Health Catalyst, Inc.
HCAT- Exchange
- Nasdaq
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001636422
In the last 90 days, Health Catalyst, Inc. insiders filed 1 open-market purchase and 0 sales; 127 institutions reported holding it in 13F filings for Q2 2026, worth $113.8M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Health Catalyst, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 127
- −1 vs. Q1 2026
- Shares held
- 57.2M
- +1.36M (+2.4%) vs. Q1 2026
- Total value
- $113.8M
- +$42.9M (+60.5%) vs. Q1 2026
- New holders
- 33
- 33 more added
- Sold out
- 34
- 43 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HCAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 127 | $113.8M |
| Q1 2026 | 132 | $70.9M |
| Q4 2025 | 136 | $132.2M |
| Q3 2025 | 145 | $156.6M |
| Q2 2025 | 146 | $204.2M |
| Q1 2025 | 166 | $241.0M |
| Q4 2024 | 168 | $376.1M |
| Q3 2024 | 159 | $433.7M |
| Q2 2024 | 161 | $333.3M |
| Q1 2024 | 174 | $391.8M |
| Q4 2023 | 167 | $476.9M |
| Q3 2023 | 159 | $499.7M |
| Q2 2023 | 154 | $610.2M |
| Q1 2023 | 162 | $571.1M |
| Q4 2022 | 167 | $519.4M |
| Q3 2022 | 172 | $484.0M |
| Q2 2022 | 181 | $766.6M |
| Q1 2022 | 185 | $1.39B |
| Q4 2021 | 186 | $2.20B |
| Q3 2021 | 198 | $2.70B |
| Q2 2021 | 198 | $2.71B |
| Q1 2021 | 190 | $2.05B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Light Asset Management, LLC | 12,810,861 | $25.5M | 1.55% | −67,839−0.5% | Reduced |
| Palogic Value Management, L.P. | 9,844,884 | $19.6M | 3.48% | +6,948,284+239.9% | Added |
| CDC Financial, Inc. | 7,092,698 | $14.1M | 10.84% | +785,644+12.5% | Added |
| Impax Asset Management Group plc | 4,000,000 | $7.96M | 0.05% | +1,250,000+45.5% | Added |
| Nepsis, Inc. | 2,976,187 | $5.92M | 2.01% | +1,099,898+58.6% | Added |
| Vanguard Capital Management LLC | 2,971,598 | $5.91M | 0.00% | +85,945+3.0% | Added |
| BlackRock, Inc. | 1,836,373 | $3.65M | 0.00% | −3,301,649−64.3% | Reduced |
| Jane Street Group, LLC | 1,037,782 | $2.07M | 0.00% | +1,011,214+3,806.1% | Added |
| Dimensional Fund Advisors LP | 911,819 | $1.81M | 0.00% | −323,051−26.2% | Reduced |
| Geode Capital Management, LLC | 891,357 | $1.77M | 0.00% | −610,076−40.6% | Reduced |
| HighMark Wealth Management LLC | 871,082 | $1.73M | 0.58% | −32,000−3.5% | Reduced |
| Caption Management, LLC | 773,650 | $1.54M | 0.05% | +1,764+0.2% | Added |
| Mink Brook Asset Management LLC | 738,277 | $1.47M | 0.65% | +738,277 | New |
| Prescott Group Capital Management, L.L.C. | 710,803 | $1.41M | 0.12% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 615,504 | $1.22M | 0.00% | +8,646+1.4% | Added |
| HRT Financial LP | 572,215 | $1.14M | 0.00% | +329,024+135.3% | Added |
| Millennium Management LLC | 516,083 | $1.03M | 0.00% | +516,083 | New |
| Goldman Sachs Group Inc | 480,970 | $957.1K | 0.00% | +93,798+24.2% | Added |
| Vanguard Fiduciary Trust Co | 463,005 | $921.4K | 0.00% | +19,340+4.4% | Added |
| Citadel Advisors LLC | 453,214 | $901.9K | 0.00% | +453,214 | New |
| Susquehanna International Group, LLP | 437,227 | $870.1K | 0.00% | +356,073+438.8% | Added |
