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, Q4 2021
Institutional positions in Health Catalyst, Inc. as of Dec 31, 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
- 186
- −9 vs. Q3 2021
- Shares held
- 55.2M
- +1.91M (+3.6%) vs. Q3 2021
- Total value
- $2.19B
- −$480.9M (−18.0%) vs. Q3 2021
- New holders
- 25
- 75 more added
- Sold out
- 34
- 58 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 7,426,586 | $294.2M | 0.02% | −13,364−0.2% | Reduced |
| BlackRock Inc. | 4,699,392 | $186.2M | 0.00% | +23,211+0.5% | Added |
| Vanguard Group Inc | 4,282,739 | $169.7M | 0.00% | +163,505+4.0% | Added |
| Wellington Management Group LLP | 3,614,005 | $143.2M | 0.02% | +736,229+25.6% | Added |
| Capital Research Global Investors | 3,392,000 | $134.4M | 0.03% | +275,700+8.8% | Added |
| Alliancebernstein L.P. | 3,124,879 | $123.8M | 0.04% | +936,784+42.8% | Added |
| Clearbridge Investments, LLC | 2,244,145 | $88.9M | 0.06% | +84,249+3.9% | Added |
| Janus Henderson Group PLC | 1,378,379 | $54.6M | 0.02% | −20,428−1.5% | Reduced |
| Riverbridge Partners LLC | 1,113,456 | $44.1M | 0.44% | +40,825+3.8% | Added |
| Standard Life Aberdeen plc | 1,097,447 | $43.5M | 0.10% | +100,829+10.1% | Added |
| American Century Companies Inc | 1,031,361 | $40.9M | 0.03% | +49,999+5.1% | Added |
| State Street Corp | 959,292 | $38.0M | 0.00% | +41,865+4.6% | Added |
| Geode Capital Management, LLC | 917,861 | $36.4M | 0.00% | +56,966+6.6% | Added |
| Rock Springs Capital Management LP | 850,200 | $33.7M | 0.78% | +2000.0% | Added |
| Victory Capital Management Inc | 823,889 | $32.6M | 0.03% | −393,836−32.3% | Reduced |
| First Light Asset Management, LLC | 813,046 | $32.2M | 2.31% | +18,086+2.3% | Added |
| William Blair Investment Management, LLC | 802,270 | $31.8M | 0.09% | +8,571+1.1% | Added |
| Bank of New York Mellon Corp | 715,374 | $28.3M | 0.01% | −15,223−2.1% | Reduced |
| Bellevue Group AG | 692,666 | $27.4M | 0.28% | −34,567−4.8% | Reduced |
| Invesco Ltd. | 683,776 | $27.1M | 0.01% | +48,984+7.7% | Added |
| Northern Trust Corp | 598,021 | $23.7M | 0.00% | +1,531+0.3% | Added |
| Segall Bryant & Hamill, LLC | 530,737 | $21.1M | 0.19% | −86,495−14.0% | Reduced |
| Ashford Capital Management Inc | 499,182 | $19.8M | 1.97% | −21,230−4.1% | Reduced |
| Ensign Peak Advisors, Inc | 490,156 | $19.4M | 0.04% | +739+0.2% | Added |
| Perceptive Advisors LLC | 454,004 | $18.0M | 0.28% | −135,000−22.9% | Reduced |
| Credit Suisse AG | 440,512 | $17.5M | 0.01% | +151,587+52.5% | Added |
| Pictet Asset Management SA | 425,850 | $16.9M | 0.02% | −7,102−1.6% | Reduced |
| Granahan Investment Management Inc | 423,472 | $16.8M | 0.35% | +242,058+133.4% | Added |
| Royal Bank of Canada | 417,428 | $16.5M | 0.00% | +140,387+50.7% | Added |
| Dimensional Fund Advisors LP | 406,241 | $16.1M | 0.00% | +119,481+41.7% | Added |
| Baillie Gifford & Co | 398,379 | $15.8M | 0.01% | +17,376+4.6% | Added |
| SG Americas Securities, LLC | 386,498 | $15.3M | 0.10% | +84,164+27.8% | Added |
| Impax Asset Management Group plc | 385,056 | $15.3M | 0.06% | +75,000+24.2% | Added |
| Charles Schwab Investment Management Inc | 369,000 | $14.6M | 0.00% | +15,839+4.5% | Added |
| Millennium Management LLC | 332,967 | $13.2M | 0.01% | +197,509+145.8% | Added |
| Lazard Asset Management LLC | 320,399 | $12.7M | 0.01% | +242,478+311.2% | Added |
| Conestoga Capital Advisors, LLC | 310,979 | $12.3M | 0.16% | −5,065−1.6% | Reduced |
| Daventry Group, LP | 310,408 | $12.3M | 13.84% | +310,408 | New |
| Renaissance Technologies LLC | 279,369 | $11.1M | 0.01% | +79,300+39.6% | Added |
| Morgan Stanley | 262,749 | $10.4M | 0.00% | −67,264−20.4% | Reduced |
| WCM Investment Management, LLC | 252,190 | $9.99M | 0.02% | +252,190 | New |
| Bank of America Corp | 249,609 | $9.89M | 0.00% | +48,452+24.1% | Added |
| Lord, Abbett & Co. LLC | 246,451 | $9.76M | 0.02% | −2,409−1.0% | Reduced |
| Rhenman & Partners Asset Management AB | 240,000 | $9.73M | 0.65% | 00.0% | Unchanged |
| Nepsis, Inc. | 245,186 | $9.71M | 2.82% | +30,032+14.0% | Added |
| Nuveen Asset Management, LLC | 261,890 | $9.58M | 0.00% | −34,717−11.7% | Reduced |
| Sectoral Asset Management Inc | 241,739 | $9.58M | 1.44% | −199,261−45.2% | Reduced |
