Health Catalyst, Inc. (HCAT) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

67,686,792Shares Outstanding

3,099,110Shares held by institutions

$5,361,460Value of institutional holdings

81.13%Institutional ownership %

6.36%Shares Changed QoQ

129No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 129 institutional investors hold a position in Health Catalyst, Inc. (NASDAQ:HCAT).

Institutional ownership in Health Catalyst edged up to 81.1% in December 2025, compared to 80.3% in September 2025.
Quarterly data indicates a 6.36% shift in institutional share volume, and the annual owner count reflects a decrease of 22.75%.
The latest 13F cycle for Health Catalyst reveals that of 129 total investors, 57 funds grew their exposure, whereas 44 reduced theirs and 28 made no changes.
The aggregate institutional position in Health Catalyst now stands at 54.91Mn shares as of December 2025, after investors increased their holdings (up by 3.28Mn shares quarter on quarter which is up 2.74Mn shares year over year).
As of December 31, 2025, First Light Asset Management, LLC held Health Catalyst's largest shareholding position with over 12.91Mn shares, representing 19.07% of total outstanding shares.
Among the most significant buyers of Health Catalyst during December 2025 were CDC Financial, Inc. (4.00Mn), RA CAPITAL MANAGEMENT, L.P. (793.75K), HighMark Wealth Management LLC (431.20K), Nepsis Inc. (402.76K), PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. (313.29K).
Leading sellers of Health Catalyst stock in December 2025 included PRIMECAP MANAGEMENT CO/CA/ (1.03Mn), First Light Asset Management, LLC (525.28K), MILLENNIUM MANAGEMENT LLC (504.69K), Connor, Clark & Lunn Investment Management Ltd. (389.33K), BlackRock, Inc. (310.32K).
The top 10 institutional holders of Health Catalyst for the quarter ending December 2025 included First Light Asset Management, LLC (12.91Mn), BlackRock, Inc. (5.19Mn), VANGUARD GROUP INC (4.43Mn), CDC Financial, Inc. (4.00Mn), Whetstone Capital Advisors, LLC (3.75Mn), Impax Asset Management Group plc (2.75Mn), Nepsis Inc. (1.92Mn), GEODE CAPITAL MANAGEMENT, LLC (1.67Mn), DIMENSIONAL FUND ADVISORS LP (1.64Mn), STATE STREET CORP (1.33Mn).

129 Institutional Holders

3,099,110 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
First Light Asset Management, LLC	31 Dec, 2025	12,910,941	-525,279	-3.91%	$30,857,149.00
BlackRock, Inc.	31 Dec, 2025	5,193,085	-310,318	-5.64%	$12,411,474.00
VANGUARD GROUP INC	31 Dec, 2025	4,434,387	138,696	3.23%	$10,598,185.00
CDC Financial, Inc.	31 Dec, 2025	4,002,046	4,002,046	0.00%	$9,564,890.00
Whetstone Capital Advisors, LLC	31 Dec, 2025	3,750,377	19,027	0.51%	$8,963,401.00
Impax Asset Management Group plc	31 Dec, 2025	2,750,000	0	0.00%	$6,572,500.00
Nepsis Inc.	31 Dec, 2025	1,915,794	402,762	26.62%	$4,578,748.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,668,479	-70,425	-4.05%	$3,988,407.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,641,528	-272,568	-14.24%	$3,923,197.00
STATE STREET CORP	31 Dec, 2025	1,327,922	54,168	4.25%	$3,173,734.00
Palogic Value Management, L.P.	31 Dec, 2025	1,270,041	178,222	16.32%	$3,035,398.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	1,084,843	-504,693	-31.75%	$2,592,775.00
KENNEDY CAPITAL MANAGEMENT LLC	31 Dec, 2025	964,789	2,108	0.22%	$2,305,846.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	932,715	-193,089	-17.15%	$2,227.00
RA CAPITAL MANAGEMENT, L.P.	31 Dec, 2025	793,749	793,749	0.00%	$1,897,060.00
JPMORGAN CHASE & CO	31 Dec, 2025	752,806	-57,961	-7.15%	$1,799,206.00
HighMark Wealth Management LLC	31 Dec, 2025	741,482	431,200	138.97%	$1,772,141.00
Connor, Clark & Lunn Investment Management Ltd.	31 Dec, 2025	581,361	-389,328	-40.11%	$1,389,453.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	546,967	-75,721	-12.16%	$1,307,251.00
MARTIN & CO INC /TN/	31 Dec, 2025	513,153	1,026	0.20%	$1,226,435.00

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