Definitive Healthcare Ownership 2024 | Who Owns Definitive Healthcare Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

21.93%

Insider Ownership

3.79%

Retail Ownership

74.28%

Institutional Holders

78.00

Definitive Healthcare Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ADVENT INTERNATIONAL CORP/MA	53.22%	8.15%	62,493,676	-	-	341,215,471	Jun 30, 2024
VANGUARD GROUP INC	3.97%	0.00%	4,663,551	128,174	2.83%	25,462,989	Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	3.77%	0.01%	4,426,420	976,279	28.30%	24,168,253	Jun 30, 2024
BLACKROCK INC.	3.76%	0.00%	4,419,616	453,257	11.43%	24,131,103	Jun 30, 2024
BANK OF AMERICA CORP /DE/	3.51%	0.00%	4,123,212	3,539,916	606.88%	22,512,738	Jun 30, 2024
BAMCO INC /NY/	2.97%	0.05%	3,491,471	-	-	19,063,432	Jun 30, 2024
IRENIC CAPITAL MANAGEMENT LP	2.51%	1.97%	2,946,942	2,946,942	100.00%	16,090,303	Jun 30, 2024
PALISADE CAPITAL MANAGEMENT, LP	2.10%	0.37%	2,464,049	1,138,123	85.84%	13,453,706	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	1.69%	0.00%	1,985,075	528	0.03%	10,837,597	Jun 30, 2024
FRED ALGER MANAGEMENT, LLC	1.51%	0.05%	1,777,867	-437,978	-19.77%	9,707,154	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	1.45%	0.00%	1,700,142	1,700,142	100.00%	9,282,775	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	1.08%	0.00%	1,263,498	96,406	8.26%	6,899,589	Jun 30, 2024
STATE STREET CORP	0.92%	0.00%	1,081,777	51,860	5.04%	5,906,502,000	Jun 30, 2024
BANK OF NEW YORK MELLON CORP	0.90%	0.00%	1,061,842	-145,439	-12.05%	5,797,657	Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC	0.89%	0.07%	1,044,274	-10,221	-0.97%	5,701,736	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.88%	0.00%	1,034,868	297,254	40.30%	5,650,379	Jun 30, 2024
EAGLE ASSET MANAGEMENT INC	0.87%	0.03%	1,025,020	-135,475	-11.67%	5,504,357	Jun 30, 2024
GRANITE INVESTMENT PARTNERS, LLC	0.75%	0.20%	884,872	162,432	22.48%	4,831,401	Jun 30, 2024
NEW YORK STATE COMMON RETIREMENT FUND	0.64%	0.01%	747,977	349,195	87.57%	4,084,000	Jun 30, 2024
B. RILEY ASSET MANAGEMENT, LLC	0.54%	1.74%	637,314	637,314	100.00%	3,479,734	Jun 30, 2024

Definitive Healthcare's largest institutional shareholder is ADVENT INTERNATIONAL CORP/MA, holding 53.22% of the company's total share outstanding, currently valued at $341.22M. The top 10 institutional shareholders own together 79.02% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ADVENT INTERNATIONAL CORP/MA	53.22%	8.15%	62,493,676	-	-	341,215,471	Jun 30, 2024
IRENIC CAPITAL MANAGEMENT LP	2.51%	1.97%	2,946,942	2,946,942	100.00%	16,090,303	Jun 30, 2024
B. RILEY ASSET MANAGEMENT, LLC	0.54%	1.74%	637,314	637,314	100.00%	3,479,734	Jun 30, 2024
ADVANTAGE ALPHA CAPITAL PARTNERS LP	0.36%	0.50%	422,446	-81,437	-16.16%	2,306,555	Jun 30, 2024
CLARK ESTATES INC/NY	0.34%	0.41%	401,050	401,050	100.00%	2,189,733	Jun 30, 2024
PALISADE CAPITAL MANAGEMENT, LP	2.10%	0.37%	2,464,049	1,138,123	85.84%	13,453,706	Jun 30, 2024
GRANITE INVESTMENT PARTNERS, LLC	0.75%	0.20%	884,872	162,432	22.48%	4,831,401	Jun 30, 2024
BAKER TILLY WEALTH MANAGEMENT, LLC	0.05%	0.13%	59,623	-262	-0.44%	325,542	Jun 30, 2024
DC INVESTMENTS MANAGEMENT, LLC	0.02%	0.11%	23,392	-	-	127,720	Jun 30, 2024
WRAPMANAGER INC	0.04%	0.07%	47,189	2,412	5.39%	257,652	Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC	0.89%	0.07%	1,044,274	-10,221	-0.97%	5,701,736	Jun 30, 2024
CORTON CAPITAL INC.	0.02%	0.07%	23,053	6,353	38.04%	125,869	Jun 30, 2024
BAMCO INC /NY/	2.97%	0.05%	3,491,471	-	-	19,063,432	Jun 30, 2024
FRED ALGER MANAGEMENT, LLC	1.51%	0.05%	1,777,867	-437,978	-19.77%	9,707,154	Jun 30, 2024
BOOTHBAY FUND MANAGEMENT, LLC	0.29%	0.04%	345,068	330,742	2308.68%	1,884,071	Jun 30, 2024
ALGERT GLOBAL LLC	0.20%	0.04%	231,644	231,644	100.00%	1,265,000	Jun 30, 2024
PETRUS TRUST COMPANY, LTA	0.06%	0.04%	71,446	25,252	54.67%	390,095	Jun 30, 2024
STRENGTHENING FAMILIES & COMMUNITIES, LLC	0.02%	0.03%	20,519	-	-	112,000	Jun 30, 2024
EAGLE ASSET MANAGEMENT INC	0.87%	0.03%	1,025,020	-135,475	-11.67%	5,504,357	Jun 30, 2024
GSA CAPITAL PARTNERS LLP	0.05%	0.02%	57,032	57,032	100.00%	311,000	Jun 30, 2024