| FMR LLC | 410,637 | $817.2K | 0.00% | +43,164+11.7% | Added |
| HSBC Holdings PLC | 408,634 | $809.1K | 0.00% | +309,766+313.3% | Added |
| Squarepoint Ops LLC | 400,210 | $796.4K | 0.00% | +369,772+1,214.8% | Added |
| AQR Capital Management LLC | 376,586 | $749.4K | 0.00% | −166,658−30.7% | Reduced |
| State Street Corp | 360,713 | $717.8K | 0.00% | −964,136−72.8% | Reduced |
| Renaissance Technologies LLC | 349,266 | $695.0K | 0.00% | +132,197+60.9% | Added |
| 71 West Capital Partners | 339,515 | $675.6K | 0.02% | 00.0% | Unchanged |
| Weiss Asset Management LP | 258,493 | $514.4K | 0.01% | +258,493 | New |
| UBS Group AG | 254,654 | $506.8K | 0.00% | −32,441−11.3% | Reduced |
| Baird Financial Group, Inc. | 246,872 | $491.3K | 0.00% | −123,437−33.3% | Reduced |
| Jain Global LLC | 216,543 | $430.9K | 0.01% | +169,991+365.2% | Added |
| Northern Trust Corp | 177,158 | $352.5K | 0.00% | −316,688−64.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 168,443 | $335.2K | 0.01% | +39,391+30.5% | Added |
| Whetstone Capital Advisors, LLC | 167,097 | $332.5K | 0.09% | −4,101,044−96.1% | Reduced |
| Acadian Asset Management LLC | 144,014 | $285.0K | 0.00% | +30,824+27.2% | Added |
| Vanguard Portfolio Management LLC | 121,412 | $241.6K | 0.00% | −409,602−77.1% | Reduced |
| Morgan Stanley | 106,127 | $211.2K | 0.00% | −28,053−20.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 101,780 | $202.5K | 0.04% | +101,780 | New |
| Barclays PLC | 98,651 | $196.3K | 0.00% | +32,512+49.2% | Added |
| Bank of New York Mellon Corp | 79,828 | $158.9K | 0.00% | −186,825−70.1% | Reduced |
| Quadrature Capital Ltd | 72,493 | $144.3K | 0.00% | +72,493 | New |
| Veradace Capital Management LLC | 70,000 | $139.3K | 0.11% | +20,000+40.0% | Added |
| Price T Rowe Associates Inc | 67,863 | $136.0K | 0.00% | −31,347−31.6% | Reduced |
| Canada Pension Plan Investment Board | 67,400 | $134.1K | 0.00% | +67,400 | New |
| Headlands Technologies LLC | 65,715 | $130.8K | 0.01% | +65,715 | New |
| Williams & Novak, LLC | 53,607 | $106.7K | 0.07% | +19,442+56.9% | Added |
| Bank of America Corp | 52,461 | $104.4K | 0.00% | −43,269−45.2% | Reduced |
| EP Wealth Advisors, LLC | 49,937 | $99.4K | 0.00% | +39,484+377.7% | Added |
| MCF Advisors LLC | 46,500 | $92.5K | 0.00% | −23,500−33.6% | Reduced |
| Creative Planning | 43,349 | $86.3K | 0.00% | −47,973−52.5% | Reduced |
| Graham Capital Management, L.P. | 39,949 | $79.5K | 0.00% | +39,949 | New |
| Tower Research Capital LLC (TRC) | 38,958 | $77.5K | 0.00% | +28,231+263.2% | Added |
| Financial Engines Advisors L.L.C. | 38,805 | $77.2K | 0.00% | +38,805 | New |
| Perigon Wealth Management, LLC | 38,530 | $76.7K | 0.00% | −123−0.3% | Reduced |
| Invesco Ltd. | 37,278 | $74.2K | 0.00% | −80,852−68.4% | Reduced |
| Vanguard Global Advisers, LLC | 35,683 | $71.0K | 0.00% | −137,481−79.4% | Reduced |
| Rhumbline Advisers | 34,519 | $68.7K | 0.00% | −51,077−59.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 29,653 | $59.0K | 0.00% | +29,653 | New |
