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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 8 | $0 | 0.00% | +8 | New |
| Covestor Ltd | 11 | $0 | 0.00% | +11 | New |
| Rockefeller Capital Management L.P. | 30 | $1.00K | 0.00% | −11−26.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 17 | $1.00K | 0.00% | +17 | New |
| Exane Derivatives | 43 | $1.70K | 0.00% | −2−4.4% | Reduced |
| McIlrath & Eck, LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 72 | $3.00K | 0.00% | −34−32.1% | Reduced |
| IFP Advisors, Inc | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 106 | $4.00K | 0.00% | −151−58.8% | Reduced |
| CoreCap Advisors, LLC | 120 | $5.00K | 0.00% | +120 | New |
| Manchester Capital Management LLC | 151 | $6.00K | 0.00% | +8+5.6% | Added |
| HighMark Wealth Management LLC | 250 | $10.0K | 0.01% | −395−61.2% | Reduced |
| Kozak & Associates, Inc. | 405 | $10.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 407 | $16.0K | 0.01% | +407 | New |
| Sageworth Trust Co | 460 | $18.0K | 0.00% | −1,532−76.9% | Reduced |
| First Horizon Advisors, Inc. | 566 | $22.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 573 | $23.0K | 0.00% | +573 | New |
| Signaturefd, LLC | 615 | $24.0K | 0.00% | +74+13.7% | Added |
| State of Wyoming | 641 | $25.0K | 0.01% | +641 | New |
| Umb Bank N A | 750 | $30.0K | 0.00% | +750 | New |
| Spire Wealth Management | 900 | $36.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,185 | $47.0K | 0.00% | −2,543−68.2% | Reduced |
| AdvisorNet Financial, Inc | 1,200 | $48.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,239 | $50.0K | 0.00% | −1,655−57.2% | Reduced |
| Nisa Investment Advisors, LLC | 2,050 | $61.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 1,529 | $61.0K | 0.09% | +1,529 | New |
| Fifth Third Bancorp | 1,565 | $62.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,000 | $79.0K | 0.15% | +2,000 | New |
| Great West Life Assurance Co | 2,074 | $82.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,857 | $113.0K | 0.00% | +1,391+94.9% | Added |
| DekaBank Deutsche Girozentrale | 3,350 | $132.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,807 | $151.0K | 0.00% | −781−17.0% | Reduced |
| Ameritas Investment Partners, Inc. | 4,079 | $162.0K | 0.01% | +235+6.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,445 | $176.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 5,104 | $202.0K | 0.00% | −2,315−31.2% | Reduced |
| Qube Research & Technologies Ltd | 5,304 | $210.0K | 0.00% | −1,986−27.2% | Reduced |
| M&T Bank Corp | 5,531 | $219.0K | 0.00% | +5,531 | New |
| Prudential Financial Inc | 4,209 | $223.0K | 0.00% | −204−4.6% | Reduced |
| Element Pointe Advisors, LLC | 5,693 | $226.0K | 0.07% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 6,190 | $245.0K | 0.01% | +6,190 | New |
| Comerica Bank | 9,473 | $266.0K | 0.00% | −427−4.3% | Reduced |
| Integrated Advisors Network LLC | 6,771 | $268.0K | 0.02% | −240−3.4% | Reduced |
| Polar Capital Holdings Plc | 7,000 | $277.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 7,199 | $285.0K | 0.00% | +7,199 | New |
| Blueshift Asset Management, LLC | 7,725 | $306.0K | 0.03% | +7,725 | New |
| Quent Capital, LLC | 8,000 | $317.0K | 0.07% | +8,000 | New |
| US Bancorp | 8,121 | $322.0K | 0.00% | −1,555−16.1% | Reduced |
| Baird Financial Group, Inc. | 8,187 | $324.0K | 0.00% | +8,187 | New |
| Oppenheimer Asset Management Inc. | 8,558 | $339.0K | 0.00% | −78−0.9% | Reduced |
| Teacher Retirement System of Texas | 8,593 | $340.0K | 0.00% | +2,556+42.3% | Added |
| Mesirow Financial Investment Management, Inc. | 8,996 | $356.0K | 1.03% | 00.0% | Unchanged |
| Amalgamated Bank | 9,084 | $360.0K | 0.00% | +174+2.0% | Added |
