HCAT
HEALTH CATALYST, INC.Marquee-fund ownership over time
This quarter's activity
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $6.65 | $1.34 | -80% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $6.32 | $1.34 | -79% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Two Sigma Investments 2× in & out | Q3 2025 | Q2 2026 | → $1.19 | -59% |
| D.E. Shaw 2× in & out | Q4 2025 | Q2 2026 | → $1.19 | -47% |
| Millennium Management | Q3 2024 | Q2 2026 | → $1.19 | -81% |
| Citadel Advisors | Q3 2024 | Q4 2025 | → $2.27 | -64% |
| Point72 Asset Management | Q3 2024 | Q2 2025 | → $4.11 | -35% |
| Bridgewater Associates | Q3 2021 | Q4 2023 | → $7.38 | -86% |
| Tiger Global | Q4 2019 | Q2 2022 | → $15 | -57% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Health Catalyst, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 3, 2026 — the most recent Form 4 on file — not from today.
- Form 40002086403-26-000005Jun 3, 2026
- Form 40001780878-26-000003Jun 3, 2026
- Form 40001839111-26-000003Jun 3, 2026
- Form 40001975281-26-000003Jun 3, 2026
- Form 40001796545-26-000002Jun 3, 2026
- Form 40001320490-26-000002May 4, 2026
- Form 40002086403-26-000004May 1, 2026
- Form 40002086403-26-000003Mar 13, 2026
- Form 40001975281-26-000002Mar 5, 2026
- Form 40001839111-26-000002Mar 5, 2026
- Form 40002086403-26-000002Mar 5, 2026
- Form 40001796545-26-000001Mar 5, 2026
- Form 40001780878-26-000002Mar 5, 2026
- Form 40002086403-26-000001Feb 27, 2026
- Form 40001780878-26-000001Feb 27, 2026
Fundamentals
XBRL · HEALTH CATALYST, INC.Annual figures sourced directly from HEALTH CATALYST, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Health Catalyst, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 4, 2026
- DEF 14AProxy statementJun 3, 2026
- 10-QQuarterly reportMay 11, 2026
- 8-KMaterial eventMay 11, 2026
- 10-K/AAnnual report (amended)Apr 30, 2026
- 8-KMaterial eventApr 30, 2026
- 8-KMaterial eventApr 27, 2026
- 8-KMaterial eventApr 3, 2026
- 10-KAnnual reportMar 12, 2026
- 8-KMaterial eventMar 12, 2026
- 8-KMaterial eventFeb 18, 2026
- 8-KMaterial eventJan 23, 2026
- 8-KMaterial eventJan 12, 2026
- 8-KMaterial eventDec 2, 2025
- 10-QQuarterly reportNov 10, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Renaissance Technologies | Q2 2026 | open | $1.17 | $1.27 | +9% |
| D.E. Shaw | Q4 2025 | Q2 2026 | $2.27 | $1.19 | -47% |
| Renaissance Technologies | Q4 2025 | Q1 2026 | $2.35 | $1.84 | -22% |
| Two Sigma Investments | Q3 2025 | Q2 2026 | $2.92 | $1.19 | -59% |
| Two Sigma Investments | Q1 2025 | Q2 2025 | $5.42 | $4.11 | -24% |
| Citadel Advisors | Q3 2024 | Q4 2025 | $6.32 | $2.27 | -64% |
| D.E. Shaw | Q3 2024 | Q3 2025 | $6.32 | $2.92 | -54% |
| AQR Capital Management | Q3 2024 | open | $6.32 | $1.27 | -80% |
| Millennium Management | Q3 2024 | Q2 2026 | $6.32 | $1.19 | -81% |
| Point72 Asset Management | Q3 2024 | Q2 2025 | $6.32 | $4.11 | -35% |
| Renaissance Technologies | Q3 2024 | Q4 2024 | $6.65 | $8.66 | +30% |
| Bridgewater Associates | Q3 2021 | Q4 2023 | $52 | $7.38 | -86% |
| Tiger Global | Q4 2019 | Q2 2022 | $34 | $15 | -57% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.