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, Q1 2022
Institutional positions in Health Catalyst, Inc. as of Mar 31, 2022. 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
- 185
- −1 vs. Q4 2021
- Shares held
- 53.3M
- −1.92M (−3.5%) vs. Q4 2021
- Total value
- $1.39B
- −$794.7M (−36.4%) vs. Q4 2021
- New holders
- 32
- 84 more added
- Sold out
- 33
- 44 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 51,486 | $1.34M | 0.01% | +46,182+870.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 52,863 | $1.38M | 0.02% | +52,863 | New |
| Rhumbline Advisers | 53,189 | $1.39M | 0.00% | +4,094+8.3% | Added |
| Squarepoint Ops LLC | 54,665 | $1.43M | 0.01% | +35,680+187.9% | Added |
| UBS Asset Management Americas Inc | 54,940 | $1.44M | 0.00% | +13,200+31.6% | Added |
| Bullseye Asset Management LLC | 56,069 | $1.47M | 0.67% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 58,591 | $1.56M | 0.05% | 00.0% | Unchanged |
| Principal Financial Group Inc | 59,925 | $1.57M | 0.00% | −22,482−27.3% | Reduced |
| California State Teachers Retirement System | 60,015 | $1.57M | 0.00% | −5,088−7.8% | Reduced |
| Conestoga Capital Advisors, LLC | 60,500 | $1.58M | 0.02% | −250,479−80.5% | Reduced |
| AlphaCrest Capital Management LLC | 61,941 | $1.62M | 0.09% | −8,282−11.8% | Reduced |
| Cubist Systematic Strategies, LLC | 63,026 | $1.65M | 0.01% | +29,907+90.3% | Added |
| Jane Street Group, LLC | 64,367 | $1.68M | 0.00% | +57,168+794.1% | Added |
| Tudor Investment Corp Et Al | 64,875 | $1.70M | 0.04% | +64,875 | New |
| Holocene Advisors, LP | 65,926 | $1.72M | 0.01% | +65,926 | New |
| ExodusPoint Capital Management, LP | 67,924 | $1.77M | 0.03% | +49,305+264.8% | Added |
| New York State Common Retirement Fund | 70,161 | $1.83M | 0.00% | +11,721+20.1% | Added |
| Madison Asset Management, LLC | 79,169 | $2.07M | 0.03% | +79,169 | New |
| Parkman Healthcare Partners LLC | 79,746 | $2.08M | 0.61% | +27,068+51.4% | Added |
| Exchange Traded Concepts, LLC | 83,034 | $2.17M | 0.04% | +13,907+20.1% | Added |
| McKinley Capital Management LLC /Delaware | 87,310 | $2.28M | 0.23% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 87,528 | $2.29M | 0.05% | +87,528 | New |
| Merriman Wealth Management, LLC | 93,532 | $2.44M | 0.20% | 00.0% | Unchanged |
| Legal & General Group Plc | 98,628 | $2.58M | 0.00% | +14,563+17.3% | Added |
| Swiss National Bank | 104,600 | $2.73M | 0.00% | +9,500+10.0% | Added |
| Engineers Gate Manager LP | 117,471 | $3.07M | 0.12% | +66,141+128.9% | Added |
| Morgan Stanley | 120,043 | $3.13M | 0.00% | −142,706−54.3% | Reduced |
| State of Wisconsin Investment Board | 125,000 | $3.27M | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 125,655 | $3.28M | 0.00% | +44,843+55.5% | Added |
| Bridgewater Associates, LP | 125,757 | $3.29M | 0.01% | +31,662+33.6% | Added |
| Bellecapital International Ltd. | 132,055 | $3.45M | 1.09% | +11,753+9.8% | Added |
| Two Sigma Investments, LP | 136,113 | $3.56M | 0.01% | +136,113 | New |
| Putnam Investments LLC | 142,629 | $3.73M | 0.01% | −10,464−6.8% | Reduced |
| Rhenman & Partners Asset Management AB | 180,000 | $4.70M | 0.46% | −60,000−25.0% | Reduced |
| Ziegler Capital Management, LLC | 194,654 | $5.09M | 0.22% | −20,576−9.6% | Reduced |
| Ensign Peak Advisors, Inc | 210,008 | $5.49M | 0.01% | −280,148−57.2% | Reduced |
| Point72 Asset Management, L.P. | 212,935 | $5.56M | 0.02% | +212,935 | New |
| Bank of America Corp | 220,307 | $5.76M | 0.00% | −29,302−11.7% | Reduced |
| HHR Asset Management, LLC | 227,318 | $5.94M | 1.08% | +8,034+3.7% | Added |
| Deutsche Bank AG | 231,283 | $6.04M | 0.00% | +169,949+277.1% | Added |
| Bares Capital Management, Inc. | 242,847 | $6.35M | 0.15% | +103,542+74.3% | Added |
| Nuveen Asset Management, LLC | 268,673 | $6.55M | 0.00% | +6,783+2.6% | Added |
| Lord, Abbett & Co. LLC | 250,998 | $6.56M | 0.02% | +4,547+1.8% | Added |
| Sectoral Asset Management Inc | 251,739 | $6.58M | 1.17% | +10,000+4.1% | Added |
| Goldman Sachs Group Inc | 266,631 | $6.97M | 0.00% | +139,427+109.6% | Added |
| Primecap Management Co | 271,527 | $7.09M | 0.01% | +31,283+13.0% | Added |
