Health CatalystHCAT

13F holders, Q4 2025 (December 31)
136holders −9
18new positions
29sold out
3famous investors
$2.39avg. 13F price*

At the end of Q4 2025, 136 institutions reported holding Health Catalyst Inc. (HCAT) in their 13F filings, down 9 from Q3 2025. 18 opened new positions and 29 sold out. The largest holders were First Light Asset Management, LLC ($30.9M), BlackRock, Inc. ($12.4M) and Vanguard Group Inc. ($10.6M). 3 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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions18$3.9M
Exits29$4.7M

All 13F filers, Q3 2025 → Q4 2025: 3,804,185 shares bought and 6,230,401 shares sold, net −2,426,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 136 holders

First Light Asset Management, LLC 2.36% Reduce -3.9% 12,910,941 $30.9M
BlackRock, Inc. 0.00% Reduce -5.6% 5,193,085 $12.4M
Vanguard Group Inc. 0.00% Add +3.2% 4,434,387 $10.6M
CDC Financial, Inc. 8.84% — 4,002,046 $9.6M
Whetstone Capital Advisors, LLC 2.80% Add +0.5% 3,750,377 $9.0M
Impax Asset Management Group plc 0.04% No change 2,750,000 $6.6M
Nepsis Inc. 1.41% Add +26.6% 1,915,794 $4.6M
Geode Capital Management, LLC 0.00% Reduce -4.0% 1,668,479 $4.0M
Dimensional Fund Advisors LP 0.00% Reduce -14.2% 1,641,528 $3.9M
State Street Corp. 0.00% Add +4.3% 1,327,922 $3.2M
Palogic Value Management, L.P. 1.31% Add +16.3% 1,270,041 $3.0M
Millennium Management 0.00% Reduce -31.8% 1,084,843 $2.6M
Kennedy Capital Management LLC 0.05% Add +0.2% 964,789 $2.3M
Acadian Asset Management LLC 0.00% Reduce -17.1% 932,715 $2.2M
Ra Capital Management, L.P. 0.02% New 793,749 $1.9M
JPMorgan Chase & Co. 0.00% Reduce -7.2% 752,806 $1.8M
HighMark Wealth Management LLC 0.72% Add +139.0% 741,482 $1.8M
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -40.1% 581,361 $1.4M
Charles Schwab Investment Management Inc. 0.00% Reduce -12.2% 546,967 $1.3M
Martin & Co. Inc. 0.21% Add +0.2% 513,153 $1.2M
Baird Financial Group, Inc. 0.00% Reduce -20.0% 493,746 $1.2M
Northern Trust Corp. 0.00% Reduce -10.0% 476,047 $1.1M
FMR LLC 0.00% Add +27.8% 348,716 $833K
Primecap Management Co. 0.00% Reduce -75.1% 340,418 $814K
Morgan Stanley 0.00% Add +37.8% 333,955 $798K
Goldman Sachs Group Inc. 0.00% Reduce -43.4% 316,802 $757K
Prescott Group Capital Management, L.L.C. 0.07% New 313,285 $749K
Jane Street Group, LLC 0.00% Add +127.0% 296,044 $708K
Bank of New York Mellon Corp 0.00% Add +16.1% 266,209 $636K
UBS Group AG 0.00% Add +33.5% 263,487 $630K
Deutsche Bank AG 0.00% Add +23.5% 261,282 $624K
Squarepoint Ops LLC 0.00% Add +1057.6% 188,678 $451K
Bank of America Corp. 0.00% Add +127.5% 182,807 $437K
71 West Capital Partners 0.02% — 160,049 $383K
Barclays PLC 0.00% Add +7.3% 148,186 $354K
Gsa Capital Partners LLP 0.03% New 142,337 $340K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.6% 136,587 $325K
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -41.7% 134,233 $321K
American Century Companies Inc. 0.00% Reduce -13.0% 132,137 $316K
Bridgeway Capital Management, LLC 0.01% Add +36.4% 129,600 $310K
Nuveen, LLC 0.00% No change 123,652 $296K
Invesco Ltd. 0.00% Add +6.5% 118,591 $283K
D. E. Shaw & Co. 0.00% Add +48.2% 113,641 $272K
Two Sigma Investments, LP 0.00% Reduce -43.5% 100,097 $239K
Sei Investments Co. 0.00% New 95,906 $229K
Rhumbline Advisers 0.00% Reduce -7.0% 90,055 $215K
T. Rowe Price Associates Inc. 0.00% Add +6.2% 87,428 $209K
AQR Capital Management 0.00% Reduce -14.9% 84,937 $203K
Zacks Investment Management 0.00% Reduce -70.8% 83,957 $201K
Alliancebernstein L.P. 0.00% Add +21.8% 83,770 $200K
HSBC Holdings PLC 0.00% No change 81,536 $192K
Wells Fargo & Company 0.00% Reduce -8.0% 80,332 $192K
Credit Agricole S A 0.00% New 80,100 $191K
MCF Advisors LLC 0.01% Reduce -6.7% 70,000 $167K
State of Wyoming 0.02% Add +97.3% 67,573 $161K
Jump Financial, LLC 0.00% Add +124.5% 59,000 $141K
SageView Advisory Group, LLC 0.00% Add +2.2% 55,404 $132K
Jain Global LLC 0.00% New 52,049 $124K
Verition Fund Management LLC 0.00% Reduce -10.2% 38,841 $93K
Perigon Wealth Management, LLC 0.00% No change 38,529 $92K
