SCHEDULE: Coghill Group Discloses 5.5% Stake in Health Catalyst

Sentiment:

Beneficial Ownership Report


Clint D. Coghill and affiliated entities have reported a combined beneficial ownership of 5.5% in Health Catalyst, Inc. common stock.

Summary

  • Clint D. Coghill and affiliated entities, including Stoney Lonesome HF LP, Coghill Capital Management LLC, Drake Helix Holdings, LLC, and CDC Financial, Inc., have filed a Schedule 13G.
  • The group collectively beneficially owns 3,898,778 shares of Health Catalyst, Inc. common stock.
  • This represents approximately 5.5% of the outstanding shares of Health Catalyst, Inc., based on 70,730,884 shares outstanding as of November 5, 2025.
  • The shares were acquired for investment purposes and not with the intent to change or influence control of the issuer, except for activities related to a nomination under Rule 14a-11.

Sentiment

Score: 5

Explanation: The filing is a standard beneficial ownership disclosure (Schedule 13G) indicating a passive investment. It does not contain positive or negative operational news, hence a neutral sentiment score.

Future Outlook

NA

Management Comments

  • The securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under Rule 14a-11.

Industry Context

NA

Stakeholder Impact

  • Shareholders: Disclosure of a significant passive ownership stake by a group of investors, potentially increasing visibility or stability of the stock.

Key Dates

DateDescription
2025-11-05Date of outstanding shares calculation (70,730,884 shares) as disclosed in Issuer's Form 10-Q.
2025-11-10Date Health Catalyst, Inc. filed its Quarterly Report on Form 10-Q.
2025-12-15Date of event requiring the filing of this statement.
2025-12-22Date of the Joint Filing Agreement and the Schedule 13G filing.

Keywords

Health Catalyst Inc, HCAT, Schedule 13G, beneficial ownership, Clint D. Coghill, Stoney Lonesome HF LP, Coghill Capital Management, Drake Helix Holdings, CDC Financial, institutional ownership, passive investment

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