HCAT US Equity

Health Catalyst, Inc.

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Information Technology · Services-Computer Programming, Data Processing, Etc. · CIK 1636422 · FYE 1231

$2.16

+0.02 (+0.93%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding HCAT · 2026-Q1 methodology → sources →

131 holders

% of shares outstanding held

75.5%

Shares held (13F)

55,774,339

Reporting holders

131

Top holders

largest 100 of 131 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	First Light Asset Management, LLC	12,878,70012.9M	$16M	17.43%	—
2	CDC Financial, Inc.	6,307,0546.3M	$8M	8.54%	ADD 58%
3	BlackRock, Inc.	5,138,0225.1M	$7M	6.95%	—
4	Whetstone Capital Advisors, LLC	4,268,1414.3M	$5M	5.78%	ADD 14%
5	Palogic Value Management, L.P.	2,896,6002.9M	$4M	3.92%	ADD 128%
6	VANGUARD CAPITAL MANAGEMENT LLC	2,885,6532.9M	$4M	3.91%	NEW†
7	Impax Asset Management Group plc	2,750,0002.8M	$3M	3.72%	—
8	Nepsis Inc.	1,876,2891.9M	$2M	2.54%	TRIM -2%
9	GEODE CAPITAL MANAGEMENT, LLC	1,501,4331.5M	$2M	2.03%	TRIM -10%
10	STATE STREET CORP	1,324,8491.3M	$2M	1.79%	—
11	DIMENSIONAL FUND ADVISORS LP	1,234,8701.2M	$2M	1.67%	TRIM -25%
12	HighMark Wealth Management LLC	903,082903,082	$1M	1.22%	ADD 22%
13	Caption Management, LLC	771,886771,886	$980,295	1.04%	NEW
14	Prescott Group Capital Management, L.L.C.	710,803710,803	$902,720	0.96%	ADD 127%
15	JPMORGAN CHASE & CO	677,949677,949	$799,980	0.92%	TRIM -10%
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	606,858606,858	$770,710	0.82%	ADD 11%
17	AQR CAPITAL MANAGEMENT LLC	543,244543,244	$689,920	0.74%	ADD 540%
18	VANGUARD PORTFOLIO MANAGEMENT LLC	531,014531,014	$674,388	0.72%	NEW
19	MARTIN & CO INC /TN/	526,186526,186	$668,256	0.71%	ADD 3%
20	KENNEDY CAPITAL MANAGEMENT LLC	509,782509,782	$647,423	0.69%	TRIM -47%
21	NORTHERN TRUST CORP	493,846493,846	$627,184	0.67%	ADD 4%
22	VANGUARD FIDUCIARY TRUST CO	443,665443,665	$563,455	0.60%	NEW
23	GOLDMAN SACHS GROUP INC	387,172387,172	$491,708	0.52%	ADD 22%
24	Baird Financial Group, Inc.	370,309370,309	$470,292	0.50%	TRIM -25%
25	FMR LLC	367,473367,473	$466,690	0.50%	ADD 5%
26	PRIMECAP MANAGEMENT CO/CA/	340,418340,418	$432,331	0.46%	—
27	71 West Capital Partners	339,515339,515	$431,184	0.46%	ADD 112%
28	UBS Group AG	287,095287,095	$364,611	0.39%	ADD 9%
29	Bank of New York Mellon Corp	266,653266,653	$338,650	0.36%	—
30	HRT FINANCIAL LP	243,191243,191	$308,000	0.33%	ADD 1824%
31	DEUTSCHE BANK AG\	224,493224,493	$285,106	0.30%	TRIM -14%
32	RENAISSANCE TECHNOLOGIES LLC	217,069217,069	$275,678	0.29%	NEW
33	Nuveen, LLC	184,377184,377	$234,159	0.25%	ADD 49%
34	Vanguard Global Advisers, LLC	173,164173,164	$219,918	0.23%	NEW
35	SEI INVESTMENTS CO	169,327169,327	$215,045	0.23%	ADD 77%
36	ALLIANCEBERNSTEIN L.P.	83,77083,770	$200,210	0.11%	—
37	MORGAN STANLEY	134,180134,180	$170,410	0.18%	TRIM -60%
38	Susquehanna Portfolio Strategies, LLC	129,052129,052	$163,896	0.17%	TRIM -4%
39	Invesco Ltd.	118,130118,130	$150,025	0.16%	—
40	AMERICAN CENTURY COMPANIES INC	112,810112,810	$143,269	0.15%	TRIM -15%
41	ACADIAN ASSET MANAGEMENT LLC	113,190113,190	$142,000	0.15%	TRIM -88%
42	PRICE T ROWE ASSOCIATES INC /MD/	99,21099,210	$126,000	0.13%	ADD 13%
43	HSBC HOLDINGS PLC	98,86898,868	$123,091	0.13%	TRIM -39%
44	BANK OF AMERICA CORP /DE/	95,73095,730	$121,577	0.13%	TRIM -48%
45	Creative Planning	91,32291,322	$115,979	0.12%	ADD 170%
46	RHUMBLINE ADVISERS	85,59685,596	$108,700	0.12%	TRIM -5%
