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 $104.0M 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 | $104.0M |
| Q1 2026 | 132 | $70.9M |
| Q4 2025 | 136 | $132.0M |
| Q3 2025 | 145 | $154.3M |
| Q2 2025 | 146 | $204.2M |
| Q1 2025 | 166 | $240.9M |
| Q4 2024 | 168 | $375.6M |
| Q3 2024 | 159 | $423.2M |
| Q2 2024 | 161 | $325.7M |
| Q1 2024 | 174 | $377.4M |
| Q4 2023 | 167 | $460.5M |
| Q3 2023 | 159 | $499.7M |
| Q2 2023 | 154 | $610.2M |
| Q1 2023 | 161 | $566.5M |
| Q4 2022 | 167 | $519.1M |
| Q3 2022 | 172 | $473.3M |
| Q2 2022 | 181 | $766.6M |
| Q1 2022 | 185 | $1.39B |
| Q4 2021 | 186 | $2.19B |
| Q3 2021 | 198 | $2.67B |
| Q2 2021 | 198 | $2.68B |
| 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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 4 | $0 | 0.00% | +4 | New |
| TCI Wealth Advisors, Inc. | 41 | $2.00K | 0.00% | +2+5.1% | Added |
| Newbridge Financial Services Group, Inc. | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 41 | $2.00K | 0.00% | +12+41.4% | Added |
| Exane Derivatives | 45 | $2.51K | 0.00% | −43−48.9% | Reduced |
| Pittenger & Anderson Inc | 60 | $3.00K | 0.00% | +10+20.0% | Added |
| American Portfolios Advisors | 63 | $3.50K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 95 | $5.00K | 0.00% | +95 | New |
| IFP Advisors, Inc | 154 | $6.00K | 0.00% | −38−19.8% | Reduced |
| Bessemer Group Inc | 106 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 127 | $7.00K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 154 | $9.00K | 0.00% | +154 | New |
| Point72 Hong Kong Ltd | 160 | $9.00K | 0.00% | +160 | New |
| Steward Partners Investment Advisory, LLC | 200 | $11.0K | 0.00% | −30−13.0% | Reduced |
| Evolution Wealth Advisors, LLC | 241 | $13.0K | 0.00% | −39−13.9% | Reduced |
| NEXT Financial Group, Inc | 300 | $17.0K | 0.00% | +300 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 369 | $20.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 516 | $29.0K | 0.00% | −186−26.5% | Reduced |
| Signaturefd, LLC | 529 | $29.0K | 0.00% | +10+1.9% | Added |
| First Horizon Advisors, Inc. | 566 | $31.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 591 | $33.0K | 0.02% | −142−19.4% | Reduced |
| Spire Wealth Management | 900 | $50.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 982 | $55.0K | 0.00% | −2,748−73.7% | Reduced |
| Captrust Financial Advisors | 1,010 | $56.0K | 0.00% | −325−24.3% | Reduced |
| Heritage Wealth Management, LLC | 1,122 | $62.0K | 0.02% | −2,088−65.0% | Reduced |
| Advisor Group Holdings, Inc. | 1,152 | $64.0K | 0.00% | −40−3.4% | Reduced |
| Fifth Third Bancorp | 1,565 | $87.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,989 | $110.0K | 0.00% | +1,989 | New |
| Sageworth Trust Co | 1,992 | $111.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,050 | $114.0K | 0.00% | +550+36.7% | Added |
| Great West Life Assurance Co | 2,074 | $115.0K | 0.00% | +876+73.1% | Added |
| STRS Ohio | 2,200 | $122.0K | 0.00% | +2,200 | New |
| First Mercantile Trust Co | 2,693 | $149.0K | 0.02% | −317−10.5% | Reduced |
| Wells Fargo & Company | 2,919 | $162.0K | 0.00% | −29,341−91.0% | Reduced |
| DekaBank Deutsche Girozentrale | 3,350 | $187.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,505 | $195.0K | 0.01% | +655+23.0% | Added |
| Vident Investment Advisory, LLC | 3,708 | $206.0K | 0.01% | +3,708 | New |
| Holocene Advisors, LP | 3,703 | $206.0K | 0.00% | +3,703 | New |
| Baker Boyer National Bank | 14,381 | $208.0K | 0.11% | +14,381 | New |
| Prudential Financial Inc | 3,773 | $210.0K | 0.00% | +3,773 | New |
| Bridgefront Capital, LLC | 3,820 | $212.0K | 0.08% | −653−14.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,882 | $215.0K | 0.01% | −3,834−49.7% | Reduced |
| FORA Capital, LLC | 4,161 | $231.0K | 0.04% | +2,703+185.4% | Added |
| Standard Life Aberdeen plc | 4,246 | $236.0K | 0.00% | +4,246 | New |
| PEAK6 Investments LLC | 4,389 | $244.0K | 0.01% | +161+3.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,445 | $247.0K | 0.00% | +1,890+74.0% | Added |
| M&T Bank Corp | 4,480 | $249.0K | 0.00% | −843−15.8% | Reduced |
