 pp 0.00% +0.000 pp USD3.75 -36.3% 3 qtrs
93 DIVERGENT PLANNING, LLC 11.0K +— (+0.0%) 25.1K -7.5K (-23.0%) 0.02% 0.000 pp 0.01% -0.002 pp USD3.77 -36.6% 3 qtrs
94 NEW YORK STATE COMMON RETIREMENT FUND 9.3K +— (+0.0%) 22.2K -4.3K (-16.1%) 0.01% 0.000 pp 0.00% +0.000 pp USD23.08 -89.6% 26 qtrs
95 CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD 9.2K +9.2K (+100.0%) 21.9K +21.9K (+100.0%) 0.01% +0.013 pp 0.01% +0.005 pp USD2.39 +0.0% 1 qtrs NEW
96 LEGAL & GENERAL GROUP PLC 6.1K +— (+0.0%) 14.7K -2.8K (-16.1%) 0.01% 0.000 pp 0.00% +0.000 pp USD22.06 -89.2% 26 qtrs
97 RUSSELL INVESTMENTS GROUP, LTD. 5.7K -1.2K (-16.8%) 13.7K -5.9K (-30.2%) 0.01% -0.002 pp 0.00% +0.000 pp USD2.88 -17.0% 15 qtrs
98 AMERITAS INVESTMENT PARTNERS, INC. 5.5K +— (+0.0%) 13.3K -2.6K (-16.1%) 0.01% 0.000 pp 0.00% 0.000 pp USD28.73 -91.7% 26 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 27 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 ROBO Global Healthcare Technology and Innovation ETF HTEC 0.82% 406.9K 0.68%
2 iShares Micro-Cap ETF IWC 0.03% 410.7K 0.60%
3 Vanguard Global Value Equity Active ETF VVLU.AX 0.02% 173.8K 0.28%
4 Fidelity Enhanced Small Cap ETF FESM 0.01% 809.2K 0.28%
5 Xtrackers LPX Private Equity Swap UCITS ETF 1C XLPE.L 0.01% 43.9K 0.70%
6 WisdomTree U.S. SmallCap Fund EES 0.01% 74.6K 0.38%
7 Vanguard Russell 2000 Value ETF VTWV 0.01% 78.0K 0.06%
8 Schwab U.S. Small-Cap ETF SCHA 0.00% 792.4K 0.03%
9 Invesco RAFI US 1500 Small-Mid ETF PRFZ 0.00% 84.9K 0.34%
10 Vanguard Russell 2000 ETF VTWO 0.00% 438.7K 0.06%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
3.00
Bullish
Buys
1
Sells
1
Shares acquired
1.1K
Shares disposed
310.00
Cash buys
Cash sales
Net activity
+814
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-01 Nelson Steven H Director A-Award A Common Stock 154,808 0.00 154,808 D
2026-05-01 Albert Benjamin Director / Officer F-InKind D Common Stock 310 1.35 416.95 1,458,792 D
2026-04-29 Albert Benjamin Director / Officer A-Award A Common Stock 1,124 0.00 1,459,102 D
2026-03-10 Albert Benjamin Director / Officer F-InKind D Common Stock 70,455 1.85 130.2K 1,457,978 D
2026-03-02 Llewelyn Linda Officer F-InKind D Common Stock 13,836 1.66 23.0K 329,651 D
2026-03-02 Landry Benjamin Officer F-InKind D Common Stock 20,838 1.66 34.6K 378,318 D
2026-03-02 Alger Jason Officer F-InKind D Common Stock 26,970 1.66 44.8K 741,644 D
2026-03-02 Albert Benjamin Director / Officer F-InKind D Common Stock 4,966 1.66 8.2K 1,528,433 D
2026-03-01 Larson-Green Julie Director A-Award A Common Stock 8,361 0.00 81,934 D
2026-02-26 Llewelyn Linda Officer F-InKind D Common Stock 4,471 1.75 7.8K 343,487 D
2026-02-26 Landry Benjamin Officer F-InKind D Common Stock 6,317 1.75 11.0K 399,156 D
2026-02-26 Alger Jason Officer F-InKind D Common Stock 7,522 1.75 13.1K 768,614 D
2026-02-26 Albert Benjamin Director / Officer F-InKind D Common Stock 13,304 1.75 23.3K 1,533,399 D