Signal Advisors Wealth, LLC 0.01% Reduce -51.5% 37,205 $89K
Strong Retirement Solutions LLC 0.06% — 37,205 $89K
Net Worth Advisory Group 0.02% New 36,372 $87K
Creative Planning 0.00% New 33,782 $81K
CVS HEALTH Corp 0.06% No change 32,273 $77K
Brevan Howard Capital Management LP 0.00% New 31,633 $76K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -1.2% 31,365 $75K
Two Sigma Advisers, LP 0.00% Reduce -76.8% 31,100 $74K
Williams & Novak, LLC 0.05% Add +47.2% 30,235 $72K
Intech Investment Management LLC 0.00% Reduce -18.3% 30,060 $72K
Sepio Capital, LP 0.00% Add +1.9% 29,474 $70K
Susquehanna International Group, LLP 0.00% Reduce -38.4% 27,324 $65K
Quadrature Capital Ltd 0.00% New 26,888 $64K
Avanza Fonder AB 0.00% No change 26,050 $62K
Manufacturers Life Insurance Company, The 0.00% Reduce -6.9% 23,586 $56K
Probity Advisors, Inc. 0.01% Reduce -48.2% 23,375 $56K
Police & Firemen's Retirement System of New Jersey 0.00% No change 20,438 $49K
MetLife Investment Management, LLC 0.00% Reduce -50.1% 18,979 $45K
BNP Paribas Financial Markets 0.00% Add +8.0% 17,662 $42K
Lunt Capital Management, Inc. 0.02% No change 17,337 $41K
Focus Partners Wealth 0.00% Add +26.2% 15,803 $38K
Walleye Capital LLC 0.00% Reduce -3.9% 14,910 $36K
Omnia Family Wealth, LLC 0.01% Reduce -41.7% 14,000 $33K
Cigna Investments Inc. 0.00% No change 13,999 $33K
Voya Investment Management LLC 0.00% No change 12,901 $31K
HRT Financial LP 0.00% Add +8.3% 12,638 $30K
ProShare Advisors LLC 0.00% Add +6.9% 12,357 $30K
AlphaQuest LLC 0.00% No change 12,278 $29K
SG Americas Securities, LLC 0.00% Reduce -14.0% 12,260 $29K
XTX Topco Ltd 0.00% Reduce -81.7% 12,002 $29K
Cresset Asset Management, LLC 0.00% No change 10,605 $25K
Divergent Planning, LLC 0.01% No change 10,998 $25K
nVerses Capital, LLC 0.06% — 10,341 $25K
New York State Common Retirement Fund 0.00% No change 9,281 $22K
Caitong International Asset Management Co., Ltd 0.01% New 9,161 $22K
Legal & General Group Plc 0.00% No change 6,140 $15K
Russell Investments Group, Ltd. 0.00% Reduce -16.8% 5,715 $14K
Ameritas Investment Partners, Inc. 0.00% No change 5,546 $13K
Global Retirement Partners, LLC 0.00% No change 4,575 $11K
Tower Research Capital LLC (TRC) 0.00% Add +11.5% 4,545 $11K
California State Teachers Retirement System 0.00% Reduce -5.7% 4,159 $10K
Sterling Capital Management LLC 0.00% Reduce -16.5% 3,898 $9K
Federated Hermes, Inc. 0.00% New 3,527 $8K
Amalgamated Bank 0.00% Add +12.2% 2,125 $5K
Citigroup Inc. 0.00% Add +66.1% 1,530 $4K
First Horizon Corp. 0.00% No change 1,500 $4K
Smartleaf Asset Management LLC 0.00% Add +85.7% 1,348 $3K
SBI Securities Co., Ltd. 0.00% No change 1,310 $3K
Royal Bank of Canada 0.00% Reduce -68.2% 1,305 $3K
Cwm, LLC 0.00% Reduce -65.5% 1,175 $3K
Optiver Holding B.V. 0.00% No change 1,184 $3K
PNC Financial Services Group, Inc. 0.00% Add +176.3% 1,094 $3K
Red Tortoise LLC 0.00% New 962 $2K
Valued Wealth Advisors LLC 0.00% Add +373.4% 606 $1K
Osaic Holdings, Inc. 0.00% Reduce -77.5% 450 $1K
GAMMA Investing LLC 0.00% New 347 $829
Physician Wealth Advisors, Inc. 0.00% No change 300 $717
Steward Partners Investment Advisory, LLC 0.00% No change 211 $504
Comerica Bank 0.00% New 180 $430
International Assets Investment Management, LLC 0.00% New 114 $272
Quadrant Capital Group LLC 0.00% Reduce -27.4% 90 $216
Group One Trading LLC 0.00% No change 86 $206
Signaturefd, LLC 0.00% No change 72 $172
Cullen/Frost Bankers, Inc. 0.00% Reduce -97.8% 60 $144
Farther Finance Advisors, LLC 0.00% Reduce -76.3% 60 $143
Fifth Third Bancorp 0.00% No change 58 $139
McIlrath & Eck, LLC 0.00% No change 38 $91
Arax Advisory Partners 0.00% Reduce -94.1% 37 $88
Leonteq Securities AG 0.00% No change 23 $55
EverSource Wealth Advisors, LLC 0.00% New 21 $50
Golden State Wealth Management, LLC 0.00% New 15 $36
Rockefeller Capital Management L.P. 0.00% No change 11 $26
Essential Partners LLC 0.00% Reduce -99.7% 3 $7
Rothschild Investment LLC 0.00% Reduce -75.0% 2 $5
Huntington National Bank 0.00% No change 1 $2
Covestor Ltd 0.00% No change 14 $0

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