The largest Definitive Healthcare shareholder by % of total assets is ADVENT INTERNATIONAL CORP/MA. The company owns 62.49M shares of Definitive Healthcare (DH), representing 8.15% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BANK OF AMERICA CORP /DE/	3.51%	0.00%	4,123,212	3,539,916	606.88%	22,512,738	Jun 30, 2024
IRENIC CAPITAL MANAGEMENT LP	2.51%	1.97%	2,946,942	2,946,942	100.00%	16,090,303	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	1.45%	0.00%	1,700,142	1,700,142	100.00%	9,282,775	Jun 30, 2024
PALISADE CAPITAL MANAGEMENT, LP	2.10%	0.37%	2,464,049	1,138,123	85.84%	13,453,706	Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	3.77%	0.01%	4,426,420	976,279	28.30%	24,168,253	Jun 30, 2024
B. RILEY ASSET MANAGEMENT, LLC	0.54%	1.74%	637,314	637,314	100.00%	3,479,734	Jun 30, 2024
BLACKROCK INC.	3.76%	0.00%	4,419,616	453,257	11.43%	24,131,103	Jun 30, 2024
CLARK ESTATES INC/NY	0.34%	0.41%	401,050	401,050	100.00%	2,189,733	Jun 30, 2024
NEW YORK STATE COMMON RETIREMENT FUND	0.64%	0.01%	747,977	349,195	87.57%	4,084,000	Jun 30, 2024
BOOTHBAY FUND MANAGEMENT, LLC	0.29%	0.04%	345,068	330,742	2308.68%	1,884,071	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.88%	0.00%	1,034,868	297,254	40.30%	5,650,379	Jun 30, 2024
MARSHALL WACE, LLP	0.24%	0.00%	281,136	281,136	100.00%	1,535,003	Jun 30, 2024
ALGERT GLOBAL LLC	0.20%	0.04%	231,644	231,644	100.00%	1,265,000	Jun 30, 2024
GRANITE INVESTMENT PARTNERS, LLC	0.75%	0.20%	884,872	162,432	22.48%	4,831,401	Jun 30, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	0.14%	0.02%	167,584	152,770	1031.25%	915,009	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	0.19%	0.01%	219,481	149,533	213.78%	1,198,367	Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.	0.12%	0.00%	146,106	130,205	818.85%	797,739	Jun 30, 2024
VANGUARD GROUP INC	3.97%	0.00%	4,663,551	128,174	2.83%	25,462,989	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.10%	0.00%	111,855	111,855	100.00%	610,728	Jun 30, 2024
TOCQUEVILLE ASSET MANAGEMENT L.P.	0.09%	0.01%	100,000	100,000	100.00%	546,000	Jun 30, 2024