2026-02-25 Llewelyn Linda Officer A-Award A Common Stock 13,195 0.00 347,958 D
2026-02-25 Landry Benjamin Officer A-Award A Common Stock 16,473 0.00 405,473 D
2026-02-25 Alger Jason Officer A-Award A Common Stock 22,222 0.00 776,136 D
2026-02-25 Albert Benjamin Director / Officer A-Award A Common Stock 930,000 0.00 1,507,870 D
2026-02-17 Gallagher Duncan Director A-Award A Common Stock 7,562 0.00 132,023 D
2025-12-05 Landry Benjamin Officer S-Sale D Common Stock 27,425 2.64 72.3K 100,000 D
2025-12-04 Larson-Green Julie Director S-Sale D Common Stock 47,997 2.67 128.3K 73,573 D
2025-12-01 Llewelyn Linda Officer F-InKind D Common Stock 9,762 2.90 28.3K 143,263 D
2025-12-01 Larson-Green Julie Director A-Award A Common Stock 5,731 0.00 121,570 D
2025-12-01 Landry Benjamin Officer F-InKind D Common Stock 14,387 2.90 41.7K 127,425 D
2025-12-01 Gallagher Duncan Director A-Award A Common Stock 6,209 0.00 124,461 D
2025-12-01 Freeman Kevin Lee Officer F-InKind D Common Stock 16,401 2.90 47.6K 358,686 D
2025-12-01 Burton Daniel D. Director / Officer F-InKind D Common Stock 55,715 2.90 161.6K 1,393,099 D
2025-12-01 Arens Mathew Paul Director / 10% Owner Common Stock 0 0.00 509,500 D
2025-12-01 Alger Jason Officer F-InKind D Common Stock 20,619 2.90 59.8K 246,414 D
2025-09-24 Albert Benjamin Officer A-Award A Common Stock 467,000 0.00 577,870 D
2025-09-16 Albert Benjamin Officer Common Stock 0 0.00 28,697 I
2025-09-05 Landry Benjamin Officer S-Sale D Common Stock 6,175 3.35 20.7K 141,812 D
2025-09-02 Ross David Coy Officer F-InKind D Common Stock 3,360 3.36 11.3K 204,219 D
2025-09-02 Llewelyn Linda Officer F-InKind D Common Stock 2,854 3.36 9.6K 153,025 D
2025-09-02 LeSueur Daniel Officer F-InKind D Common Stock 3,663 3.36 12.3K 198,367 D
2025-09-02 Landry Benjamin Officer F-InKind D Common Stock 3,138 3.36 10.6K 147,987 D
2025-09-02 Freeman Kevin Lee Officer F-InKind D Common Stock 4,578 3.36 15.4K 375,087 D
2025-09-02 Burton Daniel D. Director / Officer F-InKind D Common Stock 8,335 3.36 28.0K 1,448,814 D
2025-09-02 Alger Jason Officer F-InKind D Common Stock 2,613 3.36 8.8K 267,033 D
2025-09-01 Spencer Justin Director A-Award A Common Stock 68,572 0.00 68,572 D
2025-09-01 Larson-Green Julie Director A-Award A Common Stock 4,588 0.00 115,839 D
2025-09-01 Gallagher Duncan Director A-Award A Common Stock 4,970 0.00 118,252 D
2025-07-09 Smith S. Dawn Director A-Award A Common Stock 36,231 0.00 101,692 D
2025-07-09 Larson-Green Julie Director A-Award A Common Stock 36,231 0.00 111,251 D
2025-07-09 KANE JOHN A Director A-Award A Common Stock 36,231 0.00 170,719 D
2025-07-09 Hoggard Green Jill Director A-Award A Common Stock 36,231 0.00 63,937 D
2025-07-09 Gallagher Duncan Director A-Award A Common Stock 36,231 0.00 113,282 D
2025-06-15 Ross David Coy Officer Common Stock 0 0.00 10,937 D
2025-06-05 Landry Benjamin Officer S-Sale D Common Stock 6,057 3.94 23.9K 151,125 D
2025-06-02 Llewelyn Linda Officer F-InKind D Common Stock 2,965 3.63 10.8K 155,879 D
