Health Catalyst Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FIRST LIGHT ASSET MANAGEMENT, LLC | 08/14/2026 | 12.81 M | $25.49 M | -0.53% | 17.32% |
| CDC FINANCIAL, INC. | 08/14/2026 | 7.09 M | $14.11 M | 12.46% | 9.59% |
| PALOGIC VALUE MANAGEMENT, L.P. | 09/09/2026 | 4.92 M | $9.80 M | 69.94% | 6.66% |
| IMPAX ASSET MANAGEMENT GROUP PLC | 08/11/2026 | 4.00 M | $7.96 M | 45.45% | 5.41% |
| NEPSIS INC. | 07/14/2026 | 2.98 M | $5.92 M | 58.62% | 4.02% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.97 M | $5.91 M | 2.98% | 4.02% |
| BLACKROCK, INC. | 08/07/2026 | 1.84 M | $3.65 M | -64.26% | 2.48% |
| WHETSTONE CAPITAL ADVISORS, LLC | 08/14/2026 | 1.52 M | $3.01 M | 0.00% | 2.05% |
| JANE STREET GROUP, LLC | 08/14/2026 | 1.04 M | $2.07 M | 3,806.14% | 1.40% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 911.82 K | $1.81 M | -26.16% | 1.23% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 891.36 K | $1.77 M | -40.63% | 1.21% |
| HIGHMARK WEALTH MANAGEMENT LLC | 08/12/2026 | 871.08 K | $1.73 M | -3.54% | 1.18% |
| CAPTION MANAGEMENT, LLC | 08/14/2026 | 850.00 K | $1.69 M | 0.00% | 1.15% |
| CAPTION MANAGEMENT, LLC | 08/14/2026 | 773.65 K | $1.54 M | 0.23% | 1.05% |
| MINK BROOK ASSET MANAGEMENT LLC | 08/14/2026 | 738.28 K | $1.47 M | 100.00% | 1.00% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 08/07/2026 | 710.80 K | $1.41 M | 0.00% | 0.96% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 615.50 K | $1.22 M | 1.42% | 0.83% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 615.50 K | $1.22 M | 100.00% | 0.83% |
| HRT FINANCIAL LP | 08/14/2026 | 572.22 K | $1.14 M | 135.29% | 0.77% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 516.08 K | $1.03 M | 100.00% | 0.70% |
| PEAK6 LLC | 08/13/2026 | 500.00 K | $995.00 K | 100.00% | 0.68% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 480.97 K | $957.13 K | 24.23% | 0.65% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 463.01 K | $921.38 K | 4.36% | 0.63% |
| CITADEL ADVISORS LLC | 09/02/2026 | 453.21 K | $901.90 K | 100.00% | 0.61% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 437.23 K | $870.08 K | 438.76% | 0.59% |
| FMR LLC | 08/13/2026 | 410.64 K | $817.17 K | 11.75% | 0.56% |
| HSBC HOLDINGS PLC | 08/14/2026 | 408.63 K | $809.10 K | 313.31% | 0.55% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 400.21 K | $796.42 K | 1,214.84% | 0.54% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 376.59 K | $749.41 K | -30.68% | 0.51% |
| STATE STREET CORP | 09/22/2026 | 360.71 K | $717.82 K | -72.77% | 0.49% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 349.27 K | $695.04 K | 60.90% | 0.47% |
| 71 WEST CAPITAL PARTNERS | 08/04/2026 | 339.52 K | $675.64 K | 0.00% | 0.46% |
| WEISS ASSET MANAGEMENT LP | 08/14/2026 | 258.49 K | $514.40 K | 100.00% | 0.35% |
| UBS GROUP AG | 08/13/2026 | 254.65 K | $506.76 K | -11.30% | 0.34% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 246.87 K | $491.28 K | -33.33% | 0.33% |
| JAIN GLOBAL LLC | 08/14/2026 | 216.54 K | $430.92 K | 365.16% | 0.29% |
| NORTHERN TRUST CORP | 08/13/2026 | 177.16 K | $352.54 K | -64.13% | 0.24% |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 08/14/2026 | 168.44 K | $335.20 K | 30.52% | 0.23% |
| WHETSTONE CAPITAL ADVISORS, LLC | 08/14/2026 | 167.10 K | $332.52 K | -96.09% | 0.23% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 144.01 K | $285.00 K | 27.23% | 0.19% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 121.41 K | $241.61 K | -77.14% | 0.16% |
| MORGAN STANLEY | 08/13/2026 | 106.13 K | $211.20 K | -20.91% | 0.14% |
| ASTER CAPITAL MANAGEMENT (DIFC) LTD | 08/14/2026 | 101.78 K | $202.54 K | 100.00% | 0.14% |
| BARCLAYS PLC | 08/14/2026 | 98.65 K | $196.32 K | 49.16% | 0.13% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 79.83 K | $158.86 K | -70.06% | 0.11% |
| QUADRATURE CAPITAL LTD | 08/07/2026 | 72.49 K | $144.26 K | 100.00% | 0.10% |
| VERADACE CAPITAL MANAGEMENT LLC | 08/14/2026 | 70.00 K | $139.30 K | 40.00% | 0.09% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 67.86 K | $136.00 K | -31.60% | 0.09% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/14/2026 | 67.40 K | $134.13 K | 100.00% | 0.09% |
| HEADLANDS TECHNOLOGIES LLC | 08/13/2026 | 65.72 K | $130.77 K | 100.00% | 0.09% |
Health Catalyst Inc institutional Ownership - FAQ's
During the previous two years, 211 institutional investors and hedge funds held shares of Health Catalyst Inc. The most heavily invested institutionals were:
Wealth Enhancement Trust Services, Inc.: 0
First Light Asset Management, LLC: 12.81 M
CDC Financial, Inc.: 7.09 M
Palogic Value Management, L.P.: 4.92 M
Impax Asset Management Group plc: 4 M
Nepsis Inc.: 2.98 M
71.48% of Health Catalyst Inc stock is owned by institutional investors.
Institutional investors have bought a total of 66.61 M shares in the last 24 months. This purchase volume represents approximately $127.22 M in transactions.