Latest Period
Q4 2025
Security Snapshot
Health Catalyst, Inc. - Common Stock (HCAT) Institutional Ownership
CUSIP: 42225T107
13F Institutional Holders and Ownership History from Q3 2019 to Q1 2026
Institutions Reporting
135
Shares (Excl. Options)
55,255,923
Price
$2.39
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- Type / Class
- Equity / Common Stock
- Symbol
- HCAT on Nasdaq
- Shares outstanding
- 73,581,273
- Price per share
- $1.06
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 55,255,923
- Total reported value
- $132,053,590
- % of total 13F portfolios
- 0%
- Share change
- -2,406,756
- Value change
- -$6,513,943
- Number of holders
- 135
- Price from insider filings
- $1.06
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- HCAT - Health Catalyst, Inc. - Common Stock is tracked under CUSIP 42225T107.
- 135 institutions reported positions in Q4 2025.
- 4 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 135 to 78 between Q4 2025 and Q1 2026.
- Reported value moved from $132,053,590 to $27,104,226.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 135 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 42225T107?
CUSIP 42225T107 identifies HCAT - Health Catalyst, Inc. - Common Stock in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 42225T107:
Significant Owners of Health Catalyst, Inc. - Common Stock (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 | 18% | -6.9% | $26,796,092 | -$909,928 | 13,465,373 | -3.3% | Mathew P. Arens | 12 Mar 2026 |
| 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 | |||
| Stoney Lonesome HF LP | 5.5% | $11,540,383 | 3,898,778 | COGHILL CLINT D | 15 Dec 2025 |
As of 31 Dec 2025, 135 institutional investors reported holding 55,255,923 shares of Health Catalyst, Inc. - Common Stock (HCAT). This represents 75% of the company’s total 73,581,273 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Health Catalyst, Inc. - Common Stock (HCAT) together control 68% 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. | 7.1% | 5,193,085 | -5.6% | 0% | $12,411,474 |
| VANGUARD GROUP INC | 6% | 4,434,387 | +3.2% | 0% | $10,598,185 |
| CDC Financial, Inc. | 5.4% | 4,002,046 | 0% | 8.8% | $9,564,890 |
| Whetstone Capital Advisors, LLC | 5.1% | 3,750,377 | +0.51% | 2.8% | $8,963,401 |
| Impax Asset Management Group plc | 3.7% | 2,750,000 | 0% | 0.04% | $6,572,500 |
| Nepsis Inc. | 2.6% | 1,915,794 | +27% | 1.4% | $4,578,748 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 1,668,479 | -4% | 0% | $3,988,407 |
| DIMENSIONAL FUND ADVISORS LP | 2.2% | 1,641,528 | -14% | 0% | $3,923,197 |
| STATE STREET CORP | 1.8% | 1,327,922 | +4.3% | 0% | $3,173,734 |
| Palogic Value Management, L.P. | 1.7% | 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 | 1.3% | 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% | 752,806 | -7.1% | 0% | $1,799,206 |
| HighMark Wealth Management LLC | 1% | 741,482 | +139% | 0.72% | $1,772,141 |
| Connor, Clark & Lunn Investment Management Ltd. | 0.79% | 581,361 | -40% | 0% | $1,389,453 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.74% | 546,967 | -12% | 0% | $1,307,251 |
| MARTIN & CO INC /TN/ | 0.7% | 513,153 | +0.2% | 0.21% | $1,226,435 |
| Baird Financial Group, Inc. | 0.67% | 493,746 | -20% | 0% | $1,180,053 |
| NORTHERN TRUST CORP | 0.65% | 476,047 | -10% | 0% | $1,137,752 |
| FMR LLC | 0.47% | 348,716 | +28% | 0% | $833,430 |
| PRIMECAP MANAGEMENT CO/CA/ | 0.46% | 340,418 | -75% | 0% | $813,599 |
| MORGAN STANLEY | 0.45% | 333,954 | +38% | 0% | $798,152 |
Institutional Holders of Health Catalyst, Inc. - Common Stock (HCAT) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 21,406,423 | $27,104,226 | -$3,593,249 | $1.27 | 78 |
| 2025 Q4 | 55,255,923 | $132,053,590 | -$6,513,943 | $2.39 | 135 |
| 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 |