Health Catalyst, Inc. - Common Stock, par value $0.001 per share (HCAT) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2019 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.001 per share
Symbol
HCAT on Nasdaq
Shares outstanding
70,523,671
Price per share
$2.16
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
55,158,268
Total reported value
$131,823,048
% of total 13F portfolios
0%
Share change
-2,422,875
Value change
-$6,552,468
Number of holders
133
Price from insider filings
$2.16
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Health Catalyst, Inc. - Common Stock, par value $0.001 per share (HCAT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
First Light Asset Management, LLC 20% -0.35% $41,210,964 -$137,918 13,922,623 -0.33% Mathew P. Arens 01 Dec 2025
Whetstone Capital Advisors, LLC 8.2% +11% $12,491,153 +$1,117,938 5,782,941 +9.8% Whetstone Capital Advisors, LLC 17 Feb 2026
BlackRock, Inc. 6.3% $17,542,785 4,407,735 BlackRock, Inc. 31 Mar 2025
VANGUARD GROUP INC 5.9% $16,443,979 4,131,653 The Vanguard Group 31 Mar 2025
Stoney Lonesome HF LP 5.5% $11,540,383 3,898,778 COGHILL CLINT D 15 Dec 2025

As of 31 Dec 2025, 133 institutional investors reported holding 55,158,268 shares of Health Catalyst, Inc. - Common Stock, par value $0.001 per share (HCAT). This represents 78% of the company’s total 70,523,671 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Health Catalyst, Inc. - Common Stock, par value $0.001 per share (HCAT) together control 71% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
First Light Asset Management, LLC 18% 12,910,941 -3.9% 2.4% $30,857,149
BlackRock, Inc. 7.4% 5,193,085 -5.6% 0% $12,411,474
VANGUARD GROUP INC 6.3% 4,434,387 +3.2% 0% $10,598,185
CDC Financial, Inc. 5.7% 4,002,046 0% 8.8% $9,564,890
Whetstone Capital Advisors, LLC 5.3% 3,750,377 +0.51% 2.8% $8,963,401
Impax Asset Management Group plc 3.9% 2,750,000 0% 0.04% $6,572,500
Nepsis Inc. 2.7% 1,915,794 +27% 1.4% $4,578,748
GEODE CAPITAL MANAGEMENT, LLC 2.4% 1,668,479 -4% 0% $3,988,407
DIMENSIONAL FUND ADVISORS LP 2.3% 1,641,528 -14% 0% $3,923,197
STATE STREET CORP 1.9% 1,327,922 +4.3% 0% $3,173,734
Palogic Value Management, L.P. 1.8% 1,270,041 +16% 1.3% $3,035,398
MILLENNIUM MANAGEMENT LLC 1.5% 1,084,843 -32% 0% $2,592,775
KENNEDY CAPITAL MANAGEMENT LLC 1.4% 964,789 +0.22% 0.05% $2,305,846
ACADIAN ASSET MANAGEMENT LLC 1.3% 932,715 -17% 0% $2,227,000
RA CAPITAL MANAGEMENT, L.P. 1.1% 793,749 0.02% $1,897,060
JPMORGAN CHASE & CO 1.1% 752,806 -7.1% 0% $1,799,206
HighMark Wealth Management LLC 1.1% 741,482 +139% 0.72% $1,772,141
Connor, Clark & Lunn Investment Management Ltd. 0.82% 581,361 -40% 0% $1,389,453
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.78% 546,967 -12% 0% $1,307,251
MARTIN & CO INC /TN/ 0.73% 513,153 +0.2% 0.21% $1,226,435
Baird Financial Group, Inc. 0.7% 493,746 -20% 0% $1,180,053
NORTHERN TRUST CORP 0.68% 476,047 -10% 0% $1,137,752
FMR LLC 0.49% 348,716 +28% 0% $833,430
PRIMECAP MANAGEMENT CO/CA/ 0.48% 340,418 -75% 0% $813,599
MORGAN STANLEY 0.47% 333,954 +38% 0% $798,152

Institutional Holders of Health Catalyst, Inc. - Common Stock, par value $0.001 per share (HCAT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 55,158,268 $131,823,048 -$6,552,468 $2.39 133
2025 Q3 54,134,724 $154,287,158 -$4,573,641 $2.85 142
2025 Q2 54,164,187 $204,239,601 +$2,031,442 $3.77 144
2025 Q1 53,179,756 $240,899,632 -$15,089,868 $4.53 163
2024 Q4 51,714,283 $365,529,299 +$10,713,924 $7.07 164
2024 Q3 52,033,442 $423,157,153 +$11,669,218 $8.14 158
2024 Q2 50,973,377 $325,694,724 +$3,633,936 $6.39 159
2024 Q1 50,065,423 $376,991,717 +$764,949 $7.53 170
2023 Q4 49,726,125 $460,463,313 +$1,604,271 $9.26 165
2023 Q3 49,374,836 $499,663,628 +$2,966,722 $10.12 155
2023 Q2 48,824,578 $610,231,678 +$4,102,989 $12.50 152
2023 Q1 48,547,295 $566,456,324 -$1,965,202 $11.67 158
2022 Q4 48,846,831 $519,237,991 -$2,727,981 $10.63 164
2022 Q3 49,010,406 $475,542,822 -$73,165,265 $9.70 163
2022 Q2 52,853,537 $766,547,805 -$46,880,972 $14.49 170
2022 Q1 53,285,286 $1,391,839,063 -$65,374,738 $26.13 180
2021 Q4 55,189,855 $2,186,203,412 +$48,206,866 $39.62 178
2021 Q3 53,304,379 $2,668,051,943 +$252,469,889 $50.01 198
2021 Q2 48,146,470 $2,673,141,898 +$252,885,500 $55.51 197
2021 Q1 43,869,916 $2,051,715,173 +$163,395,411 $46.77 187
2020 Q4 40,380,352 $1,757,762,073 +$87,929,967 $43.53 168
2020 Q3 40,018,208 $1,463,894,335 +$230,365,790 $36.60 138
2020 Q2 33,977,864 $991,115,334 +$212,900,758 $29.17 127
2020 Q1 27,081,811 $708,117,425 +$93,437,343 $26.15 107
2019 Q4 23,424,591 $810,679,210 +$30,418,007 $34.70 87
2019 Q3 16,697,494 $523,337,673 +$523,337,674 $31.64 85