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 |
|---|---|---|---|---|---|
| Occudo Quantitative Strategies LP | 33,777 | $1.69M | 0.20% | +17,666+109.7% | Added |
| Citadel Advisors LLC | 34,208 | $1.71M | 0.00% | −37,139−52.1% | Reduced |
| Tudor Investment Corp Et Al | 34,442 | $1.72M | 0.04% | −23,618−40.7% | Reduced |
| New York State Common Retirement Fund | 34,834 | $1.74M | 0.00% | −6,211−15.1% | Reduced |
| Engineers Gate Manager LP | 35,901 | $1.79M | 0.10% | −5,871−14.1% | Reduced |
| Vontobel Holding Ltd. | 38,429 | $1.92M | 0.02% | +1,317+3.5% | Added |
| UBS Asset Management Americas Inc | 38,715 | $1.94M | 0.00% | +2,698+7.5% | Added |
| Stifel Financial Corp | 39,545 | $1.98M | 0.00% | +3,326+9.2% | Added |
| JPMorgan Chase & Co | 40,893 | $2.04M | 0.00% | +14,667+55.9% | Added |
| Sepio Capital, LP | 44,398 | $2.22M | 0.19% | 00.0% | Unchanged |
| Rhumbline Advisers | 48,686 | $2.44M | 0.00% | +5,070+11.6% | Added |
| 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 |
| Parkman Healthcare Partners LLC | 50,515 | $2.53M | 0.64% | 00.0% | Unchanged |
| LMR Partners LLP | 51,011 | $2.55M | 0.04% | +51,011 | New |
| State of New Jersey Common Pension Fund D | 53,113 | $2.66M | 0.01% | +2,299+4.5% | Added |
| Bullseye Asset Management LLC | 56,069 | $2.80M | 0.97% | −217−0.4% | Reduced |
| Norges Bank | 56,535 | $2.83M | 0.00% | +40,000+241.9% | Added |
| California State Teachers Retirement System | 57,988 | $2.90M | 0.00% | −3,633−5.9% | Reduced |
| Federated Hermes, Inc. | 61,370 | $3.07M | 0.01% | −51,620−45.7% | Reduced |
| Exchange Traded Concepts, LLC | 62,038 | $3.10M | 0.08% | +4,953+8.7% | Added |
| Parametric Portfolio Associates LLC | 62,166 | $3.11M | 0.00% | +6,133+10.9% | Added |
| Legal & General Group Plc | 72,484 | $3.63M | 0.00% | +12,810+21.5% | Added |
| Marshall Wace, LLP | 73,321 | $3.67M | 0.02% | +73,321 | New |
| Castle Hook Partners LP | 74,600 | $3.73M | 0.27% | +74,600 | New |
| M&G Investment Management Ltd | 76,304 | $3.81M | 0.02% | +9,060+13.5% | Added |
| Lazard Asset Management LLC | 77,921 | $3.90M | 0.00% | +3,659+4.9% | Added |
| Sarasin & Partners LLP | 77,918 | $3.90M | 0.04% | +16,835+27.6% | Added |
| Advantage Alpha Capital Partners LP | 80,208 | $4.01M | 0.73% | +1,370+1.7% | Added |
| Swiss National Bank | 83,700 | $4.19M | 0.00% | +1,200+1.5% | Added |
| Bridgewater Associates, LP | 86,400 | $4.32M | 0.02% | +6,181+7.7% | Added |
| McKinley Capital Management LLC /Delaware | 87,310 | $4.37M | 0.41% | 00.0% | Unchanged |
| Next Century Growth Investors LLC | 89,346 | $4.47M | 0.39% | −18,323−17.0% | Reduced |
| Merriman Wealth Management, LLC | 103,532 | $5.18M | 0.43% | −82,000−44.2% | Reduced |
| FIL Ltd | 111,970 | $5.60M | 0.01% | +7,063+6.7% | Added |
| Principal Financial Group Inc | 114,630 | $5.73M | 0.00% | +1,259+1.1% | Added |
| First Trust Advisors LP | 114,993 | $5.75M | 0.01% | +79,894+227.6% | Added |
| Bellecapital International Ltd. | 115,464 | $5.77M | 1.76% | +3,117+2.8% | Added |
| Raymond James & Associates | 119,002 | $5.95M | 0.01% | +8,387+7.6% | Added |
| State of Wisconsin Investment Board | 125,000 | $6.25M | 0.01% | 00.0% | Unchanged |
| Karani Asset Management LLC | 125,313 | $6.27M | 3.04% | −2,445−1.9% | Reduced |
| Millennium Management LLC | 135,458 | $6.77M | 0.01% | −59,628−30.6% | Reduced |
| Bares Capital Management, Inc. | 139,305 | $6.97M | 0.12% | +139,305 | New |
| Monarch Partners Asset Management LLC | 144,342 | $7.22M | 1.05% | +14,830+11.5% | Added |
| Putnam Investments LLC | 145,557 | $7.28M | 0.01% | +59,667+69.5% | Added |
| Premier Fund Managers Ltd | 147,225 | $7.38M | 0.24% | 00.0% | Unchanged |
| Schroder Investment Management Group | 179,069 | $8.96M | 0.01% | +17,306+10.7% | Added |
| Granahan Investment Management Inc | 181,414 | $9.07M | 0.17% | +30,988+20.6% | Added |
| Goldman Sachs Group Inc | 182,794 | $9.14M | 0.00% | +81,754+80.9% | Added |
| Renaissance Technologies LLC | 200,069 | $10.0M | 0.01% | +52,000+35.1% | Added |
