Health CatalystHCAT

13F holders, Q3 2025 (September 30)
145holders
32new positions
33sold out
4famous investors
$2.85avg. 13F price*

At the end of Q3 2025, 145 institutions reported holding Health Catalyst Inc. (HCAT) in their 13F filings, unchanged from Q2 2025. 32 opened new positions and 33 sold out. The largest holders were First Light Asset Management, LLC ($38.3M), BlackRock, Inc. ($15.7M) and Vanguard Group Inc. ($12.2M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions32$4.6M
Exits33$16.7M

All 13F filers, Q2 2025 → Q3 2025: 6,313,369 shares bought and 6,319,560 shares sold, net −6,191 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 145 holders

First Light Asset Management, LLC 3.61% Add +9.9% 13,436,220 $38.3M
BlackRock, Inc. 0.00% Reduce -2.6% 5,503,403 $15.7M
Vanguard Group Inc. 0.00% Add +2.9% 4,295,691 $12.2M
Whetstone Capital Advisors, LLC 2.94% No change 3,731,350 $10.6M
Impax Asset Management Group plc 0.05% No change 2,750,000 $7.8M
Dimensional Fund Advisors LP 0.00% Reduce -3.5% 1,914,096 $5.5M
Geode Capital Management, LLC 0.00% Add +4.6% 1,738,904 $5.0M
Millennium Management 0.00% Add +2513.3% 1,589,536 $4.5M
Nepsis Inc. 1.37% Reduce -12.3% 1,513,032 $4.3M
Primecap Management Co. 0.00% Reduce -31.1% 1,369,067 $3.9M
State Street Corp. 0.00% Add +3.8% 1,273,754 $3.6M
Acadian Asset Management LLC 0.01% Reduce -3.3% 1,125,804 $3.2M
Palogic Value Management, L.P. 1.34% Add +49.5% 1,091,819 $3.1M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -9.0% 970,689 $2.8M
Kennedy Capital Management LLC 0.06% Reduce -10.1% 962,681 $2.7M
JPMorgan Chase & Co. 0.00% Reduce -10.8% 810,767 $2.3M
AMH Equity Ltd 2.36% Add +54.5% 660,000 $1.9M
Charles Schwab Investment Management Inc. 0.00% Add +4.0% 622,688 $1.8M
Baird Financial Group, Inc. 0.00% New 617,183 $1.8M
Goldman Sachs Group Inc. 0.00% Add +35.2% 559,652 $1.6M
Northern Trust Corp. 0.00% Add +0.3% 528,811 $1.5M
Martin & Co. Inc. 0.26% Add +0.6% 512,127 $1.5M
Moore Capital Management, LP 0.02% Add +130.8% 398,857 $1.1M
Alyeska Investment Group, L.P. 0.00% No change 346,089 $986K
HighMark Wealth Management LLC 0.39% Add +88.3% 310,282 $884K
Fred Alger Management, LLC 0.00% No change 308,318 $879K
Zacks Investment Management 0.01% Add +4.4% 287,304 $819K
FMR LLC 0.00% Add +5.0% 272,933 $778K
Morgan Stanley 0.00% Add +4.6% 242,317 $691K
Susquehanna Portfolio Strategies, LLC 0.01% New 230,345 $656K
Bank of New York Mellon Corp 0.00% Add +6.8% 229,259 $653K
Deutsche Bank AG 0.00% Reduce -23.0% 211,625 $603K
UBS Group AG 0.00% Add +10.0% 197,314 $562K
Two Sigma Investments, LP 0.00% Add +317.4% 177,091 $505K
Stonepine Capital Management, LLC 0.36% Add +55.5% 155,551 $443K
American Century Companies Inc. 0.00% Add +2.0% 151,868 $433K
Barclays PLC 0.00% Reduce -11.5% 138,086 $394K
Wealth Enhancement Advisory Services, LLC 0.00% New 137,470 $392K
Two Sigma Advisers, LP 0.00% Add +229.7% 134,200 $382K
Jane Street Group, LLC 0.00% Add +183.6% 130,413 $372K
Nuveen, LLC 0.00% No change 123,652 $352K
Numerai GP LLC 0.05% New 123,241 $351K
Invesco Ltd. 0.00% Add +4.7% 111,405 $318K