As of Jun 30 2024, Definitive Healthcare's largest institutional buyer is BANK OF AMERICA CORP /DE/. The company purchased 3.54M stocks of DH, valued at $22.51M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CONESTOGA CAPITAL ADVISORS, LLC	-	-	-	-5,595,627	-100.00%	-	Jun 30, 2024
BROWN ADVISORY INC	-	-	-	-3,958,555	-100.00%	-	Jun 30, 2024
RIVERBRIDGE PARTNERS LLC	-	-	-	-1,756,726	-100.00%	-	Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.	0.18%	0.00%	213,109	-601,491	-73.84%	1,163,574	Jun 30, 2024
FRED ALGER MANAGEMENT, LLC	1.51%	0.05%	1,777,867	-437,978	-19.77%	9,707,154	Jun 30, 2024
COMERICA BANK	0.00%	-	831	-436,000	-99.81%	4,537	Jun 30, 2024
RAYMOND JAMES & ASSOCIATES	0.41%	0.00%	486,819	-357,995	-42.38%	2,658,030	Jun 30, 2024
AMERIPRISE FINANCIAL INC	-	-	-	-304,476	-100.00%	-	Jun 30, 2024
CLEARBRIDGE INVESTMENTS, LLC	-	-	-	-266,719	-100.00%	-	Jun 30, 2024
ROYAL BANK OF CANADA	0.07%	0.00%	81,752	-197,527	-70.73%	445,000	Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.14%	0.00%	165,015	-195,008	-54.17%	900,982	Jun 30, 2024
MORGAN STANLEY	0.37%	0.00%	429,903	-175,125	-28.94%	2,347,271	Jun 30, 2024
BANK OF NEW YORK MELLON CORP	0.90%	0.00%	1,061,842	-145,439	-12.05%	5,797,657	Jun 30, 2024
EAGLE ASSET MANAGEMENT INC	0.87%	0.03%	1,025,020	-135,475	-11.67%	5,504,357	Jun 30, 2024
NORTHERN TRUST CORP	0.37%	0.00%	436,757	-127,759	-22.63%	2,384,693,000	Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP	-	-	-	-125,974	-100.00%	-	Jun 30, 2024
ADVANTAGE ALPHA CAPITAL PARTNERS LP	0.36%	0.50%	422,446	-81,437	-16.16%	2,306,555	Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	-	-	-	-70,063	-100.00%	-	Jun 30, 2024
BOSTON PARTNERS	-	-	-	-68,176	-100.00%	-	Jun 30, 2024
NATIXIS ADVISORS, L.P.	-	-	-	-66,708	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, Definitive Healthcare's biggest institutional seller is CONESTOGA CAPITAL ADVISORS, LLC. The company sold -5.60M shares of DH, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
IRENIC CAPITAL MANAGEMENT LP	2.51%	1.97%	2,946,942	2,946,942	100.00%	16,090,303	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	1.45%	0.00%	1,700,142	1,700,142	100.00%	9,282,775	Jun 30, 2024
B. RILEY ASSET MANAGEMENT, LLC	0.54%	1.74%	637,314	637,314	100.00%	3,479,734	Jun 30, 2024
CLARK ESTATES INC/NY	0.34%	0.41%	401,050	401,050	100.00%	2,189,733	Jun 30, 2024
MARSHALL WACE, LLP	0.24%	0.00%	281,136	281,136	100.00%	1,535,003	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.10%	0.00%	111,855	111,855	100.00%	610,728	Jun 30, 2024
TOCQUEVILLE ASSET MANAGEMENT L.P.	0.09%	0.01%	100,000	100,000	100.00%	546,000	Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC	0.06%	0.00%	67,359	67,359	100.00%	367,780	Jun 30, 2024
GSA CAPITAL PARTNERS LLP	0.05%	0.02%	57,032	57,032	100.00%	311,000	Jun 30, 2024
WOLVERINE TRADING, LLC	0.05%	0.00%	56,700	56,700	100.00%	309,582	Jun 30, 2024
VERITION FUND MANAGEMENT LLC	0.05%	0.00%	54,964	54,964	100.00%	300,103	Jun 30, 2024
QUADRATURE CAPITAL LTD	0.03%	0.00%	32,592	32,592	100.00%	177,952	Jun 30, 2024
WALLEYE CAPITAL LLC	0.03%	0.00%	31,095	31,095	100.00%	169,779	Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC	0.03%	0.00%	29,394	29,394	100.00%	155,495	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.02%	0.00%	28,687	28,687	100.00%	156,631	Jun 30, 2024
HSBC HOLDINGS PLC	0.02%	0.00%	23,641	23,641	100.00%	127,189	Jun 30, 2024
HENNION & WALSH ASSET MANAGEMENT, INC.	0.02%	0.01%	23,331	23,331	100.00%	127,387	Jun 30, 2024
TWO SIGMA SECURITIES, LLC	0.02%	0.00%	20,136	20,136	100.00%	109,943	Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD	0.02%	0.00%	20,000	20,000	100.00%	109,200	Jun 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.01%	0.00%	16,688	16,688	100.00%	91,116	Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP	0.01%	0.02%	14,295	14,295	100.00%	78,051	Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.	0.01%	0.00%	12,798	12,798	100.00%	69,877	Jun 30, 2024
NAVELLIER & ASSOCIATES INC	0.01%	0.01%	12,000	12,000	100.00%	65,520	Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO	0.01%	0.00%	11,631	11,631	100.00%	63,505	Jun 30, 2024
MIRABELLA FINANCIAL SERVICES LLP	0.01%	0.00%	11,631	11,631	100.00%	63,505	Jun 30, 2024
PRIVATE ADVISOR GROUP, LLC	0.01%	0.00%	11,147	11,147	100.00%	60,863	Jun 30, 2024
ATRIA WEALTH SOLUTIONS, INC.	0.01%	0.00%	10,705	10,705	100.00%	58,449	Jun 30, 2024
LINDBROOK CAPITAL, LLC	0.00%	0.00%	1,551	1,551	100.00%	8,468	Jun 30, 2024
CLEARSTEAD ADVISORS, LLC	0.00%	0.00%	1,202	1,202	100.00%	6,563	Jun 30, 2024
SRS CAPITAL ADVISORS, INC.	0.00%	0.00%	197	197	100.00%	1,076	Jun 30, 2024
QUADRANT CAPITAL GROUP LLC	-	-	30	30	100.00%	164	Jun 30, 2024

