Health CatalystHCAT
13F holders, Q1 2026 (March 31)131holders −5
27new positions
29sold out
2famous investors
$1.27avg. 13F price*
At the end of Q1 2026, 131 institutions reported holding Health Catalyst Inc. (HCAT) in their 13F filings, down 5 from Q4 2025. 27 opened new positions and 29 sold out. The largest holders were First Light Asset Management, LLC ($16.4M), CDC Financial, Inc. ($8.0M) and BlackRock, Inc. ($6.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $1.6M |
| Exits | 29 | $8.1M |
All 13F filers, Q4 2025 → Q1 2026: 7,742,834 shares bought and 6,699,813 shares sold, net +1,043,021 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 131 holders
| First Light Asset Management, LLC | 1.47% | Reduce -0.3% | 12,878,700 | $16.4M |
| CDC Financial, Inc. | 6.66% | Add +57.6% | 6,307,054 | $8.0M |
| BlackRock, Inc. | 0.00% | Reduce -1.1% | 5,138,022 | $6.5M |
| Whetstone Capital Advisors, LLC | 2.04% | Add +13.8% | 4,268,141 | $5.4M |
| Palogic Value Management, L.P. | 1.64% | Add +128.1% | 2,896,600 | $3.7M |
| Vanguard Capital Management LLC | 0.00% | — | 2,885,653 | $3.7M |
| Impax Asset Management Group plc | 0.02% | No change | 2,750,000 | $3.5M |
| Nepsis Inc. | 0.80% | Reduce -2.1% | 1,876,289 | $2.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -10.0% | 1,501,433 | $1.9M |
| State Street Corp. | 0.00% | Reduce -0.2% | 1,324,849 | $1.7M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -24.8% | 1,234,870 | $1.6M |
| HighMark Wealth Management LLC | 0.46% | Add +21.8% | 903,082 | $1.1M |
| Caption Management, LLC | 0.05% | New | 771,886 | $980K |
| Prescott Group Capital Management, L.L.C. | 0.09% | Add +126.9% | 710,803 | $903K |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.9% | 677,949 | $800K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +10.9% | 606,858 | $771K |
| AQR Capital Management | 0.00% | Add +539.6% | 543,244 | $690K |
| Vanguard Portfolio Management LLC | 0.00% | — | 531,014 | $674K |
| Martin & Co. Inc. | 0.11% | Add +2.5% | 526,186 | $668K |
| Kennedy Capital Management LLC | 0.01% | Reduce -47.2% | 509,782 | $647K |
| Northern Trust Corp. | 0.00% | Add +3.7% | 493,846 | $627K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 443,665 | $563K |
| Goldman Sachs Group Inc. | 0.00% | Add +22.2% | 387,172 | $492K |
| Baird Financial Group, Inc. | 0.00% | Reduce -25.0% | 370,309 | $470K |
| FMR LLC | 0.00% | Add +5.4% | 367,473 | $467K |
| Primecap Management Co. | 0.00% | No change | 340,418 | $432K |
| 71 West Capital Partners | 0.02% | Add +112.1% | 339,515 | $431K |
| UBS Group AG | 0.00% | Add +9.0% | 287,095 | $365K |
| Bank of New York Mellon Corp | 0.00% | Add +0.2% | 266,653 | $339K |
| HRT Financial LP | 0.00% | Add +1824.3% | 243,191 | $308K |
| Deutsche Bank AG | 0.00% | Reduce -14.1% | 224,493 | $285K |
| Renaissance Technologies | 0.00% | New | 217,069 | $276K |
| Nuveen, LLC | 0.00% | Add +49.1% | 184,377 | $234K |
| Vanguard Global Advisers, LLC | 0.00% | — | 173,164 | $220K |
| Sei Investments Co. | 0.00% | Add +76.6% | 169,327 | $215K |
| Alliancebernstein L.P. | 0.00% | No change | 83,770 | $200K |
| Morgan Stanley | 0.00% | Reduce -59.8% | 134,180 | $170K |
| Susquehanna Portfolio Strategies, LLC | 0.00% | Reduce -3.9% | 129,052 | $164K |
| Invesco Ltd. | 0.00% | Reduce -0.4% | 118,130 | $150K |
| American Century Companies Inc. | 0.00% | Reduce -14.6% | 112,810 | $143K |
| Acadian Asset Management LLC | 0.00% | Reduce -87.9% | 113,190 | $142K |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.5% | 99,210 | $126K |
| HSBC Holdings PLC | 0.00% | Add +21.3% | 98,868 | $123K |
| Bank of America Corp. | 0.00% | Reduce -47.6% | 95,730 | $122K |
| Creative Planning | 0.00% | Add +170.3% | 91,322 | $116K |
| Rhumbline Advisers | 0.00% | Reduce -5.0% | 85,596 | $109K |
| Susquehanna International Group, LLP | 0.00% | Add +197.0% | 81,154 | $103K |
| MCF Advisors LLC | 0.00% | No change | 70,000 | $89K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +638.2% | 67,629 | $86K |
| Barclays PLC | 0.00% | Reduce -55.4% | 66,139 | $84K |
| XTX Topco Ltd | 0.00% | Add +367.7% | 56,130 | $71K |
| SageView Advisory Group, LLC | 0.00% | Add +0.1% | 55,442 | $70K |
| Veradace Capital Management LLC | 0.06% | New | 50,000 | $64K |
| Jain Global LLC | 0.00% | Reduce -10.6% | 46,552 | $59K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 46,054 | $58K |
| Perigon Wealth Management, LLC | 0.00% | Add +0.3% | 38,653 | $49K |
| Net Worth Advisory Group | 0.01% | No change | 36,372 | $46K |
| Gsa Capital Partners LLP | 0.00% | Reduce -75.7% | 34,532 | $44K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.4% | 32,104 | $41K |