AQR Capital Management 0.00% Reduce -13.3% 99,758 $284K
Rhumbline Advisers 0.00% Reduce -5.0% 96,856 $276K
Bridgeway Capital Management, LLC 0.01% New 95,000 $271K
Wells Fargo & Company 0.00% Add +76.7% 87,283 $249K
T. Rowe Price Associates Inc. 0.00% No change 82,328 $235K
HSBC Holdings PLC 0.00% Add +1.6% 81,536 $234K
Bank of America Corp. 0.00% Reduce -18.2% 80,348 $229K
Signal Advisors Wealth, LLC 0.02% Reduce -55.2% 76,745 $219K
D. E. Shaw & Co. 0.00% New 76,660 $218K
MCF Advisors LLC 0.01% Add +200.0% 75,000 $214K
Alliancebernstein L.P. 0.00% No change 68,770 $196K
XTX Topco Ltd 0.01% New 65,419 $186K
SageView Advisory Group, LLC 0.01% Reduce -0.8% 54,220 $155K
Renaissance Technologies 0.00% New 45,869 $131K
Probity Advisors, Inc. 0.02% Add +20.5% 45,161 $129K
Susquehanna International Group, LLP 0.00% Reduce -71.4% 44,328 $126K
Verition Fund Management LLC 0.00% Add +0.4% 43,229 $123K
Perigon Wealth Management, LLC 0.00% No change 38,529 $110K
MetLife Investment Management, LLC 0.00% Reduce -7.2% 38,032 $108K
Forest Hill Capital, LLC 0.06% No change 37,000 $105K
Intech Investment Management LLC 0.00% Reduce -12.4% 36,798 $105K
State of Wyoming 0.01% Reduce -17.6% 34,253 $98K
CVS HEALTH Corp 0.09% No change 32,273 $92K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 31,735 $90K
Dynamic Technology Lab Private Ltd 0.01% Add +52.4% 29,630 $84K
Sepio Capital, LP 0.00% No change 28,940 $82K
Pathstone Holdings, LLC 0.00% Reduce -0.6% 27,752 $79K
Summit Global Investments 0.00% No change 27,116 $77K
Jump Financial, LLC 0.00% New 26,283 $75K
Avanza Fonder AB 0.00% No change 26,050 $74K
Manufacturers Life Insurance Company, The 0.00% Reduce -4.3% 25,340 $72K
Omnia Family Wealth, LLC 0.02% Reduce -30.6% 24,000 $68K
Atom Investors LP 0.00% New 22,296 $64K
Williams & Novak, LLC 0.04% New 20,535 $59K
Police & Firemen's Retirement System of New Jersey 0.00% Add +71.8% 20,438 $58K
Axq Capital, LP 0.02% New 18,059 $51K
Lunt Capital Management, Inc. 0.02% No change 17,337 $49K
Envestnet Asset Management Inc. 0.00% Reduce -12.3% 16,934 $48K
BNP Paribas Financial Markets 0.00% Add +71.7% 16,355 $47K
Squarepoint Ops LLC 0.00% Reduce -63.2% 16,299 $46K
FNY Investment Advisers, LLC 0.01% New 16,000 $45K
Walleye Capital LLC 0.00% New 15,521 $44K
Sherbrooke Park Advisers LLC 0.02% Add +17.8% 15,244 $43K
SG Americas Securities, LLC 0.00% Reduce -0.6% 14,250 $41K
Cigna Investments Inc. 0.01% No change 13,999 $40K
OMERS ADMINISTRATION Corp 0.00% New 13,900 $40K
Pilgrim Partners Asia Pte Ltd 0.02% — 13,600 $39K
Wolverine Trading, LLC 0.00% New 12,652 $37K
Voya Investment Management LLC 0.00% Reduce -41.7% 12,901 $37K
Focus Partners Wealth 0.00% Reduce -44.4% 12,522 $36K
AlphaQuest LLC 0.00% No change 12,278 $35K
Stoneridge Investment Partners LLC 0.02% Add +6.5% 11,602 $33K
HRT Financial LP 0.00% New 11,670 $33K
ProShare Advisors LLC 0.00% Reduce -16.6% 11,564 $33K
Divergent Planning, LLC 0.01% No change 10,998 $33K
Cresset Asset Management, LLC 0.00% New 10,605 $30K
Raymond James Financial Inc. 0.00% Reduce -88.3% 10,550 $30K

"% 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 145 holders