Health Catalyst Ownership | Who Owns Health Catalyst?
Health Catalyst Ownership Summary
Health Catalyst is owned by 77.79% institutional investors, 3.45% insiders, and 18.75% retail investors. First light asset management is the largest institutional shareholder, holding 17.57% of HCAT shares. Impax Small Cap Institutional is the top mutual fund, with 3.91% of its assets in Health Catalyst shares.
HCAT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Health Catalyst | 77.79% | 3.45% | 18.75% |
| Sector | Healthcare Stocks | 488.30% | 11.08% | -399.38% |
| Industry | Healthcare Information Services Stocks | 54.77% | 12.92% | 32.31% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| First light asset management | 12.23M | 17.57% | $46.11M |
| Blackrock | 5.43M | 9.27% | $34.72M |
| Blackrock funding, inc. /de | 5.65M | 8.12% | $21.31M |
| Vanguard group | 4.39M | 7.27% | $31.07M |
| Whetstone capital advisors | 3.73M | 5.36% | $14.07M |
| Impax asset management group | 2.75M | 3.95% | $10.37M |
| Primecap management co/ca/ | 1.99M | 2.85% | $7.49M |
| Portolan capital management | 1.98M | 2.84% | $7.47M |
| Dimensional fund advisors lp | 1.59M | 2.63% | $11.25M |
| Geode capital management | 1.45M | 2.39% | $10.23M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| First light asset management | 12.23M | 5.98% | $46.11M |
| Whetstone capital advisors | 3.73M | 3.97% | $14.07M |
| Amh equity | 427.15K | 2.12% | $1.61M |
| Nepsis | 1.51M | 1.37% | $4.31M |
| Palogic value management | 730.10K | 1.12% | $2.75M |
| Portolan capital management | 1.98M | 0.47% | $7.47M |
| Highmark wealth management | 310.28K | 0.39% | $884.30K |
| Stonepine capital management | 100.00K | 0.37% | $377.00K |
| Martin & co inc /tn/ | 509.16K | 0.35% | $1.92M |
| Clarivest asset management | 285.63K | 0.19% | $1.83M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Whetstone capital advisors | 3.73M | 3.97% | 2.03M |
| First light asset management | 12.23M | 5.98% | 1.79M |
| Portolan capital management | 1.98M | 0.47% | 663.33K |
| Connor, clark & lunn investment management | 1.07M | 0.01% | 372.04K |
| Goldman sachs group | 886.67K | 0.00% | 263.75K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Daventry group, lp | - | - | -2.51M |
| Wellington management group llp | - | - | -2.09M |
| Millennium management | 498.08K | 0.00% | -1.49M |
| Bank of new york mellon | 1.44M | 0.00% | -865.74K |
| Invenomic capital management lp | - | - | -850.58K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bnp paribas arbitrage, snc | 104.00K | 0.00% | 104.00K | $735.29K |
| Stonepine capital management | 100.00K | 0.37% | 100.00K | $377.00K |
| Pathstone | 28.52K | 0.00% | 28.52K | $201.61K |
| Entrypoint capital | 23.77K | 0.04% | 23.77K | $89.61K |
| Cresset asset management | 10.43K | 0.00% | 10.43K | $39.33K |
Sold Out
| Holder | Change |
|---|---|
| Assetmark | -1.00 |
| Bank of montreal /can/ | -1.00 |
| Corecap advisors | -2.00 |
| True wealth design | -17.00 |
| Newedge advisors | -26.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 146 | -12.57% | 54,164,332 | 1.85% | 77 | 1.29% | 72 | -12.20% | 44 | -15.38% |
| Mar 31, 2025 | 7 | -95.88% | 11,236,259 | -78.31% | 16 | 0.22% | 6 | -93.26% | 1 | -97.87% |
| Dec 31, 2024 | 82 | -50.00% | 27,328,907 | -47.48% | 45 | 0.61% | 38 | -49.33% | 23 | -54.00% |
| Sep 30, 2024 | 164 | 1.23% | 52,033,442 | 2.08% | 86 | 1.14% | 76 | -15.56% | 49 | -5.77% |
| Jun 30, 2024 | 161 | -8.00% | 50,973,365 | 1.74% | 86 | 1.19% | 89 | 1.14% | 52 | -10.34% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Impax Small Cap Institutional | 2.75M | 3.91% | - |
| Impax US Small Cap Strategy Composite | 2.75M | 3.91% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.06M | 2.93% | -45.53K |
| Vanguard US Total Market Shares ETF | 1.82M | 2.60% | - |
| PRIMECAP Odyssey Aggressive Growth | 1.69M | 2.42% | -18.43K |
| iShares Russell 2000 ETF | 1.64M | 2.33% | - |
| Strategic Advisers U.S. Total Stock | 1.17M | 1.67% | 205.04K |
| Kennedy Micro Cap | 835.59K | 1.20% | -1.18K |
| Vanguard Institutional Extnd Mkt Idx Tr | 728.65K | 1.04% | -309.69K |
| Fidelity Small Cap Index | 676.24K | 0.96% | 66.72K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 05, 2025 | Landry Benjamin | General Counsel | Sell | $20.70K |
| Jun 05, 2025 | Landry Benjamin | General Counsel | Sell | $23.89K |
| May 05, 2025 | LeSueur Daniel | Chief Operating Officer | Sell | $21.33K |
| Apr 03, 2025 | LeSueur Daniel | Chief Operating Officer | Sell | $21.60K |
| Mar 06, 2025 | Landry Benjamin | General Counsel | Sell | $62.86K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | 7 |
| 2024 Q4 | - | 11 |
| 2024 Q3 | - | 9 |
HCAT Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools