Titelia

Fund shareholders of Health Catalyst Inc

ISIN US42225T1079 · United States · LEI 549300223PL6GWKVJG92

Fund shareholders
124
Of which ETFs
23 101 other funds
Value held
18.2M $ 315.2K SEK
Share of capital
18.4 % of 75.3M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I 2,750,0003.5M $0.47 %3.65 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,058,2722.6M $0.00 %2.74 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,685,2252.1M $0.00 %2.24 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 740,859940.9K $0.00 %0.98 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 626,641783.3K $0.00 %0.83 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 568,375721.8K $0.01 %0.76 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 352,410570.9K $0.00 %0.47 %as of Feb 28, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 351,707446.7K $0.01 %0.47 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 333,632540.5K $0.00 %0.44 %as of Feb 28, 2026 ↗
PRIMECAP Odyssey Aggressive Growth Fund PRIMECAP Odyssey Funds 292,400365.5K $0.01 %0.39 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 232,272376.3K $0.00 %0.31 %as of Feb 28, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 212,456265.6K $0.00 %0.28 %as of Apr 30, 2026 ↗
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 210,413340.9K $0.00 %0.28 %as of Feb 28, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 203,651254.6K $0.00 %0.27 %as of Apr 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 179,698228.2K $0.02 %0.24 %as of Mar 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 160,375203.7K $0.02 %0.21 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 145,029181.3K $0.00 %0.19 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 134,580168.2K $0.00 %0.18 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 130,722163.4K $0.00 %0.17 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 126,439204.8K $0.00 %0.17 %as of Feb 28, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 121,995154.9K $0.01 %0.16 %as of Mar 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 111,910181.3K $0.02 %0.15 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 100,811128K $0.00 %0.13 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 99,810124.8K $0.00 %0.13 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 98,867160.2K $0.00 %0.13 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 98,805123.5K $0.00 %0.13 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 94,691153.4K $0.01 %0.13 %as of Feb 28, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 81,839132.6K $0.01 %0.11 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 81,618103.7K $0.00 %0.11 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 79,746101.3K $0.01 %0.11 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 79,397100.8K $0.00 %0.11 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 76,93696.2K $0.00 %0.10 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 60,67277.1K $0.01 %0.08 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 49,38362.7K $0.00 %0.07 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 49,25079.8K $0.01 %0.07 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 45,10057.3K $0.00 %0.06 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 40,64051.6K $0.00 %0.05 %as of Mar 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 39,51450.2K $0.02 %0.05 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 39,23149K $0.00 %0.05 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 37,90247.4K $0.00 %0.05 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 37,62047.8K $0.00 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 37,54646.9K $0.00 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 37,13947.2K $0.00 %0.05 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 35,94545.7K $0.00 %0.05 %as of Mar 31, 2026 ↗
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 33,86854.9K $0.18 %0.05 %as of Feb 28, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 32,77441.6K $0.01 %0.04 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 32,35241.1K $0.00 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 29,83637.3K $0.00 %0.04 %as of Apr 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 27,53935K $0.00 %0.04 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 27,50044.6K $0.00 %0.04 %as of Feb 28, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 27,47034.3K $0.00 %0.04 %as of Apr 30, 2026 ↗
Small Cap Value Fund VALIC Co I 26,45542.9K $0.02 %0.04 %as of Feb 28, 2026 ↗
Avanza Impact by Circulus Avanza Fonder AB 26,050315.2K SEK0.54 %0.03 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 26,03542.2K $0.00 %0.03 %as of Feb 28, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 25,91132.9K $0.01 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 25,12031.4K $0.00 %0.03 %as of Apr 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 21,06926.8K $0.00 %0.03 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 19,11924.3K $0.00 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 19,10024.3K $0.00 %0.03 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 17,01221.6K $0.00 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 16,30120.7K $0.00 %0.02 %as of Mar 31, 2026 ↗
Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust 15,71319.6K $0.01 %0.02 %as of Apr 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 13,90617.7K $0.00 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 13,50017.1K $0.00 %0.02 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 12,74015.9K $0.00 %0.02 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 12,54315.9K $0.00 %0.02 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 12,30019.9K $0.00 %0.02 %as of Feb 28, 2026 ↗
iShares Russell 3000 ETF iShares Trust 12,22215.5K $0.00 %0.02 %as of Mar 31, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 11,05514K $0.01 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 11,04313.8K $0.00 %0.01 %as of Apr 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 10,67313.6K $0.00 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 10,50913.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 9,98012.7K $0.00 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 9,50515.4K $0.00 %0.01 %as of Feb 28, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 9,44412K $0.00 %0.01 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 8,68911K $0.01 %0.01 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 8,55310.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 8,36410.5K $0.00 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 7,93410.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 7,5539.4K $0.00 %0.01 %as of Apr 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,1488.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 6,4778.1K $0.00 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,3608.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 6,3178K $0.00 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 5,6279.1K $0.01 %0.01 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 5,6027.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 5,5467K $0.00 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 5,2346.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 5,1126.4K $0.00 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,8187.8K $0.00 %0.01 %as of Feb 28, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 4,4235.6K $0.00 %0.01 %as of Mar 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 4,2125.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 4,1866.8K $0.00 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 4,1716.8K $0.00 %0.01 %as of Feb 28, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2,9264.7K $0.00 %0.00 %as of Feb 28, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,7953.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,4693.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 2,4683.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,4213.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,4003K $0.00 %0.00 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Avanza Impact by Circulus Avanza Fonder AB 0.54 %as of Mar 31, 2026 ↗
Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I 0.47 %as of Mar 31, 2026 ↗
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 0.18 %as of Feb 28, 2026 ↗
JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust 0.03 %as of Mar 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 0.02 %as of Mar 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 0.02 %as of Mar 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 0.02 %as of Feb 28, 2026 ↗
iShares Micro-Cap ETF iShares Trust 0.02 %as of Mar 31, 2026 ↗
Small Cap Value Fund VALIC Co I 0.02 %as of Feb 28, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 0.01 %as of Feb 28, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2123-1013,858,504-7.6 %
2026Q1133-1015,002,298-15.0 %
2025Q4143-1817,656,868-8.0 %
2025Q3161-1619,190,715+2.8 %
2025Q2177-1118,660,716-4.8 %
2025Q1188-2619,597,433-7.4 %
2024Q4214+1821,157,435+3.4 %
2024Q3196-1020,463,738+0.0 %
2024Q2206+220,462,329+9.0 %
2024Q1204-618,764,592-6.1 %
2023Q421019,984,578

