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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 30,444 | $1.52M | 0.02% | −39,271−56.3% | Reduced |
| DnB Asset Management AS | 29,700 | $1.49M | 0.01% | +29,700 | New |
| Voloridge Investment Management, LLC | 29,014 | $1.45M | 0.01% | +13,125+82.6% | Added |
| HSBC Holdings PLC | 27,873 | $1.39M | 0.00% | +21,797+358.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 27,459 | $1.37M | 0.01% | −9,922−26.5% | Reduced |
| American International Group, Inc. | 27,445 | $1.37M | 0.01% | +2,393+9.6% | Added |
| Jump Financial, LLC | 26,738 | $1.34M | 0.10% | −22,362−45.5% | Reduced |
| Manufacturers Life Insurance Company, The | 25,473 | $1.27M | 0.00% | +620+2.5% | Added |
| Winton Group Ltd | 23,674 | $1.18M | 0.07% | +102+0.4% | Added |
| Massachusetts Financial Services Co | 22,101 | $1.10M | 0.00% | −325,395−93.6% | Reduced |
| Envestnet Asset Management Inc | 21,994 | $1.10M | 0.00% | +483+2.2% | Added |
| Quantbot Technologies LP | 21,583 | $1.08M | 0.08% | +5,600+35.0% | Added |
| Cna Financial Corp | 21,090 | $1.05M | 0.29% | +250+1.2% | Added |
| Schonfeld Strategic Advisors LLC | 18,500 | $925.0K | 0.01% | +613+3.4% | Added |
| Voya Investment Management LLC | 17,616 | $881.0K | 0.00% | +328+1.9% | Added |
| MetLife Investment Management | 17,486 | $874.5K | 0.01% | +1,339+8.3% | Added |
| Wells Fargo & Company | 16,795 | $840.0K | 0.00% | +13,876+475.4% | Added |
| Change Path, LLC | 16,732 | $837.0K | 0.05% | 00.0% | Unchanged |
| LPL Financial LLC | 16,377 | $819.0K | 0.00% | −192−1.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,060 | $803.0K | 0.10% | +16,060 | New |
| Price T Rowe Associates Inc | 16,005 | $800.0K | 0.00% | +491+3.2% | Added |
| Brighton Jones LLC | 15,396 | $770.0K | 0.04% | −14,054−47.7% | Reduced |
| UBS Group AG | 15,394 | $770.0K | 0.00% | +5,683+58.5% | Added |
| Capital Planning Advisors, LLC | 14,870 | $744.0K | 0.15% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 14,596 | $730.0K | 0.01% | +2,870+24.5% | Added |
| Cigna Investments Inc | 13,840 | $692.0K | 0.05% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 13,525 | $676.0K | 0.00% | +480+3.7% | Added |
| Metropolitan Life Insurance Co | 13,230 | $661.6K | 0.01% | +867+7.0% | Added |
| ExodusPoint Capital Management, LP | 12,603 | $630.0K | 0.01% | +12,603 | New |
| Natixis Advisors, L.P. | 12,350 | $618.0K | 0.00% | +1,477+13.6% | Added |
| Commonwealth Equity Services, LLC | 10,710 | $535.0K | 0.00% | +888+9.0% | Added |
| PDT Partners, LLC | 10,533 | $527.0K | 0.04% | +472+4.7% | Added |
| Arizona State Retirement System | 10,308 | $516.0K | 0.00% | +132+1.3% | Added |
| Comerica Bank | 9,900 | $504.0K | 0.00% | −1,228−11.0% | Reduced |
| Hantz Financial Services, Inc. | 10,068 | $504.0K | 0.02% | +4,873+93.8% | Added |
| US Bancorp | 9,676 | $483.0K | 0.00% | −424−4.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,996 | $450.0K | 1.32% | −282−3.0% | Reduced |
| Amalgamated Bank | 8,910 | $446.0K | 0.00% | +467+5.5% | Added |
| Oppenheimer Asset Management Inc. | 8,636 | $432.0K | 0.01% | +104+1.2% | Added |
| Advisory Services Network, LLC | 8,371 | $419.0K | 0.01% | −263−3.0% | Reduced |
| Caption Management, LLC | 8,000 | $400.0K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 7,937 | $397.0K | 0.00% | +7,937 | New |
| Citigroup Inc | 7,446 | $372.0K | 0.00% | −10,256−57.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,419 | $371.0K | 0.00% | +21+0.3% | Added |
| Qube Research & Technologies Ltd | 7,290 | $365.0K | 0.00% | −4,257−36.9% | Reduced |