2025-06-02 LeSueur Daniel Officer F-InKind D Common Stock 3,802 3.63 13.8K 202,030 D
2025-06-02 Landry Benjamin Officer F-InKind D Common Stock 3,255 3.63 11.8K 157,182 D
2025-06-02 Freeman Kevin Lee Officer F-InKind D Common Stock 4,747 3.63 17.3K 379,665 D
2025-06-02 Burton Daniel D. Director / Officer F-InKind D Common Stock 8,658 3.63 31.5K 1,457,149 D
2025-06-02 Alger Jason Officer F-InKind D Common Stock 2,712 3.63 9.9K 269,646 D
2025-06-01 Larson-Green Julie Director A-Award A Common Stock 3,766 0.00 75,020 D
2025-06-01 Gallagher Duncan Director A-Award A Common Stock 4,080 0.00 77,051 D
2025-05-05 LeSueur Daniel Officer S-Sale D Common Stock 5,209 4.10 21.3K 205,832 D
2025-04-03 LeSueur Daniel Officer S-Sale D Common Stock 5,209 4.15 21.6K 211,041 D
2025-03-06 Landry Benjamin Officer S-Sale D Common Stock 13,827 4.55 62.9K 160,437 D
2025-03-05 LeSueur Daniel Officer S-Sale D Common Stock 16,902 4.52 76.3K 216,250 D
2025-03-03 Llewelyn Linda Officer F-InKind D Common Stock 7,525 4.58 34.4K 158,844 D
2025-03-03 LeSueur Daniel Officer F-InKind D Common Stock 9,232 4.58 42.3K 233,152 D
2025-03-03 Landry Benjamin Officer F-InKind D Common Stock 9,024 4.58 41.3K 174,264 D
2025-03-03 Freeman Kevin Lee Officer F-InKind D Common Stock 10,800 4.58 49.4K 384,412 D
2025-03-03 Burton Daniel D. Director / Officer F-InKind D Common Stock 33,677 4.58 154.1K 1,465,807 D
2025-03-03 Alger Jason Officer F-InKind D Common Stock 7,304 4.58 33.4K 272,358 D
2025-03-01 Larson-Green Julie Director A-Award A Common Stock 2,450 0.00 71,254 D
2025-03-01 Gallagher Duncan Director A-Award A Common Stock 3,033 0.00 72,971 D
2025-02-20 Llewelyn Linda Officer A-Award A Common Stock 69,000 0.00 154,819 D
2025-02-20 LeSueur Daniel Officer A-Award A Common Stock 11,340 0.00 242,384 D
2025-02-20 Landry Benjamin Officer A-Award A Common Stock 13,538 0.00 183,288 D
2025-02-20 Freeman Kevin Lee Officer A-Award A Common Stock 140,000 0.00 376,950 D
2025-02-20 Burton Daniel D. Director / Officer A-Award A Common Stock 75,437 0.00 1,499,484 D
2025-02-20 Alger Jason Officer A-Award A Common Stock 181,000 0.00 267,712 D
2025-02-18 Llewelyn Linda Officer S-Sale D Common Stock 6,441 5.43 35.0K 85,819 D
2025-02-05 LeSueur Daniel Officer S-Sale D Common Stock 5,209 5.76 30.0K 86,044 D
2025-01-15 Llewelyn Linda Officer S-Sale D Common Stock 6,442 5.80 37.3K 92,260 D
2025-01-06 LeSueur Daniel Officer S-Sale D Common Stock 5,209 7.51 39.1K 91,253 D
2025-01-06 Landry Benjamin Officer S-Sale D Common Stock 2,500 7.52 18.8K 72,250 D
2024-12-30 Gallagher Duncan Director S-Sale D Common Stock 4,500 6.93 31.2K 69,938 D
2024-12-23 Gallagher Duncan Director S-Sale D Common Stock 4,500 6.98 31.4K 74,438 D
2024-12-16 Llewelyn Linda Officer S-Sale D Common Stock 6,442 7.88 50.8K 98,702 D
2024-12-06 Landry Benjamin Officer S-Sale D Common Stock 19,268 8.32 160.3K 72,250 D