Definitive Healthcare's largest new institutional shareholder by number of shares is IRENIC CAPITAL MANAGEMENT LP, purchased 2.95M shares, valued at $16.09M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CONESTOGA CAPITAL ADVISORS, LLC	-	-	-	-5,595,627	-100.00%	-	Jun 30, 2024
BROWN ADVISORY INC	-	-	-	-3,958,555	-100.00%	-	Jun 30, 2024
RIVERBRIDGE PARTNERS LLC	-	-	-	-1,756,726	-100.00%	-	Jun 30, 2024
AMERIPRISE FINANCIAL INC	-	-	-	-304,476	-100.00%	-	Jun 30, 2024
CLEARBRIDGE INVESTMENTS, LLC	-	-	-	-266,719	-100.00%	-	Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP	-	-	-	-125,974	-100.00%	-	Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	-	-	-	-70,063	-100.00%	-	Jun 30, 2024
BOSTON PARTNERS	-	-	-	-68,176	-100.00%	-	Jun 30, 2024
NATIXIS ADVISORS, L.P.	-	-	-	-66,708	-100.00%	-	Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC	-	-	-	-60,233	-100.00%	-	Jun 30, 2024
CORNERCAP INVESTMENT COUNSEL INC	-	-	-	-58,294	-100.00%	-	Jun 30, 2024
LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD	-	-	-	-45,000	-100.00%	-	Jun 30, 2024
SEI INVESTMENTS CO	-	-	-	-33,036	-100.00%	-	Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD	-	-	-	-32,705	-100.00%	-	Jun 30, 2024
TRUST POINT INC.	-	-	-	-29,215	-100.00%	-	Jun 30, 2024
PATHSTONE HOLDINGS, LLC	-	-	-	-29,070	-100.00%	-	Jun 30, 2024
OLD NATIONAL BANCORP /IN/	-	-	-	-25,531	-100.00%	-	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-23,491	-100.00%	-	Jun 30, 2024
RAYMOND JAMES TRUST N.A.	-	-	-	-21,932	-100.00%	-	Jun 30, 2024
TWO SIGMA INVESTMENTS, LP	-	-	-	-21,315	-100.00%	-	Jun 30, 2024
CENTIVA CAPITAL, LP	-	-	-	-18,630	-100.00%	-	Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.	-	-	-	-15,114	-100.00%	-	Jun 30, 2024
VERSOR INVESTMENTS LP	-	-	-	-12,400	-100.00%	-	Jun 30, 2024
CAPTRUST FINANCIAL ADVISORS	-	-	-	-12,359	-100.00%	-	Jun 30, 2024
BERRY WEALTH GROUP, LP	-	-	-	-12,323	-100.00%	-	Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC	-	-	-	-11,584	-100.00%	-	Jun 30, 2024
NORDEN GROUP LLC	-	-	-	-10,245	-100.00%	-	Jun 30, 2024
NVERSES CAPITAL, LLC	-	-	-	-6,600	-100.00%	-	Jun 30, 2024
HILLTOP NATIONAL BANK	-	-	-	-4,979	-100.00%	-	Jun 30, 2024
FIFTH THIRD BANCORP	-	-	-	-4,936	-100.00%	-	Jun 30, 2024
BESSEMER GROUP INC	-	-	-	-4,699	-100.00%	-	Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY	-	-	-	-2,532	-100.00%	-	Jun 30, 2024
PRIVATE WEALTH MANAGEMENT GROUP, LLC	-	-	-	-265	-100.00%	-	Jun 30, 2024
VALLEY NATIONAL ADVISERS INC	-	-	-	-195	-100.00%	-	Jun 30, 2024
RUSSELL INVESTMENTS GROUP, LTD.	-	-	-	-33	-100.00%	-	Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	-	-	-	-10	-100.00%	-	Jun 30, 2024

Definitive Healthcare's largest sold out institutional shareholder by shares sold is CONESTOGA CAPITAL ADVISORS, LLC, sold -5.60M shares, valued at -, as of undefined.

