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 2021
Institutional positions in Health Catalyst, Inc. as of Jun 30, 2021. 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
- 198
- +8 vs. Q1 2021
- Shares held
- 48.1M
- +4.29M (+9.8%) vs. Q1 2021
- Total value
- $2.68B
- +$628.5M (+30.6%) vs. Q1 2021
- New holders
- 30
- 93 more added
- Sold out
- 22
- 57 more reduced
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 6,628,111 | $367.9M | 0.03% | +1,803,883+37.4% | Added |
| BlackRock Inc. | 4,519,656 | $250.9M | 0.01% | +1,991,894+78.8% | Added |
| Vanguard Group Inc | 3,502,231 | $194.4M | 0.00% | +530,293+17.8% | Added |
| Capital Research Global Investors | 3,089,217 | $171.5M | 0.04% | +94,917+3.2% | Added |
| Wellington Management Group LLP | 2,601,081 | $144.4M | 0.02% | −209,847−7.5% | Reduced |
| Alliancebernstein L.P. | 2,124,875 | $118.0M | 0.05% | +147,927+7.5% | Added |
| Clearbridge Investments, LLC | 1,933,719 | $107.3M | 0.07% | −18,504−0.9% | Reduced |
| Janus Henderson Group PLC | 1,404,369 | $78.0M | 0.03% | −43,463−3.0% | Reduced |
| Riverbridge Partners LLC | 1,076,457 | $59.8M | 0.61% | +51,747+5.0% | Added |
| American Century Companies Inc | 1,065,709 | $59.2M | 0.04% | −79,054−6.9% | Reduced |
| Victory Capital Management Inc | 877,638 | $48.7M | 0.05% | +37,604+4.5% | Added |
| State Street Corp | 842,881 | $46.8M | 0.00% | +167,804+24.9% | Added |
| First Light Asset Management, LLC | 789,393 | $43.8M | 2.63% | −207,808−20.8% | Reduced |
| William Blair Investment Management, LLC | 785,304 | $43.6M | 0.14% | −31,714−3.9% | Reduced |
| Rock Springs Capital Management LP | 785,000 | $43.6M | 0.86% | 00.0% | Unchanged |
| Bellevue Group AG | 753,621 | $41.8M | 0.41% | +11,766+1.6% | Added |
| Deutsche Bank AG | 706,393 | $39.2M | 0.02% | −29,733−4.0% | Reduced |
| Bank of New York Mellon Corp | 685,732 | $38.1M | 0.01% | +39,892+6.2% | Added |
| Geode Capital Management, LLC | 669,888 | $37.2M | 0.01% | +107,574+19.1% | Added |
| Segall Bryant & Hamill, LLC | 608,281 | $33.8M | 0.33% | +90,356+17.4% | Added |
| Perceptive Advisors LLC | 566,084 | $31.4M | 0.41% | +60,000+11.9% | Added |
| Northern Trust Corp | 541,875 | $30.1M | 0.01% | +80,421+17.4% | Added |
| Ashford Capital Management Inc | 508,342 | $28.2M | 2.55% | −600−0.1% | Reduced |
| Nuveen Asset Management, LLC | 421,359 | $23.4M | 0.01% | −22,165−5.0% | Reduced |
| Morgan Stanley | 376,946 | $20.9M | 0.00% | +135,194+55.9% | Added |
| Pictet Asset Management Ltd | 376,037 | $20.9M | 0.02% | +4,256+1.1% | Added |
| Massachusetts Financial Services Co | 347,496 | $19.3M | 0.01% | −986−0.3% | Reduced |
| Ensign Peak Advisors, Inc | 323,274 | $17.9M | 0.04% | −3,841−1.2% | Reduced |
| Conestoga Capital Advisors, LLC | 318,379 | $17.7M | 0.26% | +24,135+8.2% | Added |
| Baillie Gifford & Co | 299,562 | $16.6M | 0.01% | +36,732+14.0% | Added |