Institutional managers

125 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
First Light Asset Management, LLC12,878,70016.4M $as of Mar 31, 2026
CDC Financial, Inc.6,307,0548M $as of Mar 31, 2026
BlackRock, Inc.5,138,0226.5M $as of Mar 31, 2026
Whetstone Capital Advisors, LLC4,268,1415.4M $as of Mar 31, 2026
Palogic Value Management, L.P.2,896,6003.7M $as of Mar 31, 2026
Impax Asset Management Group plc2,750,0003.5M $as of Mar 31, 2026
Nepsis Inc.1,876,2892.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,501,4331.9M $as of Mar 31, 2026
STATE STREET CORP1,324,8491.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,234,8701.6M $as of Mar 31, 2026
HighMark Wealth Management LLC903,0821.1M $as of Mar 31, 2026
Caption Management, LLC771,886980.3K $as of Mar 31, 2026
Prescott Group Capital Management, L.L.C.710,803902.7K $as of Mar 31, 2026
JPMORGAN CHASE & CO677,949800K $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC606,858770.7K $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC543,244689.9K $as of Mar 31, 2026
MARTIN & CO INC /TN/526,186668.3K $as of Mar 31, 2026
KENNEDY CAPITAL MANAGEMENT LLC509,782647.4K $as of Mar 31, 2026
NORTHERN TRUST CORP493,846627.2K $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC387,172491.7K $as of Mar 31, 2026
Baird Financial Group, Inc.370,309470.3K $as of Mar 31, 2026
FMR LLC367,473466.7K $as of Mar 31, 2026
PRIMECAP MANAGEMENT CO/CA/340,418432.3K $as of Mar 31, 2026
71 West Capital Partners339,515431.2K $as of Mar 31, 2026
UBS Group AG287,095364.6K $as of Mar 31, 2026

Declared shareholders of Health Catalyst Inc

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Stoney Lonesome HF LP and 4 others8.60 %6,308,345as of Mar 31, 2026 · SCHEDULE 13G
Palogic Value Management, LP and 3 others6.70 %4,918,866as of Jun 12, 2026 · SCHEDULE 13D
Whetstone Capital Advisors, LLC and 1 other4.50 %3,285,690as of Jun 4, 2026 · SCHEDULE 13D
Cite this page

Titelia. "Fund shareholders of Health Catalyst Inc". https://titelia.com/en/stocks/health-catalyst-inc-US42225T1079