Definitive Healthcare Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
CONESTOGA FUNDS	2.81%	3,530,308	21,885	0.62%	Mar 31, 2024
LIBERTY ALL STAR GROWTH FUND INC.	1.24%	156,155	30,510	24.28%	Dec 31, 2023
ALGER FUNDS	0.74%	708,209	-96,545	-12.00%	Jan 31, 2024
Alger ETF Trust	0.67%	4,786	-	-	Dec 31, 2023
ALGER FUNDS II	0.57%	127,959	38,676	43.32%	Jan 31, 2024
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	0.38%	2,684,590	-	-	Mar 31, 2024
PRUDENTIAL JENNISON MID-CAP GROWTH FUND, INC.	0.33%	658,968	-	-	Feb 29, 2024
STATE STREET INSTITUTIONAL FUNDS	0.25%	200,152	27,411	15.87%	Mar 31, 2024
MERIDIAN FUND INC	0.22%	511,747	-143,416	-21.89%	Mar 28, 2024
T. Rowe Price Health Sciences Fund, Inc.	0.18%	606,145	-	-	Mar 31, 2024
T. Rowe Price Small-Cap Stock Fund, Inc.	0.16%	585,724	-	-	Mar 31, 2024
NEUBERGER BERMAN EQUITY FUNDS	0.16%	1,580,676	-	-	Feb 29, 2024
MFS SERIES TRUST I	0.12%	2,277,814	596,701	35.49%	Feb 29, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.	0.11%	68,965	-	-	Feb 29, 2024
PRUDENTIAL JENNISON SMALL CO FUND, INC.	0.11%	472,537	-	-	Mar 28, 2024
VIRTUS EQUITY TRUST	0.10%	803,919	-	-	Mar 28, 2024
VANGUARD EXPLORER FUND	0.08%	977,500	-	-	Jan 31, 2024
ALGER INSTITUTIONAL FUNDS	0.06%	15,084	-	-	Jan 31, 2024
BlackRock Health Sciences Trust II	0.06%	150,428	-	-	Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS	0.05%	23,692	-	-	Mar 31, 2024
LEGG MASON PARTNERS VARIABLE EQUITY TRUST	0.04%	170,700	-	-	Dec 29, 2023
Brown Advisory Funds	0.04%	1,357,913	-	-	Mar 31, 2024
FIDELITY ADVISOR SERIES VII	0.03%	276,720	-	-	Jan 31, 2024
PRUDENTIAL SECTOR FUNDS, INC.	0.03%	66,980	-	-	Feb 29, 2024
T. Rowe Price Equity Funds, Inc.	0.03%	286,056	-	-	Mar 31, 2024
LEGG MASON PARTNERS INVESTMENT TRUST	0.03%	1,331,040	-429,188	-24.38%	Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND IV	0.02%	65,000	-	-	Mar 31, 2024
MFS VARIABLE INSURANCE TRUST	0.02%	672,829	3,767	0.56%	Mar 31, 2024
WESMARK FUNDS	0.02%	69,000	-	-	Mar 31, 2024
FIDELITY SELECT PORTFOLIOS	0.02%	1,250,000	-	-	Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.02%	61,320	-	-	Jan 31, 2024
Federated Hermes Equity Funds	0.02%	292,816	-	-	Jan 31, 2024
Destra Investment Trust	0.01%	22,691	-	-	Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC	0.01%	82,853	-	-	Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.01%	6,971	-	-	Mar 31, 2024
FRANKLIN STRATEGIC SERIES	0.01%	98,400	-	-	Jan 31, 2024
FORUM FUNDS II	0.01%	11,134	-	-	Jan 31, 2024
VANGUARD INDEX FUNDS	0.01%	3,999,830	-665,764	-14.27%	Mar 31, 2024
SMALLCAP WORLD FUND INC	0.01%	656,746	-	-	Mar 31, 2024
FIDELITY COMMONWEALTH TRUST	0.01%	28,514	-	-	Feb 29, 2024
BLACKROCK LARGE CAP SERIES FUNDS, INC.	0.00%	211,150	-23,461	-10.00%	Feb 29, 2024
ALGER PORTFOLIOS	0.00%	1,635	-	-	Dec 31, 2023
FIDELITY SECURITIES FUND	0.00%	349,158	-	-	Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 1	0.00%	792	-	-	Mar 31, 2024
BlackRock ETF Trust	0.00%	3,043	-	-	Jan 31, 2024
Fidelity Central Investment Portfolios LLC	0.00%	160,000	-	-	Feb 29, 2024
SCHWAB CAPITAL TRUST	0.00%	127,542	2,941	2.36%	Jan 31, 2024
Principal Exchange-Traded Funds	0.00%	30,239	8,857	41.42%	Mar 31, 2024
JPMorgan Trust I	0.00%	3,056,197	-	-	Jan 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	507,422	16,396	3.34%	Feb 29, 2024
BARON SELECT FUNDS	0.00%	25,000	-	-	Mar 31, 2024
Voya INVESTORS TRUST	0.00%	124,359	-	-	Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND	0.00%	45,000	-	-	Mar 31, 2024
PROFESSIONALLY MANAGED PORTFOLIOS	0.00%	136,148	-	-	Feb 29, 2024
T. Rowe Price Spectrum Funds II, Inc.	0.00%	26,278	-	-	Feb 29, 2024
Calvert Variable Products, Inc.	0.00%	4,806	-	-	Mar 31, 2024
Dimensional ETF Trust	0.00%	725,608	63,749	9.63%	Jan 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC	0.00%	7,092	725	11.39%	Mar 31, 2024
Harbor ETF Trust	0.00%	6,721	-1,600	-19.23%	Jan 31, 2024
FundVantage Trust	0.00%	21,594	11,728	118.87%	Mar 28, 2024
Managed Portfolio Series	0.00%	28,294	-	-	Mar 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	257,418	-51,284	-16.61%	Jan 31, 2024
MAINSTAY VP FUNDS TRUST	0.00%	122,760	-	-	Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	29,785	-2,252	-7.03%	Mar 31, 2024
John Hancock Exchange-Traded Fund Trust	0.00%	4,836	-	-	Jan 31, 2024
FEDERATED HERMES INSURANCE SERIES	0.00%	3,518	-	-	Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 12	0.00%	2,171	-	-	Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	757,244	142,485	23.18%	Jan 31, 2024
VANGUARD WORLD FUND	0.00%	173,287	22,304	14.77%	Feb 29, 2024
Franklin Custodian Funds	0.00%	350,000	-	-	Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND III	0.00%	5,400	-	-	Mar 31, 2024
FIDELITY COVINGTON TRUST	0.00%	11,168	-288	-2.51%	Mar 31, 2024
THRIVENT SERIES FUND INC	0.00%	65,245	-10,739	-14.13%	Mar 28, 2024
Global X Funds	0.00%	22,108	-42,369	-65.71%	Jan 31, 2024
WisdomTree Trust	0.00%	1,044,187	153,567	17.24%	Mar 31, 2024
Voya VARIABLE PORTFOLIOS INC	0.00%	15,608	-2,327	-12.97%	Mar 31, 2024
VICTORY PORTFOLIOS	0.00%	15,030	8,580	133.02%	Mar 31, 2024
THRIVENT MUTUAL FUNDS	0.00%	45,086	45,086	-	Jan 31, 2024
SCHWAB STRATEGIC TRUST	0.00%	265,044	35,194	15.31%	Feb 29, 2024
PUTNAM FUNDS TRUST	0.00%	95,400	-	-	Jan 31, 2024
T. Rowe Price Equity Series, Inc.	0.00%	582	-	-	Mar 31, 2024
Fidelity Rutland Square Trust II	0.00%	402,270	-	-	Feb 29, 2024
VICTORY VARIABLE INSURANCE FUNDS	0.00%	140	-	-	Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST	0.00%	16,900	1,800	11.92%	Mar 31, 2024
PACE SELECT ADVISORS TRUST	0.00%	81,486	-1,754	-2.11%	Jan 31, 2024
MASTER INVESTMENT PORTFOLIO	0.00%	20,260	-	-	Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II	0.00%	2,731	175	6.85%	Mar 31, 2024
FIDELITY MT VERNON STREET TRUST	0.00%	6,000	-	-	Feb 29, 2024
MFS SERIES TRUST XV	0.00%	4,268	1,460	51.99%	Jan 31, 2024
TIAA-CREF LIFE FUNDS	0.00%	485	-	-	Mar 31, 2024
ALLSPRING MASTER TRUST	0.00%	9,904	-	-	Feb 29, 2024
NORTHERN FUNDS	0.00%	21,388	431	2.06%	Mar 28, 2024
FLEXSHARES TRUST	0.00%	11,122	4,857	77.53%	Jan 31, 2024
Adviser Managed Trust	0.00%	222	-	-	Jan 31, 2024
T. Rowe Price Index Trust, Inc.	0.00%	2,983	304	11.35%	Mar 31, 2024
Bridge Builder Trust	0.00%	596,894	52,124	9.57%	Mar 31, 2024
Federated Hermes Global Allocation Fund	0.00%	1,221	-	-	Feb 29, 2024
JPMORGAN TRUST II	0.00%	131,346	-	-	Feb 29, 2024
EQ ADVISORS TRUST	0.00%	138,558	10,980	8.61%	Mar 31, 2024
iSHARES TRUST	0.00%	1,771,494	-111,437	-5.92%	Mar 31, 2024

