Health CatalystHCAT

13F holders, Q2 2026 (June 30)
126holders −5
32new positions
34sold out
4famous investors
$1.99avg. 13F price*

At the end of Q2 2026, 126 institutions reported holding Health Catalyst Inc. (HCAT) in their 13F filings, down 5 from Q1 2026. 32 opened new positions and 34 sold out. The largest holders were First Light Asset Management, LLC ($25.5M), CDC Financial, Inc. ($14.1M) and Palogic Value Management, L.P. ($9.8M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Health Catalyst Inc.
CUSIP
42225T107
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 174Q1 2024Q2 2024: 161Q2 2024Q3 2024: 159Q3 2024Q4 2024: 167Q4 2024Q1 2025: 165Q1 2025Q2 2025: 145Q2 2025Q3 2025: 145Q3 2025Q4 2025: 136Q4 2025Q1 2026: 131Q1 2026Q2 2026: 126Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions32$5.2M
Exits34$3.0M

All 13F filers, Q1 2026 → Q2 2026: 10,929,092 shares bought and 14,493,674 shares sold, net −3,564,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 126 holders

First Light Asset Management, LLC 1.55% Reduce -0.5% 12,810,861 $25.5M
CDC Financial, Inc. 10.85% Add +12.5% 7,092,698 $14.1M
Palogic Value Management, L.P. 3.52% Add +69.9% 4,922,442 $9.8M
Impax Asset Management Group plc 0.05% Add +45.5% 4,000,000 $8.0M
Nepsis Inc. 2.01% Add +58.6% 2,976,187 $5.9M
Vanguard Capital Management LLC 0.00% Add +3.0% 2,971,598 $5.9M
BlackRock, Inc. 0.00% Reduce -64.3% 1,836,373 $3.7M
Jane Street Group, LLC 0.00% Add +3806.1% 1,037,782 $2.1M
Dimensional Fund Advisors LP 0.00% Reduce -26.2% 911,819 $1.8M
Geode Capital Management, LLC 0.00% Reduce -40.6% 891,357 $1.8M
HighMark Wealth Management LLC 0.58% Reduce -3.5% 871,082 $1.7M
Caption Management, LLC 0.06% Add +0.2% 773,650 $1.5M
Mink Brook Asset Management LLC 0.65% New 738,277 $1.5M
Prescott Group Capital Management, L.L.C. 0.12% No change 710,803 $1.4M
Charles Schwab Investment Management Inc. 0.00% Add +1.4% 615,504 $1.2M
HRT Financial LP 0.00% Add +135.3% 572,215 $1.1M
Millennium Management 0.00% New 516,083 $1.0M
Goldman Sachs Group Inc. 0.00% Add +24.2% 480,970 $957K
Vanguard Fiduciary Trust Co. 0.00% Add +4.4% 463,005 $921K
Citadel Advisors 0.00% New 453,214 $902K
Susquehanna International Group, LLP 0.00% Add +438.8% 437,227 $870K
FMR LLC 0.00% Add +11.8% 410,637 $817K
HSBC Holdings PLC 0.00% Add +313.3% 408,634 $809K
Squarepoint Ops LLC 0.00% Add +1214.8% 400,210 $796K
AQR Capital Management 0.00% Reduce -30.7% 376,586 $749K
State Street Corp. 0.00% Reduce -72.8% 360,713 $718K
Renaissance Technologies 0.00% Add +60.9% 349,266 $695K
71 West Capital Partners 0.02% No change 339,515 $676K
Weiss Asset Management LP 0.01% New 258,493 $514K
UBS Group AG 0.00% Reduce -11.3% 254,654 $507K
Baird Financial Group, Inc. 0.00% Reduce -33.3% 246,872 $491K
Jain Global LLC 0.01% Add +365.2% 216,543 $431K
Northern Trust Corp. 0.00% Reduce -64.1% 177,158 $353K
Susquehanna Portfolio Strategies, LLC 0.01% Add +30.5% 168,443 $335K
Whetstone Capital Advisors, LLC 0.09% Reduce -96.1% 167,097 $333K
Acadian Asset Management LLC 0.00% Add +27.2% 144,014 $285K
Vanguard Portfolio Management LLC 0.00% Reduce -77.1% 121,412 $242K
Morgan Stanley 0.00% Reduce -20.9% 106,127 $211K
Aster Capital Management (DIFC) Ltd 0.04% New 101,780 $203K
Barclays PLC 0.00% Add +49.2% 98,651 $196K
Bank of New York Mellon Corp 0.00% Reduce -70.1% 79,828 $159K
