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, Q3 2021
Institutional positions in Health Catalyst, Inc. as of Sep 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
- +2 vs. Q2 2021
- Shares held
- 53.3M
- +5.53M (+11.6%) vs. Q2 2021
- Total value
- $2.67B
- +$8.05M (+0.3%) vs. Q2 2021
- New holders
- 23
- 98 more added
- Sold out
- 21
- 49 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 7,439,950 | $372.1M | 0.03% | +811,839+12.2% | Added |
| BlackRock Inc. | 4,676,181 | $233.9M | 0.01% | +156,525+3.5% | Added |
| Vanguard Group Inc | 4,119,234 | $206.0M | 0.01% | +617,003+17.6% | Added |
| Capital Research Global Investors | 3,116,300 | $155.8M | 0.04% | +27,083+0.9% | Added |
| Wellington Management Group LLP | 2,877,776 | $143.9M | 0.02% | +276,695+10.6% | Added |
| Alliancebernstein L.P. | 2,188,095 | $109.4M | 0.04% | +63,220+3.0% | Added |
| Clearbridge Investments, LLC | 2,159,896 | $108.0M | 0.08% | +226,177+11.7% | Added |
| Janus Henderson Group PLC | 1,398,807 | $70.0M | 0.03% | −5,562−0.4% | Reduced |
| Victory Capital Management Inc | 1,217,725 | $60.9M | 0.06% | +340,087+38.8% | Added |
| Riverbridge Partners LLC | 1,072,631 | $53.6M | 0.54% | −3,826−0.4% | Reduced |
| Standard Life Aberdeen plc | 996,618 | $49.8M | 0.11% | +992,372+23,371.9% | Added |
| American Century Companies Inc | 981,362 | $49.1M | 0.03% | −84,347−7.9% | Reduced |
| State Street Corp | 917,427 | $45.9M | 0.00% | +74,546+8.8% | Added |
| Geode Capital Management, LLC | 860,895 | $43.1M | 0.01% | +191,007+28.5% | Added |
| Rock Springs Capital Management LP | 850,000 | $42.5M | 0.89% | +65,000+8.3% | Added |
| First Light Asset Management, LLC | 794,960 | $39.8M | 2.62% | +5,567+0.7% | Added |
| William Blair Investment Management, LLC | 793,699 | $39.7M | 0.11% | +8,395+1.1% | Added |
| Bank of New York Mellon Corp | 730,597 | $36.5M | 0.01% | +44,865+6.5% | Added |
| Bellevue Group AG | 727,233 | $36.4M | 0.37% | −26,388−3.5% | Reduced |
| Invesco Ltd. | 634,792 | $31.7M | 0.01% | +549,923+648.0% | Added |
| Segall Bryant & Hamill, LLC | 617,232 | $31.0M | 0.30% | +8,951+1.5% | Added |
| Northern Trust Corp | 596,490 | $29.8M | 0.01% | +54,615+10.1% | Added |
| Perceptive Advisors LLC | 589,004 | $29.5M | 0.43% | +22,920+4.0% | Added |
| Ashford Capital Management Inc | 520,412 | $26.0M | 2.36% | +12,070+2.4% | Added |
| Ensign Peak Advisors, Inc | 489,417 | $24.5M | 0.05% | +166,143+51.4% | Added |
| Sectoral Asset Management Inc | 441,000 | $22.1M | 1.83% | +441,000 | New |
| Pictet Asset Management SA | 432,952 | $21.7M | 0.02% | +432,952 | New |
| Deutsche Bank AG | 428,376 | $21.4M | 0.01% | −278,017−39.4% | Reduced |
| Baillie Gifford & Co | 381,003 | $19.1M | 0.01% | +81,441+27.2% | Added |
| Charles Schwab Investment Management Inc | 353,161 | $17.7M | 0.01% | +98,463+38.7% | Added |