2024-12-06 Alger Jason Officer S-Sale D Common Stock 19,599 8.32 163.0K 86,712 D
2024-12-04 LeSueur Daniel Officer S-Sale D Common Stock 22,773 7.70 175.2K 96,462 D
2024-12-03 Hoggard Green Jill 0 0.00 0
2024-12-02 Freeman Kevin Lee Officer S-Sale D Common Stock 7,500 8.94 67.1K 236,950 D
2024-12-01 Pramoda Anita Director A-Award A Common Stock 1,847 0.00 58,155 D
2024-12-01 Llewelyn Linda Officer F-InKind D Common Stock 7,766 8.97 69.7K 105,144 D
2024-12-01 LeSueur Daniel Officer F-InKind D Common Stock 10,455 8.97 93.8K 119,235 D
2024-12-01 Larson-Green Julie Director A-Award A Common Stock 1,616 0.00 68,804 D
2024-12-01 Landry Benjamin Officer F-InKind D Common Stock 9,419 8.97 84.5K 91,518 D
2024-12-01 Hoggard Green Jill Director A-Award A Common Stock 27,706 0.00 27,706 D
2024-12-01 Gallagher Duncan Director A-Award A Common Stock 2,001 0.00 78,938 D
2024-12-01 Freeman Kevin Lee Officer F-InKind D Common Stock 11,431 8.97 102.6K 244,450 D
2024-12-01 Burton Daniel D. Director / Officer F-InKind D Common Stock 30,897 8.97 277.2K 1,128,137 D
2024-12-01 Alger Jason Officer F-InKind D Common Stock 7,795 8.97 69.9K 106,311 D
2024-11-15 Llewelyn Linda Officer S-Sale D Common Stock 1,365 8.50 11.6K 112,910 D
2024-11-05 LeSueur Daniel Officer S-Sale D Common Stock 5,209 7.70 40.1K 129,690 D
2024-10-15 Llewelyn Linda Officer S-Sale D Common Stock 1,324 8.16 10.8K 114,275 D
2024-10-03 LeSueur Daniel Officer S-Sale D Common Stock 5,209 7.68 40.0K 134,899 D
2024-09-16 Llewelyn Linda Officer S-Sale D Common Stock 1,324 8.43 11.2K 115,599
2024-09-06 Landry Benjamin Officer S-Sale D Common Stock 2,466 7.39 18.2K 100,937
2024-09-06 Alger Jason Officer S-Sale D Common Stock 2,899 7.39 21.4K 114,106
2024-09-04 LeSueur Daniel Officer S-Sale D Common Stock 8,137 7.58 61.7K 140,108
2024-09-03 Llewelyn Linda Officer F-InKind D Common Stock 1,613 7.27 11.7K 116,923
2024-09-03 LeSueur Daniel Officer F-InKind D Common Stock 1,761 7.27 12.8K 148,245
2024-09-03 Landry Benjamin Officer F-InKind D Common Stock 1,222 7.27 8.9K 103,403
2024-09-03 Freeman Kevin Lee Officer S-Sale D Common Stock 7,500 7.22 54.2K 255,881
2024-09-03 Burton Daniel D. Director / Officer F-InKind D Common Stock 4,174 7.27 30.3K 1,159,034
2024-09-03 Alger Jason Officer F-InKind D Common Stock 1,165 7.27 8.5K 117,005
2024-09-01 Pramoda Anita Director A-Award A Common Stock 2,228 0.00 56,308
2024-09-01 Larson-Green Julie Director A-Award A Common Stock 1,950 0.00 67,188
2024-09-01 Gallagher Duncan Director A-Award A Common Stock 2,414 0.00 76,937
2024-08-15 Llewelyn Linda Officer S-Sale D Common Stock 1,328 6.57 8.7K 118,536
2024-08-05 LeSueur Daniel Officer S-Sale D Common Stock 5,209 6.19 32.2K 150,006
2024-07-15 Llewelyn Linda Officer S-Sale D Common Stock 1,290 6.51 8.4K 119,864
2024-07-03 LeSueur Daniel Officer S-Sale D Common Stock 5,208 6.15 32.0K 155,215
2024-06-17 Llewelyn Linda Officer S-Sale D Common Stock 1,290 6.37 8.2K 121,154
