Health Catalyst, Inc. (HCAT) — Institutional Holders, Q2 2026

128 institutional investment managers reported a HCAT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $104.0M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← HCAT stock profile

HCAT in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

Palogic Value Management, L.P.Added · +2,025,842 sh+$4.0M
Impax Asset Management Group plcAdded · +1,250,000 sh+$2.5M
NepsisAdded · +1,099,898 sh+$2.2M
JANE STREET GROUPAdded · +1,011,214 sh+$2.0M
CDC FinancialAdded · +785,644 sh+$1.6M

Biggest sellers

Whetstone Capital AdvisorsTrimmed · -4,101,044 sh-$8.2M
BlackRockTrimmed · -3,301,649 sh-$6.6M
STATE STREETTrimmed · -964,136 sh-$1.9M
JPMORGAN CHASETrimmed · -676,002 sh-$1.3M
GEODE CAPITAL MANAGEMENTTrimmed · -610,076 sh-$1.2M

HCAT 13F holders ranked 1–100 of 128

Institutional investors reporting a position in Health Catalyst, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	First Light Asset Management#1 · 12,810,861 sh	12,810,861	$25.5M	1.55%	-0.5%
2	CDC Financial#2 · 7,092,698 sh	7,092,698	$14.1M	5.91%	+12.5%
3	Palogic Value Management, L.P.#3 · 4,922,442 sh	4,922,442	$9.8M	3.23%	+69.9%
4	Impax Asset Management Group plc#4 · 4,000,000 sh	4,000,000	$8.0M	0.05%	+45.5%
5	Nepsis#5 · 2,976,187 sh	2,976,187	$5.9M	—	+58.6%
6	VANGUARD CAPITAL MANAGEMENT#6 · 2,971,598 sh	2,971,598	$5.9M	<0.01%	+3.0%
7	BlackRock#7 · 1,836,373 sh	1,836,373	$3.7M	<0.01%	-64.3%
8	JANE STREET GROUP#8 · 1,037,782 sh	1,037,782	$2.1M	<0.01%	+3806.1%
9	DIMENSIONAL FUND ADVISORS#9 · 911,819 sh	911,819	$1.8M	<0.01%	-26.2%
10	GEODE CAPITAL MANAGEMENT#10 · 891,357 sh	891,357	$1.8M	<0.01%	-40.6%
11	HighMark Wealth Management#11 · 871,082 sh	871,082	$1.7M	0.58%	-3.5%
12	Caption Management#12 · 773,650 sh	773,650	$1.5M	<0.01%	+0.2%
13	Mink Brook Asset Management#13 · 738,277 sh	738,277	$1.5M	0.65%	New
14	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.#14 · 710,803 sh	710,803	$1.4M	0.12%	0.0%
15	CHARLES SCHWAB INVESTMENT MANAGEMENT#15 · 615,504 sh	615,504	$1.2M	<0.01%	+1.4%
16	HRT FINANCIAL#16 · 1,127,015 sh	1,127,015	$1.1M	<0.01%	+41.2%
17	MILLENNIUM MANAGEMENT#17 · 516,083 sh	516,083	$1.0M	<0.01%	New
18	GOLDMAN SACHS GROUP#18 · 480,970 sh	480,970	$957.1K	<0.01%	+24.2%
19	VANGUARD FIDUCIARY#19 · 463,005 sh	463,005	$921.4K	<0.01%	+4.4%
20	CITADEL ADVISORS#20 · 453,214 sh	453,214	$901.9K	<0.01%	New
21	SUSQUEHANNA INTERNATIONAL GROUP, LLP#21 · 437,227 sh	437,227	$870.1K	<0.01%	+438.8%
22	FMR#22 · 410,637 sh	410,637	$817.2K	0.00%	+11.7%
23	HSBC PLC#23 · 408,634 sh	408,634	$809.1K	<0.01%	+313.3%
24	Squarepoint Ops#24 · 400,210 sh	400,210	$796.4K	<0.01%	+1214.8%
25	AQR CAPITAL MANAGEMENT#25 · 376,586 sh	376,586	$749.4K	<0.01%	-30.7%
26	STATE STREET#26 · 360,713 sh	360,713	$717.8K	0.00%	-72.8%
27	RENAISSANCE TECHNOLOGIES#27 · 349,266 sh	349,266	$695.0K	<0.01%	+60.9%
28	71 West Capital Partners#28 · 339,515 sh	339,515	$675.6K	0.02%	0.0%
29	Weiss Asset Management#29 · 258,493 sh	258,493	$514.4K	<0.01%	New
30	UBS Group AG#30 · 254,654 sh	254,654	$506.8K	<0.01%	-11.3%
31	Baird Financial Group#31 · 246,872 sh	246,872	$491.3K	<0.01%	-33.3%
32	Jain Global#32 · 216,543 sh	216,543	$430.9K	<0.01%	+365.2%
33	NORTHERN#33 · 177,158 sh	177,158	$352.5K	0.00%	-64.1%
34	Susquehanna Portfolio Strategies#34 · 168,443 sh	168,443	$335.2K	<0.01%	+30.5%
35	Whetstone Capital Advisors#35 · 167,097 sh	167,097	$332.5K	0.09%	-96.1%
36	ACADIAN ASSET MANAGEMENT#36 · 144,014 sh	144,014	$285.0K	<0.01%	+27.2%
37	VANGUARD PORTFOLIO MANAGEMENT#37 · 121,412 sh	121,412	$241.6K	0.00%	-77.1%
38	MORGAN STANLEY#38 · 106,127 sh	106,127	$211.2K	0.00%	-20.9%
39	Aster Capital Management (DIFC) Ltd#39 · 101,780 sh	101,780	$202.5K	0.04%	New
40	BARCLAYS PLC#40 · 98,651 sh	98,651	$196.3K	0.00%	+49.2%
41	Bank of New York Mellon#41 · 79,828 sh	79,828	$158.9K	0.00%	-70.1%
42	Quadrature Capital Ltd#42 · 72,493 sh	72,493	$144.3K	<0.01%	New