| Bank of Montreal | 286,874 | $16.4M | 0.01% | +280,309+4,269.7% | Added |
| Dimensional Fund Advisors LP | 291,033 | $16.2M | 0.01% | +65,158+28.8% | Added |
| HHR Asset Management, LLC | 275,234 | $15.3M | 1.38% | −42,210−13.3% | Reduced |
| Allianz Asset Management GmbH | 273,399 | $15.2M | 0.01% | +38,199+16.2% | Added |
| Royal Bank of Canada | 260,507 | $14.5M | 0.00% | +2,735+1.1% | Added |
| Charles Schwab Investment Management Inc | 254,698 | $14.1M | 0.00% | +27,499+12.1% | Added |
| Bank of America Corp | 244,525 | $13.6M | 0.00% | +32,935+15.6% | Added |
| Rhenman & Partners Asset Management AB | 240,000 | $13.3M | 0.90% | +125,000+108.7% | Added |
| Impax Asset Management Group plc | 235,056 | $13.0M | 0.06% | +35,256+17.6% | Added |
| Credit Suisse AG | 233,283 | $12.9M | 0.01% | −24,010−9.3% | Reduced |
| Primecap Management Co | 233,015 | $12.9M | 0.01% | +11,000+5.0% | Added |
| Ziegler Capital Management, LLC | 86,035 | $12.4M | 0.41% | −143,498−62.5% | Reduced |
| Nepsis, Inc. | 211,206 | $11.7M | 3.71% | −11,425−5.1% | Reduced |
| Lord, Abbett & Co. LLC | 207,242 | $11.5M | 0.03% | −19,770−8.7% | Reduced |
| SG Americas Securities, LLC | 199,092 | $11.1M | 0.06% | +134,304+207.3% | Added |
| Point72 Asset Management, L.P. | 196,186 | $10.9M | 0.05% | +196,186 | New |
| Millennium Management LLC | 195,086 | $10.8M | 0.01% | −73,790−27.4% | Reduced |
| Merriman Wealth Management, LLC | 185,532 | $10.3M | 0.88% | +10,878+6.2% | Added |
| VGI Partners Ltd | 164,347 | $9.12M | 0.72% | +58,123+54.7% | Added |
| Schroder Investment Management Group | 161,763 | $8.98M | 0.01% | +30,970+23.7% | Added |
| Granahan Investment Management Inc | 150,426 | $8.35M | 0.16% | +35,649+31.1% | Added |
| Premier Fund Managers Ltd | 147,225 | $8.25M | 0.28% | −37,836−20.4% | Reduced |
| Renaissance Technologies LLC | 148,069 | $8.22M | 0.01% | −9,408−6.0% | Reduced |
| Monarch Partners Asset Management LLC | 129,512 | $7.19M | 1.03% | +26,417+25.6% | Added |
| Karani Asset Management LLC | 127,758 | $7.09M | 3.67% | +756+0.6% | Added |
| State of Wisconsin Investment Board | 125,000 | $6.94M | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 113,371 | $6.29M | 0.00% | +106,196+1,480.1% | Added |
| Federated Hermes, Inc. | 112,990 | $6.27M | 0.01% | −174−0.2% | Reduced |
| Bellecapital International Ltd. | 112,347 | $6.24M | 1.90% | −2,913−2.5% | Reduced |
| Raymond James & Associates | 110,615 | $6.14M | 0.01% | +4,173+3.9% | Added |
| Next Century Growth Investors LLC | 107,669 | $5.98M | 0.47% | −55,451−34.0% | Reduced |
| FIL Ltd | 104,907 | $5.82M | 0.01% | −3,546−3.3% | Reduced |
| Goldman Sachs Group Inc | 101,040 | $5.61M | 0.00% | +70,712+233.2% | Added |
| McKinley Capital Management LLC /Delaware | 87,310 | $4.85M | 0.34% | +22,390+34.5% | Added |
