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