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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| SmallCap Value Fund II Principal Funds, Inc | 2,209 | 2.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 2,097 | 3.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 2,001 | 3.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 1,853 | 3K $ | 0.00 % | as of Feb 28, 2026 ↗ | |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,800 | 2.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,698 | 2.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 1,629 | 2.1K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,582 | 2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,263 | 1.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,262 | 1.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 1,134 | 1.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,056 | 1.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 737 | 936 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 723 | 903.8 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 357 | 446.3 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 345 | 438.2 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 213 | 270.5 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 161 | 204.5 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 144 | 182.9 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 116 | 145 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 95 | 120.7 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 69 | 111.8 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 20 | 32.4 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 18 | 22.9 $ | 0.00 % | 0.00 % | as of Mar 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 | |
|---|---|---|
| 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 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 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Stoney Lonesome HF LP and 4 others | 8.60 % | 6,308,345 | as of Mar 31, 2026 · SCHEDULE 13G |
| Palogic Value Management, LP and 3 others | 6.70 % | 4,918,866 | as of Jun 12, 2026 · SCHEDULE 13D |
| Whetstone Capital Advisors, LLC and 1 other | 4.50 % | 3,285,690 | as 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