| Putnam Investments LLC | 85,890 | $4.77M | 0.01% | +85,890 | New |
| Invesco Ltd. | 84,869 | $4.71M | 0.00% | +54,145+176.2% | Added |
| Swiss National Bank | 82,500 | $4.58M | 0.00% | +43,600+112.1% | Added |
| Bridgewater Associates, LP | 80,219 | $4.45M | 0.03% | +80,219 | New |
| Advantage Alpha Capital Partners LP | 78,838 | $4.38M | 0.84% | +3,022+4.0% | Added |
| Lazard Asset Management LLC | 74,262 | $4.12M | 0.00% | +49,276+197.2% | Added |
| Citadel Advisors LLC | 71,347 | $3.96M | 0.00% | −24,867−25.8% | Reduced |
| Cubist Systematic Strategies, LLC | 69,715 | $3.87M | 0.04% | +11,863+20.5% | Added |
| M&G Investment Management Ltd | 67,244 | $3.77M | 0.01% | +67,244 | New |
| California State Teachers Retirement System | 61,621 | $3.42M | 0.00% | +10,899+21.5% | Added |
| Sarasin & Partners LLP | 61,083 | $3.39M | 0.04% | +8,238+15.6% | Added |
| Legal & General Group Plc | 59,674 | $3.31M | 0.00% | −7,052−10.6% | Reduced |
| Tudor Investment Corp Et Al | 58,060 | $3.22M | 0.07% | +58,060 | New |
| Exchange Traded Concepts, LLC | 57,085 | $3.17M | 0.10% | −2,998−5.0% | Reduced |
| Bullseye Asset Management LLC | 56,286 | $3.12M | 1.05% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 56,033 | $3.11M | 0.00% | +3,072+5.8% | Added |
| State of New Jersey Common Pension Fund D | 50,814 | $2.82M | 0.01% | +50,814 | New |
| Parkman Healthcare Partners LLC | 50,515 | $2.80M | 0.61% | −14,759−22.6% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 50,000 | $2.78M | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 49,100 | $2.73M | 0.26% | +27,979+132.5% | Added |
| Sepio Capital, LP | 44,398 | $2.46M | 0.21% | 00.0% | Unchanged |
| Rhumbline Advisers | 43,616 | $2.42M | 0.00% | +7,133+19.6% | Added |
| Engineers Gate Manager LP | 41,772 | $2.32M | 0.15% | −32,901−44.1% | Reduced |
| AlphaCrest Capital Management LLC | 41,147 | $2.28M | 0.10% | +34,347+505.1% | Added |
| New York State Common Retirement Fund | 41,045 | $2.28M | 0.00% | +10,945+36.4% | Added |
| Vontobel Holding Ltd. | 37,112 | $2.08M | 0.02% | +95+0.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 37,381 | $2.08M | 0.01% | +1,026+2.8% | Added |
| Stifel Financial Corp | 36,219 | $2.01M | 0.00% | +1,690+4.9% | Added |
| UBS Asset Management Americas Inc | 36,017 | $2.00M | 0.00% | +14,217+65.2% | Added |
| First Trust Advisors LP | 35,099 | $1.95M | 0.00% | −24,437−41.0% | Reduced |
| Brighton Jones LLC | 29,450 | $1.64M | 0.08% | +15,396+109.5% | Added |
| JPMorgan Chase & Co | 26,226 | $1.46M | 0.00% | −7,399−22.0% | Reduced |
| Quadrature Capital Ltd | 25,613 | $1.42M | 0.05% | +7,096+38.3% | Added |
| American International Group, Inc. | 25,052 | $1.39M | 0.00% | +5,447+27.8% | Added |
| Manufacturers Life Insurance Company, The | 24,853 | $1.38M | 0.00% | +6,010+31.9% | Added |
| Winton Group Ltd | 23,572 | $1.31M | 0.07% | +643+2.8% | Added |