47	SUSQUEHANNA INTERNATIONAL GROUP, LLP	81,15481,154	$103,066	0.11%	ADD 197%
48	MCF Advisors LLC	70,00070,000	$88,900	0.09%	—
49	Caitong International Asset Management Co., Ltd	67,62967,629	$85,889	0.09%	ADD 638%
50	BARCLAYS PLC	66,13966,139	$83,998	0.09%	TRIM -55%
51	XTX Topco Ltd	56,13056,130	$71,285	0.08%	ADD 368%
52	Veradace Capital Management LLC	50,00050,000	$63,500	0.07%	NEW
53	Jain Global LLC	46,55246,552	$59,121	0.06%	TRIM -11%
54	Vanguard Personalized Indexing Management, LLC	46,05446,054	$58,489	0.06%	NEW
55	Perigon Wealth Management, LLC	38,65338,653	$49,089	0.05%	—
56	Net Worth Advisory Group	36,37236,372	$46,192	0.05%	—
57	GSA CAPITAL PARTNERS LLP	34,53234,532	$44,000	0.05%	TRIM -76%
58	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	32,10432,104	$40,772	0.04%	ADD 2%
59	Williams & Novak, LLC	34,16534,165	$39,631	0.05%	ADD 13%
60	Squarepoint Ops LLC	30,43830,438	$38,656	0.04%	TRIM -84%
61	BNP PARIBAS FINANCIAL MARKETS	29,73629,736	$37,765	0.04%	ADD 68%
62	Sepio Capital, LP	29,47429,474	$37,432	0.04%	—
63	State of Wyoming	28,38428,384	$36,048	0.04%	TRIM -58%
64	WELLS FARGO & COMPANY/MN	26,62726,627	$33,816	0.04%	TRIM -67%
65	JANE STREET GROUP, LLC	26,56826,568	$33,742	0.04%	TRIM -91%
66	Avanza Fonder AB	26,05026,050	$33,084	0.04%	—
67	Signal Advisors Wealth, LLC	23,29323,293	$29,582	0.03%	TRIM -37%
68	Strong Retirement Solutions LLC	23,29323,293	$29,582	0.03%	TRIM -37%
69	NINE MASTS CAPITAL Ltd	22,58722,587	$28,685	0.03%	NEW
70	MANUFACTURERS LIFE INSURANCE COMPANY, THE	22,01422,014	$27,958	0.03%	TRIM -7%
71	Police & Firemen's Retirement System of New Jersey	20,43820,438	$25,956	0.03%	—
72	SIG BROKERAGE, LP	19,03719,037	$24,177	0.03%	NEW
73	IMC-Chicago, LLC	18,45118,451	$23,433	0.02%	NEW
74	Lunt Capital Management, Inc.	17,33717,337	$22,018	0.02%	—
75	HARBOR CAPITAL ADVISORS, INC.	15,61715,617	$20,000	0.02%	NEW
76	INTECH INVESTMENT MANAGEMENT LLC	15,55915,559	$19,760	0.02%	TRIM -48%
77	CIGNA INVESTMENTS INC /NEW	13,99913,999	$18,000	0.02%	—
78	Visionary Wealth Advisors	13,65013,650	$17,336	0.02%	NEW
79	SIMPLEX TRADING, LLC	13,62113,621	$17,298	0.02%	NEW
80	Focus Partners Wealth	12,98912,989	$16,996	0.02%	TRIM -18%
81	CWM, LLC	12,38112,381	$15,724	0.02%	ADD 954%
82	Callan Family Office, LLC	12,09412,094	$15,359	0.02%	NEW
83	Probity Advisors, Inc.	11,65011,650	$14,796	0.02%	TRIM -50%
84	DGS Capital Management, LLC	11,01311,013	$13,987	0.01%	NEW
85	Tower Research Capital LLC (TRC)	10,72710,727	$13,623	0.01%	ADD 136%
86	PRUDENTIAL FINANCIAL INC	10,65510,655	$13,532	0.01%	NEW
87	Cresset Asset Management, LLC	10,60510,605	$13,468	0.01%	—
88	EP Wealth Advisors, LLC	10,45310,453	$13,275	0.01%	NEW
89	NEW YORK STATE COMMON RETIREMENT FUND	9,2819,281	$11,787	0.01%	—
90	Legal & General Group Plc	6,1406,140	$7,798	0.01%	—
91	Russell Investments Group, Ltd.	5,9825,982	$7,597	0.01%	ADD 5%
92	PNC FINANCIAL SERVICES GROUP, INC.	5,6005,600	$7,111	0.01%	ADD 412%
93	Ameritas Investment Partners, Inc.	5,5465,546	$7,043	0.01%	—
94	Essential Partners LLC	5,1415,141	$6,529	0.01%	ADD 171267%
95	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	3,6593,659	$4,647	0.00%	TRIM -12%
96	FEDERATED HERMES, INC.	3,5273,527	$4,479	0.00%	—
97	CITIGROUP INC	2,9652,965	$3,766	0.00%	ADD 94%
98	Sterling Capital Management LLC	2,1152,115	$2,686	0.00%	TRIM -46%
99	Smartleaf Asset Management LLC	1,9181,918	$2,263	0.00%	ADD 42%
100	Advisory Services Network, LLC	1,5781,578	$2,004	0.00%	NEW