| Williams & Novak, LLC | 0.03% | Add +13.0% | 34,165 | $40K |
| Squarepoint Ops LLC | 0.00% | Reduce -83.9% | 30,438 | $39K |
| BNP Paribas Financial Markets | 0.00% | Add +68.4% | 29,736 | $38K |
| Sepio Capital, LP | 0.00% | No change | 29,474 | $37K |
| State of Wyoming | 0.00% | Reduce -58.0% | 28,384 | $36K |
| Wells Fargo & Company | 0.00% | Reduce -66.8% | 26,627 | $34K |
| Jane Street Group, LLC | 0.00% | Reduce -91.0% | 26,568 | $34K |
| Avanza Fonder AB | 0.00% | No change | 26,050 | $33K |
| Strong Retirement Solutions LLC | 0.02% | Reduce -37.4% | 23,293 | $30K |
| Signal Advisors Wealth, LLC | 0.00% | Reduce -37.4% | 23,293 | $30K |
| NINE MASTS CAPITAL Ltd | 0.01% | New | 22,587 | $29K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.7% | 22,014 | $28K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 20,438 | $26K |
| Sig Brokerage, LP | 0.01% | New | 19,037 | $24K |
| IMC-Chicago, LLC | 0.00% | New | 18,451 | $23K |
| Lunt Capital Management, Inc. | 0.01% | No change | 17,337 | $22K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 15,617 | $20K |
| Intech Investment Management LLC | 0.00% | Reduce -48.2% | 15,559 | $20K |
| Cigna Investments Inc. | 0.00% | No change | 13,999 | $18K |
| Visionary Wealth Advisors | 0.00% | New | 13,650 | $17K |
| Simplex Trading, LLC | 0.00% | New | 13,621 | $17K |
| Focus Partners Wealth | 0.00% | Reduce -17.8% | 12,989 | $17K |
| Cwm, LLC | 0.00% | Add +953.7% | 12,381 | $16K |
| Callan Family Office, LLC | 0.00% | New | 12,094 | $15K |
| Probity Advisors, Inc. | 0.00% | Reduce -50.2% | 11,650 | $15K |
| DGS Capital Management, LLC | 0.00% | New | 11,013 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +136.0% | 10,727 | $14K |
| Prudential Financial Inc. | 0.00% | New | 10,655 | $14K |
| Cresset Asset Management, LLC | 0.00% | No change | 10,605 | $13K |
| EP Wealth Advisors, LLC | 0.00% | New | 10,453 | $13K |
| New York State Common Retirement Fund | 0.00% | No change | 9,281 | $12K |
| Legal & General Group Plc | 0.00% | No change | 6,140 | $8K |
| Russell Investments Group, Ltd. | 0.00% | Add +4.7% | 5,982 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | Add +411.9% | 5,600 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 5,546 | $7K |
| Essential Partners LLC | 0.00% | Add +171266.7% | 5,141 | $7K |
| California State Teachers Retirement System | 0.00% | Reduce -12.0% | 3,659 | $5K |
| Federated Hermes, Inc. | 0.00% | No change | 3,527 | $4K |
| Citigroup Inc. | 0.00% | Add +93.8% | 2,965 | $4K |
| Sterling Capital Management LLC | 0.00% | Reduce -45.7% | 2,115 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Add +42.3% | 1,918 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 1,578 | $2K |
| Arkos Global Advisors | 0.00% | New | 1,772 | $2K |
| First Horizon Corp. | 0.00% | No change | 1,500 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -6.4% | 1,226 | $2K |
| Optiver Holding B.V. | 0.00% | Reduce -43.2% | 672 | $853 |
| Valued Wealth Advisors LLC | 0.00% | No change | 606 | $770 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2695.2% | 587 | $745 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 523 | $664 |
| Osaic Holdings, Inc. | 0.00% | No change | 450 | $571 |
| Allworth Financial LP | 0.00% | New | 358 | $455 |
| North Star Investment Management Corp. | 0.00% | New | 346 | $439 |
| Root Financial Partners, LLC | 0.00% | New | 345 | $438 |
| Rothschild Investment LLC | 0.00% | Add +16750.0% | 337 | $428 |
| GAMMA Investing LLC | 0.00% | Reduce -11.5% | 307 | $390 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 300 | $381 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 211 | $268 |
| MAI Capital Management | 0.00% | New | 147 | $187 |
| Arax Advisory Partners | 0.00% | Add +243.2% | 127 | $161 |
| Farther Finance Advisors, LLC | 0.00% | Add +131.7% | 139 | $161 |
| Signaturefd, LLC | 0.00% | No change | 72 | $91 |
| Quadrant Capital Group LLC | 0.00% | Reduce -24.4% | 68 | $87 |
| Fifth Third Bancorp | 0.00% | No change | 58 | $74 |
| Sunbelt Securities, Inc. | 0.00% | New | 53 | $67 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 43 | $54 |
| McIlrath & Eck, LLC | 0.00% | No change | 38 | $48 |
| Leonteq Securities AG | 0.00% | No change | 23 | $29 |
| IFP Advisors, Inc | 0.00% | New | 10 | $13 |
| SJS Investment Consulting Inc. | 0.00% | New | 9 | $12 |
| Huntington National Bank | 0.00% | No change | 1 | $1 |
| Avion Wealth | 0.00% | New | 256 | $0 |
| Covestor Ltd | 0.00% | Add +178.6% | 39 | $0 |
"% of holder's portfolio" is HCAT's weight in each manager's 13F, not the share of Health Catalyst Inc. the manager owns.