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HCAT · Health Catalyst, Inc. · Holdings

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$1.75 +0.04 (+2.34%) At close · Oct 20
Rebalance outlook locked
Market Cap
$131.70M
Shares
75.26M
Volume · Oct 20 139.58K Avg daily vol (3M) 610.24K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of HCAT: 13F, 13D and 13G, insiders and funds →
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 123
Total Value: $111,149,858
Total Shares: 56,259,833
Showing 1–100 of 132 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 128 13F filers
Top Holder
22.8%
Sep 2023 → Jun 2026 · range 10.1% – 24.7%
of institutional value
Top 5
56.5%
Sep 2023 → Jun 2026 · range 33.5% – 56.5%
of institutional value
Top 10
74.3%
Sep 2023 → Jun 2026 · range 52.6% – 75.0%
of institutional value
HHI
925
Sep 2023 → Jun 2026 · range 387 – 925
Broadly held

Who Holds HCAT

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 126 filers, like-for-like change -6.4%; actively managed books +3.8%; index-like books -39.9%.

Holder type Share Filers Change
Registered adviser 53.8% 59 -11.4%
Exempt adviser 0.2% 2 +20.0%
Adviser 9.5% 5 +64.8%
Bank 2.0% 12 -68.3%
Broker-dealer 0.0% 1 new
Non-US 0.2% 4 -63.3%
Holding company 13.1% 7 -21.9%
Insurer 0.0% 0 -100.0%
Benefit plan 0.0% 0 -100.0%
Unknown 21.2% 36 +27.8%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 1 holder with no observed 2026-03-31 13F and 4 holders with no observed 2026-06-30 13F.

Conviction and Crowding

126 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
2
1.59% of filers hold it in their top 10
Mar 31, 2026: 1
Holders above 5%
1
median weight 0.000%
Mar 31, 2026: 1
Crowding
29.3%
of shares outstanding, 80th percentile
Mar 31, 2026: 30.4%
Private-fund advisers
26.0%
of shares outstanding
Institutional ownership
70.7%
91.5% of the estimated free float
Top 10 holders
75.5%
of 13F shares, Herfindahl 0.104
Active holders
+3.8%
like-for-like share change of active filers
5% stakes on record
5
2 13D, 3 13G (2 institutional, 1 passive, 0 exempt)
How long holders have held it value-weighted 14.1 quarters
Under 1 year 30.5% 1 to 3 years 19.0% 3 years or more 50.5% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$4.24
estimated per share
Mar 31, 2026: $6.03
Quarter-end price
$1.99
implied by 13F values
Estimated gain or loss
-53.0%
price against the estimated cost
Estimated at a loss
71.0%
of costed 13F value

Estimated cost covers 43.9% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies HCAT's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 WLTH Wealthfront Corp 3
2 MDT Medtronic plc 3
3 NOW ServiceNow, Inc. 3
4 UBER Uber Technologies, Inc 3
5 UNH Unitedhealth Group Inc 4
6 AVGO Broadcom Inc. 5
7 AMD Advanced Micro Devices Inc 4
8 NVDA Nvidia Corp 5
9 AMZN Amazon Com Inc 5
10 GOOGL Alphabet Inc. 5

Shareholder Targets

13F filers that own its peers but not HCAT, quarter ended Jun 30, 2026

Found through its holder-overlap peers: WLTH, MDT, NOW, UBER, UNH, AVGO, AMD, NVDA, AMZN, GOOGL, AMGN, JNJ, AAPL, MSFT, PG, CAT, CSCO, TSLA, XOM, WMT. 7,190 filers in all.