| Integrated Advisors Network LLC | 7,011 | $351.0K | 0.02% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 7,000 | $350.0K | 0.00% | +7,000 | New |
| Quadrature Capital Ltd | 6,712 | $336.0K | 0.01% | −18,901−73.8% | Reduced |
| ProShare Advisors LLC | 6,428 | $321.0K | 0.00% | −5,170−44.6% | Reduced |
| Boston Family Office LLC | 6,391 | $320.0K | 0.02% | +1,289+25.3% | Added |
| Capula Management Ltd | 6,301 | $315.0K | 0.02% | +6,301 | New |
| Blair William & Co | 6,250 | $313.0K | 0.00% | −1,234−16.5% | Reduced |
| Teacher Retirement System of Texas | 6,037 | $302.0K | 0.00% | +1,231+25.6% | Added |
| Summit Global Investments | 5,800 | $290.0K | 0.02% | +5,800 | New |
| Element Pointe Advisors, LLC | 5,693 | $285.0K | 0.10% | 00.0% | Unchanged |
| Walleye Capital LLC | 5,388 | $269.0K | 0.01% | −11,861−68.8% | Reduced |
| We Are One Seven, LLC | 4,763 | $251.0K | 0.03% | −66−1.4% | Reduced |
| Prudential Financial Inc | 4,413 | $244.0K | 0.00% | +640+17.0% | Added |
| The PNC Financial Services Group, Inc. | 4,588 | $229.0K | 0.00% | +36+0.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,445 | $222.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,844 | $192.0K | 0.01% | +339+9.7% | Added |
| Tower Research Capital LLC (TRC) | 3,728 | $187.0K | 0.00% | +2,746+279.6% | Added |
| DekaBank Deutsche Girozentrale | 3,350 | $168.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 3,300 | $165.0K | 0.00% | +1,100+50.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,894 | $145.0K | 0.00% | −988−25.5% | Reduced |
| First Mercantile Trust Co | 2,649 | $132.0K | 0.02% | −44−1.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,452 | $123.0K | 0.00% | +463+23.3% | Added |
| Great West Life Assurance Co | 2,074 | $104.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,050 | $103.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,992 | $100.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,565 | $78.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,466 | $73.0K | 0.00% | +314+27.3% | Added |
| AdvisorNet Financial, Inc | 1,200 | $60.0K | 0.00% | +1,200 | New |
| Heritage Wealth Management, LLC | 909 | $45.0K | 0.02% | −213−19.0% | Reduced |
| Spire Wealth Management | 900 | $45.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 645 | $32.0K | 0.02% | +54+9.1% | Added |
| First Horizon Advisors, Inc. | 566 | $28.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 541 | $27.0K | 0.00% | +12+2.3% | Added |
| Global Retirement Partners, LLC | 503 | $25.0K | 0.00% | −13−2.5% | Reduced |
| Kozak & Associates, Inc. | 405 | $20.0K | 0.01% | +405 | New |
| Point72 Hong Kong Ltd | 257 | $13.0K | 0.00% | +97+60.6% | Added |
| Bessemer Group Inc | 257 | $13.0K | 0.00% | +151+142.5% | Added |
| Steward Partners Investment Advisory, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 143 | $7.00K | 0.00% | +143 | New |
| Private Capital Group, LLC | 127 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 96 | $5.00K | 0.00% | −145−60.2% | Reduced |
| TCI Wealth Advisors, Inc. | 93 | $5.00K | 0.00% | +52+126.8% | Added |
| Parallel Advisors, LLC | 106 | $5.00K | 0.00% | +106 | New |
| Total Clarity Wealth Management, Inc. | 103 | $5.00K | 0.00% | +103 | New |
| American Portfolios Advisors | 63 | $3.15K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 35 | $3.00K | 0.00% | −119−77.3% | Reduced |
| Pittenger & Anderson Inc | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 45 | $2.25K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 38 | $2.00K | 0.00% | +38 | New |
| Berman Capital Advisors, LLC | 46 | $2.00K | 0.00% | +46 | New |
| Liberty Wealth Management LLC | 11 | $1.00K | 0.00% | +11 | New |
| 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 |