| Bank of America Corp | 201,157 | $10.1M | 0.00% | −43,368−17.7% | Reduced |
| Point72 Asset Management, L.P. | 202,194 | $10.1M | 0.05% | +6,008+3.1% | Added |
| Bank of Montreal | 198,839 | $10.5M | 0.01% | −88,035−30.7% | Reduced |
| Nepsis, Inc. | 215,154 | $10.8M | 3.39% | +3,948+1.9% | Added |
| Ziegler Capital Management, LLC | 220,760 | $11.0M | 0.40% | +134,725+156.6% | Added |
| Allianz Asset Management GmbH | 225,973 | $11.3M | 0.01% | −47,426−17.3% | Reduced |
| Primecap Management Co | 232,909 | $11.6M | 0.01% | −1060.0% | Reduced |
| Rhenman & Partners Asset Management AB | 240,000 | $12.0M | 0.84% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 248,860 | $12.4M | 0.03% | +41,618+20.1% | Added |
| HHR Asset Management, LLC | 273,199 | $13.7M | 1.43% | −2,035−0.7% | Reduced |
| Royal Bank of Canada | 277,041 | $13.9M | 0.00% | +16,534+6.3% | Added |
| Dimensional Fund Advisors LP | 286,760 | $14.3M | 0.00% | −4,273−1.5% | Reduced |
| Credit Suisse AG | 288,925 | $14.4M | 0.01% | +55,642+23.9% | Added |
| SG Americas Securities, LLC | 302,334 | $15.1M | 0.08% | +103,242+51.9% | Added |
| Impax Asset Management Group plc | 310,056 | $15.5M | 0.06% | +75,000+31.9% | Added |
| Conestoga Capital Advisors, LLC | 316,044 | $15.8M | 0.22% | −2,335−0.7% | Reduced |
| Nuveen Asset Management, LLC | 296,607 | $16.4M | 0.01% | −124,752−29.6% | Reduced |
| Morgan Stanley | 330,013 | $16.5M | 0.00% | −46,933−12.5% | Reduced |
| Charles Schwab Investment Management Inc | 353,161 | $17.7M | 0.01% | +98,463+38.7% | Added |
| Baillie Gifford & Co | 381,003 | $19.1M | 0.01% | +81,441+27.2% | Added |
| Deutsche Bank AG | 428,376 | $21.4M | 0.01% | −278,017−39.4% | Reduced |
| Pictet Asset Management SA | 432,952 | $21.7M | 0.02% | +432,952 | New |
| Sectoral Asset Management Inc | 441,000 | $22.1M | 1.83% | +441,000 | New |
| Ensign Peak Advisors, Inc | 489,417 | $24.5M | 0.05% | +166,143+51.4% | Added |
| Ashford Capital Management Inc | 520,412 | $26.0M | 2.36% | +12,070+2.4% | Added |
| Perceptive Advisors LLC | 589,004 | $29.5M | 0.43% | +22,920+4.0% | Added |
| Northern Trust Corp | 596,490 | $29.8M | 0.01% | +54,615+10.1% | Added |
| Segall Bryant & Hamill, LLC | 617,232 | $31.0M | 0.30% | +8,951+1.5% | Added |
| Invesco Ltd. | 634,792 | $31.7M | 0.01% | +549,923+648.0% | Added |
| Bellevue Group AG | 727,233 | $36.4M | 0.37% | −26,388−3.5% | Reduced |
| Bank of New York Mellon Corp | 730,597 | $36.5M | 0.01% | +44,865+6.5% | Added |
| William Blair Investment Management, LLC | 793,699 | $39.7M | 0.11% | +8,395+1.1% | Added |
| First Light Asset Management, LLC | 794,960 | $39.8M | 2.62% | +5,567+0.7% | Added |
| Rock Springs Capital Management LP | 850,000 | $42.5M | 0.89% | +65,000+8.3% | Added |
| Geode Capital Management, LLC | 860,895 | $43.1M | 0.01% | +191,007+28.5% | Added |
| State Street Corp | 917,427 | $45.9M | 0.00% | +74,546+8.8% | Added |
| American Century Companies Inc | 981,362 | $49.1M | 0.03% | −84,347−7.9% | Reduced |
| Standard Life Aberdeen plc | 996,618 | $49.8M | 0.11% | +992,372+23,371.9% | Added |
| Riverbridge Partners LLC | 1,072,631 | $53.6M | 0.54% | −3,826−0.4% | Reduced |
| Victory Capital Management Inc | 1,217,725 | $60.9M | 0.06% | +340,087+38.8% | Added |
| Janus Henderson Group PLC | 1,398,807 | $70.0M | 0.03% | −5,562−0.4% | Reduced |
| Clearbridge Investments, LLC | 2,159,896 | $108.0M | 0.08% | +226,177+11.7% | Added |
| Alliancebernstein L.P. | 2,188,095 | $109.4M | 0.04% | +63,220+3.0% | Added |
| Wellington Management Group LLP | 2,877,776 | $143.9M | 0.02% | +276,695+10.6% | Added |
| Capital Research Global Investors | 3,116,300 | $155.8M | 0.04% | +27,083+0.9% | Added |
| Vanguard Group Inc | 4,119,234 | $206.0M | 0.01% | +617,003+17.6% | Added |
| BlackRock Inc. | 4,676,181 | $233.9M | 0.01% | +156,525+3.5% | Added |
| FMR LLC | 7,439,950 | $372.1M | 0.03% | +811,839+12.2% | Added |
| VGI Partners Ltd | 0 | $0 | 0.00% | −164,347−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −11,991−100.0% | Sold out |