Health Catalyst Ownership | Who Owns Health Catalyst?
Health Catalyst Ownership Summary
Health Catalyst is owned by 51.83% institutional investors, 10.10% insiders, and 38.06% retail investors. First light asset management is the largest institutional shareholder, holding 19.30% 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 | 51.83% | 10.10% | 38.06% |
| Sector | Healthcare Stocks | 232.51% | 10.72% | -143.23% |
| Industry | Healthcare Information Services Stocks | 33.19% | 12.66% | 54.15% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| First light asset management | 13.44M | 19.30% | $38.29M |
| Blackrock | 5.43M | 9.27% | $34.72M |
| Blackrock funding, inc. /de | 5.19M | 7.38% | $12.41M |
| Vanguard group | 4.43M | 6.30% | $10.60M |
| Whetstone capital advisors | 3.73M | 5.36% | $10.63M |
| Impax asset management group | 2.75M | 3.91% | $6.57M |
| Nepsis | 1.92M | 2.72% | $4.58M |
| Geode capital management | 1.67M | 2.37% | $3.99M |
| Dimensional fund advisors lp | 1.64M | 2.33% | $3.92M |
| State street | 1.27M | 1.83% | $3.63M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| First light asset management | 13.44M | 3.61% | $38.29M |
| Whetstone capital advisors | 3.73M | 2.94% | $10.63M |
| Amh equity | 660.00K | 2.34% | $1.88M |
| Nepsis | 1.92M | 1.41% | $4.58M |
| Palogic value management | 1.09M | 1.25% | $3.11M |
| Highmark wealth management | 741.48K | 0.72% | $1.77M |
| Martin & co inc /tn/ | 512.13K | 0.26% | $1.46M |
| Clarivest asset management | 285.63K | 0.19% | $1.83M |
| Cvs health | 32.27K | 0.09% | $91.98K |
| Prescott group capital management | 313.29K | 0.07% | $748.75K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First light asset management | 13.44M | 3.61% | 1.21M |
| Baird financial group | 617.18K | 0.00% | 617.18K |
| Highmark wealth management | 741.48K | 0.72% | 431.20K |
| Nepsis | 1.92M | 1.41% | 402.76K |
| Palogic value management | 1.09M | 1.25% | 361.72K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Daventry group, lp | - | - | -2.51M |
| Wellington management group llp | - | - | -2.09M |
| Portolan capital management | - | - | -1.98M |
| Millennium management | 498.08K | 0.00% | -1.49M |
| Primecap management co/ca/ | 340.42K | 0.00% | -1.03M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Baird financial group | 617.18K | 0.00% | 617.18K | $1.76M |
| Prescott group capital management | 313.29K | 0.07% | 313.29K | $748.75K |
| Susquehanna portfolio strategies | 230.34K | 0.01% | 230.34K | $656.48K |
| Numerai gp | 123.24K | 0.05% | 123.24K | $351.24K |
| Sei investments | 95.91K | 0.00% | 95.91K | $229.22K |
Sold Out
| Holder | Change |
|---|---|
| Bank of montreal /can/ | -1.00 |
| Assetmark | -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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 96 | -33.33% | 36,478,657 | -32.62% | 51 | 0.86% | 41 | -46.75% | 31 | -16.22% |
| Sep 30, 2025 | 140 | - | 53,769,821 | 0.93% | 77 | 1.32% | 75 | 7.14% | 37 | -9.76% |
| 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% |
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 |
|---|---|---|---|---|
| Dec 05, 2025 | Landry Benjamin | General Counsel | Sell | $72.33K |
| Dec 04, 2025 | Larson-Green Julie | - | Sell | $128.35K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | 7 |
| 2024 Q4 | - | 11 |
HCAT Ownership FAQ
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