| Primecap Management Co | 240,244 | $9.52M | 0.01% | +7,335+3.1% | Added |
| HHR Asset Management, LLC | 219,284 | $8.69M | 1.04% | −53,915−19.7% | Reduced |
| Ziegler Capital Management, LLC | 215,230 | $8.53M | 0.31% | −5,530−2.5% | Reduced |
| Putnam Investments LLC | 153,093 | $6.07M | 0.01% | +7,536+5.2% | Added |
| Norges Bank | 152,167 | $6.03M | 0.00% | +95,632+169.2% | Added |
| Balyasny Asset Management LLC | 150,005 | $5.94M | 0.03% | +150,005 | New |
| Bares Capital Management, Inc. | 139,305 | $5.52M | 0.11% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 127,204 | $5.04M | 0.00% | −55,590−30.4% | Reduced |
| State of Wisconsin Investment Board | 125,000 | $4.95M | 0.01% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 120,302 | $4.77M | 1.36% | +4,838+4.2% | Added |
| Advantage Alpha Capital Partners LP | 113,658 | $4.50M | 0.64% | +33,450+41.7% | Added |
| FIL Ltd | 112,572 | $4.46M | 0.00% | +602+0.5% | Added |
| Schroder Investment Management Group | 112,176 | $4.44M | 0.01% | −66,893−37.4% | Reduced |
| Raymond James & Associates | 99,639 | $3.95M | 0.00% | −19,363−16.3% | Reduced |
| Swiss National Bank | 95,100 | $3.77M | 0.00% | +11,400+13.6% | Added |
| Bridgewater Associates, LP | 94,095 | $3.73M | 0.02% | +7,695+8.9% | Added |
| Merriman Wealth Management, LLC | 93,532 | $3.71M | 0.27% | −10,000−9.7% | Reduced |
| McKinley Capital Management LLC /Delaware | 87,310 | $3.46M | 0.31% | 00.0% | Unchanged |
| Legal & General Group Plc | 84,065 | $3.33M | 0.00% | +11,581+16.0% | Added |
| Principal Financial Group Inc | 82,407 | $3.27M | 0.00% | −32,223−28.1% | Reduced |
| JPMorgan Chase & Co | 80,812 | $3.20M | 0.00% | +39,919+97.6% | Added |
| AlphaCrest Capital Management LLC | 70,223 | $2.78M | 0.10% | +37,570+115.1% | Added |
| Exchange Traded Concepts, LLC | 69,127 | $2.74M | 0.05% | +7,089+11.4% | Added |
| California State Teachers Retirement System | 65,103 | $2.58M | 0.00% | +7,115+12.3% | Added |
| Deutsche Bank AG | 61,334 | $2.43M | 0.00% | −367,042−85.7% | Reduced |
| Premier Fund Managers Ltd | 58,591 | $2.38M | 0.08% | −88,634−60.2% | Reduced |
| New York State Common Retirement Fund | 58,440 | $2.31M | 0.00% | +23,606+67.8% | Added |
| Bullseye Asset Management LLC | 56,069 | $2.20M | 0.87% | 00.0% | Unchanged |
| Parkman Healthcare Partners LLC | 52,678 | $2.09M | 0.47% | +2,163+4.3% | Added |
| Parametric Portfolio Associates LLC | 52,093 | $2.06M | 0.00% | −10,073−16.2% | Reduced |
| Engineers Gate Manager LP | 51,330 | $2.03M | 0.09% | +15,429+43.0% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 50,000 | $1.98M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 49,095 | $1.95M | 0.00% | +409+0.8% | Added |
| Sarasin & Partners LLP | 48,482 | $1.92M | 0.02% | −29,436−37.8% | Reduced |
| UBS Group AG | 45,782 | $1.81M | 0.00% | +30,388+197.4% | Added |
| Vontobel Holding Ltd. | 43,722 | $1.77M | 0.01% | +5,293+13.8% | Added |
| Baker Boyer National Bank | 44,611 | $1.77M | 0.81% | +44,611 | New |
| Duality Advisers, LP | 42,367 | $1.68M | 0.18% | +42,367 | New |
| UBS Asset Management Americas Inc | 41,740 | $1.65M | 0.00% | +3,025+7.8% | Added |
| Wells Fargo & Company | 39,176 | $1.55M | 0.00% | +22,381+133.3% | Added |
| Sepio Capital, LP | 36,607 | $1.45M | 0.11% | −7,791−17.5% | Reduced |
| Castle Hook Partners LP | 36,253 | $1.44M | 0.16% | −38,347−51.4% | Reduced |
| Stifel Financial Corp | 33,306 | $1.32M | 0.00% | −6,239−15.8% | Reduced |
| Cubist Systematic Strategies, LLC | 33,119 | $1.31M | 0.01% | +2,675+8.8% | Added |
| CVS Health Corp | 32,273 | $1.28M | 1.98% | +32,273 | New |
| Occudo Quantitative Strategies LP | 32,229 | $1.28M | 0.11% | −1,548−4.6% | Reduced |
| Essex Investment Management Co LLC | 30,205 | $1.20M | 0.14% | −987−3.2% | Reduced |
| Cna Financial Corp | 29,220 | $1.16M | 0.30% | +8,130+38.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 27,459 | $1.11M | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 27,780 | $1.10M | 0.01% | +335+1.2% | Added |
| HSBC Holdings PLC | 26,282 | $1.04M | 0.00% | −1,591−5.7% | Reduced |
| Manufacturers Life Insurance Company, The | 25,668 | $1.02M | 0.00% | +195+0.8% | Added |
| Envestnet Asset Management Inc | 22,519 | $892.0K | 0.00% | +525+2.4% | Added |