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

First Light Asset Management, LLC

5.2M

10.4M

12.2M

13.4M

12.9M

$16M

CDC Financial, Inc.

—

4.0M

6.3M

$8M

BlackRock, Inc.

5.6M

5.8M

5.7M

5.5M

5.2M

5.1M

$7M

Whetstone Capital Advisors, LLC

—

1.7M

3.7M

3.8M

4.3M

$5M

Palogic Value Management, L.P.

320K

650K

730K

1.1M

1.3M

2.9M

$4M

VANGUARD CAPITAL MANAGEMENT LLC

—

2.9M

$4M

Impax Asset Management Group plc

2.8M

$3M

Nepsis Inc.

96K

2.1M

1.7M

1.5M

1.9M

$2M

GEODE CAPITAL MANAGEMENT, LLC

1.4M

1.5M

1.7M

1.5M

$2M

STATE STREET CORP

1.2M

1.3M

$2M

DIMENSIONAL FUND ADVISORS LP

1.6M

1.8M

2.0M

1.9M

1.6M

1.2M

$2M

HighMark Wealth Management LLC

165K

310K

741K

903K

$1M

Caption Management, LLC

45K

—

772K

$980,295

Prescott Group Capital Management, L.L.C.

—

313K

711K

$902,720

JPMORGAN CHASE & CO

1.2M

963K

909K

1.6M

753K

678K

$799,980

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	131	55,774,339	75.5%	$71M
2025-Q4	136	55,328,318	74.9%	$132M
2025-Q3	145	54,946,776	74.4%	$157M
2025-Q2	146	54,159,688	73.3%	$204M
2025-Q1	166	53,199,195	72.0%	$241M
2024-Q4	168	51,880,766	70.2%	$376M
2024-Q3	159	53,334,637	72.2%	$434M
2024-Q2	161	52,163,181	70.6%	$333M
2024-Q1	174	52,012,680

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · HCAT

Activists — 13D, active intent

First Light Asset Management, LLC18.3%▼ -1.38ppSCHEDULE 13D/A · Amd 1 · event 2026-03-12SEC →

13,465,373 shares · 2 reporting persons

Palogic Value Management, L.P.6.7%NEWSCHEDULE 13D · event 2026-06-12SEC →

4,918,866 shares · 4 reporting persons

“On June 12, 2026, the Reporting Persons' aggregate share ownership crossed the applicable reporting threshold. The Reporting Persons acquired shares of Common Stock of the Issuer in the ordinary course of business for investment purposes. On June 22, 2026, the Palogic Value Management sent a letter (the "Letter") to the Issuer expressing support for the recent appointment of Ben Albert as Chief Executive Officer and as a member of the Board of Directors of the Issuer, and the Issuer's announced ”

Whetstone Capital Advisors, LLC4.5%▼ -3.7ppSCHEDULE 13D/A · Amd 2 · event 2026-06-04SEC →

3,285,690 shares · 2 reporting persons

“See the Schedule 13D.”

