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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.

Q4 2021 vs. Q3 2021

How the institutions holding Health Catalyst, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of HCAT: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1983186−9
Shares53.3M3.60K55.2M+1.91M (+3.6%)
Value$2.67B$179.0K$2.19B−$480.9M (−18.0%)

3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held Health Catalyst, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to HCAT in Q4 2021
InstitutionSharesValue% of portfolio
Daventry Group, LP310,408$12.3M13.84%
WCM Investment Management, LLC252,190$9.99M0.02%
Balyasny Asset Management LLC150,005$5.94M0.03%
Baker Boyer National Bank44,611$1.77M0.81%
Duality Advisers, LP42,367$1.68M0.18%
CVS Health Corp32,273$1.28M1.98%
1623 Capital LLC15,918$631.0K0.25%
Vista Wealth Management Group, LLC12,477$494.0K0.08%
Allspring Global Investments Holdings, LLC9,796$388.0K0.00%
Baird Financial Group, Inc.8,187$324.0K0.00%
Quent Capital, LLC8,000$317.0K0.07%
Blueshift Asset Management, LLC7,725$306.0K0.03%
Jane Street Group, LLC7,199$285.0K0.00%
Crossmark Global Holdings, Inc.6,190$245.0K0.01%
M&T Bank Corp5,531$219.0K0.00%
Aquatic Capital Management LLC2,000$79.0K0.15%
Sageworth Trust Co of South Dakota1,529$61.0K0.09%
Umb Bank N A750$30.0K0.00%
State of Wyoming641$25.0K0.01%
Washington Trust Advisors, Inc.573$23.0K0.00%
Dark Forest Capital Management LP407$16.0K0.01%
CoreCap Advisors, LLC120$5.00K0.00%
Captrust Financial Advisors17$1.00K0.00%
Simplex Trading, LLC8$00.00%
Covestor Ltd11$00.00%

Sold out (34)

Institutions that held Health Catalyst, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Not filed for Q4 2021 yet (3)

Institutions that held Health Catalyst, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HCAT in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
First Mercantile Trust Co2,649$132.0K
Heritage Wealth Management, LLC909$45.0K
Berman Capital Advisors, LLC46$2.00K