Health CatalystHCAT
13F holders, Q1 2025 (March 31)165holders −2
27new positions
29sold out
4famous investors
$4.53avg. 13F price*
At the end of Q1 2025, 165 institutions reported holding Health Catalyst Inc. (HCAT) in their 13F filings, down 2 from Q4 2024. 27 opened new positions and 29 sold out. The largest holders were First Light Asset Management, LLC ($47.3M), BlackRock, Inc. ($26.1M) and Vanguard Group Inc. ($18.7M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Health Catalyst Inc.
- CUSIP
- 42225T107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $13.5M |
| Exits | 29 | $34.1M |
All 13F filers, Q4 2024 → Q1 2025: 13,722,305 shares bought and 12,339,823 shares sold, net +1,382,482 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| First Light Asset Management, LLC | 5.40% | Add +99.1% | 10,436,807 | $47.3M |
| BlackRock, Inc. | 0.00% | Add +3.2% | 5,761,995 | $26.1M |
| Vanguard Group Inc. | 0.00% | Reduce -6.0% | 4,131,653 | $18.7M |
| Impax Asset Management Group plc | 0.07% | No change | 2,750,000 | $12.5M |
| Nepsis Inc. | 2.34% | Add +2072.1% | 2,090,812 | $9.5M |
| Wellington Management Group LLP | 0.00% | Add +6.4% | 2,085,392 | $9.4M |
| Primecap Management Co. | 0.01% | Add +3.8% | 2,005,116 | $9.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +15.4% | 1,837,016 | $8.3M |
| Whetstone Capital Advisors, LLC | 3.41% | New | 1,705,072 | $7.7M |
| Geode Capital Management, LLC | 0.00% | Add +3.2% | 1,492,875 | $6.8M |
| Portolan Capital Management, LLC | 0.45% | Add +75.8% | 1,317,079 | $6.0M |
| State Street Corp. | 0.00% | Reduce -2.2% | 1,186,152 | $5.4M |
| Kennedy Capital Management LLC | 0.12% | Reduce -40.3% | 1,128,528 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -22.3% | 962,534 | $4.4M |
| Acadian Asset Management LLC | 0.01% | Add +88.8% | 930,229 | $4.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +172.6% | 694,361 | $3.1M |
| Palogic Value Management, L.P. | 1.32% | Add +103.1% | 650,000 | $2.9M |
| Nuveen, LLC | 0.00% | — | 590,377 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -37.3% | 555,925 | $2.5M |
| Martin & Co. Inc. | 0.45% | Add +4.2% | 511,685 | $2.3M |
| Northern Trust Corp. | 0.00% | Reduce -5.2% | 499,140 | $2.3M |
| Schroder Investment Management Group | 0.00% | Reduce -4.6% | 496,100 | $2.3M |
| Millennium Management | 0.00% | Reduce -74.9% | 498,081 | $2.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.6% | 484,579 | $2.2M |
| Alyeska Investment Group, L.P. | 0.01% | Reduce -82.7% | 349,194 | $1.6M |
| Fred Alger Management, LLC | 0.01% | Reduce -17.3% | 308,541 | $1.4M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -2.2% | 307,607 | $1.4M |
| Zacks Investment Management | 0.01% | Add +4.9% | 279,457 | $1.3M |
| Barclays PLC | 0.00% | Add +51.8% | 265,353 | $1.2M |
| AMH Equity Ltd | 1.77% | New | 252,500 | $1.1M |
| FMR LLC | 0.00% | Add +2.8% | 237,051 | $1.1M |
| Pier 88 Investment Partners LLC | 1.25% | Add +34.5% | 229,870 | $1.0M |
| Deutsche Bank AG | 0.00% | Reduce -2.8% | 219,438 | $994K |
| Moore Capital Management, LP | 0.04% | New | 218,334 | $989K |
| Raymond James Financial Inc. | 0.00% | Reduce -27.2% | 210,431 | $953K |
| D. E. Shaw & Co. | 0.00% | Add +1509.3% | 208,651 | $945K |
| Bank of New York Mellon Corp | 0.00% | Reduce -86.2% | 198,800 | $901K |
| Morgan Stanley | 0.00% | Reduce -26.0% | 189,026 | $856K |
| UBS Group AG | 0.00% | Reduce -20.8% | 180,847 | $819K |
| AQR Capital Management | 0.00% | Add +816.8% | 168,344 | $763K |
| Qube Research & Technologies Ltd | 0.00% | Add +17.7% | 167,655 | $759K |
| Royal Bank of Canada | 0.00% | Reduce -3.2% | 166,463 | $754K |
| Cubist Systematic Strategies, LLC | 0.01% | Add +19.3% | 164,250 | $744K |
| Citadel Advisors | 0.00% | Reduce -43.1% | 162,241 | $735K |
| Adage Capital Partners Gp, L.L.C. | 0.00% | Add +114.4% | 159,280 | $722K |