| Morgan Stanley | 330,013 | $16.5M | 0.00% | −46,933−12.5% | Reduced |
| Nuveen Asset Management, LLC | 296,607 | $16.4M | 0.01% | −124,752−29.6% | Reduced |
| Conestoga Capital Advisors, LLC | 316,044 | $15.8M | 0.22% | −2,335−0.7% | Reduced |
| Impax Asset Management Group plc | 310,056 | $15.5M | 0.06% | +75,000+31.9% | Added |
| SG Americas Securities, LLC | 302,334 | $15.1M | 0.08% | +103,242+51.9% | Added |
| Credit Suisse AG | 288,925 | $14.4M | 0.01% | +55,642+23.9% | Added |
| Dimensional Fund Advisors LP | 286,760 | $14.3M | 0.00% | −4,273−1.5% | Reduced |
| Royal Bank of Canada | 277,041 | $13.9M | 0.00% | +16,534+6.3% | Added |
| HHR Asset Management, LLC | 273,199 | $13.7M | 1.43% | −2,035−0.7% | Reduced |
| Lord, Abbett & Co. LLC | 248,860 | $12.4M | 0.03% | +41,618+20.1% | Added |
| Rhenman & Partners Asset Management AB | 240,000 | $12.0M | 0.84% | 00.0% | Unchanged |
| Primecap Management Co | 232,909 | $11.6M | 0.01% | −1060.0% | Reduced |
| Allianz Asset Management GmbH | 225,973 | $11.3M | 0.01% | −47,426−17.3% | Reduced |
| Ziegler Capital Management, LLC | 220,760 | $11.0M | 0.40% | +134,725+156.6% | Added |
| Nepsis, Inc. | 215,154 | $10.8M | 3.39% | +3,948+1.9% | Added |
| Bank of Montreal | 198,839 | $10.5M | 0.01% | −88,035−30.7% | Reduced |
| Point72 Asset Management, L.P. | 202,194 | $10.1M | 0.05% | +6,008+3.1% | Added |
| Bank of America Corp | 201,157 | $10.1M | 0.00% | −43,368−17.7% | Reduced |
| Renaissance Technologies LLC | 200,069 | $10.0M | 0.01% | +52,000+35.1% | Added |
| Goldman Sachs Group Inc | 182,794 | $9.14M | 0.00% | +81,754+80.9% | Added |
| Granahan Investment Management Inc | 181,414 | $9.07M | 0.17% | +30,988+20.6% | Added |
| Schroder Investment Management Group | 179,069 | $8.96M | 0.01% | +17,306+10.7% | Added |
| Premier Fund Managers Ltd | 147,225 | $7.38M | 0.24% | 00.0% | Unchanged |
| Putnam Investments LLC | 145,557 | $7.28M | 0.01% | +59,667+69.5% | Added |
| Monarch Partners Asset Management LLC | 144,342 | $7.22M | 1.05% | +14,830+11.5% | Added |
| Bares Capital Management, Inc. | 139,305 | $6.97M | 0.12% | +139,305 | New |
| Millennium Management LLC | 135,458 | $6.77M | 0.01% | −59,628−30.6% | Reduced |
| Karani Asset Management LLC | 125,313 | $6.27M | 3.04% | −2,445−1.9% | Reduced |
| State of Wisconsin Investment Board | 125,000 | $6.25M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 119,002 | $5.95M | 0.01% | +8,387+7.6% | Added |
| Bellecapital International Ltd. | 115,464 | $5.77M | 1.76% | +3,117+2.8% | Added |
| First Trust Advisors LP | 114,993 | $5.75M | 0.01% | +79,894+227.6% | Added |
| Principal Financial Group Inc | 114,630 | $5.73M | 0.00% | +1,259+1.1% | Added |
| FIL Ltd | 111,970 | $5.60M | 0.01% | +7,063+6.7% | Added |
| Merriman Wealth Management, LLC | 103,532 | $5.18M | 0.43% | −82,000−44.2% | Reduced |