43	Veradace Capital Management#43 · 70,000 sh	70,000	$139.3K	0.11%	+40.0%
44	PRICE T ROWE ASSOCIATES#44 · 67,863 sh	67,863	$136.0K	0.00%	-31.6%
45	CANADA PENSION PLAN INVESTMENT BOARD#45 · 67,400 sh	67,400	$134.1K	<0.01%	New
46	Headlands Technologies#46 · 65,715 sh	65,715	$130.8K	0.01%	New
47	Williams & Novak#47 · 53,607 sh	53,607	$106.7K	—	+56.9%
48	BANK OF AMERICA#48 · 52,461 sh	52,461	$104.4K	0.00%	-45.2%
49	EP Wealth Advisors#49 · 49,937 sh	49,937	$99.4K	<0.01%	+377.7%
50	MCF Advisors#50 · 46,500 sh	46,500	$92.5K	<0.01%	-33.6%
51	Creative Planning#51 · 43,349 sh	43,349	$86.3K	<0.01%	-52.5%
52	Graham Capital Management, L.P.#52 · 39,949 sh	39,949	$79.5K	<0.01%	New
53	Tower Research Capital (TRC)#53 · 38,958 sh	38,958	$77.5K	<0.01%	+263.2%
54	Financial Engines Advisors L.L.C.#54 · 38,805 sh	38,805	$77.2K	<0.01%	New
55	Perigon Wealth Management#55 · 38,530 sh	38,530	$76.7K	—	-0.3%
56	Invesco Ltd.#56 · 37,278 sh	37,278	$74.2K	0.00%	-68.4%
57	Vanguard Global Advisers#57 · 35,683 sh	35,683	$71.0K	0.00%	-79.4%
58	RHUMBLINE ADVISERS#58 · 34,519 sh	34,519	$68.7K	<0.01%	-59.7%
59	Schonfeld Strategic Advisors#59 · 29,653 sh	29,653	$59.0K	<0.01%	New
60	Sepio Capital#60 · 29,474 sh	29,474	$58.7K	—	0.0%
61	IMC-Chicago#61 · 28,163 sh	28,163	$56.0K	0.00%	+52.6%
62	Cresset Asset Management#62 · 25,605 sh	25,605	$51.0K	<0.01%	+141.4%
63	DEUTSCHE BANK AG\#63 · 21,587 sh	21,587	$43.0K	0.00%	-90.4%
64	Catalyst Funds Management Pty Ltd#64 · 20,200 sh	20,200	$40.2K	<0.01%	New
65	AXQ CAPITAL#65 · 19,104 sh	19,104	$38.0K	<0.01%	New
66	SIG BROKERAGE#66 · 19,037 sh	19,037	$37.9K	<0.01%	0.0%
67	EARNED WEALTH ADVISORS#67 · 18,366 sh	18,366	$36.5K	<0.01%	New
68	XTX Topco Ltd#68 · 18,335 sh	18,335	$36.5K	<0.01%	-67.3%
69	Vanguard Personalized Indexing Management#69 · 18,119 sh	18,119	$36.1K	<0.01%	-60.7%
70	Signal Advisors Wealth#70 · 18,080 sh	18,080	$36.0K	—	-22.4%
71	Strong Retirement Solutions#71 · 18,080 sh	18,080	$36.0K	—	-22.4%
72	Neuberger Berman Group#72 · 18,069 sh	18,069	$36.0K	0.00%	New
73	Y-Intercept (Hong Kong) Ltd#73 · 17,094 sh	17,094	$34.0K	—	New
74	Rangeley Capital#74 · 15,880 sh	15,880	$31.6K	0.03%	New
75	TWO SIGMA INVESTMENTS#75 · 13,713 sh	13,713	$27.3K	0.00%	New
76	Visionary Wealth Advisors#76 · 13,650 sh	13,650	$27.2K	<0.01%	0.0%
77	CIGNA INVESTMENTS#77 · 13,518 sh	13,518	$27.0K	—	-3.4%
78	WEALTH ENHANCEMENT ADVISORY SERVICES#78 · 11,073 sh	11,073	$25.4K	—	New
79	Virtu Financial#79 · 12,589 sh	12,589	$25.0K	<0.01%	New
80	GC Wealth Management RIA#80 · 12,477 sh	12,477	$24.8K	<0.01%	New
81	Janney Montgomery Scott#81 · 12,042 sh	12,042	$24.0K	0.00%	New
82	TWO SIGMA SECURITIES#82 · 10,923 sh	10,923	$21.7K	<0.01%	New
83	Abel Hall#83 · 10,557 sh	10,557	$21.0K	—	New
84	SG Americas Securities#84 · 10,446 sh	10,446	$21.0K	0.00%	New
85	Callan Family Office#85 · 10,449 sh	10,449	$20.8K	<0.01%	-13.6%
86	SRS Capital Advisors#86 · 9,997 sh	9,997	$19.9K	<0.01%	+7771.7%
87	SIMPLEX TRADING#87 · 9,401 sh	9,401	$18.7K	0.00%	-31.0%
88	Optiver Holding B.V.#88 · 5,972 sh	5,972	$11.9K	0.00%	+788.7%
89	Global Retirement Partners#89 · 4,575 sh	4,575	$9.1K	<0.01%	—
90	BNP PARIBAS FINANCIAL MARKETS#90 · 3,545 sh	3,545	$7.1K	0.00%	-88.1%
91	FEDERATED HERMES#91 · 3,527 sh	3,527	$7.0K	0.00%	0.0%
92	Russell Investments Group, Ltd.#92 · 2,538 sh	2,538	$5.1K	0.00%	-57.6%
93	PNC FINANCIAL SERVICES GROUP#93 · 2,314 sh	2,314	$4.6K	0.00%	-58.7%
94	JPMORGAN CHASE#94 · 1,947 sh	1,947	$3.8K	0.00%	-99.7%
95	Smartleaf Asset Management#95 · 1,918 sh	1,918	$3.8K	<0.01%	0.0%
96	WELLS FARGO & COMPANY#96 · 1,763 sh	1,763	$3.5K	0.00%	-93.4%
97	ROYAL BANK OF CANADA#97 · 1,409 sh	1,409	$3.0K	0.00%	New
98	Caitong International Asset Management , Ltd#98 · 1,474 sh	1,474	$2.9K	<0.01%	-97.8%
99	SBI Securities , Ltd.#99 · 1,188 sh	1,188	$2.4K	—	-3.1%
100	EverSource Wealth Advisors#100 · 896 sh	896	$1.8K	<0.01%	-55.0%

