Definitive Healthcare
About: Definitive Healthcare Corp is a provider of healthcare commercial intelligence. Its SaaS-based healthcare commercial intelligence platform is designed to provide comprehensive and accurate information on the healthcare ecosystem in the U.S. The platform uses deep analytics and data science to help customers develop data-driven strategic decisions, such as finding new markets to enter, building comprehensive go-to-market strategies, accessing tactical information to help target the right decision makers, and improving win rates with detailed contextual information. The company derives substantially all of its revenue from the sale of subscription fees for access to its platform and stand-ready support. Geographically, it derives a majority of its revenue from the United States.
Employees: 782
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
688% more call options, than puts
Call options by funds: $134K | Put options by funds: $17K
42% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 36
16% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 19
2% more funds holding
Funds holding: 125 [Q3] → 128 (+3) [Q4]
0.25% more ownership
Funds ownership: 90.65% [Q3] → 90.9% (+0.25%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]
9% less capital invested
Capital invested by funds: $475M [Q3] → $432M (-$43M) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Goldman Sachs Kash Rangan 39% 1-year accuracy 11 / 28 met price target | 19%upside $3 | Neutral Maintained | 4 Mar 2025 |
Barclays Saket Kalia 50% 1-year accuracy 28 / 56 met price target | 19%upside $3 | Underweight Maintained | 3 Mar 2025 |
Financial journalist opinion









