As of the latest SEC filings, Health Catalyst, Inc. (HCAT) is held by 125 institutional funds. The largest fund shareholder is Impax Small Cap Fund (PXSAX), holding an estimated $3,492,500.00 in market value, representing 0.47% of its portfolio.
Funds holding Health Catalyst, Inc. (HCAT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HCAT
- CIK:
- 0001636422
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PXSAX
Impax Small Cap Fund
|
MF | Independent / Boutique | 0.47% | $3,492,500.00 | 2,750,000 | Mar 31, 2026 | May 20, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,614,005.44 | 2,058,272 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $2,140,235.75 | 1,685,225 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $940,890.93 | 740,859 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $783,301.25 | 626,641 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $721,836.25 | 568,375 | Mar 31, 2026 | May 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.00% | $570,904.20 | 352,410 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $540,483.84 | 333,632 | Feb 28, 2026 | Apr 28, 2026 |
|
FESM
Fidelity Enhanced Small Cap ETF
|
ETF | Fidelity | 0.01% | $446,667.89 | 351,707 | Mar 31, 2026 | May 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $376,280.64 | 232,272 | Feb 28, 2026 | Apr 24, 2026 |
|
POAGX
PRIMECAP Odyssey Aggressive Growth Fund
|
MF | Independent / Boutique | 0.01% | $365,500.00 | 292,400 | Apr 30, 2026 | Jun 29, 2026 |
|
VHCIX
VANGUARD HEALTH CARE INDEX FUND
|
ETF | Vanguard | 0.00% | $340,869.06 | 210,413 | Feb 28, 2026 | Apr 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $265,570.00 | 212,456 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $254,563.75 | 203,651 | Apr 30, 2026 | Jun 29, 2026 |
|
JSCZX
JPMorgan U.S. Small Company Fund
|
MF | JPMorgan | 0.02% | $228,216.46 | 179,698 | Mar 31, 2026 | May 29, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $204,831.18 | 126,439 | Feb 28, 2026 | Apr 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.02% | $203,676.25 | 160,375 | Mar 31, 2026 | May 28, 2026 |
|
VFVA
VANGUARD U.S. VALUE FACTOR ETF
|
ETF | Vanguard | 0.02% | $181,294.20 | 111,910 | Feb 28, 2026 | Apr 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $181,286.25 | 145,029 | Apr 30, 2026 | Jun 25, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $168,225.00 | 134,580 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $163,402.50 | 130,722 | Apr 30, 2026 | Jun 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $160,164.54 | 98,867 | Feb 28, 2026 | Apr 24, 2026 |
|
JSVZX
JPMorgan Small Cap Value Fund
|
MF | JPMorgan | 0.01% | $154,933.65 | 121,995 | Mar 31, 2026 | May 29, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.01% | $153,399.42 | 94,691 | Feb 28, 2026 | Apr 29, 2026 |
|
GSSC
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
ETF | Goldman Sachs | 0.01% | $132,579.18 | 81,839 | Feb 28, 2026 | Apr 28, 2026 |
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