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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 25,052 | $1.39M | 0.01% | +5,447+27.8% | Added |
| Quadrature Capital Ltd | 25,613 | $1.42M | 0.05% | +7,096+38.3% | Added |
| JPMorgan Chase & Co | 26,226 | $1.46M | 0.00% | −7,399−22.0% | Reduced |
| Brighton Jones LLC | 29,450 | $1.64M | 0.08% | +15,396+109.5% | Added |
| First Trust Advisors LP | 35,099 | $1.95M | 0.00% | −24,437−41.0% | Reduced |
| UBS Asset Management Americas Inc | 36,017 | $2.00M | 0.00% | +14,217+65.2% | Added |
| Stifel Financial Corp | 36,219 | $2.01M | 0.00% | +1,690+4.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 37,381 | $2.08M | 0.01% | +1,026+2.8% | Added |
| Vontobel Holding Ltd. | 37,112 | $2.08M | 0.02% | +95+0.3% | Added |
| New York State Common Retirement Fund | 41,045 | $2.28M | 0.00% | +10,945+36.4% | Added |
| AlphaCrest Capital Management LLC | 41,147 | $2.28M | 0.10% | +34,347+505.1% | Added |
| Engineers Gate Manager LP | 41,772 | $2.32M | 0.15% | −32,901−44.1% | Reduced |
| Rhumbline Advisers | 43,616 | $2.42M | 0.00% | +7,133+19.6% | Added |
| Sepio Capital, LP | 44,398 | $2.46M | 0.21% | 00.0% | Unchanged |
| Jump Financial, LLC | 49,100 | $2.73M | 0.26% | +27,979+132.5% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 50,000 | $2.78M | 0.01% | 00.0% | Unchanged |
| Parkman Healthcare Partners LLC | 50,515 | $2.80M | 0.61% | −14,759−22.6% | Reduced |
| State of New Jersey Common Pension Fund D | 50,814 | $2.82M | 0.01% | +50,814 | New |
| Parametric Portfolio Associates LLC | 56,033 | $3.11M | 0.00% | +3,072+5.8% | Added |
| Bullseye Asset Management LLC | 56,286 | $3.12M | 1.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 57,085 | $3.17M | 0.10% | −2,998−5.0% | Reduced |
| Tudor Investment Corp Et Al | 58,060 | $3.22M | 0.07% | +58,060 | New |
| Legal & General Group Plc | 59,674 | $3.31M | 0.00% | −7,052−10.6% | Reduced |
| Sarasin & Partners LLP | 61,083 | $3.39M | 0.04% | +8,238+15.6% | Added |
| California State Teachers Retirement System | 61,621 | $3.42M | 0.00% | +10,899+21.5% | Added |
| M&G Investment Management Ltd | 67,244 | $3.77M | 0.02% | +67,244 | New |
| Cubist Systematic Strategies, LLC | 69,715 | $3.87M | 0.04% | +11,863+20.5% | Added |
| Citadel Advisors LLC | 71,347 | $3.96M | 0.00% | −24,867−25.8% | Reduced |
| Lazard Asset Management LLC | 74,262 | $4.12M | 0.00% | +49,276+197.2% | Added |
| Advantage Alpha Capital Partners LP | 78,838 | $4.38M | 0.84% | +3,022+4.0% | Added |
| Bridgewater Associates, LP | 80,219 | $4.45M | 0.03% | +80,219 | New |
| Swiss National Bank | 82,500 | $4.58M | 0.00% | +43,600+112.1% | Added |
| Invesco Ltd. | 84,869 | $4.71M | 0.00% | +54,145+176.2% | Added |
| Putnam Investments LLC | 85,890 | $4.77M | 0.01% | +85,890 | New |
| McKinley Capital Management LLC /Delaware | 87,310 | $4.85M | 0.34% | +22,390+34.5% | Added |
| Goldman Sachs Group Inc | 101,040 | $5.61M | 0.00% | +70,712+233.2% | Added |
| FIL Ltd | 104,907 | $5.82M | 0.01% | −3,546−3.3% | Reduced |
| Next Century Growth Investors LLC | 107,669 | $5.98M | 0.47% | −55,451−34.0% | Reduced |
| Raymond James & Associates | 110,615 | $6.14M | 0.01% | +4,173+3.9% | Added |
| Bellecapital International Ltd. | 112,347 | $6.24M | 1.90% | −2,913−2.5% | Reduced |
| Federated Hermes, Inc. | 112,990 | $6.27M | 0.01% | −174−0.2% | Reduced |
| Principal Financial Group Inc | 113,371 | $6.29M | 0.00% | +106,196+1,480.1% | Added |
| State of Wisconsin Investment Board | 125,000 | $6.94M | 0.01% | 00.0% | Unchanged |
| Karani Asset Management LLC | 127,758 | $7.09M | 3.67% | +756+0.6% | Added |
| Monarch Partners Asset Management LLC | 129,512 | $7.19M | 1.03% | +26,417+25.6% | Added |
| Renaissance Technologies LLC | 148,069 | $8.22M | 0.01% | −9,408−6.0% | Reduced |
| Premier Fund Managers Ltd | 147,225 | $8.25M | 0.28% | −37,836−20.4% | Reduced |
| Granahan Investment Management Inc | 150,426 | $8.35M | 0.16% | +35,649+31.1% | Added |
| Schroder Investment Management Group | 161,763 | $8.98M | 0.01% | +30,970+23.7% | Added |