2024-06-13 Smith S. Dawn Director A-Award A Common Stock 20,807 0.00 65,461
2024-06-13 Pramoda Anita Director A-Award A Common Stock 20,807 0.00 54,080
2024-06-13 Larson-Green Julie Director A-Award A Common Stock 20,807 0.00 65,238
2024-06-13 KANE JOHN A Director A-Award A Common Stock 20,807 0.00 130,995
2024-06-13 Gallagher Duncan Director A-Award A Common Stock 20,807 0.00 74,523
2024-06-12 Alger Jason Officer S-Sale D Common Stock 2,823 6.83 19.3K 118,170
2024-06-11 Freeman Kevin Lee Officer S-Sale D Common Stock 7,500 6.53 49.0K 266,153
2024-06-06 LeSueur Daniel Officer S-Sale D Common Stock 11,923 6.72 80.1K 160,423
2024-06-06 Landry Benjamin Officer S-Sale D Common Stock 2,387 6.71 16.0K 104,625
2024-06-03 Llewelyn Linda Officer F-InKind D Common Stock 1,716 6.53 11.2K 122,444
2024-06-03 LeSueur Daniel Officer F-InKind D Common Stock 1,873 6.53 12.2K 172,346
2024-06-03 Landry Benjamin Officer F-InKind D Common Stock 1,300 6.53 8.5K 107,012
2024-06-03 Freeman Kevin Lee Officer F-InKind D Common Stock 2,951 6.53 19.3K 273,653
2024-06-03 Burton Daniel D. Director / Officer F-InKind D Common Stock 4,442 6.53 29.0K 1,163,208
2024-06-03 Alger Jason Officer F-InKind D Common Stock 1,238 6.53 8.1K 120,993
2024-05-31 Landry Benjamin Officer S-Sale D Common Stock 12,577 6.61 83.1K 108,312
2024-05-15 Llewelyn Linda Officer S-Sale D Common Stock 2,066 7.00 14.5K 124,160
2024-04-15 Llewelyn Linda Officer S-Sale D Common Stock 2,005 6.11 12.3K 126,226
2024-03-15 Llewelyn Linda Officer S-Sale D Common Stock 2,005 7.80 15.6K 128,231
2024-03-01 Llewelyn Linda Officer F-InKind D Common Stock 3,439 8.05 27.7K 130,236
2024-03-01 LeSueur Daniel Officer D Common Stock 0 0.00 24,062
2024-03-01 Landry Benjamin Officer F-InKind D Common Stock 3,315 8.05 26.7K 120,889
2024-03-01 Hunt Bryan Truman Officer F-InKind D Common Stock 11,684 8.05 94.1K 219,849
2024-03-01 Freeman Kevin Lee Officer F-InKind D Common Stock 4,540 8.05 36.6K 276,604
2024-03-01 Burton Daniel D. Director / Officer F-InKind D Common Stock 4,973 8.05 40.0K 1,167,650
2024-03-01 Alger Jason Officer F-InKind D Common Stock 2,474 8.05 19.9K 52,231
2024-02-27 Burton Daniel D. Director / Officer P-Purchase A Common Stock 26,200 7.81 204.5K 1,172,623
2024-02-20 Llewelyn Linda Officer A-Award A Common Stock 65,000 0.00 129,786
2024-02-20 Landry Benjamin Officer A-Award A Common Stock 75,000 0.00 119,760
2024-02-20 Hunt Bryan Truman Officer A-Award A Common Stock 11,111 0.00 231,533
2024-02-20 Freeman Kevin Lee Officer A-Award A Common Stock 3,334 0.00 281,144
2024-02-20 Burton Daniel D. Director / Officer A-Award A Common Stock 250,000 0.00 1,146,423
2024-02-20 Alger Jason Officer A-Award A Common Stock 2,778 0.00 54,705
2024-02-15 Llewelyn Linda Officer S-Sale D Common Stock 3,262 9.77 31.9K 64,786
2024-01-16 Llewelyn Linda Officer S-Sale D Common Stock 3,163 10.83 34.2K 68,048
2023-12-15 Llewelyn Linda Officer S-Sale D Common Stock 3,163 8.83 27.9K 71,211