# Filer In peers
1 NORGES BANK Non-US, Index-like $348,227,650,512 19 held
2 Capital Research Global Investors Adviser, Diversified active $243,259,951,462 18 held
3 Capital World Investors Adviser, Diversified active $215,604,683,376 17 held
4 Legal & General Group Plc Unknown, Index-like $169,162,426,106 20 held
5 Amundi Holding company, Index-like $143,830,699,587 19 held
6 WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active $143,560,804,378 20 held
7 Nuveen, LLC Unknown, Index-like $140,324,931,039 20 held
8 FRANKLIN RESOURCES INC Adviser, Diversified active $130,830,864,448 19 held
9 Capital International Investors Adviser, Diversified active $126,635,831,512 16 held
10 Fisher Asset Management, LLC Adviser, Diversified active $107,793,709,636 19 held

Fund Ownership of HCAT by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 8.04% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 2.18% 1,641,857
Index ETFs 5.85% 4,405,645
Active ETFs 0.93% 697,010
Active funds 6.70% 5,041,612
Unclassified 0.00% 0
All registered funds 15.66% 11,786,124
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 58 Exempt adviser 1 Adviser 5 Bank 12 Broker-dealer 2 Non-US 4 Holding company 7 Unknown 34
Showing 100 of 132
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
First Light Asset Management, LLC $25,493,613 22.94% 12,810,861
CDC Financial, Inc. $14,114,469 12.70% 7,092,698
Palogic Value Management, L.P. $9,795,659 8.81% 4,922,442
Impax Asset Management Group plc $7,960,000 7.16% 4,000,000
VANGUARD CAPITAL MANAGEMENT LLC $5,913,480 5.32% 2,971,598
Nepsis Inc. $5,172,189 4.65% 2,989,705
BlackRock, Inc. $3,654,379 3.29% 1,836,373
Whetstone Capital Advisors, LLC $3,014,850 2.71% 1,515,000
JANE STREET GROUP, LLC $2,065,185 1.86% 1,037,782
DIMENSIONAL FUND ADVISORS LP $1,814,518 1.63% 911,819
GEODE CAPITAL MANAGEMENT, LLC $1,773,799 1.60% 891,357
HighMark Wealth Management LLC $1,733,453 1.56% 871,082
Caption Management, LLC $1,691,500 1.52% 850,000
Caption Management, LLC $1,691,500 1.52% 850,000
Caption Management, LLC $1,539,563 1.39% 773,650
Mink Brook Asset Management LLC $1,469,171 1.32% 738,277
Prescott Group Capital Management, L.L.C. $1,414,497 1.27% 710,803
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1,224,852 1.10% 615,504
HRT FINANCIAL LP $1,138,707 1.02% 572,215
MILLENNIUM MANAGEMENT LLC $1,027,005 0.92% 516,083
PEAK6 LLC $995,000 0.90% 500,000
GOLDMAN SACHS GROUP INC $957,129 0.86% 480,970
VANGUARD FIDUCIARY TRUST CO $921,379 0.83% 463,005
CITADEL ADVISORS LLC $901,895 0.81% 453,214
SUSQUEHANNA INTERNATIONAL GROUP, LLP $870,081 0.78% 437,227
FMR LLC $817,167 0.74% 410,637
HSBC HOLDINGS PLC $813,181 0.73% 408,634
Squarepoint Ops LLC $796,417 0.72% 400,210
AQR CAPITAL MANAGEMENT LLC $749,402 0.67% 376,586
STATE STREET CORP $717,818 0.65% 360,713
RENAISSANCE TECHNOLOGIES LLC $695,039 0.63% 349,266
71 West Capital Partners $675,634 0.61% 339,515
Weiss Asset Management LP $514,401 0.46% 258,493
UBS Group AG $506,760 0.46% 254,654
Baird Financial Group, Inc. $491,275 0.44% 246,872
Jain Global LLC $430,920 0.39% 216,543
NORTHERN TRUST CORP $352,544 0.32% 177,158
