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 3.95% 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 | 488.17% | 11.08% | -399.26% |
| 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 |
| Nepsis | 1.73M | 2.48% | $6.50M |
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 | 1.73M | 1.81% | $6.50M |
| Palogic value management | 730.10K | 1.12% | $2.75M |
| Portolan capital management | 1.98M | 0.47% | $7.47M |
| Stonepine capital management | 100.00K | 0.37% | $377.00K |
| Martin & co inc /tn/ | 509.16K | 0.35% | $1.92M |
| Highmark wealth management | 164.75K | 0.30% | $621.11K |
| 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 |
| Dynamic advisor solutions | 25.47K | 0.01% | 25.47K | $180.07M |
| Entrypoint capital | 23.77K | 0.04% | 23.77K | $89.61K |
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 | 3.95% | - |
| 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 | 1.60M | 2.28% | -30.45K |
| Strategic Advisers U.S. Total Stock | 967.51K | 1.39% | 93.02K |
| Kennedy Micro Cap | 835.59K | 1.20% | -1.18K |
| Vanguard Institutional Extnd Mkt Idx Tr | 728.65K | 1.04% | -309.69K |
| Coeli Circulus Am Micro & Sm Cp I FdrSek | 653.43K | 0.93% | - |
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 | - | - |
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | 7 |
| 2024 Q4 | - | 11 |
| 2024 Q3 | - | 9 |
HCAT Ownership FAQ
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