Fund shareholders of Health Catalyst Inc
ISIN US42225T1079 · United States · LEI 549300223PL6GWKVJG92
- Fund shareholders
- 58
- Of which ETFs
- 14 44 other funds
- Value held
- ≈ 19M $ 18.9M $ · 315.2K SEK
- Share of capital
- 13.3 % of 75.3M shares on Jul 31, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I | 4,000,000 | 8M $ | 0.84 % | 5.32 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,058,272 | 4.1M $ | 0.00 % | 2.74 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 791,821 | 1.6M $ | 0.00 % | 1.05 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust | 391,022 | 778.1K $ | 0.01 % | 0.52 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 346,960 | 478.8K $ | 0.00 % | 0.46 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 325,624 | 449.4K $ | 0.00 % | 0.43 % | as of May 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 263,265 | 363.3K $ | 0.00 % | 0.35 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 179,365 | 356.9K $ | 0.02 % | 0.24 % | as of Jun 30, 2026 ↗ |
| VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND | 159,364 | 219.9K $ | 0.00 % | 0.21 % | as of May 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 158,321 | 330.9K $ | 0.00 % | 0.21 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 126,439 | 174.5K $ | 0.00 % | 0.17 % | as of May 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 109,058 | 150.5K $ | 0.00 % | 0.14 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 104,421 | 144.1K $ | 0.00 % | 0.14 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 91,369 | 191K $ | 0.00 % | 0.12 % | as of Jul 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 84,980 | 177.6K $ | 0.00 % | 0.11 % | as of Jul 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 83,522 | 166.2K $ | 0.00 % | 0.11 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 82,942 | 114.5K $ | 0.01 % | 0.11 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 59,280 | 118K $ | 0.02 % | 0.08 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 51,455 | 71K $ | 0.01 % | 0.07 % | as of May 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 43,456 | 86.5K $ | 0.00 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 37,546 | 78.5K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 37,139 | 73.9K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 37,138 | 77.6K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 36,121 | 49.8K $ | 0.00 % | 0.05 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 35,869 | 71.4K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 32,352 | 64.4K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 28,602 | 59.8K $ | 0.00 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 27,657 | 55K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 27,539 | 54.8K $ | 0.01 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Avanza Impact by Circulus Avanza Fonder AB | 26,050 | 315.2K SEK | 0.54 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 26,035 | 35.9K $ | 0.00 % | 0.03 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 23,456 | 49K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 13,500 | 26.9K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 12,740 | 26.6K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 12,300 | 17K $ | 0.00 % | 0.02 % | as of May 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 12,273 | 25.7K $ | 0.01 % | 0.02 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 12,212 | 25.5K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 11,055 | 22K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 9,980 | 19.9K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 8,553 | 17K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,148 | 14.9K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 5,643 | 11.2K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,818 | 6.6K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 3,006 | 4.1K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 2,468 | 4.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,400 | 4.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 2,387 | 5K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 2,371 | 3.3K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 2,350 | 3.2K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 2,097 | 2.9K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,903 | 2.6K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 1,629 | 3.2K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,582 | 3.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,263 | 2.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,056 | 2.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 383 | 800.5 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 60 | 82.8 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 18 | 24.8 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
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.
| Fund | Weight in fund | |
|---|---|---|
| Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I | 0.84 % | as of Jun 30, 2026 ↗ |
| Avanza Impact by Circulus Avanza Fonder AB | 0.54 % | as of Mar 31, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 0.04 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.02 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 0.01 % | as of May 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 0.01 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 57 | -66 | 9,995,585 | -27.9 % |
| 2026Q2 | 123 | -10 | 13,858,504 | -7.6 % |
| 2026Q1 | 133 | -10 | 15,002,298 | -15.0 % |
| 2025Q4 | 143 | -18 | 17,656,868 | -8.0 % |
| 2025Q3 | 161 | -16 | 19,190,715 | +2.8 % |
| 2025Q2 | 177 | -11 | 18,660,716 | -4.8 % |
| 2025Q1 | 188 | -26 | 19,597,433 | -7.4 % |
| 2024Q4 | 214 | +18 | 21,157,435 | +3.4 % |
| 2024Q3 | 196 | -10 | 20,463,738 | +0.0 % |
| 2024Q2 | 206 | +2 | 20,462,329 | +9.0 % |
| 2024Q1 | 204 | -6 | 18,764,592 | -6.1 % |
| 2023Q4 | 210 | 19,984,578 |
Institutional managers
125 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| First Light Asset Management, LLC | 12,878,700 | 16.4M $ | as of Mar 31, 2026 |
| CDC Financial, Inc. | 6,307,054 | 8M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 5,138,022 | 6.5M $ | as of Mar 31, 2026 |
| Whetstone Capital Advisors, LLC | 4,268,141 | 5.4M $ | as of Mar 31, 2026 |
| Palogic Value Management, L.P. | 2,896,600 | 3.7M $ | as of Mar 31, 2026 |
| Impax Asset Management Group plc | 2,750,000 | 3.5M $ | as of Mar 31, 2026 |
| Nepsis Inc. | 1,876,289 | 2.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,501,433 | 1.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,324,849 | 1.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,234,870 | 1.6M $ | as of Mar 31, 2026 |
| HighMark Wealth Management LLC | 903,082 | 1.1M $ | as of Mar 31, 2026 |
| Caption Management, LLC | 771,886 | 980.3K $ | as of Mar 31, 2026 |
| Prescott Group Capital Management, L.L.C. | 710,803 | 902.7K $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 677,949 | 800K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 606,858 | 770.7K $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 543,244 | 689.9K $ | as of Mar 31, 2026 |
| MARTIN & CO INC /TN/ | 526,186 | 668.3K $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 509,782 | 647.4K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 493,846 | 627.2K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 387,172 | 491.7K $ | as of Mar 31, 2026 |
| Baird Financial Group, Inc. | 370,309 | 470.3K $ | as of Mar 31, 2026 |
| FMR LLC | 367,473 | 466.7K $ | as of Mar 31, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | 340,418 | 432.3K $ | as of Mar 31, 2026 |
| 71 West Capital Partners | 339,515 | 431.2K $ | as of Mar 31, 2026 |
| UBS Group AG | 287,095 | 364.6K $ | as of Mar 31, 2026 |
Declared shareholders of Health Catalyst Inc
There are 4 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Stoney Lonesome HF LP and 4 others | 9.60 % | 7,095,498 | as of Jun 30, 2026 · SCHEDULE 13G |
| Palogic Value Management, LP and 3 others | 7.10 % | 5,374,949 | as of Sep 4, 2026 · SCHEDULE 13D |
| Impax Asset Management Group plc and 1 other | 5.40 % | 4,000,000 | as of Jun 30, 2026 · SCHEDULE 13G |
| BlackRock, Inc. | 1.50 % | 1,128,517 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Health Catalyst Inc". https://titelia.com/en/stocks/health-catalyst-inc-US42225T1079