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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 41,740 | $1.65M | 0.00% | +3,025+7.8% | Added |
| Duality Advisers, LP | 42,367 | $1.68M | 0.18% | +42,367 | New |
| Baker Boyer National Bank | 44,611 | $1.77M | 0.81% | +44,611 | New |
| Vontobel Holding Ltd. | 43,722 | $1.77M | 0.01% | +5,293+13.8% | Added |
| UBS Group AG | 45,782 | $1.81M | 0.00% | +30,388+197.4% | Added |
| Sarasin & Partners LLP | 48,482 | $1.92M | 0.02% | −29,436−37.8% | Reduced |
| Rhumbline Advisers | 49,095 | $1.95M | 0.00% | +409+0.8% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 50,000 | $1.98M | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 51,330 | $2.03M | 0.09% | +15,429+43.0% | Added |
| Parametric Portfolio Associates LLC | 52,093 | $2.06M | 0.00% | −10,073−16.2% | Reduced |
| Parkman Healthcare Partners LLC | 52,678 | $2.09M | 0.47% | +2,163+4.3% | Added |
| Bullseye Asset Management LLC | 56,069 | $2.20M | 0.87% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 58,440 | $2.31M | 0.00% | +23,606+67.8% | Added |
| Premier Fund Managers Ltd | 58,591 | $2.38M | 0.08% | −88,634−60.2% | Reduced |
| Deutsche Bank AG | 61,334 | $2.43M | 0.00% | −367,042−85.7% | Reduced |
| California State Teachers Retirement System | 65,103 | $2.58M | 0.00% | +7,115+12.3% | Added |
| Exchange Traded Concepts, LLC | 69,127 | $2.74M | 0.05% | +7,089+11.4% | Added |
| AlphaCrest Capital Management LLC | 70,223 | $2.78M | 0.10% | +37,570+115.1% | Added |
| JPMorgan Chase & Co | 80,812 | $3.20M | 0.00% | +39,919+97.6% | Added |
| Principal Financial Group Inc | 82,407 | $3.27M | 0.00% | −32,223−28.1% | Reduced |
| Legal & General Group Plc | 84,065 | $3.33M | 0.00% | +11,581+16.0% | Added |
| McKinley Capital Management LLC /Delaware | 87,310 | $3.46M | 0.31% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 93,532 | $3.71M | 0.27% | −10,000−9.7% | Reduced |
| Bridgewater Associates, LP | 94,095 | $3.73M | 0.02% | +7,695+8.9% | Added |
| Swiss National Bank | 95,100 | $3.77M | 0.00% | +11,400+13.6% | Added |
| Raymond James & Associates | 99,639 | $3.95M | 0.00% | −19,363−16.3% | Reduced |
| Schroder Investment Management Group | 112,176 | $4.44M | 0.01% | −66,893−37.4% | Reduced |
| FIL Ltd | 112,572 | $4.46M | 0.00% | +602+0.5% | Added |
| Advantage Alpha Capital Partners LP | 113,658 | $4.50M | 0.64% | +33,450+41.7% | Added |
| Bellecapital International Ltd. | 120,302 | $4.77M | 1.36% | +4,838+4.2% | Added |
| State of Wisconsin Investment Board | 125,000 | $4.95M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 127,204 | $5.04M | 0.00% | −55,590−30.4% | Reduced |
| Bares Capital Management, Inc. | 139,305 | $5.52M | 0.11% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 150,005 | $5.94M | 0.03% | +150,005 | New |
| Norges Bank | 152,167 | $6.03M | 0.00% | +95,632+169.2% | Added |
| Putnam Investments LLC | 153,093 | $6.07M | 0.01% | +7,536+5.2% | Added |
| Ziegler Capital Management, LLC | 215,230 | $8.53M | 0.31% | −5,530−2.5% | Reduced |
| HHR Asset Management, LLC | 219,284 | $8.69M | 1.04% | −53,915−19.7% | Reduced |
| Primecap Management Co | 240,244 | $9.52M | 0.01% | +7,335+3.1% | Added |
| Sectoral Asset Management Inc | 241,739 | $9.58M | 1.44% | −199,261−45.2% | Reduced |
| Nuveen Asset Management, LLC | 261,890 | $9.58M | 0.00% | −34,717−11.7% | Reduced |
| Nepsis, Inc. | 245,186 | $9.71M | 2.82% | +30,032+14.0% | Added |
| Rhenman & Partners Asset Management AB | 240,000 | $9.73M | 0.65% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 246,451 | $9.76M | 0.02% | −2,409−1.0% | Reduced |
| Bank of America Corp | 249,609 | $9.89M | 0.00% | +48,452+24.1% | Added |
| WCM Investment Management, LLC | 252,190 | $9.99M | 0.02% | +252,190 | New |
| Morgan Stanley | 262,749 | $10.4M | 0.00% | −67,264−20.4% | Reduced |
| Renaissance Technologies LLC | 279,369 | $11.1M | 0.01% | +79,300+39.6% | Added |