| VGI Partners Ltd | 164,347 | $9.12M | 0.72% | +58,123+54.7% | Added |
| Merriman Wealth Management, LLC | 185,532 | $10.3M | 0.88% | +10,878+6.2% | Added |
| Millennium Management LLC | 195,086 | $10.8M | 0.01% | −73,790−27.4% | Reduced |
| Point72 Asset Management, L.P. | 196,186 | $10.9M | 0.05% | +196,186 | New |
| SG Americas Securities, LLC | 199,092 | $11.1M | 0.06% | +134,304+207.3% | Added |
| Lord, Abbett & Co. LLC | 207,242 | $11.5M | 0.03% | −19,770−8.7% | Reduced |
| Nepsis, Inc. | 211,206 | $11.7M | 3.71% | −11,425−5.1% | Reduced |
| Ziegler Capital Management, LLC | 86,035 | $12.4M | 0.41% | −143,498−62.5% | Reduced |
| Primecap Management Co | 233,015 | $12.9M | 0.01% | +11,000+5.0% | Added |
| Credit Suisse AG | 233,283 | $12.9M | 0.01% | −24,010−9.3% | Reduced |
| Impax Asset Management Group plc | 235,056 | $13.0M | 0.06% | +35,256+17.6% | Added |
| Rhenman & Partners Asset Management AB | 240,000 | $13.3M | 0.90% | +125,000+108.7% | Added |
| Bank of America Corp | 244,525 | $13.6M | 0.00% | +32,935+15.6% | Added |
| Charles Schwab Investment Management Inc | 254,698 | $14.1M | 0.00% | +27,499+12.1% | Added |
| Royal Bank of Canada | 260,507 | $14.5M | 0.00% | +2,735+1.1% | Added |
| Allianz Asset Management GmbH | 273,399 | $15.2M | 0.01% | +38,199+16.2% | Added |
| HHR Asset Management, LLC | 275,234 | $15.3M | 1.38% | −42,210−13.3% | Reduced |
| Dimensional Fund Advisors LP | 291,033 | $16.2M | 0.01% | +65,158+28.8% | Added |
| Bank of Montreal | 286,874 | $16.4M | 0.01% | +280,309+4,269.7% | Added |
| Baillie Gifford & Co | 299,562 | $16.6M | 0.01% | +36,732+14.0% | Added |
| Conestoga Capital Advisors, LLC | 318,379 | $17.7M | 0.26% | +24,135+8.2% | Added |
| Ensign Peak Advisors, Inc | 323,274 | $17.9M | 0.04% | −3,841−1.2% | Reduced |
| Massachusetts Financial Services Co | 347,496 | $19.3M | 0.01% | −986−0.3% | Reduced |
| Pictet Asset Management Ltd | 376,037 | $20.9M | 0.02% | +4,256+1.1% | Added |
| Morgan Stanley | 376,946 | $20.9M | 0.00% | +135,194+55.9% | Added |
| Nuveen Asset Management, LLC | 421,359 | $23.4M | 0.01% | −22,165−5.0% | Reduced |
| Ashford Capital Management Inc | 508,342 | $28.2M | 2.55% | −600−0.1% | Reduced |
| Northern Trust Corp | 541,875 | $30.1M | 0.01% | +80,421+17.4% | Added |
| Perceptive Advisors LLC | 566,084 | $31.4M | 0.41% | +60,000+11.9% | Added |
| Segall Bryant & Hamill, LLC | 608,281 | $33.8M | 0.33% | +90,356+17.4% | Added |
| Geode Capital Management, LLC | 669,888 | $37.2M | 0.01% | +107,574+19.1% | Added |
| Bank of New York Mellon Corp | 685,732 | $38.1M | 0.01% | +39,892+6.2% | Added |
| Deutsche Bank AG | 706,393 | $39.2M | 0.02% | −29,733−4.0% | Reduced |
| Bellevue Group AG | 753,621 | $41.8M | 0.41% | +11,766+1.6% | Added |
| Rock Springs Capital Management LP | 785,000 | $43.6M | 0.86% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 785,304 | $43.6M | 0.14% | −31,714−3.9% | Reduced |
| First Light Asset Management, LLC | 789,393 | $43.8M | 2.63% | −207,808−20.8% | Reduced |
| State Street Corp | 842,881 | $46.8M | 0.00% | +167,804+24.9% | Added |
| Victory Capital Management Inc | 877,638 | $48.7M | 0.05% | +37,604+4.5% | Added |
| American Century Companies Inc | 1,065,709 | $59.2M | 0.04% | −79,054−6.9% | Reduced |
| Riverbridge Partners LLC | 1,076,457 | $59.8M | 0.61% | +51,747+5.0% | Added |
| Janus Henderson Group PLC | 1,404,369 | $78.0M | 0.03% | −43,463−3.0% | Reduced |
| Clearbridge Investments, LLC | 1,933,719 | $107.3M | 0.07% | −18,504−0.9% | Reduced |
| Alliancebernstein L.P. | 2,124,875 | $118.0M | 0.05% | +147,927+7.5% | Added |
| Wellington Management Group LLP | 2,601,081 | $144.4M | 0.02% | −209,847−7.5% | Reduced |
| Capital Research Global Investors | 3,089,217 | $171.5M | 0.04% | +94,917+3.2% | Added |
| Vanguard Group Inc | 3,502,231 | $194.4M | 0.00% | +530,293+17.8% | Added |
| BlackRock Inc. | 4,519,656 | $250.9M | 0.01% | +1,991,894+78.8% | Added |
| FMR LLC | 6,628,111 | $367.9M | 0.03% | +1,803,883+37.4% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −544,171−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −495,377−100.0% | Sold out |