Definitive Healthcare's largest mutual fund holder by % of total assets is "CONESTOGA FUNDS", owning 3.53M shares, compromising 2.81% of its total assets.

Definitive Healthcare Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	78	-47.65%
31 Mar, 24	149	7.19%
31 Dec, 23	139	4.51%
30 Sep, 23	133	-1.48%
30 Jun, 23	135	-5.59%
31 Mar, 23	143	5.93%
31 Dec, 22	135	11.57%
30 Sep, 22	121	6.14%
30 Jun, 22	114	26.67%
31 Mar, 22	90	-1.10%
31 Dec, 21	91	19.74%
30 Sep, 21	76	-

As of 30 Jun 24, 78 institutions are holding Definitive Healthcare's shares, representing a decrease of -47.65% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	25,751,270	-77.08%
31 Mar, 24	112,339,172	-2.16%
31 Dec, 23	114,820,421	-2.61%
30 Sep, 23	117,899,574	1.28%
30 Jun, 23	116,409,310	2.75%
31 Mar, 23	113,293,457	4.44%
31 Dec, 22	108,477,100	-0.33%
30 Sep, 22	108,841,363	4.43%
30 Jun, 22	104,223,069	5.66%
31 Mar, 22	98,641,324	1.70%
31 Dec, 21	96,994,816	16.43%
30 Sep, 21	83,307,070	-

Definitive Healthcare (DH) has 25.75M shares outstanding as of 30 Jun 24, down -77.08% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	21.93%	0.24%
31 Mar, 24	96.50%	0.96%
31 Dec, 23	100.26%	0.90%
30 Sep, 23	105.49%	0.91%
30 Jun, 23	107.55%	0.98%
31 Mar, 23	104.67%	0.91%
31 Dec, 22	107.28%	0.96%
30 Sep, 22	105.77%	0.96%
30 Jun, 22	105.06%	1.02%
31 Mar, 22	101.53%	0.91%
31 Dec, 21	105.53%	1.18%
30 Sep, 21	94.38%	-

As of 30 Jun 24, Definitive Healthcare is held by 21.93% institutional shareholders, representing a 0.24% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	51	-43.33%
31 Mar, 24	90	23.29%
31 Dec, 23	73	-2.67%
30 Sep, 23	75	-21.05%
30 Jun, 23	95	-3.06%
31 Mar, 23	98	10.11%
31 Dec, 22	89	5.95%
30 Sep, 22	84	-5.62%
30 Jun, 22	89	23.61%
31 Mar, 22	72	-4.00%
31 Dec, 21	75	-1.32%
30 Sep, 21	76	-

