Health Catalyst, Inc.: which funds bought and sold

Institutions that bought and sold Health Catalyst shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 63 institutions that filed 13F reports for both quarters added to or opened positions in Health Catalyst, and 77 cut or closed them. Together they sold a net 3.8M shares, −6.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 629K shares (+25.0%); index fund managers were net sellers of 5.6M shares (−42.6%). 32 opened a new position and 34 sold out entirely.

Bought, Q2 2026 63 institutions, 32 of them new holders Sold, Q2 2026 77 institutions, 34 of them sold out

Net change, all compared −3.8M shares (−6.8%)

Net change, active managers +629K shares (+25.0%), 12 bought, 7 sold

Buyers versus sellers

institutions compared, 157

63 bought 17 77 sold

Active managers and hedge funds 12 bought · 7 sold · +629K

Index fund managers 3 bought · 7 sold · −5.6M

Other institutions 48 bought · 63 sold · +1.1M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Palogic Value Management, L.P.	+2.0M +69.9%	4.9M	$9.8M
Impax Asset Management Group PLC	+1.3M +45.5%	4.0M	$8M
Nepsis Inc.	+1.1M +58.6%	3.0M	$5.9M
Jane Street Group, LLC	+1.0M +3806.1%	1.0M	$2.1M
Cdc Financial, Inc.	+786K +12.5%	7.1M	$14.1M
Mink Brook Asset Management LLC	+738K New position	738K	$1.5M
Millennium Management LLC Hedge fund	+516K New position	516K	$1M
Citadel Advisors LLC Hedge fund	+453K New position	453K	$901,896
Squarepoint Ops LLC Hedge fund	+370K +1214.8%	400K	$796,418
Susquehanna International Group, LLP	+356K +438.8%	437K	$870,082
HRT Financial LP	+329K +135.3%	572K	$1.1M
HSBC Holdings PLC	+310K +313.3%	409K	$809,095
Jain Global LLC Hedge fund	+170K +365.2%	217K	$430,921
Renaissance Technologies LLC Hedge fund	+132K +60.9%	349K	$695,039
Aster Capital Management (Difc) Ltd	+102K New position	102K	$202,542
Goldman Sachs Group Inc	+94K +24.2%	481K	$957,130
Vanguard Capital Management LLC Index funds	+86K +3.0%	3.0M	$5.9M
Quadrature Capital Ltd Hedge fund	+72K New position	72K	$144,261
Canada Pension Plan Investment Board	+67K New position	67K	$134,126
Headlands Technologies LLC	+66K New position	66K	$130,773

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	+516K New position	516K	$1M
Citadel Advisors LLC Hedge fund	+453K New position	453K	$901,896
Squarepoint Ops LLC Hedge fund	+370K +1214.8%	400K	$796,418
Jain Global LLC Hedge fund	+170K +365.2%	217K	$430,921
Renaissance Technologies LLC Hedge fund	+132K +60.9%	349K	$695,039
Quadrature Capital Ltd Hedge fund	+72K New position	72K	$144,261
FMR LLC Active manager	+43K +11.7%	411K	$817,166
Graham Capital Management, L.P. Hedge fund	+40K New position	40K	$79,499
Acadian Asset Management LLC Active manager	+31K +27.2%	144K	$285,000
Schonfeld Strategic Advisors LLC Hedge fund	+30K New position	30K	$59,009

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Whetstone Capital Advisors, LLC	−4.1M −96.1%	167K	$332,523
Blackrock, Inc. Index funds	−3.3M −64.3%	1.8M	$3.7M
State Street Corp Index funds	−964K −72.8%	361K	$717,819
Jpmorgan Chase & Co	−676K −99.7%	1,947	$3,816
Geode Capital Management, LLC Index funds	−610K −40.6%	891K	$1.8M
Martin & Co Inc	−526K Sold out	0	—
Kennedy Capital Management LLC Active manager	−510K Sold out	0	—
Vanguard Portfolio Management LLC Index funds	−410K −77.1%	121K	$241,610
Primecap Management Co Active manager	−340K Sold out	0	—
Dimensional Fund Advisors LP	−323K −26.2%	912K	$1.8M
Northern Trust Corp Index funds	−317K −64.1%	177K	$352,544
Deutsche Bank Ag\	−203K −90.4%	22K	$42,958
Bank Of New York Mellon Corp	−187K −70.1%	80K	$158,858
Nuveen, LLC	−184K Sold out	0	—
Sei Investments Co	−169K Sold out	0	—
AQR Capital Management LLC Hedge fund	−167K −30.7%	377K	$749,406
Vanguard Global Advisers, LLC	−137K −79.4%	36K	$71,009
Baird Financial Group, Inc.	−123K −33.3%	247K	$491,275
American Century Companies Inc Active manager	−113K Sold out	0	—
Alliancebernstein L.P. Active manager	−84K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Kennedy Capital Management LLC Active manager	−510K Sold out	0	—
Primecap Management Co Active manager	−340K Sold out	0	—
AQR Capital Management LLC Hedge fund	−167K −30.7%	377K	$749,406
American Century Companies Inc Active manager	−113K Sold out	0	—
Alliancebernstein L.P. Active manager	−84K Sold out	0	—
Price T Rowe Associates Inc Active manager	−31K −31.6%	68K	$136,000
Intech Investment Management LLC Active manager	−16K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Mink Brook Asset Management LLC	738K	$1.5M
Millennium Management LLCHedge fund	516K	$1M
Citadel Advisors LLCHedge fund	453K	$901,896
Aster Capital Management (Difc) Ltd	102K	$202,542
Quadrature Capital LtdHedge fund	72K	$144,261
Canada Pension Plan Investment Board	67K	$134,126
Headlands Technologies LLC	66K	$130,773
Graham Capital Management, L.P.Hedge fund	40K	$79,499
Financial Engines Advisors L.L.C.	39K	$77,222
Schonfeld Strategic Advisors LLCHedge fund	30K	$59,009

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Martin & Co Inc	526K	$668,256
Kennedy Capital Management LLCActive manager	510K	$647,423
Primecap Management CoActive manager	340K	$432,331
Nuveen, LLC	184K	$234,159
Sei Investments Co	169K	$215,045
Alliancebernstein L.P.Active manager	84K	$200,210
American Century Companies IncActive manager	113K	$143,269
Sageview Advisory Group, LLC	55K	$70,412
Net Worth Advisory Group	36K	$46,192
Gsa Capital Partners LLP	35K	$44,000

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 125
Ten largest holders: 75.5%
Index fund managers: 14.3%
Active managers and hedge funds: 6.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	12	7	7	5	+629K	+25.0%
Index fund managers	3	7	0	0	−5.6M	−42.6%
Other institutions	48	63	25	29	+1.1M	+2.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Health Catalyst.

Only managers that filed a holdings report for both quarters are compared (157 here). 6 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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