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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 29,000 | $758.0K | 0.00% | +29,000 | New |
| MetLife Investment Management | 27,453 | $717.3K | 0.00% | +9,967+57.0% | Added |
| Caption Management, LLC | 26,344 | $688.0K | 0.05% | +5,893+28.8% | Added |
| American International Group, Inc. | 25,953 | $678.0K | 0.00% | −1,827−6.6% | Reduced |
| HRT Financial LP | 25,968 | $678.0K | 0.00% | +25,968 | New |
| Twinbeech Capital LP | 25,451 | $665.0K | 0.03% | +25,451 | New |
| Ergoteles LLC | 24,338 | $636.0K | 0.02% | +24,338 | New |
| UBS Group AG | 23,345 | $610.0K | 0.00% | −22,437−49.0% | Reduced |
| Wells Fargo & Company | 22,295 | $582.0K | 0.00% | −16,881−43.1% | Reduced |
| Manufacturers Life Insurance Company, The | 21,192 | $553.7K | 0.00% | −4,476−17.4% | Reduced |
| Price T Rowe Associates Inc | 20,483 | $535.0K | 0.00% | +5,142+33.5% | Added |
| Stifel Financial Corp | 20,162 | $527.0K | 0.00% | −13,144−39.5% | Reduced |
| Voya Investment Management LLC | 20,125 | $526.0K | 0.00% | +489+2.5% | Added |
| Barclays PLC | 19,905 | $521.0K | 0.00% | +19,905 | New |
| Skandinaviska Enskilda Banken AB (publ) | 18,350 | $479.0K | 0.00% | −9,109−33.2% | Reduced |
| Perigon Wealth Management, LLC | 18,019 | $471.0K | 0.03% | +18,019 | New |
| Quantbot Technologies LP | 17,926 | $468.0K | 0.04% | +558+3.2% | Added |
| Creative Planning | 15,677 | $410.0K | 0.00% | +15,677 | New |
| Brighton Jones LLC | 15,626 | $408.0K | 0.02% | +230+1.5% | Added |
| Crossmark Global Holdings, Inc. | 15,033 | $393.0K | 0.01% | +8,843+142.9% | Added |
| Envestnet Asset Management Inc | 15,018 | $392.0K | 0.00% | −7,501−33.3% | Reduced |
| Capital Planning Advisors, LLC | 14,870 | $389.0K | 0.08% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 14,755 | $386.0K | 0.00% | +7,755+110.8% | Added |
| Cigna Investments Inc | 14,079 | $368.0K | 0.05% | +239+1.7% | Added |
| State Board of Administration of Florida Retirement System | 14,024 | $366.0K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 13,240 | $346.0K | 0.00% | +13,240 | New |
| Vista Wealth Management Group, LLC | 12,477 | $326.0K | 0.05% | 00.0% | Unchanged |
| Arizona State Retirement System | 11,961 | $313.0K | 0.00% | +328+2.8% | Added |
| Boston Family Office LLC | 11,274 | $295.0K | 0.02% | +250+2.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,157 | $292.0K | 0.00% | +6,053+118.6% | Added |
| LPL Financial LLC | 11,126 | $291.0K | 0.00% | −218−1.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,123 | $291.0K | 0.00% | +11,123 | New |
| Baird Financial Group, Inc. | 11,093 | $290.0K | 0.00% | +2,906+35.5% | Added |
| First Trust Advisors LP | 10,408 | $272.0K | 0.00% | −11,323−52.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,442 | $272.0K | 0.00% | +646+6.6% | Added |
| ProShare Advisors LLC | 9,802 | $256.0K | 0.00% | −1,615−14.1% | Reduced |
| Commonwealth Equity Services, LLC | 9,363 | $244.0K | 0.00% | −267−2.8% | Reduced |
| US Bancorp | 9,260 | $242.0K | 0.00% | +1,139+14.0% | Added |
| Teacher Retirement System of Texas | 9,147 | $239.0K | 0.00% | +554+6.4% | Added |
| Mesirow Financial Investment Management, Inc. | 9,018 | $236.0K | 0.80% | +22+0.2% | Added |
| HSBC Holdings PLC | 8,622 | $228.0K | 0.00% | −17,660−67.2% | Reduced |
| Spearhead Capital Advisors, LLC | 8,627 | $225.0K | 0.03% | +8,627 | New |
| Amalgamated Bank | 8,526 | $223.0K | 0.00% | −558−6.1% | Reduced |
| Amalgamated Financial Corp. | 8,526 | $223.0K | 0.00% | +8,526 | New |
| Oppenheimer Asset Management Inc. | 8,464 | $221.0K | 0.00% | −94−1.1% | Reduced |
| Quent Capital, LLC | 8,000 | $209.0K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,324 | $137.0K | 0.00% | +2,467+86.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,445 | $116.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,270 | $111.0K | 0.00% | +463+12.2% | Added |
| Citigroup Inc | 4,071 | $107.0K | 0.00% | −11,027−73.0% | Reduced |
| Ameritas Investment Partners, Inc. | 4,079 | $107.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,263 | $85.3K | 0.00% | −9,967−75.3% | Reduced |
| Simplex Trading, LLC | 3,209 | $83.0K | 0.00% | +3,201+40,012.5% | Added |
| Great West Life Assurance Co | 2,074 | $58.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,565 | $41.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,397 | $36.0K | 0.00% | +212+17.9% | Added |
| Point72 Hong Kong Ltd | 1,264 | $33.0K | 0.00% | +1,264 | New |
| AdvisorNet Financial, Inc | 1,200 | $31.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,159 | $30.0K | 0.00% | +1,008+667.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,063 | $28.0K | 0.00% | −176−14.2% | Reduced |
| Spire Wealth Management | 900 | $24.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 736 | $19.0K | 0.00% | +121+19.7% | Added |
| Aquatic Capital Management LLC | 700 | $18.0K | 0.03% | −1,300−65.0% | Reduced |
| Heritage Wealth Management, LLC | 696 | $18.0K | 0.00% | +696 | New |
| Northwestern Mutual Wealth Management Co | 577 | $15.0K | 0.00% | +577 | New |
| Nisa Investment Advisors, LLC | 390 | $10.0K | 0.00% | −1,660−81.0% | Reduced |
| Kozak & Associates, Inc. | 405 | $10.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 281 | $7.00K | 0.01% | −1,248−81.6% | Reduced |
| HighMark Wealth Management LLC | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 180 | $5.00K | 0.00% | +180 | New |
| IFP Advisors, Inc | 128 | $4.00K | 0.00% | +93+265.7% | Added |
| Bessemer Group Inc | 106 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 119 | $3.00K | 0.00% | +89+296.7% | Added |
| TCWP LLC | 150 | $3.00K | 0.00% | +150 | New |
| Captrust Financial Advisors | 90 | $2.00K | 0.00% | +73+429.4% | Added |
| CWM, LLC | 63 | $2.00K | 0.00% | +63 | New |
| Quadrant Capital Group LLC | 74 | $2.00K | 0.00% | +74 | New |
| Concord Wealth Partners | 76 | $2.00K | 0.00% | +76 | New |
| Exane Derivatives | 43 | $1.12K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 32 | $1.00K | 0.00% | +32 | New |
| Ellevest, Inc. | 31 | $1.00K | 0.00% | +31 | New |
| Covestor Ltd | 9 | $0 | 0.00% | −2−18.2% | Reduced |
| Global Retirement Partners, LLC | 34 | $0 | 0.00% | +34 | New |
| 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 |