51 institutional shareholders have increased their position in DH stock as of 30 Jun 24 compared to 90 in the previous quarter (a -43.33% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	17	-56.41%
31 Mar, 24	39	-15.22%
31 Dec, 23	46	31.43%
30 Sep, 23	35	52.17%
30 Jun, 23	23	-28.13%
31 Mar, 23	32	-11.11%
31 Dec, 22	36	38.46%
30 Sep, 22	26	23.81%
30 Jun, 22	21	40.00%
31 Mar, 22	15	36.36%
31 Dec, 21	11	-
30 Sep, 21	-	-

17 institutional shareholders have reduced their position in DH stock as of 30 Jun 24 compared to 39 in the previous quarter (a -56.41% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	78	-47.65%	25,751,270	-77.08%	21.93%	0.24%	51	-43.33%	17	-56.41%
31 Mar, 24	149	7.19%	112,339,172	-2.16%	96.50%	0.96%	90	23.29%	39	-15.22%
31 Dec, 23	139	4.51%	114,820,421	-2.61%	100.26%	0.90%	73	-2.67%	46	31.43%
30 Sep, 23	133	-1.48%	117,899,574	1.28%	105.49%	0.91%	75	-21.05%	35	52.17%
30 Jun, 23	135	-5.59%	116,409,310	2.75%	107.55%	0.98%	95	-3.06%	23	-28.13%
31 Mar, 23	143	5.93%	113,293,457	4.44%	104.67%	0.91%	98	10.11%	32	-11.11%
31 Dec, 22	135	11.57%	108,477,100	-0.33%	107.28%	0.96%	89	5.95%	36	38.46%
30 Sep, 22	121	6.14%	108,841,363	4.43%	105.77%	0.96%	84	-5.62%	26	23.81%
30 Jun, 22	114	26.67%	104,223,069	5.66%	105.06%	1.02%	89	23.61%	21	40.00%
31 Mar, 22	90	-1.10%	98,641,324	1.70%	101.53%	0.91%	72	-4.00%	15	36.36%
31 Dec, 21	91	19.74%	96,994,816	16.43%	105.53%	1.18%	75	-1.32%	11	-
30 Sep, 21	76	-	83,307,070	-	94.38%	-	76	-	-	-

Definitive Healthcare Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 05, 2024	Moschella William	officer	Chief Product & Tech Officer	F-InKind	Sell	14,495	$3.95	$57.26K	482,417
Aug 05, 2024	Booth Richard Douglas	officer	CHIEF FINANCIAL OFFICER	F-InKind	Sell	3,620	$3.95	$14.30K	505,184
Aug 05, 2024	Shamsuddin Kate Marie	officer	CHIEF STRATEGY OFFICER	F-InKind	Sell	2,506	$3.95	$9.90K	318,730
Aug 05, 2024	Krantz Jason Ronald	director, 10 percent owner, officer, other	INTERIM CEO	F-InKind	Sell	7,659	$3.95	$30.25K	883,330
Jun 18, 2024	Booth Richard Douglas	officer	CHIEF FINANCIAL OFFICER	F-InKind	Sell	993	$5.62	$5.58K	508,804
Jun 18, 2024	Shamsuddin Kate Marie	officer	CHIEF STRATEGY OFFICER	F-InKind	Sell	1,044	$5.62	$5.87K	321,236
Jun 18, 2024	Krantz Jason Ronald	director, 10 percent owner, officer, other	INTERIM CEO	F-InKind	Sell	4,003	$5.62	$22.50K	890,989
May 07, 2024	Maack Jonathan	officer	PRESIDENT	F-InKind	Sell	10,021	$7.03	$70.45K	699,650
May 03, 2024	Booth Richard Douglas	officer	CHIEF FINANCIAL OFFICER	F-InKind	Sell	3,620	$6.97	$25.23K	509,797
May 03, 2024	Shamsuddin Kate Marie	officer	CHIEF STRATEGY OFFICER	F-InKind	Sell	2,506	$6.97	$17.47K	322,280
May 03, 2024	Krantz Jason Ronald	director, 10 percent owner, officer, other	INTERIM CEO	F-InKind	Sell	7,658	$6.97	$53.38K	894,992