| Commonwealth Equity Services, LLC | 9,630 | $381.0K | 0.00% | −1,080−10.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,796 | $388.0K | 0.00% | +9,796 | New |
| Natixis Advisors, L.P. | 10,736 | $425.0K | 0.00% | −1,614−13.1% | Reduced |
| Boston Family Office LLC | 11,024 | $437.0K | 0.03% | +4,633+72.5% | Added |
| Bank of Montreal | 10,808 | $438.0K | 0.00% | −188,031−94.6% | Reduced |
| LPL Financial LLC | 11,344 | $449.0K | 0.00% | −5,033−30.7% | Reduced |
| ProShare Advisors LLC | 11,417 | $453.0K | 0.00% | +4,989+77.6% | Added |
| Arizona State Retirement System | 11,633 | $461.0K | 0.00% | +1,325+12.9% | Added |
| Vista Wealth Management Group, LLC | 12,477 | $494.0K | 0.08% | +12,477 | New |
| Allianz Asset Management GmbH | 13,201 | $523.0K | 0.00% | −212,772−94.2% | Reduced |
| Hantz Financial Services, Inc. | 13,233 | $524.0K | 0.02% | +3,165+31.4% | Added |
| Metropolitan Life Insurance Co | 13,230 | $524.2K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 13,840 | $549.0K | 0.04% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 14,024 | $556.0K | 0.00% | +499+3.7% | Added |
| Summit Global Investments | 14,500 | $574.0K | 0.04% | +8,700+150.0% | Added |
| Voloridge Investment Management, LLC | 14,541 | $576.0K | 0.00% | −14,473−49.9% | Reduced |
| Capital Planning Advisors, LLC | 14,870 | $589.0K | 0.11% | 00.0% | Unchanged |
| Karani Asset Management LLC | 14,949 | $592.0K | 0.29% | −110,364−88.1% | Reduced |
| Citigroup Inc | 15,098 | $598.0K | 0.00% | +7,652+102.8% | Added |
| Price T Rowe Associates Inc | 15,341 | $608.0K | 0.00% | −664−4.1% | Reduced |
| Brighton Jones LLC | 15,396 | $610.0K | 0.03% | 00.0% | Unchanged |
| 1623 Capital LLC | 15,918 | $631.0K | 0.25% | +15,918 | New |
| Change Path, LLC | 16,732 | $663.0K | 0.03% | 00.0% | Unchanged |
| Quantbot Technologies LP | 17,368 | $688.0K | 0.06% | −4,215−19.5% | Reduced |
| MetLife Investment Management | 17,486 | $692.8K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 18,397 | $729.0K | 0.00% | +10,460+131.8% | Added |
| ExodusPoint Capital Management, LP | 18,619 | $738.0K | 0.01% | +6,016+47.7% | Added |
| Schonfeld Strategic Advisors LLC | 18,700 | $740.0K | 0.01% | +200+1.1% | Added |
| Citadel Advisors LLC | 18,812 | $746.0K | 0.00% | −15,396−45.0% | Reduced |
| Squarepoint Ops LLC | 18,985 | $752.0K | 0.00% | +4,389+30.1% | Added |
| Voya Investment Management LLC | 19,636 | $778.0K | 0.00% | +2,020+11.5% | Added |
| Caption Management, LLC | 20,451 | $811.0K | 0.05% | +12,451+155.6% | Added |
| First Trust Advisors LP | 21,731 | $861.0K | 0.00% | −93,262−81.1% | Reduced |
| Envestnet Asset Management Inc | 22,519 | $892.0K | 0.00% | +525+2.4% | Added |
| Manufacturers Life Insurance Company, The | 25,668 | $1.02M | 0.00% | +195+0.8% | Added |
| HSBC Holdings PLC | 26,282 | $1.04M | 0.00% | −1,591−5.7% | Reduced |
| American International Group, Inc. | 27,780 | $1.10M | 0.01% | +335+1.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 27,459 | $1.11M | 0.01% | 00.0% | Unchanged |
| Cna Financial Corp | 29,220 | $1.16M | 0.30% | +8,130+38.5% | Added |
| Essex Investment Management Co LLC | 30,205 | $1.20M | 0.14% | −987−3.2% | Reduced |
| Occudo Quantitative Strategies LP | 32,229 | $1.28M | 0.11% | −1,548−4.6% | Reduced |
| CVS Health Corp | 32,273 | $1.28M | 1.98% | +32,273 | New |
| Cubist Systematic Strategies, LLC | 33,119 | $1.31M | 0.01% | +2,675+8.8% | Added |
| Stifel Financial Corp | 33,306 | $1.32M | 0.00% | −6,239−15.8% | Reduced |
| Castle Hook Partners LP | 36,253 | $1.44M | 0.16% | −38,347−51.4% | Reduced |
| Sepio Capital, LP | 36,607 | $1.45M | 0.11% | −7,791−17.5% | Reduced |
| Wells Fargo & Company | 39,176 | $1.55M | 0.00% | +22,381+133.3% | Added |