| Bank of America Corp. | 0.00% | Reduce -4.7% | 153,317 | $695K |
| Balyasny Asset Management L.P. | 0.00% | New | 148,140 | $671K |
| Franklin Resources Inc. | 0.00% | Add +14.8% | 118,515 | $537K |
| HSBC Holdings PLC | 0.00% | Add +63.1% | 120,367 | $537K |
| American Century Companies Inc. | 0.00% | Reduce -83.4% | 117,974 | $534K |
| BNP Paribas Financial Markets | 0.00% | Add +9.4% | 113,745 | $515K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -12.3% | 106,460 | $482K |
| Susquehanna International Group, LLP | 0.00% | Add +2.1% | 105,624 | $478K |
| Graham Capital Management, L.P. | 0.02% | Add +101.4% | 103,401 | $468K |
| Invesco Ltd. | 0.00% | Add +22.2% | 97,599 | $442K |
| ExodusPoint Capital Management, LP | 0.01% | Add +542.6% | 97,117 | $440K |
| Petrus Trust Company, LTA | 0.04% | New | 95,386 | $432K |
| Gsa Capital Partners LLP | 0.04% | New | 92,571 | $419K |
| Rhumbline Advisers | 0.00% | Reduce -0.6% | 89,859 | $407K |
| WINTON GROUP Ltd | 0.02% | New | 87,802 | $398K |
| Lazard Asset Management LLC | 0.00% | Reduce -10.3% | 87,526 | $396K |
| SG Americas Securities, LLC | 0.00% | Add +195.2% | 80,825 | $366K |
| Credit Agricole S A | 0.00% | No change | 80,100 | $363K |
| Inspire Investing, LLC | 0.04% | Add +34.6% | 75,912 | $344K |
| T. Rowe Price Associates Inc. | 0.00% | Add +20.4% | 75,206 | $341K |
| Engineers Gate Manager LP | 0.01% | Add +10.1% | 69,375 | $314K |
| Man Group plc | 0.00% | New | 67,068 | $304K |
| Susquehanna Fundamental Investments, LLC | 0.00% | Reduce -44.8% | 62,899 | $285K |
| Alliancebernstein L.P. | 0.00% | No change | 62,670 | $284K |
| SageView Advisory Group, LLC | 0.01% | Add +1.8% | 54,330 | $246K |
| Verition Fund Management LLC | 0.00% | Reduce -6.3% | 51,853 | $235K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +79.0% | 45,585 | $207K |
| Intech Investment Management LLC | 0.00% | Add +60.6% | 45,585 | $207K |
| Nebula Research & Development LLC | 0.02% | Reduce -8.0% | 44,710 | $203K |
| Citigroup Inc. | 0.00% | Reduce -8.4% | 43,924 | $199K |
| Wells Fargo & Company | 0.00% | Add +2.4% | 40,295 | $183K |
| State of Wyoming | 0.02% | Add +106.4% | 40,198 | $182K |
| Sherbrooke Park Advisers LLC | 0.08% | Add +15.9% | 39,536 | $179K |
| Campbell & CO Investment Adviser LLC | 0.01% | Reduce -9.3% | 39,243 | $178K |
| Perigon Wealth Management, LLC | 0.00% | No change | 38,529 | $175K |
| Forest Hill Capital, LLC | 0.13% | New | 37,000 | $168K |
| Squarepoint Ops LLC | 0.00% | New | 36,543 | $166K |
| Probity Advisors, Inc. | 0.03% | Add +18.3% | 36,313 | $164K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +7.8% | 36,047 | $163K |
| Omnia Family Wealth, LLC | 0.07% | New | 34,595 | $157K |
| CVS HEALTH Corp | 0.08% | No change | 32,273 | $146K |
| Prudential Financial Inc. | 0.00% | New | 31,931 | $145K |
| Algert Global LLC | 0.00% | New | 31,126 | $141K |
| Creative Planning | 0.00% | Add +40.5% | 30,551 | $138K |
| Brevan Howard Capital Management LP | 0.00% | Add +125.7% | 29,488 | $134K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 29,317 | $133K |
| Sepio Capital, LP | 0.01% | Reduce -3.5% | 28,940 | $131K |
| Pathstone Holdings, LLC | 0.00% | Reduce -3.3% | 27,568 | $125K |
| Summit Global Investments | 0.01% | New | 26,739 | $121K |
| Avanza Fonder AB | 0.00% | No change | 26,050 | $116K |
| MCF Advisors LLC | 0.01% | New | 25,000 | $113K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.8% | 22,150 | $100K |
| OneAscent Financial Services LLC | 0.01% | Add +49.9% | 20,612 | $93K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -39.3% | 20,518 | $93K |
| MetLife Investment Management, LLC | 0.00% | Reduce -43.8% | 19,643 | $89K |
"% of holder's portfolio" is HCAT's weight in each manager's 13F, not the share of Health Catalyst Inc. the manager owns.