2023-12-06 Alger Jason Officer S-Sale D Common Stock 2,177 7.55 16.4K 51,927
2023-12-01 Llewelyn Linda Officer F-InKind D Common Stock 4,161 7.45 31.0K 74,374
2023-12-01 Landry Benjamin Officer F-InKind D Common Stock 3,427 7.45 25.5K 44,760
2023-12-01 Hunt Bryan Truman Officer F-InKind D Common Stock 14,118 7.45 105.2K 220,422
2023-12-01 Freeman Kevin Lee Officer F-InKind D Common Stock 2,921 7.45 21.8K 167,810
2023-12-01 Burton Daniel D. Director / Officer F-InKind D Common Stock 8,478 7.45 63.2K 896,423
2023-12-01 Bickmore Anne Marie Officer F-InKind D Common Stock 4,114 7.45 30.7K 63,720
2023-12-01 Alger Jason Officer F-InKind D Common Stock 2,838 7.45 21.1K 54,104
2023-11-15 Llewelyn Linda Officer S-Sale D Common Stock 1,196 8.25 9.9K 78,535
2023-10-16 Llewelyn Linda Officer S-Sale D Common Stock 1,161 8.33 9.7K 79,731
2023-10-05 Landry Benjamin Officer A-Award A Common Stock 20,000 0.00 48,187
2023-09-15 Llewelyn Linda Officer S-Sale D Common Stock 1,160 11.01 12.8K 80,892
2023-09-06 Landry Benjamin Officer S-Sale D Common Stock 1,157 11.52 13.3K 28,187
2023-09-06 Alger Jason Officer S-Sale D Common Stock 2,197 11.65 25.6K 56,942
2023-09-01 Llewelyn Linda Officer F-InKind D Common Stock 1,484 11.78 17.5K 82,052
2023-09-01 Landry Benjamin Officer F-InKind D Common Stock 500 11.78 5.9K 29,344
2023-09-01 Hunt Bryan Truman Officer F-InKind D Common Stock 4,128 11.78 48.6K 234,540
2023-09-01 Freeman Kevin Lee Officer F-InKind D Common Stock 8,460 11.78 99.6K 170,731
2023-09-01 Burton Daniel D. Director / Officer F-InKind D Common Stock 7,103 11.78 83.6K 904,901
2023-09-01 Bickmore Anne Marie Officer F-InKind D Common Stock 1,682 11.78 19.8K 67,834
2023-09-01 Alger Jason Officer F-InKind D Common Stock 929 11.78 10.9K 59,139
2023-08-22 Llewelyn Linda Officer S-Sale D Common Stock 737 11.90 8.8K 83,536
2023-07-07 Landry Benjamin Officer S-Sale D Common Stock 1,179 11.14 13.1K 29,844
2023-07-01 Kolb Matthew 0 0.00 0
2023-06-14 TEMPLETON MARK B Director A-Award A Common Stock 5,359 0.00 26,855
2023-06-14 Smith S. Dawn Director A-Award A Common Stock 12,505 0.00 44,654
2023-06-14 Pramoda Anita Director A-Award A Common Stock 5,806 0.00 20,768
2023-06-14 Larson-Green Julie Director A-Award A Common Stock 12,505 0.00 39,295
2023-06-14 KANE JOHN A Director A-Award A Common Stock 10,048 0.00 101,176
2023-06-14 Gallagher Duncan Director A-Award A Common Stock 12,505 0.00 53,716
2023-06-06 Landry Benjamin Officer S-Sale D Common Stock 1,078 11.84 12.8K 29,844
2023-06-06 Alger Jason Officer S-Sale D Common Stock 2,370 11.84 28.1K 60,068
2023-06-05 Hunt Bryan Truman Officer S-Sale D Common Stock 650 12.00 7.8K 238,668
2023-06-01 Llewelyn Linda Officer F-InKind D Common Stock 1,548 11.24 17.4K 84,273
2023-06-01 Landry Benjamin Officer F-InKind D Common Stock 577 11.24 6.5K 30,922
2023-06-01 Hunt Bryan Truman Officer F-InKind D Common Stock 4,433 11.24 49.8K 239,318