| The PNC Financial Services Group, Inc. | 4,552 | $253.0K | 0.00% | −37−0.8% | Reduced |
| Walleye Trading LLC | 4,570 | $254.0K | 0.01% | +4,570 | New |
| Teacher Retirement System of Texas | 4,806 | $267.0K | 0.00% | +4,806 | New |
| We Are One Seven, LLC | 4,829 | $268.0K | 0.04% | +355+7.9% | Added |
| XTX Topco Ltd | 5,088 | $282.0K | 0.10% | −805−13.7% | Reduced |
| Caxton Associates LP | 5,098 | $283.0K | 0.04% | +5,098 | New |
| Boston Family Office LLC | 5,102 | $283.0K | 0.02% | +5,102 | New |
| Hantz Financial Services, Inc. | 5,195 | $288.0K | 0.01% | +1,744+50.5% | Added |
| Element Pointe Advisors, LLC | 5,693 | $320.0K | 0.10% | 00.0% | Unchanged |
| HSBC Holdings PLC | 6,076 | $339.0K | 0.00% | +6,076 | New |
| Integrated Advisors Network LLC | 7,011 | $389.0K | 0.03% | +1,067+18.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 7,398 | $411.0K | 0.00% | +286+4.0% | Added |
| Blair William & Co | 7,484 | $415.0K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 8,000 | $444.0K | 0.04% | +8,000 | New |
| Russell Investments Group, Ltd. | 8,185 | $454.0K | 0.00% | +5,121+167.1% | Added |
| Banque Pictet & Cie SA | 8,439 | $468.0K | 0.01% | +8,439 | New |
| Amalgamated Bank | 8,443 | $469.0K | 0.00% | +3,662+76.6% | Added |
| Oppenheimer Asset Management Inc. | 8,532 | $474.0K | 0.01% | −441−4.9% | Reduced |
| Advisory Services Network, LLC | 8,634 | $479.0K | 0.02% | −658−7.1% | Reduced |
| TD Asset Management Inc | 8,800 | $511.0K | 0.00% | +8,800 | New |
| Mesirow Financial Investment Management, Inc. | 9,278 | $515.0K | 1.32% | +32+0.3% | Added |
| UBS Group AG | 9,711 | $539.0K | 0.00% | −21,021−68.4% | Reduced |
| Commonwealth Equity Services, LLC | 9,822 | $545.0K | 0.00% | −2,080−17.5% | Reduced |
| Comerica Bank | 11,128 | $552.0K | 0.00% | +11,128 | New |
| Morse Asset Management, Inc | 9,980 | $554.0K | 0.13% | −10,510−51.3% | Reduced |
| PDT Partners, LLC | 10,061 | $558.0K | 0.04% | +4,704+87.8% | Added |
| US Bancorp | 10,100 | $560.0K | 0.00% | −86−0.8% | Reduced |
| Arizona State Retirement System | 10,176 | $565.0K | 0.00% | +5,227+105.6% | Added |
| Natixis Advisors, L.P. | 10,873 | $604.0K | 0.00% | +792+7.9% | Added |
| Qube Research & Technologies Ltd | 11,547 | $641.0K | 0.01% | +11,547 | New |
| ProShare Advisors LLC | 11,598 | $644.0K | 0.00% | +2,608+29.0% | Added |
| Squarepoint Ops LLC | 11,726 | $651.0K | 0.00% | −30,155−72.0% | Reduced |
| Thrivent Financial for Lutherans | 11,991 | $666.0K | 0.00% | −214,131−94.7% | Reduced |
| Metropolitan Life Insurance Co | 12,363 | $686.3K | 0.01% | +2,616+26.8% | Added |
| State Board of Administration of Florida Retirement System | 13,045 | $724.0K | 0.00% | +3,185+32.3% | Added |
| Cigna Investments Inc | 13,840 | $767.0K | 0.05% | +133+1.0% | Added |
| Capital Planning Advisors, LLC | 14,870 | $825.0K | 0.17% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 15,514 | $861.0K | 0.00% | +1,431+10.2% | Added |
| Voloridge Investment Management, LLC | 15,889 | $882.0K | 0.01% | +863+5.7% | Added |
| Quantbot Technologies LP | 15,983 | $887.0K | 0.07% | +1,940+13.8% | Added |
| Occudo Quantitative Strategies LP | 16,111 | $894.0K | 0.14% | +7,418+85.3% | Added |
| MetLife Investment Management | 16,147 | $896.3K | 0.01% | +1,503+10.3% | Added |
| Norges Bank | 16,535 | $918.0K | 0.00% | +16,535 | New |
| LPL Financial LLC | 16,569 | $920.0K | 0.00% | −1,598−8.8% | Reduced |
| Change Path, LLC | 16,732 | $929.0K | 0.06% | −37,000−68.9% | Reduced |
| Walleye Capital LLC | 17,249 | $957.0K | 0.04% | +17,249 | New |
| Voya Investment Management LLC | 17,288 | $960.0K | 0.00% | +2,563+17.4% | Added |
| Citigroup Inc | 17,702 | $983.0K | 0.00% | +13,715+344.0% | Added |
| Schonfeld Strategic Advisors LLC | 17,887 | $993.0K | 0.01% | +1,587+9.7% | Added |
| Cna Financial Corp | 20,840 | $1.16M | 0.33% | +300+1.5% | Added |
| Envestnet Asset Management Inc | 21,511 | $1.19M | 0.00% | +3,239+17.7% | Added |
| Winton Group Ltd | 23,572 | $1.31M | 0.07% | +643+2.8% | Added |
| Manufacturers Life Insurance Company, The | 24,853 | $1.38M | 0.00% | +6,010+31.9% | Added |