Institutional ownership· 13F filers holding HCAT · 2026-Q1 methodology → sources →

131 holders

% of shares outstanding held

75.5%

Shares held (13F)

55,774,339

Reporting holders

131

Top holders

largest 100 of 131 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	First Light Asset Management, LLC	12,878,70012.9M	$16M	17.43%	—
2	CDC Financial, Inc.	6,307,0546.3M	$8M	8.54%	ADD 58%
3	BlackRock, Inc.	5,138,0225.1M	$7M	6.95%	—
4	Whetstone Capital Advisors, LLC	4,268,1414.3M	$5M	5.78%	ADD 14%
5	Palogic Value Management, L.P.	2,896,6002.9M	$4M	3.92%	ADD 128%
6	VANGUARD CAPITAL MANAGEMENT LLC	2,885,6532.9M	$4M	3.91%	NEW†
7	Impax Asset Management Group plc	2,750,0002.8M	$3M	3.72%	—
8	Nepsis Inc.	1,876,2891.9M	$2M	2.54%	TRIM -2%
9	GEODE CAPITAL MANAGEMENT, LLC	1,501,4331.5M	$2M	2.03%	TRIM -10%
10	STATE STREET CORP	1,324,8491.3M	$2M	1.79%	—
11	DIMENSIONAL FUND ADVISORS LP	1,234,8701.2M	$2M	1.67%	TRIM -25%
12	HighMark Wealth Management LLC	903,082903,082	$1M	1.22%	ADD 22%
13	Caption Management, LLC	771,886771,886	$980,295	1.04%	NEW
14	Prescott Group Capital Management, L.L.C.	710,803710,803	$902,720	0.96%	ADD 127%
15	JPMORGAN CHASE & CO	677,949677,949	$799,980	0.92%	TRIM -10%
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	606,858606,858	$770,710	0.82%	ADD 11%
17	AQR CAPITAL MANAGEMENT LLC	543,244543,244	$689,920	0.74%	ADD 540%
18	VANGUARD PORTFOLIO MANAGEMENT LLC	531,014531,014	$674,388	0.72%	NEW
19	MARTIN & CO INC /TN/	526,186526,186	$668,256	0.71%	ADD 3%
20	KENNEDY CAPITAL MANAGEMENT LLC	509,782509,782	$647,423	0.69%	TRIM -47%
21	NORTHERN TRUST CORP	493,846493,846	$627,184	0.67%	ADD 4%
22	VANGUARD FIDUCIARY TRUST CO	443,665443,665	$563,455	0.60%	NEW
23	GOLDMAN SACHS GROUP INC	387,172387,172	$491,708	0.52%	ADD 22%
24	Baird Financial Group, Inc.	370,309370,309	$470,292	0.50%	TRIM -25%
25	FMR LLC	367,473367,473	$466,690	0.50%	ADD 5%
26	PRIMECAP MANAGEMENT CO/CA/	340,418340,418	$432,331	0.46%	—
27	71 West Capital Partners	339,515339,515	$431,184	0.46%	ADD 112%
28	UBS Group AG	287,095287,095	$364,611	0.39%	ADD 9%
29	Bank of New York Mellon Corp	266,653266,653	$338,650	0.36%	—
30	HRT FINANCIAL LP	243,191243,191	$308,000	0.33%	ADD 1824%
31	DEUTSCHE BANK AG\	224,493224,493	$285,106	0.30%	TRIM -14%
32	RENAISSANCE TECHNOLOGIES LLC	217,069217,069	$275,678	0.29%	NEW
33	Nuveen, LLC	184,377184,377	$234,159	0.25%	ADD 49%
34	Vanguard Global Advisers, LLC	173,164173,164	$219,918	0.23%	NEW
35	SEI INVESTMENTS CO	169,327169,327	$215,045	0.23%	ADD 77%
36	ALLIANCEBERNSTEIN L.P.	83,77083,770	$200,210	0.11%	—
37	MORGAN STANLEY	134,180134,180	$170,410	0.18%	TRIM -60%
38	Susquehanna Portfolio Strategies, LLC	129,052129,052	$163,896	0.17%	TRIM -4%
39	Invesco Ltd.	118,130118,130	$150,025	0.16%	—
40	AMERICAN CENTURY COMPANIES INC	112,810112,810	$143,269	0.15%	TRIM -15%
41	ACADIAN ASSET MANAGEMENT LLC	113,190113,190	$142,000	0.15%	TRIM -88%
42	PRICE T ROWE ASSOCIATES INC /MD/	99,21099,210	$126,000	0.13%	ADD 13%
43	HSBC HOLDINGS PLC	98,86898,868	$123,091	0.13%	TRIM -39%
44	BANK OF AMERICA CORP /DE/	95,73095,730	$121,577	0.13%	TRIM -48%
45	Creative Planning	91,32291,322	$115,979	0.12%	ADD 170%
46	RHUMBLINE ADVISERS	85,59685,596	$108,700	0.12%	TRIM -5%
47	SUSQUEHANNA INTERNATIONAL GROUP, LLP	81,15481,154	$103,066	0.11%	ADD 197%
48	MCF Advisors LLC	70,00070,000	$88,900	0.09%	—
