Health Catalyst HCAT Institutional Ownership

NASDAQ HCAT

$1.75 -0.02 (-1.13%)

At close: Sep 29, 2026 · 4:00 PM EDT

Institutions by Trading Activity

127 Institutions

Increased 66 52.0%

Unchanged 17 13.4%

Reduced 44 34.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

71.35%

▼-5.56 pp QoQ

Shares Held by Institutions

52.77Mn

of 73.96Mn outstanding

▼-1.34% QoQ

Shares Outstanding

73.96Mn

21.19Mn held outside 13F filers

Institutional Investors

127

filed 13F for Jun 2026

▼-5 vs prior quarter

Net Shares Added (QoQ)

-718.33K

distributed since last quarter

Value of Holdings

$93.40Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Health Catalyst, Inc. (NASDAQ:HCAT) has 127 institutional investors with active 13F positions as of June 2026.

They owned 71.3% of outstanding stock in June 2026, down from 76.9% the prior quarter.
They decreased total shares held in Health Catalyst by -1.34% from last quarter, and the number of investors in HCAT decreased 12.41% annually.
Of these 127 funds, 66 grew their exposure to Health Catalyst, 44 cut back, and 17 maintained positions.
The aggregate institutional position in Health Catalyst amounted to 52.77Mn shares as of June 2026, down by 718.32K shares quarter on quarter, and down 1.1Mn shares year over year.
First Light Asset Management, LLC leads ownership in HCAT with 12.81Mn shares as of June 30, 2026, equal to 17.32% of outstanding shares.
Top purchasers of HCAT stock for the quarter ending June 2026 included Palogic Value Management, L.P. (2.03Mn), Impax Asset Management Group plc (1.25Mn), Nepsis Inc. (1.1Mn), JANE STREET GROUP, LLC (1.01Mn), CDC Financial, Inc. (785.64K).
The largest sales of HCAT for the quarter ending June 2026 came from Whetstone Capital Advisors, LLC (4.1Mn), BlackRock, Inc. (3.3Mn), State Street Corp (964.14K), Jpmorgan Chase & Co (676.0K), GEODE CAPITAL MANAGEMENT, LLC (610.08K).
Per Business Quant data, the top 10 holders of Health Catalyst for the quarter ending June 2026 are First Light Asset Management, LLC (12.81Mn), CDC Financial, Inc. (7.09Mn), Palogic Value Management, L.P. (4.92Mn), Impax Asset Management Group plc (4.0Mn), Nepsis Inc. (2.98Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.97Mn), BlackRock, Inc. (1.84Mn), JANE STREET GROUP, LLC (1.04Mn), DIMENSIONAL FUND ADVISORS LP (911.82K), GEODE CAPITAL MANAGEMENT, LLC (891.36K).

Form 13F Holdings

127 Institutional Holders

Report period 30 Jun, 2026

Total shares held 52.77Mn

Of outstanding 71.35%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	First Light Asset Management, LLC	0001600004	12,810,861	17.32%	▼67,839	-0.53%	$25.49Mn
2	CDC Financial, Inc.	0002077836	7,092,698	9.59%	▲785,644	+12.46%	$14.11Mn
3	Palogic Value Management, L.P.	0001532943	4,922,442	6.66%	▲2,025,842	+69.94%	$9.80Mn
4	Impax Asset Management Group plc	0001749768	4,000,000	5.41%	▲1,250,000	+45.45%	$7.96Mn
5	Nepsis Inc.	0001587643	2,976,187	4.02%	▲1,099,898	+58.62%	$5.92Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,971,598	4.02%	▲85,945	+2.98%	$5.91Mn
7	BlackRock, Inc.	0002012383	1,836,373	2.48%	▼3,301,649	-64.26%	$3.65Mn
8	JANE STREET GROUP, LLC	0001595888	1,037,782	1.40%	▲1,011,214	+3,806.14%	$2.07Mn
9	DIMENSIONAL FUND ADVISORS LP	0000354204	911,819	1.23%	▼323,051	-26.16%	$1.81Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	891,357	1.21%	▼610,076	-40.63%	$1.77Mn
11	HighMark Wealth Management LLC	0001802451	871,082	1.18%	▼32,000	-3.54%	$1.73Mn
12	Caption Management, LLC	0001706766	773,650	1.05%	▲1,764	+0.23%	$1.54Mn
13	Mink Brook Asset Management LLC	0002052205	738,277	1.00%	▲738,277	0.00%	$1.47Mn
14	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	0001166152	710,803	0.96%	0	0.00%	$1.41Mn
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	615,504	0.83%	▲8,646	+1.42%	$1.22Mn
15	Sixth Street Partners Management Company, L.P.	0001812095	615,504	0.83%	▲615,504	0.00%	$1.22Mn
16	HRT FINANCIAL LP	0001475597	572,215	0.77%	▲329,024	+135.29%	$1.14K
17	MILLENNIUM MANAGEMENT LLC	0001273087	516,083	0.70%	▲516,083	0.00%	$1.03Mn
18	Goldman Sachs Group Inc	0000886982	480,970	0.65%	▲93,798	+24.23%	$957.13K
19	VANGUARD FIDUCIARY TRUST CO	0000933478	463,005	0.63%	▲19,340	+4.36%	$921.38K

Showing 1 to 20 of 127 holders