2023-06-01 Freeman Kevin Lee Officer F-InKind D Common Stock 1,038 11.24 11.7K 179,191
2023-06-01 Burton Daniel D. Director / Officer F-InKind D Common Stock 7,411 11.24 83.3K 912,004
2023-06-01 Bickmore Anne Marie Officer F-InKind D Common Stock 1,755 11.24 19.7K 69,516
2023-06-01 Alger Jason Officer F-InKind D Common Stock 1,066 11.24 12.0K 62,438
2023-05-12 Burton Daniel D. Director / Officer P-Purchase A Common Stock 49,050 10.19 499.6K 919,415
2023-05-03 Landry Benjamin Officer A-Award A Common Stock 20,000 0.00 31,499
2023-05-03 Bickmore Anne Marie Officer A-Award A Common Stock 35,000 0.00 71,271
2023-05-01 Landry Benjamin Officer D Common Stock 0 0.00 6,187
2023-04-03 Bickmore Anne Marie Officer D Common Stock 0 0.00 20,625

Executive team

Top executives
EBIT / Employee
-24.1K
Shares Outstanding
73.59M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Kevin Freeman , Chief Commercial Officer 387.5K 1.56M 197.4K 13.8K 2.16M 72.33%
2 2024 Benjamin Landry , General Counsel 391.7K 1.07M 99.7K 13.8K 1.57M 67.86%
3 2024 Linda Llewelyn , Chief People Officer 373.3K 924.7K 95.1K 16.7K 1.41M 65.59%
4 2024 Jason Alger , Chief Financial Officer 338.3K 826.6K 108.4K 13.8K 1.29M 64.22%
5 2024 Bryan Hunt Former Chief Financial Officer 83.8K 714.7K 798.5K 0.00%
6 2023 Bryan Hunt Chief Financial Officer 315.0K 1.98M 56.6K 33.7K 2.39M 83.01%
7 2023 Bryan Hunt Former Chief Financial Officer 315.0K 1.98M 56.6K 33.7K 2.39M 83.01%
8 2023 Linda Llewelyn , Chief People Officer 307.5K 693.0K 40.8K 16.1K 1.06M 65.53%
9 2023 Benjamin Landry , General Counsel 268.4K 637.2K 29.4K 11.3K 946.3K 67.34%
10 2023 Daniel Orenstein General Counsel 101.1K 792.0K 6.1K 899.3K 88.07%
11 2023 Jason Alger , Chief Financial Officer 271.3K 495.0K 36.0K 21.3K 823.6K 60.10%
12 2023 Jason Alger , Chief Accounting Officer 271.3K 495.0K 36.0K 21.3K 823.6K 60.10%
13 2023 Kevin Freeman , Chief Commercial Officer 350.0K 188.7K 93.0K 13.2K 644.9K 29.26%
14 2022 Patrick Nelli Former President 300.0K 3.85M 78.0K 1.03M 5.26M 73.22%
15 2022 Daniel Burton Chief Executive Officer 150.0K 4.28M 8.9K 4.44M 96.42%
16 2022 Daniel Burton , Chief Executive Officer 150.0K 4.28M 8.9K 4.44M 96.42%
17 2022 Paul Horstmeier Chief Operating Officer 300.0K 2.85M 78.0K 16.2K 3.24M 87.84%
18 2022 Bryan Hunt Former Chief Financial Officer 300.0K 2.82M 59.7K 10.8K 3.19M 88.38%
19 2022 Bryan Hunt Chief Financial Officer 300.0K 2.82M 59.7K 10.8K 3.19M 88.38%
20 2022 Kevin Freeman , Chief Commercial Officer 316.7K 2.33M 78.6K 10.7K 2.74M 85.17%
21 2022 Daniel Orenstein General Counsel 300.0K 1.16M 45.9K 10.7K 1.52M 76.53%
22 2021 Daniel Burton Chief Executive Officer 300.0K 5.51M 136.9K 9.4K 5.96M 92.51%
23 2021 Patrick Nelli Former President 300.0K 4.00M 125.0K 11.6K 4.44M 90.17%
24 2021 Patrick Nelli President 300.0K 4.00M 125.0K 11.6K 4.44M 90.17%
25 2021 Paul Horstmeier Chief Operating Officer 300.0K 3.13M 125.0K 14.4K 3.57M 87.69%
26 2021 Bryan Hunt Chief Financial Officer 274.1K 3.10M 85.2K 8.2K 3.46M 89.39%
