IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Health Catalyst Inc (HCAT)

CUSIP: 42225T107 | NYSE | Healthcare · Health Information Services | Micro Cap | 584 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/APalogic Value Management, L.P.
with Palogic Value Fund, LP
5,374,9497.1%+456,083Sep 4, 202666d ahead of 13F (4,922,442 sh) · +452,507
13G/ACoghill Clint D
with CDC Financial, Inc., Stoney Lonesome HF LP, Coghill Capital Management LLC, +1 more
7,095,4989.6%New 5%+ stakeJun 30, 2026No 13F filer matched
13GImpax Asset Management LLC4,000,0005.4%New 5%+ stakeJun 30, 2026No 13F filer matched
13D/APalogic Value Management, L.P.5,374,949
7.1% of class · Sep 4, 2026+456,083
with Palogic Value Fund, LP
66d ahead of 13F (4,922,442 sh) · +452,507
13G/ACoghill Clint D7,095,498
9.6% of class · Jun 30, 2026New 5%+ stake
with CDC Financial, Inc., Stoney Lonesome HF LP, Coghill Capital Management LLC, +1 more
No 13F filer matched
13GImpax Asset Management LLC4,000,000
5.4% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Nepsis Inc.2,989,705
1.6% of portfolio›$5.2M
Prescott Group Capital Management, L.L.C.710,803
0.1% of portfolio›$1.2M
71 West Capital Partners339,426
0.0% of portfolio›$587.2K
Dimensional Fund Advisors LP194,591
0.0% of portfolio›$336.8K
Bank of New York Mellon Corp78,551
0.0% of portfolio›$135.9K
Williams & Novak Wealth Management, LLC54,016
0.1% of portfolio›$93.4K
Perigon Wealth Management, LLC38,529
0.0% of portfolio›$66.7K
Imc-Chicago, LLC35,863
0.0% of portfolio›$62.0K
Creative Planning35,803
0.0% of portfolio›$61.9K
Sepio Capital, LP29,474
0.0% of portfolio›$51.0K
Signal Advisors Wealth, LLC17,538
0.0% of portfolio›$30.3K
Strong Retirement Solutions LLC17,538
0.0% of portfolio›$30.3K
Visionary Wealth Advisors13,650
0.0% of portfolio›$23.6K
Cigna Investments Inc13,518
0.0% of portfolio›$23
GC Wealth Management RIA, LLC12,477
0.0% of portfolio›$21.6K
StoneX Group Inc.10,492
0.0% of portfolio›$19.5K
Abel Hall, LLC10,072
0.0% of portfolio›$17.4K
Simplex Trading, LLC9,302
0.0% of portfolio›$16.1K
Fortitude Family Office, LLC1,406
0.0% of portfolio›$2.4K
SBI Securities Co., Ltd.1,188
0.0% of portfolio›$2.1K
Caitong International Asset Management Co., Ltd499
0.0% of portfolio›$863
North Star Investment Management Corp.346
0.0% of portfolio›$599
Physician Wealth Advisors, Inc.300
0.0% of portfolio›$519
EverSource Wealth Advisors, LLC291
0.0% of portfolio›$503
Nisa Investment Advisors, LLC237
0.0% of portfolio›$410
Root Financial Partners, LLC101
0.0% of portfolio›$175
Signaturefd, LLC72
0.0% of portfolio›$125
Leonteq Securities AG23
0.0% of portfolio›$40
IFP Advisors, Inc10
0.0% of portfolio›$17
Citigroup Inc1
0.0% of portfolio›$2
StyleTurnoverLocationFiled
Nepsis Inc.
2,989,705$5.2M1.6%CoreMediumMinneapolis, MN2026-10-13
Prescott Group Capital Management, L.L.C.
710,803$1.2M0.1%Deep ValueMediumTulsa, OK2026-10-30
71 West Capital Partners
339,426$587.2K0.0%IndexVery LowBoston, MA2026-11-04
Dimensional Fund Advisors LP
194,591$336.8K0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
78,551$135.9K0.0%CoreLowNew York, NY2026-11-05
Williams & Novak Wealth Management, LLC
54,016$93.4K0.1%ETFMediumWestlake Village, CA2026-10-09
Perigon Wealth Management, LLC
38,529$66.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Imc-Chicago, LLC
35,863$62.0K0.0%GARPVery HighChicago, IL2026-11-05
Creative Planning
35,803$61.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Sepio Capital, LP
29,474$51.0K0.0%ETFLowSalt Lake City, UT2026-10-22
Signal Advisors Wealth, LLC
17,538$30.3K0.0%ETFLowDetroit, MI2026-10-13
Strong Retirement Solutions LLC
17,538$30.3K0.0%GrowthMediumSilverdale, WA2026-10-07
Visionary Wealth Advisors
13,650$23.6K0.0%ETFLowO'Fallon, IL2026-11-04
Cigna Investments Inc
13,518$230.0%CoreVery LowBloomfield, CT2026-10-19
GC Wealth Management RIA, LLC
12,477$21.6K0.0%GrowthMediumCambridge, MA2026-11-02
StoneX Group Inc.
10,492$19.5K0.0%ETFMediumNew York, NY2026-11-03
Abel Hall, LLC
10,072$17.4K0.0%CoreMediumBaton Rouge, LA2026-10-19
Simplex Trading, LLC
9,302$16.1K0.0%CoreVery HighChicago, IL2026-11-04
Fortitude Family Office, LLC
1,406$2.4K0.0%ETFMediumScottsdale, AZ2026-10-14
SBI Securities Co., Ltd.
1,188$2.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Caitong International Asset Management Co., Ltd
499$8630.0%GrowthVery HighHong Kong, South Korea2026-10-29
North Star Investment Management Corp.
346$5990.0%CoreLowChicago, IL2026-10-27
Physician Wealth Advisors, Inc.
300$5190.0%ETFMediumMidvale, UT2026-10-20
EverSource Wealth Advisors, LLC
291$5030.0%CoreMediumBirmingham, AL2026-11-04
Nisa Investment Advisors, LLC
237$4100.0%IndexVery LowSt. Louis, MO2026-10-20
Root Financial Partners, LLC
101$1750.0%ETFMediumEncinitas, CA2026-10-21
Signaturefd, LLC
72$1250.0%IndexLowAtlanta, GA2026-10-23
Leonteq Securities AG
23$400.0%CoreHighZurich, Switzerland2026-10-29
IFP Advisors, Inc
10$170.0%GrowthLowTampa, FL2026-10-16
Citigroup Inc
1$20.0%CoreMediumNew York, NY2026-11-04