Funds that sold out of HCAT in Q2 2026 (34)

Held HCAT at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held HCAT in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
MARTIN526,186 sh	526,186	$668.3K
KENNEDY CAPITAL MANAGEMENT509,782 sh	509,782	$647.4K
PRIMECAP MANAGEMENT340,418 sh	340,418	$432.3K
Nuveen184,377 sh	184,377	$234.2K
SEI INVESTMENTS169,327 sh	169,327	$215.0K
ALLIANCEBERNSTEIN L.P.83,770 sh	83,770	$200.2K
AMERICAN CENTURY COMPANIES112,810 sh	112,810	$143.3K
SageView Advisory Group55,442 sh	55,442	$70.4K
QUADRANT CAPITAL GROUP136 sh	136	$49.1K
Net Worth Advisory Group36,372 sh	36,372	$46.2K
GSA CAPITAL PARTNERS LLP34,532 sh	34,532	$44.0K
MIRAE ASSET GLOBAL ETFS Ltd.32,104 sh	32,104	$40.8K
State of Wyoming28,384 sh	28,384	$36.0K
Avanza Fonder AB26,050 sh	26,050	$33.1K
NINE MASTS CAPITAL Ltd22,587 sh	22,587	$28.7K
MANUFACTURERS LIFE INSURANCE COMPANY, THE22,014 sh	22,014	$28.0K
Police & Firemen's Retirement System of New Jersey20,438 sh	20,438	$26.0K
Lunt Capital Management17,337 sh	17,337	$22.0K
HARBOR CAPITAL ADVISORS15,617 sh	15,617	$20.0K
INTECH INVESTMENT MANAGEMENT15,559 sh	15,559	$19.8K
Focus Partners Wealth12,989 sh	12,989	$17.0K
Probity Advisors11,650 sh	11,650	$14.8K
PRUDENTIAL FINANCIAL10,655 sh	10,655	$13.5K
NEW YORK STATE COMMON RETIREMENT FUND9,281 sh	9,281	$11.8K
Legal & General Group Plc6,140 sh	6,140	$7.8K
Ameritas Investment Partners5,546 sh	5,546	$7.0K
Sterling Capital Management2,115 sh	2,115	$2.7K
Advisory Services Network1,578 sh	1,578	$2.0K
Arkos Global Advisors1,772 sh	1,772	$2.0K
FIRST HORIZON NATIONAL1,500 sh	1,500	$1.9K
Root Financial Partners345 sh	345	$438.00
GAMMA Investing307 sh	307	$390.00
MAI Capital Management147 sh	147	$187.00
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM3,659 sh	3,659	—

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.