27 2021 Bryan Hunt, Chief Financial Officer 274.1K 3.10M 85.2K 8.2K 3.46M 89.39%
28 2021 Daniel Orenstein General Counsel 300.0K 1.33M 79.4K 10.5K 1.72M 77.31%
29 2020 Daniel Burton Chief Executive Officer 314.6K 5.12M 43.4K 10.3K 5.48M 93.29%
30 2020 Patrick Nelli Former President 300.0K 3.41M 41.4K 12.7K 3.77M 90.59%
31 2020 Patrick Nelli President 300.0K 3.41M 41.4K 12.7K 3.77M 90.59%
32 2020 Patrick Nelli Chief Financial Officer 300.0K 3.41M 41.4K 12.7K 3.77M 90.59%
33 2020 Paul Horstmeier Chief Operating Officer 300.0K 2.56M 41.4K 16.1K 2.92M 87.74%
34 2020 Daniel Orenstein General Counsel 300.0K 1.36M 34.5K 11.1K 1.71M 79.79%
35 2020 Daniel Orenstein, General Counsel 300.0K 1.36M 34.5K 11.1K 1.71M 79.79%
36 2020 Linda Llewelyn, Chief People Officer 250.0K 852.8K 28.8K 9.1K 1.14M 74.76%
37 2019 Daniel Burton Chief Executive Officer 350.0K 3.02M 129.7K 17.4K 3.52M 85.88%
38 2019 Dale Sanders Chief Technology Officer 350.0K 2.79M 140.5K 20.3K 3.30M 84.53%
39 2019 Paul Horstmeier Chief Operating Officer 300.0K 2.09M 111.2K 22.3K 2.53M 82.84%
40 2019 Patrick Nelli Chief Financial Officer 300.0K 111.2K 19.0K 430.2K 0.00%
41 2019 Patrick Nelli President 300.0K 111.2K 19.0K 430.2K 0.00%
42 2018 Daniel Burton Chief Executive Officer 314.6K 4.07M 172.8K 17.2K 4.57M 88.97%
43 2018 Dale Sanders Chief Technology Officer 314.6K 2.62M 210.3K 18.4K 3.17M 82.85%
44 2018 Patrick Nelli Chief Financial Officer 292.9K 1.18M 161.1K 68.3K 1.70M 69.34%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-05-19 DEF 14A
2025-05-08 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 8-K
2026-05-11 10-Q
2026-05-04 4
2026-05-04 3
2026-05-01 4
2026-04-30 8-K
2026-04-30 10-K/A
2026-04-27 8-K
2026-04-03 8-K
2026-03-27 SC 13G/A

Executive team

NameTitleCompensationGender
Benjamin Albert Chief Executive Officer & Director 808.8K male
Benjamin Landry General Counsel & Secretary of the Board 505.2K male
Linda Llewelyn Chief People Officer 485.1K female
Jason Alger Chief Financial Officer 460.6K male
Jeffrey Selander Senior Vice President of International male
Kristen Berry Senior Vice President of Public Relations
Kyle J. Salyers Chief Strategy Officer & Senior Vice President of Corporate Development male
Matt Hopper Senior Vice President of Finance & Head of Investor Relations male
Amanda Flanders Senior Vice President of Marketing & Communications female
Sadiqa Mahmood GM & Senior VP of Life Sciences Business female
Carrie Kozlowski Chief Marketing Officer female
Cathy R. Menkiena Senior VP & GM of Strategic Accounts, North America female
ESG Rating
B
MEDICAL - HEALTHCARE INFORMATION SERVICES
Rank: 35 out of 65
2026
E (Environmental)
28.9 / 63.0
Company / Sector avg.
S (Social)
70.6 / 69.8
Company / Sector avg.
G (Governance)
70.5 / 68.0
Company / Sector avg.
ESG Total
56.7 / 66.9
Company / Sector avg.
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

Stock splits