| Sepio Capital, LP | 29,474 | $58.7K | 0.00% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 28,163 | $56.0K | 0.00% | +9,712+52.6% | Added |
| Cresset Asset Management, LLC | 25,605 | $51.0K | 0.00% | +15,000+141.4% | Added |
| Deutsche Bank AG | 21,587 | $43.0K | 0.00% | −202,906−90.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 20,200 | $40.2K | 0.00% | +20,200 | New |
| Axq Capital, LP | 19,104 | $38.0K | 0.00% | +19,104 | New |
| Sig Brokerage, LP | 19,037 | $37.9K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 18,366 | $36.5K | 0.00% | +18,366 | New |
| XTX Topco Ltd | 18,335 | $36.5K | 0.00% | −37,795−67.3% | Reduced |
| JustInvest LLC | 18,119 | $36.1K | 0.00% | −27,935−60.7% | Reduced |
| Signal Advisors Wealth, LLC | 18,080 | $36.0K | 0.00% | −5,213−22.4% | Reduced |
| Strong Retirement Solutions LLC | 18,080 | $36.0K | 0.02% | −5,213−22.4% | Reduced |
| Neuberger Berman Group LLC | 18,069 | $36.0K | 0.00% | +18,069 | New |
| Y-Intercept (Hong Kong) Ltd | 17,094 | $34.0K | 0.00% | +17,094 | New |
| Rangeley Capital, LLC | 15,880 | $31.6K | 0.03% | +15,880 | New |
| Two Sigma Investments, LP | 13,713 | $27.3K | 0.00% | +13,713 | New |
| Visionary Wealth Advisors | 13,650 | $27.2K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 13,518 | $27.0K | 0.00% | −481−3.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,073 | $25.4K | 0.00% | +11,073 | New |
| Virtu Financial LLC | 12,589 | $25.0K | 0.00% | +12,589 | New |
| Catalytic Wealth RIA, LLC | 12,477 | $24.8K | 0.00% | +12,477 | New |
| Janney Montgomery Scott LLC | 12,042 | $24.0K | 0.00% | +12,042 | New |
| Two Sigma Securities, LLC | 10,923 | $21.7K | 0.00% | +10,923 | New |
| Abel Hall, LLC | 10,557 | $21.0K | 0.00% | +10,557 | New |
| SG Americas Securities, LLC | 10,446 | $21.0K | 0.00% | +10,446 | New |
| Callan Family Office, LLC | 10,449 | $20.8K | 0.00% | −1,645−13.6% | Reduced |
| SRS Capital Advisors, Inc. | 9,997 | $19.9K | 0.00% | +9,870+7,771.7% | Added |
| Simplex Trading, LLC | 9,401 | $18.7K | 0.00% | −4,220−31.0% | Reduced |
| Optiver Holding B.V. | 5,972 | $11.9K | 0.00% | +5,300+788.7% | Added |
| Global Retirement Partners, LLC | 4,575 | $9.10K | 0.00% | +4,575 | New |
| BNP Paribas Arbitrage, SA | 3,545 | $7.05K | 0.00% | −26,191−88.1% | Reduced |
| Federated Hermes, Inc. | 3,527 | $7.02K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,538 | $5.05K | 0.00% | −3,444−57.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,314 | $4.61K | 0.00% | −3,286−58.7% | Reduced |
| JPMorgan Chase & Co | 1,947 | $3.82K | 0.00% | −676,002−99.7% | Reduced |
| Smartleaf Asset Management LLC | 1,918 | $3.76K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,763 | $3.51K | 0.00% | −24,864−93.4% | Reduced |
| Royal Bank of Canada | 1,409 | $3.00K | 0.00% | +1,409 | New |
| Caitong International Asset Management Co., Ltd | 1,474 | $2.93K | 0.00% | −66,155−97.8% | Reduced |
| SBI Securities Co., Ltd. | 1,188 | $2.36K | 0.00% | −38−3.1% | Reduced |
| EverSource Wealth Advisors, LLC | 896 | $1.78K | 0.00% | +309+52.6% | Added |