49	Caitong International Asset Management Co., Ltd	67,62967,629	$85,889	0.09%	ADD 638%
50	BARCLAYS PLC	66,13966,139	$83,998	0.09%	TRIM -55%
51	XTX Topco Ltd	56,13056,130	$71,285	0.08%	ADD 368%
52	Veradace Capital Management LLC	50,00050,000	$63,500	0.07%	NEW
53	Jain Global LLC	46,55246,552	$59,121	0.06%	TRIM -11%
54	Vanguard Personalized Indexing Management, LLC	46,05446,054	$58,489	0.06%	NEW
55	Perigon Wealth Management, LLC	38,65338,653	$49,089	0.05%	—
56	Net Worth Advisory Group	36,37236,372	$46,192	0.05%	—
57	GSA CAPITAL PARTNERS LLP	34,53234,532	$44,000	0.05%	TRIM -76%
58	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	32,10432,104	$40,772	0.04%	ADD 2%
59	Williams & Novak, LLC	34,16534,165	$39,631	0.05%	ADD 13%
60	Squarepoint Ops LLC	30,43830,438	$38,656	0.04%	TRIM -84%
61	BNP PARIBAS FINANCIAL MARKETS	29,73629,736	$37,765	0.04%	ADD 68%
62	Sepio Capital, LP	29,47429,474	$37,432	0.04%	—
63	State of Wyoming	28,38428,384	$36,048	0.04%	TRIM -58%
64	WELLS FARGO & COMPANY/MN	26,62726,627	$33,816	0.04%	TRIM -67%
65	JANE STREET GROUP, LLC	26,56826,568	$33,742	0.04%	TRIM -91%
66	Avanza Fonder AB	26,05026,050	$33,084	0.04%	—
67	Signal Advisors Wealth, LLC	23,29323,293	$29,582	0.03%	TRIM -37%
68	Strong Retirement Solutions LLC	23,29323,293	$29,582	0.03%	TRIM -37%
69	NINE MASTS CAPITAL Ltd	22,58722,587	$28,685	0.03%	NEW
70	MANUFACTURERS LIFE INSURANCE COMPANY, THE	22,01422,014	$27,958	0.03%	TRIM -7%
71	Police & Firemen's Retirement System of New Jersey	20,43820,438	$25,956	0.03%	—
72	SIG BROKERAGE, LP	19,03719,037	$24,177	0.03%	NEW
73	IMC-Chicago, LLC	18,45118,451	$23,433	0.02%	NEW
74	Lunt Capital Management, Inc.	17,33717,337	$22,018	0.02%	—
75	HARBOR CAPITAL ADVISORS, INC.	15,61715,617	$20,000	0.02%	NEW
76	INTECH INVESTMENT MANAGEMENT LLC	15,55915,559	$19,760	0.02%	TRIM -48%
77	CIGNA INVESTMENTS INC /NEW	13,99913,999	$18,000	0.02%	—
78	Visionary Wealth Advisors	13,65013,650	$17,336	0.02%	NEW
79	SIMPLEX TRADING, LLC	13,62113,621	$17,298	0.02%	NEW
80	Focus Partners Wealth	12,98912,989	$16,996	0.02%	TRIM -18%
81	CWM, LLC	12,38112,381	$15,724	0.02%	ADD 954%
82	Callan Family Office, LLC	12,09412,094	$15,359	0.02%	NEW
83	Probity Advisors, Inc.	11,65011,650	$14,796	0.02%	TRIM -50%
84	DGS Capital Management, LLC	11,01311,013	$13,987	0.01%	NEW
85	Tower Research Capital LLC (TRC)	10,72710,727	$13,623	0.01%	ADD 136%
86	PRUDENTIAL FINANCIAL INC	10,65510,655	$13,532	0.01%	NEW
87	Cresset Asset Management, LLC	10,60510,605	$13,468	0.01%	—
88	EP Wealth Advisors, LLC	10,45310,453	$13,275	0.01%	NEW
89	NEW YORK STATE COMMON RETIREMENT FUND	9,2819,281	$11,787	0.01%	—
90	Legal & General Group Plc	6,1406,140	$7,798	0.01%	—
91	Russell Investments Group, Ltd.	5,9825,982	$7,597	0.01%	ADD 5%
92	PNC FINANCIAL SERVICES GROUP, INC.	5,6005,600	$7,111	0.01%	ADD 412%
93	Ameritas Investment Partners, Inc.	5,5465,546	$7,043	0.01%	—
94	Essential Partners LLC	5,1415,141	$6,529	0.01%	ADD 171267%
95	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	3,6593,659	$4,647	0.00%	TRIM -12%
96	FEDERATED HERMES, INC.	3,5273,527	$4,479	0.00%	—
97	CITIGROUP INC	2,9652,965	$3,766	0.00%	ADD 94%
98	Sterling Capital Management LLC	2,1152,115	$2,686	0.00%	TRIM -46%
99	Smartleaf Asset Management LLC	1,9181,918	$2,263	0.00%	ADD 42%
100	Advisory Services Network, LLC	1,5781,578	$2,004	0.00%	NEW