| Daventry Group, LP | 310,408 | $12.3M | 13.84% | +310,408 | New |
| Conestoga Capital Advisors, LLC | 310,979 | $12.3M | 0.16% | −5,065−1.6% | Reduced |
| Lazard Asset Management LLC | 320,399 | $12.7M | 0.01% | +242,478+311.2% | Added |
| Millennium Management LLC | 332,967 | $13.2M | 0.01% | +197,509+145.8% | Added |
| Charles Schwab Investment Management Inc | 369,000 | $14.6M | 0.00% | +15,839+4.5% | Added |
| Impax Asset Management Group plc | 385,056 | $15.3M | 0.06% | +75,000+24.2% | Added |
| SG Americas Securities, LLC | 386,498 | $15.3M | 0.10% | +84,164+27.8% | Added |
| Baillie Gifford & Co | 398,379 | $15.8M | 0.01% | +17,376+4.6% | Added |
| Dimensional Fund Advisors LP | 406,241 | $16.1M | 0.00% | +119,481+41.7% | Added |
| Royal Bank of Canada | 417,428 | $16.5M | 0.00% | +140,387+50.7% | Added |
| Granahan Investment Management Inc | 423,472 | $16.8M | 0.35% | +242,058+133.4% | Added |
| Pictet Asset Management SA | 425,850 | $16.9M | 0.02% | −7,102−1.6% | Reduced |
| Credit Suisse AG | 440,512 | $17.5M | 0.01% | +151,587+52.5% | Added |
| Perceptive Advisors LLC | 454,004 | $18.0M | 0.28% | −135,000−22.9% | Reduced |
| Ensign Peak Advisors, Inc | 490,156 | $19.4M | 0.04% | +739+0.2% | Added |
| Ashford Capital Management Inc | 499,182 | $19.8M | 1.97% | −21,230−4.1% | Reduced |
| Segall Bryant & Hamill, LLC | 530,737 | $21.1M | 0.19% | −86,495−14.0% | Reduced |
| Northern Trust Corp | 598,021 | $23.7M | 0.00% | +1,531+0.3% | Added |
| Invesco Ltd. | 683,776 | $27.1M | 0.01% | +48,984+7.7% | Added |
| Bellevue Group AG | 692,666 | $27.4M | 0.28% | −34,567−4.8% | Reduced |
| Bank of New York Mellon Corp | 715,374 | $28.3M | 0.01% | −15,223−2.1% | Reduced |
| William Blair Investment Management, LLC | 802,270 | $31.8M | 0.09% | +8,571+1.1% | Added |
| First Light Asset Management, LLC | 813,046 | $32.2M | 2.31% | +18,086+2.3% | Added |
| Victory Capital Management Inc | 823,889 | $32.6M | 0.03% | −393,836−32.3% | Reduced |
| Rock Springs Capital Management LP | 850,200 | $33.7M | 0.78% | +2000.0% | Added |
| Geode Capital Management, LLC | 917,861 | $36.4M | 0.00% | +56,966+6.6% | Added |
| State Street Corp | 959,292 | $38.0M | 0.00% | +41,865+4.6% | Added |
| American Century Companies Inc | 1,031,361 | $40.9M | 0.03% | +49,999+5.1% | Added |
| Standard Life Aberdeen plc | 1,097,447 | $43.5M | 0.10% | +100,829+10.1% | Added |
| Riverbridge Partners LLC | 1,113,456 | $44.1M | 0.44% | +40,825+3.8% | Added |
| Janus Henderson Group PLC | 1,378,379 | $54.6M | 0.02% | −20,428−1.5% | Reduced |
| Clearbridge Investments, LLC | 2,244,145 | $88.9M | 0.06% | +84,249+3.9% | Added |
| Alliancebernstein L.P. | 3,124,879 | $123.8M | 0.04% | +936,784+42.8% | Added |
| Capital Research Global Investors | 3,392,000 | $134.4M | 0.03% | +275,700+8.8% | Added |
| Wellington Management Group LLP | 3,614,005 | $143.2M | 0.02% | +736,229+25.6% | Added |
| Vanguard Group Inc | 4,282,739 | $169.7M | 0.00% | +163,505+4.0% | Added |
| BlackRock Inc. | 4,699,392 | $186.2M | 0.00% | +23,211+0.5% | Added |
| FMR LLC | 7,426,586 | $294.2M | 0.02% | −13,364−0.2% | Reduced |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −202,194−100.0% | Sold out |
| Monarch Partners Asset Management LLC | 0 | $0 | 0.00% | −144,342−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −89,346−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −76,304−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −73,321−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −61,370−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −53,113−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −51,011−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −34,442−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −29,700−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −26,738−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −23,674−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −22,101−100.0% | Sold out |