| Next Century Growth Investors LLC | 89,346 | $4.47M | 0.39% | −18,323−17.0% | Reduced |
| McKinley Capital Management LLC /Delaware | 87,310 | $4.37M | 0.41% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 86,400 | $4.32M | 0.02% | +6,181+7.7% | Added |
| Swiss National Bank | 83,700 | $4.19M | 0.00% | +1,200+1.5% | Added |
| Advantage Alpha Capital Partners LP | 80,208 | $4.01M | 0.73% | +1,370+1.7% | Added |
| Sarasin & Partners LLP | 77,918 | $3.90M | 0.04% | +16,835+27.6% | Added |
| Lazard Asset Management LLC | 77,921 | $3.90M | 0.00% | +3,659+4.9% | Added |
| M&G Investment Management Ltd | 76,304 | $3.81M | 0.02% | +9,060+13.5% | Added |
| Castle Hook Partners LP | 74,600 | $3.73M | 0.27% | +74,600 | New |
| Marshall Wace, LLP | 73,321 | $3.67M | 0.02% | +73,321 | New |
| Legal & General Group Plc | 72,484 | $3.63M | 0.00% | +12,810+21.5% | Added |
| Parametric Portfolio Associates LLC | 62,166 | $3.11M | 0.00% | +6,133+10.9% | Added |
| Exchange Traded Concepts, LLC | 62,038 | $3.10M | 0.08% | +4,953+8.7% | Added |
| Federated Hermes, Inc. | 61,370 | $3.07M | 0.01% | −51,620−45.7% | Reduced |
| California State Teachers Retirement System | 57,988 | $2.90M | 0.00% | −3,633−5.9% | Reduced |
| Norges Bank | 56,535 | $2.83M | 0.00% | +40,000+241.9% | Added |
| Bullseye Asset Management LLC | 56,069 | $2.80M | 0.97% | −217−0.4% | Reduced |
| State of New Jersey Common Pension Fund D | 53,113 | $2.66M | 0.01% | +2,299+4.5% | Added |
| LMR Partners LLP | 51,011 | $2.55M | 0.04% | +51,011 | New |
| Parkman Healthcare Partners LLC | 50,515 | $2.53M | 0.64% | 00.0% | Unchanged |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 50,000 | $2.50M | 0.00% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 50,000 | $2.50M | 0.03% | +50,000 | New |
| Rhumbline Advisers | 48,686 | $2.44M | 0.00% | +5,070+11.6% | Added |
| Sepio Capital, LP | 44,398 | $2.22M | 0.19% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 40,893 | $2.04M | 0.00% | +14,667+55.9% | Added |
| Stifel Financial Corp | 39,545 | $1.98M | 0.00% | +3,326+9.2% | Added |
| UBS Asset Management Americas Inc | 38,715 | $1.94M | 0.00% | +2,698+7.5% | Added |
| Vontobel Holding Ltd. | 38,429 | $1.92M | 0.02% | +1,317+3.5% | Added |
| Engineers Gate Manager LP | 35,901 | $1.79M | 0.10% | −5,871−14.1% | Reduced |
| New York State Common Retirement Fund | 34,834 | $1.74M | 0.00% | −6,211−15.1% | Reduced |
| Tudor Investment Corp Et Al | 34,442 | $1.72M | 0.04% | −23,618−40.7% | Reduced |
| Citadel Advisors LLC | 34,208 | $1.71M | 0.00% | −37,139−52.1% | Reduced |
| Occudo Quantitative Strategies LP | 33,777 | $1.69M | 0.20% | +17,666+109.7% | Added |
| AlphaCrest Capital Management LLC | 32,653 | $1.63M | 0.08% | −8,494−20.6% | Reduced |
| Essex Investment Management Co LLC | 31,192 | $1.56M | 0.19% | +31,192 | New |