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 05, 2024	Moschella William	officer	Chief Product & Tech Officer	F-InKind	Sell	14,495	$3.95	$57.26K	482,417
Aug 05, 2024	Booth Richard Douglas	officer	CHIEF FINANCIAL OFFICER	F-InKind	Sell	3,620	$3.95	$14.30K	505,184
Aug 05, 2024	Shamsuddin Kate Marie	officer	CHIEF STRATEGY OFFICER	F-InKind	Sell	2,506	$3.95	$9.90K	318,730
Aug 05, 2024	Krantz Jason Ronald	director, 10 percent owner, officer, other	INTERIM CEO	F-InKind	Sell	7,659	$3.95	$30.25K	883,330
Jul 08, 2024	Coop Kevin	director, officer	Chief Executive Officer	A-Award	Buy	186,192	-	-	1,356,239
Jun 24, 2024	Coop Kevin	director, officer	Chief Executive Officer	A-Award	Buy	1,170,047	-	-	1,170,047
Jun 24, 2024	Coop Kevin	director, officer	Chief Executive Officer	A-Award	Buy	1,137,038	-	-	1,137,038
Jun 24, 2024	Coop Kevin		-		Buy	-	-	-	-
Jun 18, 2024	Booth Richard Douglas	officer	CHIEF FINANCIAL OFFICER	F-InKind	Sell	993	$5.62	$5.58K	508,804
Jun 18, 2024	Shamsuddin Kate Marie	officer	CHIEF STRATEGY OFFICER	F-InKind	Sell	1,044	$5.62	$5.87K	321,236
Jun 18, 2024	Krantz Jason Ronald	director, 10 percent owner, officer, other	INTERIM CEO	F-InKind	Sell	4,003	$5.62	$22.50K	890,989
May 24, 2024	Winters Kathleen A	director	-	A-Award	Buy	26,759	-	-	63,881
May 24, 2024	Hamood Samuel A	director	-	A-Award	Buy	26,759	-	-	58,840
May 24, 2024	Chilukuri Sastry	director	-	A-Award	Buy	26,759	-	-	70,883
May 24, 2024	Stephenson Scott G	director	-	A-Award	Buy	26,759	-	-	68,213
May 24, 2024	Larsen Jill	director	-	A-Award	Buy	26,759	-	-	58,840
May 07, 2024	Maack Jonathan	officer	PRESIDENT	F-InKind	Sell	10,021	$7.03	$70.45K	699,650
May 03, 2024	Booth Richard Douglas	officer	CHIEF FINANCIAL OFFICER	F-InKind	Sell	3,620	$6.97	$25.23K	509,797
May 03, 2024	Shamsuddin Kate Marie	officer	CHIEF STRATEGY OFFICER	F-InKind	Sell	2,506	$6.97	$17.47K	322,280
May 03, 2024	Krantz Jason Ronald	director, 10 percent owner, officer, other	INTERIM CEO	F-InKind	Sell	7,658	$6.97	$53.38K	894,992

The last insider sell of Definitive Healthcare's stock was made by Moschella William on Aug 05 2024, selling 14,495 shares at $3.95 per share (valued at $57.26K).

Definitive Healthcare Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	8	8	100.00%
Q1 2024	8	12	66.67%
Q4 2023	1	6	16.67%
Q3 2023	5	11	45.45%
Q2 2023	7	11	63.64%
Q1 2023	6	8	75.00%
Q4 2022	2	5	40.00%
Q3 2022	4	6	66.67%
Q2 2022	8	4	200.00%
Q1 2022	1	-	-
Q4 2021	3	16	18.75%
Q3 2021	-	25	-

8 total buy trades, and 8 total sell trades (buy/sell ratio of 1.00%) were made by Definitive Healthcare's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	-	-
Q1 2024	-	-	-
Q4 2023	-	-	-
Q3 2023	-	2	-
Q2 2023	-	2	-
Q1 2023	-	1	-
Q4 2022	1	-	-
Q3 2022	-	3	-
Q2 2022	-	2	-
Q1 2022	1	-	-
Q4 2021	-	-	-
Q3 2021	-	1	-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Definitive Healthcare's stocks.

Definitive Healthcare Peer Ownership

Ticker	Company
FORA	Forian Inc.
PHR	Phreesia, Inc.
NRC	National Research Corporation
PRVA	Privia Health Group, Inc.
SLP	Simulations Plus, Inc.
EVH	Evolent Health, Inc.
CPSI	TruBridge, Inc.
HQY	HealthEquity, Inc.
HSTM	HealthStream, Inc.
CERT	Certara, Inc.
HCAT	Health Catalyst, Inc.

DH Ownership FAQ

Who Owns Definitive Healthcare?

Definitive Healthcare is owned by institutional shareholders (21.93%), insiders (3.79%), and public (74.28%). The largest institutional shareholder of Definitive Healthcare is ADVENT INTERNATIONAL CORP/MA (53.22% of total shares) and the top mutual fund owner is CONESTOGA FUNDS (2.81% of total shares).

Who are the major institutional shareholders of Definitive Healthcare?

Definitive Healthcare's major institutional shareholders are ADVENT INTERNATIONAL CORP/MA, VANGUARD GROUP INC, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, BLACKROCK INC., and BANK OF AMERICA CORP /DE/. The top five shareholders own together 68.23% of the company's share outstanding.

How many Definitive Healthcare shareholders are there?

As of Jun 2024, there are 78 institutional shareholders of Definitive Healthcare.

What percentage of Definitive Healthcare is owned by ADVENT INTERNATIONAL CORP/MA?

ADVENT INTERNATIONAL CORP/MA owns 62.49M shares of Definitive Healthcare, representing 53.22% of the company's total shares outstanding, valued at $341.22M (as of Jun 2024).

What percentage of Definitive Healthcare is owned by VANGUARD GROUP INC?

As of Jun 2024, VANGUARD GROUP INC holds 4.66M shares of Definitive Healthcare (DH), compromising 3.97% of the company, valued at $25.46M.

What percentage of Definitive Healthcare is owned by MASSACHUSETTS FINANCIAL SERVICES CO /MA/?

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ is the third largest holder of Definitive Healthcare. The company owns 4.43M of the company's shares outstanding (worth $24.17M).