Susquehanna Portfolio Strategies, LLC $335,201 0.30% 168,443
Whetstone Capital Advisors, LLC $332,523 0.30% 167,097
ACADIAN ASSET MANAGEMENT LLC $286,587 0.26% 144,014
VANGUARD PORTFOLIO MANAGEMENT LLC $241,609 0.22% 121,412
MORGAN STANLEY $211,189 0.19% 106,127
Aster Capital Management (DIFC) Ltd $202,542 0.18% 101,780
BARCLAYS PLC $196,314 0.18% 98,651
Bank of New York Mellon Corp $158,855 0.14% 79,828
Quadrature Capital Ltd $144,261 0.13% 72,493
Veradace Capital Management LLC $139,300 0.13% 70,000
PRICE T ROWE ASSOCIATES INC /MD/ $135,047 0.12% 67,863
CANADA PENSION PLAN INVESTMENT BOARD $134,126 0.12% 67,400
Headlands Technologies LLC $130,772 0.12% 65,715
SIG BROKERAGE, LP $129,350 0.12% 65,000
SIG BROKERAGE, LP $129,350 0.12% 65,000
CITADEL ADVISORS LLC $111,042 0.10% 55,800
SUSQUEHANNA INTERNATIONAL GROUP, LLP $108,654 0.10% 54,600
BANK OF AMERICA CORP /DE/ $104,396 0.09% 52,461
EP Wealth Advisors, LLC $99,374 0.09% 49,937
Williams & Novak, LLC $93,447 0.08% 54,016
MCF Advisors LLC $92,535 0.08% 46,500
Creative Planning $86,264 0.08% 43,349
Graham Capital Management, L.P. $79,498 0.07% 39,949
Tower Research Capital LLC (TRC) $77,526 0.07% 38,958
Financial Engines Advisors L.L.C. $77,221 0.07% 38,805
Perigon Wealth Management, LLC $76,674 0.07% 38,530
CITADEL ADVISORS LLC $75,023 0.07% 37,700
Invesco Ltd. $74,183 0.07% 37,278
Vanguard Global Advisers, LLC $71,009 0.06% 35,683
SUSQUEHANNA INTERNATIONAL GROUP, LLP $70,446 0.06% 35,400
RHUMBLINE ADVISERS $68,692 0.06% 34,519
Schonfeld Strategic Advisors LLC $59,009 0.05% 29,653
Sepio Capital, LP $58,653 0.05% 29,474
IMC-Chicago, LLC $56,044 0.05% 28,163
Cresset Asset Management, LLC $50,953 0.05% 25,605
DEUTSCHE BANK AG\ $42,958 0.04% 21,587
Catalyst Funds Management Pty Ltd $40,198 0.04% 20,200
AXQ CAPITAL, LP $38,016 0.03% 19,104
SIG BROKERAGE, LP $37,883 0.03% 19,037
EARNED WEALTH ADVISORS, LLC $36,548 0.03% 18,366
XTX Topco Ltd $36,486 0.03% 18,335
Vanguard Personalized Indexing Management, LLC $36,056 0.03% 18,119
NEUBERGER BERMAN GROUP LLC $35,957 0.03% 18,069
Rangeley Capital, LLC $31,601 0.03% 15,880
Signal Advisors Wealth, LLC $30,340 0.03% 17,538
Strong Retirement Solutions LLC $30,340 0.03% 17,538
TWO SIGMA INVESTMENTS, LP $27,288 0.02% 13,713
Visionary Wealth Advisors $27,163 0.02% 13,650
Virtu Financial LLC $25,052 0.02% 12,589
GC Wealth Management RIA, LLC $24,829 0.02% 12,477
Janney Montgomery Scott LLC $23,963 0.02% 12,042
CIGNA INVESTMENTS INC /NEW $23,386 0.02% 13,518
TWO SIGMA SECURITIES, LLC $21,736 0.02% 10,923
Callan Family Office, LLC $20,793 0.02% 10,449
SG Americas Securities, LLC $20,787 0.02% 10,446
Arax Advisory Partners $19,894 0.02% 9,997
SIMPLEX TRADING, LLC $18,707 0.02% 9,401
Abel Hall, LLC $17,424 0.02% 10,072
Optiver Holding B.V. $11,884 0.01% 5,972
Global Retirement Partners, LLC $9,104 0.01% 4,575
BNP PARIBAS ARBITRAGE, SA $7,054 0.01% 3,545
FEDERATED HERMES, INC. $7,018 0.01% 3,527
Russell Investments Group, Ltd. $5,050 0.00% 2,538

Showing the top 100 of 132 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1636422 CUSIP 42225T107 13F (30d) 11 filings 11 filers Visit website Investor relations