Quadrature Capital Ltd 0.00% New 72,493 $144K
Veradace Capital Management LLC 0.11% Add +40.0% 70,000 $139K
T. Rowe Price Associates Inc. 0.00% Reduce -31.6% 67,863 $136K
Canada Pension Plan Investment Board 0.00% New 67,400 $134K
Headlands Technologies LLC 0.01% New 65,715 $131K
Williams & Novak, LLC 0.07% Add +56.9% 53,607 $107K
Bank of America Corp. 0.00% Reduce -45.2% 52,461 $104K
EP Wealth Advisors, LLC 0.00% Add +377.7% 49,937 $99K
MCF Advisors LLC 0.00% Reduce -33.6% 46,500 $93K
Creative Planning 0.00% Reduce -52.5% 43,349 $86K
Graham Capital Management, L.P. 0.00% New 39,949 $79K
Tower Research Capital LLC (TRC) 0.00% Add +263.2% 38,958 $78K
Financial Engines Advisors L.L.C. 0.00% New 38,805 $77K
Perigon Wealth Management, LLC 0.00% Reduce -0.3% 38,530 $77K
Invesco Ltd. 0.00% Reduce -68.4% 37,278 $74K
Vanguard Global Advisers, LLC 0.00% Reduce -79.4% 35,683 $71K
Rhumbline Advisers 0.00% Reduce -59.7% 34,519 $69K
Schonfeld Strategic Advisors LLC 0.00% New 29,653 $59K
Sepio Capital, LP 0.00% No change 29,474 $59K
IMC-Chicago, LLC 0.00% Add +52.6% 28,163 $56K
Cresset Asset Management, LLC 0.00% Add +141.4% 25,605 $51K
Deutsche Bank AG 0.00% Reduce -90.4% 21,587 $43K
Catalyst Funds Management Pty Ltd 0.00% New 20,200 $40K
Axq Capital, LP 0.00% New 19,104 $38K
Sig Brokerage, LP 0.01% No change 19,037 $38K
Earned Wealth Advisors, LLC 0.00% New 18,366 $37K
XTX Topco Ltd 0.00% Reduce -67.3% 18,335 $36K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -60.7% 18,119 $36K
Strong Retirement Solutions LLC 0.02% Reduce -22.4% 18,080 $36K
Signal Advisors Wealth, LLC 0.00% Reduce -22.4% 18,080 $36K
Neuberger Berman Group LLC 0.00% New 18,069 $36K
Y-Intercept (Hong Kong) Ltd 0.00% New 17,094 $34K
Rangeley Capital, LLC 0.03% New 15,880 $32K
Two Sigma Investments, LP 0.00% New 13,713 $27K
Visionary Wealth Advisors 0.00% No change 13,650 $27K
Cigna Investments Inc. 0.00% Reduce -3.4% 13,518 $27K
Wealth Enhancement Advisory Services, LLC 0.00% New 11,073 $25K
Virtu Financial LLC 0.00% New 12,589 $25K
GC Wealth Management RIA, LLC 0.00% New 12,477 $25K
Janney Montgomery Scott LLC 0.00% New 12,042 $24K
Two Sigma Securities, LLC 0.00% New 10,923 $22K
Abel Hall, LLC 0.00% New 10,557 $21K
SG Americas Securities, LLC 0.00% New 10,446 $21K
Callan Family Office, LLC 0.00% Reduce -13.6% 10,449 $21K
Arax Advisory Partners 0.00% Add +7771.6% 9,997 $20K
Simplex Trading, LLC 0.00% Reduce -31.0% 9,401 $19K
Optiver Holding B.V. 0.00% Add +788.7% 5,972 $12K
Global Retirement Partners, LLC 0.00% — 4,575 $9K
BNP Paribas Financial Markets 0.00% Reduce -88.1% 3,545 $7K
Federated Hermes, Inc. 0.00% No change 3,527 $7K
Russell Investments Group, Ltd. 0.00% Reduce -57.6% 2,538 $5K
PNC Financial Services Group, Inc. 0.00% Reduce -58.7% 2,314 $5K
JPMorgan Chase & Co. 0.00% Reduce -99.7% 1,947 $4K
Smartleaf Asset Management LLC 0.00% No change 1,918 $4K
Wells Fargo & Company 0.00% Reduce -93.4% 1,763 $4K
Royal Bank of Canada 0.00% New 1,409 $3K
Caitong International Asset Management Co., Ltd 0.00% Reduce -97.8% 1,474 $3K
SBI Securities Co., Ltd. 0.00% Reduce -3.1% 1,188 $2K
EverSource Wealth Advisors, LLC 0.00% Add +52.6% 896 $2K

"% of holder's portfolio" is HCAT's weight in each manager's 13F, not the share of Health Catalyst Inc. the manager owns.

Show all 126 holders