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