Health Catalyst Ownership | Who Owns Health Catalyst?
Health Catalyst Ownership Summary
Health Catalyst is owned by 16.39% institutional investors, 3.71% insiders, and 79.90% retail investors. First light asset management is the largest institutional shareholder, holding 15.22% 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 | 16.39% | 3.71% | 79.90% |
| Sector | Healthcare Stocks | 279.19% | 10.62% | -189.81% |
| Industry | Healthcare Information Services Stocks | 36.90% | 10.30% | 52.79% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| First light asset management | 10.44M | 15.22% | $47.28M |
| Blackrock | 5.43M | 9.27% | $34.72M |
| Blackrock funding, inc. /de | 5.58M | 9.24% | $39.48M |
| Vanguard group | 4.39M | 7.27% | $31.07M |
| Impax asset management group | 2.75M | 4.55% | $19.44M |
| Alyeska investment group | 2.02M | 3.34% | $14.28M |
| Wellington management group llp | 1.96M | 3.24% | $13.85M |
| Primecap management co/ca/ | 1.93M | 3.20% | $13.66M |
| Kennedy capital management | 1.89M | 3.13% | $13.37M |
| Dimensional fund advisors lp | 1.59M | 2.63% | $11.25M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| First light asset management | 10.44M | 5.40% | $47.28M |
| Nepsis | 96.26K | 2.53% | $10.12M |
| Palogic value management | 320.00K | 0.88% | $2.26M |
| Martin & co inc /tn/ | 491.00K | 0.86% | $3.47M |
| Portolan capital management | 749.03K | 0.36% | $5.30M |
| Kennedy capital management | 1.89M | 0.30% | $13.37M |
| Pier 88 investment partners | 170.89K | 0.24% | $1.21M |
| Clarivest asset management | 285.63K | 0.19% | $1.83M |
| Cvs health | 32.27K | 0.10% | $228.17K |
| Impax asset management group | 2.75M | 0.09% | $19.44M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First light asset management | 10.44M | 5.40% | 5.20M |
| Alyeska investment group | 2.02M | 0.05% | 861.15K |
| Kennedy capital management | 1.89M | 0.30% | 565.45K |
| Palogic value management | 320.00K | 0.88% | 320.00K |
| Raymond james financial | 289.12K | 0.00% | 289.12K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Daventry group, lp | - | - | -2.51M |
| Nepsis | 96.26K | 2.53% | -2.01M |
| 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 |
|---|---|---|---|---|
| Palogic value management | 320.00K | 0.88% | 320.00K | $2.26M |
| Raymond james financial | 289.12K | 0.00% | 289.12K | $2.04M |
| Susquehanna fundamental investments | 114.00K | 0.01% | 114.00K | $805.98K |
| Bnp paribas arbitrage, snc | 104.00K | 0.00% | 104.00K | $735.29K |
| Winton group | 87.80K | 0.02% | 87.80K | $397.74K |
Sold Out
| Holder | Change |
|---|---|
| Assetmark | -1.00 |
| Bank of montreal /can/ | -1.00 |
| Newedge advisors | -26.00 |
| Capital performance advisors llp | -83.00 |
| Lindbrook capital | -113.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 175 | 4.79% | 50,102,854 | 0.76% | 85 | 1.14% | 88 | 6.02% | 58 | -1.69% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Impax Small Cap Institutional | 2.75M | 3.95% | - |
| Impax US Small Cap Strategy Composite | 2.75M | 3.95% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.11M | 3.03% | - |
| Vanguard US Total Market Shares ETF | 1.82M | 2.60% | - |
| PRIMECAP Odyssey Aggressive Growth | 1.70M | 2.45% | 47.50K |
| iShares Russell 2000 ETF | 1.52M | 2.19% | 747.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.02M | 1.47% | 3.17K |
| Kennedy Micro Cap | 836.78K | 1.19% | -3.03K |
| Strategic Advisers U.S. Total Stock | 767.03K | 1.10% | 273.92K |
| Coeli Circulus Am Micro & Sm Cp I FdrSek | 653.43K | 0.94% | 59.05K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Mar 05, 2025 | LeSueur Daniel | Chief Operating Officer | Sell | $76.33K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 2 |
| 2025 Q1 | - | 7 |
| 2024 Q4 | - | 11 |
| 2024 Q3 | - | 9 |
| 2024 Q2 | - | 8 |
HCAT Ownership FAQ
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