| Portolan Capital Management, LLC | 277,407 | $7.25M | 0.58% | +277,407 | New |
| Renaissance Technologies LLC | 337,069 | $8.81M | 0.01% | +57,700+20.7% | Added |
| Schroder Investment Management Group | 340,830 | $9.07M | 0.01% | +228,654+203.8% | Added |
| Lazard Asset Management LLC | 372,456 | $9.73M | 0.01% | +52,057+16.2% | Added |
| Charles Schwab Investment Management Inc | 377,499 | $9.87M | 0.00% | +8,499+2.3% | Added |
| Impax Asset Management Group plc | 385,056 | $10.1M | 0.04% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 406,965 | $10.6M | 0.03% | +154,775+61.4% | Added |
| Pictet Asset Management SA | 410,423 | $10.7M | 0.01% | −15,427−3.6% | Reduced |
| Bellevue Group AG | 424,611 | $11.1M | 0.13% | −268,055−38.7% | Reduced |
| Baillie Gifford & Co | 440,167 | $11.5M | 0.01% | +41,788+10.5% | Added |
| Royal Bank of Canada | 451,519 | $11.8M | 0.00% | +34,091+8.2% | Added |
| Millennium Management LLC | 464,106 | $12.1M | 0.01% | +131,139+39.4% | Added |
| Dimensional Fund Advisors LP | 470,473 | $12.3M | 0.00% | +64,232+15.8% | Added |
| Ashford Capital Management Inc | 473,352 | $12.4M | 1.33% | −25,830−5.2% | Reduced |
| Citadel Advisors LLC | 473,535 | $12.4M | 0.01% | +454,723+2,417.2% | Added |
| Perceptive Advisors LLC | 493,662 | $12.9M | 0.27% | +39,658+8.7% | Added |
| Granahan Investment Management Inc | 557,899 | $14.6M | 0.36% | +134,427+31.7% | Added |
| Daventry Group, LP | 560,761 | $14.7M | 15.24% | +250,353+80.7% | Added |
| Northern Trust Corp | 565,467 | $14.8M | 0.00% | −32,554−5.4% | Reduced |
| Credit Suisse AG | 593,825 | $15.5M | 0.01% | +153,313+34.8% | Added |
| Invesco Ltd. | 744,428 | $19.5M | 0.00% | +60,652+8.9% | Added |
| Bank of New York Mellon Corp | 750,396 | $19.6M | 0.00% | +35,022+4.9% | Added |
| William Blair Investment Management, LLC | 819,996 | $21.4M | 0.06% | +17,726+2.2% | Added |
| First Light Asset Management, LLC | 858,733 | $22.4M | 1.98% | +45,687+5.6% | Added |
| Rock Springs Capital Management LP | 913,500 | $23.9M | 0.60% | +63,300+7.4% | Added |
| Geode Capital Management, LLC | 983,512 | $25.7M | 0.00% | +65,651+7.2% | Added |
| Victory Capital Management Inc | 998,843 | $26.1M | 0.03% | +174,954+21.2% | Added |
| State Street Corp | 1,016,647 | $26.6M | 0.00% | +57,355+6.0% | Added |
| American Century Companies Inc | 1,151,650 | $30.1M | 0.02% | +120,289+11.7% | Added |
| Riverbridge Partners LLC | 1,222,571 | $31.9M | 0.36% | +109,115+9.8% | Added |
| Janus Henderson Group PLC | 1,297,867 | $33.9M | 0.02% | −80,512−5.8% | Reduced |
| Standard Life Aberdeen plc | 1,442,584 | $37.7M | 0.10% | +345,137+31.4% | Added |
| Clearbridge Investments, LLC | 2,317,997 | $60.6M | 0.05% | +73,852+3.3% | Added |
| FMR LLC | 2,950,258 | $77.1M | 0.01% | −4,476,328−60.3% | Reduced |
| Capital Research Global Investors | 3,392,000 | $88.6M | 0.02% | 00.0% | Unchanged |
| Wellington Management Group LLP | 3,669,031 | $95.9M | 0.02% | +55,026+1.5% | Added |
| Alliancebernstein L.P. | 3,835,775 | $100.2M | 0.04% | +710,896+22.7% | Added |
| Vanguard Group Inc | 4,235,374 | $110.7M | 0.00% | −47,365−1.1% | Reduced |
| BlackRock Inc. | 4,639,189 | $121.2M | 0.00% | −60,203−1.3% | Reduced |
| Nepsis, Inc. | 0 | $0 | 0.00% | −245,186−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −152,167−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −150,005−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −113,658−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −112,572−100.0% | Sold out |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Sarasin & Partners LLP | 0 | $0 | 0.00% | −48,482−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −36,253−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −18,397−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −16,732−100.0% | Sold out |
| 1623 Capital LLC | 0 | $0 | 0.00% | −15,918−100.0% | Sold out |
| Karani Asset Management LLC | 0 | $0 | 0.00% | −14,949−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −14,541−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −13,233−100.0% | Sold out |