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

First Light Asset Management, LLC

5.2M

10.4M

12.2M

13.4M

12.9M

$16M

CDC Financial, Inc.

—

4.0M

6.3M

$8M

BlackRock, Inc.

5.6M

5.8M

5.7M

5.5M

5.2M

5.1M

$7M

Whetstone Capital Advisors, LLC

—

1.7M

3.7M

3.8M

4.3M

$5M

Palogic Value Management, L.P.

320K

650K

730K

1.1M

1.3M

2.9M

$4M

VANGUARD CAPITAL MANAGEMENT LLC

—

2.9M

$4M

Impax Asset Management Group plc

2.8M

$3M

Nepsis Inc.

96K

2.1M

1.7M

1.5M

1.9M

$2M

GEODE CAPITAL MANAGEMENT, LLC

1.4M

1.5M

1.7M

1.5M

$2M

STATE STREET CORP

1.2M

1.3M

$2M

DIMENSIONAL FUND ADVISORS LP

1.6M

1.8M

2.0M

1.9M

1.6M

1.2M

$2M

HighMark Wealth Management LLC

165K

310K

741K

903K

$1M

Caption Management, LLC

45K

—

772K

$980,295

Prescott Group Capital Management, L.L.C.

—

313K

711K

$902,720

JPMORGAN CHASE & CO

1.2M

963K

909K

1.6M

753K

678K

$799,980

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	131	55,774,339	75.5%	$71M
2025-Q4	136	55,328,318	74.9%	$132M
2025-Q3	145	54,946,776	74.4%	$157M
2025-Q2	146	54,159,688	73.3%	$204M
2025-Q1	166	53,199,195	72.0%	$241M
2024-Q4	168	51,880,766	70.2%	$376M
2024-Q3	159	53,334,637	72.2%	$434M
2024-Q2	161	52,163,181	70.6%	$333M
2024-Q1	174	52,012,680

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · HCAT

Activists — 13D, active intent

First Light Asset Management, LLC18.3%▼ -1.38ppSCHEDULE 13D/A · Amd 1 · event 2026-03-12SEC →

13,465,373 shares · 2 reporting persons

Palogic Value Management, L.P.6.7%NEWSCHEDULE 13D · event 2026-06-12SEC →

4,918,866 shares · 4 reporting persons

Whetstone Capital Advisors, LLC4.5%▼ -3.7ppSCHEDULE 13D/A · Amd 2 · event 2026-06-04SEC →

3,285,690 shares · 2 reporting persons

“See the Schedule 13D.”

Holder	% of class	Type	As of
Stoney Lonesome HF LP	8.6%	Passive	2026-03-31	SEC →
Impax Asset Management Group plc	5.4%	QII	2026-06-30	SEC →
BlackRock, Inc.	1.5%	QII	2026-06-30	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

HCAT US Equity☆

Institutional ownership· 13F filers holding HCAT · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · HCAT

Institutional ownership· 13F filers holding HCAT · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · HCAT

HCAT US Equity