Health Catalyst, Inc. - Common Stock, par value $0.001 per share (HCAT) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2019 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.001 per share
Symbol
HCAT on Nasdaq
Shares outstanding
70,886,873
Price per share
$2.38
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
54,134,701
Total reported value
$154,287,092
% of total 13F portfolios
0%
Share change
-128,018
Value change
-$4,603,379
Number of holders
141
Price from insider filings
$2.38
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Health Catalyst, Inc. - Common Stock, par value $0.001 per share (HCAT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
First Light Asset Management, LLC 20% -0.35% $41,210,964 -$137,918 13,922,623 -0.33% Mathew P. Arens 01 Dec 2025
BlackRock, Inc. 6.3% $17,719,095 4,407,735 BlackRock, Inc. 31 Mar 2025
VANGUARD GROUP INC 5.9% $16,609,245 4,131,653 The Vanguard Group 31 Mar 2025
Stoney Lonesome HF LP 5.5% $11,540,383 3,898,778 COGHILL CLINT D 15 Dec 2025
Whetstone Capital Advisors, LLC 5.4% $10,559,720 3,731,350 Whetstone Capital Advisors, LLC 30 Jun 2025

As of 30 Sep 2025, 141 institutional investors reported holding 54,134,701 shares of Health Catalyst, Inc. - Common Stock, par value $0.001 per share (HCAT). This represents 76% of the company’s total 70,886,873 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Health Catalyst, Inc. - Common Stock, par value $0.001 per share (HCAT) together control 69% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
First Light Asset Management, LLC 19% 13,436,220 +9.9% 3.6% $38,293,227
BlackRock, Inc. 7.8% 5,503,403 -2.6% 0% $15,684,699
VANGUARD GROUP INC 6.1% 4,295,691 +2.9% 0% $12,242,719
Whetstone Capital Advisors, LLC 5.3% 3,731,350 0% 2.9% $10,634,348
Impax Asset Management Group plc 3.9% 2,750,000 0% 0.05% $7,837,500
DIMENSIONAL FUND ADVISORS LP 2.7% 1,914,096 -3.5% 0% $5,455,559
GEODE CAPITAL MANAGEMENT, LLC 2.5% 1,738,904 +4.6% 0% $4,956,807
MILLENNIUM MANAGEMENT LLC 2.2% 1,589,536 +2513% 0% $4,530,178
Nepsis Inc. 2.1% 1,513,032 -12% 1.4% $4,312,141
PRIMECAP MANAGEMENT CO/CA/ 1.9% 1,369,067 -31% 0% $3,901,841
STATE STREET CORP 1.8% 1,273,754 +3.8% 0% $3,630,199
ACADIAN ASSET MANAGEMENT LLC 1.6% 1,125,804 -3.3% 0.01% $3,206,000
Palogic Value Management, L.P. 1.5% 1,091,819 +50% 1.3% $3,111,684
Connor, Clark & Lunn Investment Management Ltd. 1.4% 970,689 -9% 0.01% $2,766,464
KENNEDY CAPITAL MANAGEMENT LLC 1.4% 962,681 -10% 0.06% $2,743,641
JPMORGAN CHASE & CO 1.1% 810,767 -11% 0% $2,310,688
AMH Equity Ltd 0.93% 660,000 +55% 2.4% $1,881,000
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.88% 622,688 +4% 0% $1,774,661
Baird Financial Group, Inc. 0.87% 617,183 0% $1,758,972
GOLDMAN SACHS GROUP INC 0.79% 559,652 +35% 0% $1,595,008
NORTHERN TRUST CORP 0.75% 528,811 +0.35% 0% $1,507,113
MARTIN & CO INC /TN/ 0.72% 512,127 +0.58% 0.26% $1,459,561
MOORE CAPITAL MANAGEMENT, LP 0.56% 398,857 +131% 0.02% $1,136,742
Alyeska Investment Group, L.P. 0.49% 346,089 0% 0% $986,354
HighMark Wealth Management LLC 0.44% 310,282 +88% 0.39% $884,304

Institutional Holders of Health Catalyst, Inc. - Common Stock, par value $0.001 per share (HCAT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 223,447 $531,161 -$100,481 $2.38 6
2025 Q3 54,134,701 $154,287,092 -$4,603,379 $2.85 141
2025 Q2 54,164,187 $204,239,601 +$2,031,460 $3.77 144
2025 Q1 53,179,756 $240,899,589 -$15,089,915 $4.53 163
2024 Q4 51,714,101 $365,529,467 +$10,712,644 $7.07 164
2024 Q3 52,033,442 $423,157,606 +$11,668,544 $8.14 158
2024 Q2 50,973,377 $325,694,875 +$3,633,263 $6.39 159
2024 Q1 50,065,423 $376,991,240 +$2,353,854 $7.53 170
2023 Q4 22,754 $210,702 -$458,821 $9.26 1
2023 Q3 49,329,498 $499,204,391 +$2,489,484 $10.12 154
2023 Q2 48,824,778 $610,233,853 +$4,103,759 $12.50 152
2023 Q1 48,233,698 $562,796,956 -$2,272,154 $11.67 158
2022 Q4 48,261,707 $513,017,664 +$865,858 $10.63 161
2022 Q3 47,771,716 $463,528,550 -$69,372,391 $9.70 155
2022 Q2 52,086,871 $754,707,537 -$40,256,280 $14.49 165
2022 Q1 53,280,074 $1,391,703,063 -$64,429,563 $26.13 181
2021 Q4 55,176,587 $2,185,676,412 +$48,584,354 $39.62 176
2021 Q3 53,292,883 $2,667,476,943 +$240,254,337 $50.01 196
2021 Q2 48,145,388 $2,680,670,898 +$240,521,576 $55.51 196
2021 Q1 43,866,528 $2,051,557,173 +$164,179,919 $46.77 189
2020 Q4 40,097,088 $1,745,431,073 +$89,421,781 $43.53 165
2020 Q3 37,592,410 $1,375,111,335 +$159,808,173 $36.60 137
2020 Q2 33,975,369 $991,041,334 +$212,840,448 $29.17 127
2020 Q1 26,188,467 $684,756,425 +$90,558,125 $26.15 104
2019 Q4 23,424,591 $810,679,210 +$30,481,925 $34.70 88
2019 Q3 16,693,058 $523,197,673 +$523,197,667 $31.64 82