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, Q3 2022
Institutional positions in Health Catalyst, Inc. as of Sep 30, 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
- 172
- −8 vs. Q2 2022
- Shares held
- 48.8M
- −4.04M (−7.6%) vs. Q2 2022
- Total value
- $473.3M
- −$293.3M (−38.3%) vs. Q2 2022
- New holders
- 29
- 76 more added
- Sold out
- 37
- 43 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ellevest, Inc. | 36 | $0 | 0.00% | −27−42.9% | Reduced |
| McIlrath & Eck, LLC | 38 | $0 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | −1−10.0% | Reduced |
| SJS Investment Consulting Inc. | 24 | $0 | 0.00% | +24 | New |
| Glassman Wealth Services | 60 | $1.00K | 0.00% | −59−49.6% | Reduced |
| Parallel Advisors, LLC | 254 | $2.00K | 0.00% | +57+28.9% | Added |
| Lindbrook Capital, LLC | 230 | $2.00K | 0.00% | +102+79.7% | Added |
| Leonteq Securities AG | 223 | $2.16K | 0.00% | +30+15.5% | Added |
| Crewe Advisors LLC | 263 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 441 | $4.00K | 0.00% | +441 | New |
| Wells Fargo & Company | 550 | $5.00K | 0.00% | −1,664−75.2% | Reduced |
| Heritage Wealth Management, LLC | 562 | $5.00K | 0.00% | −134−19.3% | Reduced |
| Signaturefd, LLC | 913 | $9.00K | 0.00% | −638−41.1% | Reduced |
| Quadrant Capital Group LLC | 893 | $9.00K | 0.00% | −176−16.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 863 | $9.00K | 0.00% | −113−11.6% | Reduced |
| Repertoire Partners LP | 1,000 | $10.0K | 0.01% | −49,000−98.0% | Reduced |
| CWM, LLC | 1,157 | $11.0K | 0.00% | +774+202.1% | Added |
| AdvisorNet Financial, Inc | 1,200 | $12.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,250 | $12.0K | 0.01% | +1,000+400.0% | Added |
| Newbridge Financial Services Group, Inc. | 1,234 | $12.0K | 0.01% | +1,200+3,529.4% | Added |
| Manchester Capital Management LLC | 1,469 | $14.0K | 0.00% | +45+3.2% | Added |
| Almanack Investment Partners, LLC. | 1,672 | $17.0K | 0.00% | +1,672 | New |
| Macquarie Group Ltd | 0 | $18.0K | 0.00% | −1,827−100.0% | Reduced |
| Cutler Group LP | 2,406 | $23.0K | 0.00% | +2,406 | New |
| US Bancorp | 2,645 | $26.0K | 0.00% | +1,902+256.0% | Added |
| Citigroup Inc | 2,862 | $28.0K | 0.00% | −4,037−58.5% | Reduced |
| Metropolitan Life Insurance Co | 3,263 | $31.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,587 | $35.0K | 0.02% | +3,587 | New |
| Ameritas Investment Partners, Inc. | 4,079 | $39.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,206 | $41.0K | 0.00% | −795−15.9% | Reduced |
| Barclays PLC | 4,416 | $43.0K | 0.00% | −20,071−82.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,445 | $43.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,950 | $44.0K | 0.00% | +4,560+1,169.2% | Added |
| Rockefeller Capital Management L.P. | 4,606 | $44.0K | 0.00% | +4,576+15,253.3% | Added |
| Tower Research Capital LLC (TRC) | 5,840 | $57.0K | 0.00% | −15,892−73.1% | Reduced |
| The PNC Financial Services Group, Inc. | 5,833 | $57.0K | 0.00% | +1,742+42.6% | Added |
| UBS Group AG | 6,125 | $59.0K | 0.00% | +2,801+84.3% | Added |
| Amalgamated Bank | 7,002 | $68.0K | 0.00% | +133+1.9% | Added |
| Quent Capital, LLC | 8,000 | $78.0K | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,000 | $97.0K | 0.01% | +10,000 | New |
| Wolverine Asset Management LLC | 10,777 | $104.0K | 0.00% | +10,777 | New |
| Vista Wealth Management Group, LLC | 12,477 | $110.0K | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 11,754 | $114.0K | 0.00% | +11,754 | New |
| Group One Trading, L.P. | 11,933 | $116.0K | 0.00% | +11,933 | New |
| Mariner, LLC | 13,110 | $127.0K | 0.00% | +13,110 | New |
| Arizona State Retirement System | 13,252 | $129.0K | 0.00% | +556+4.4% | Added |
| Crossmark Global Holdings, Inc. | 13,588 | $132.0K | 0.00% | +255+1.9% | Added |
| State Board of Administration of Florida Retirement System | 14,134 | $137.0K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 14,079 | $137.0K | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,606 | $142.0K | 0.00% | +14,606 | New |
| Capital Planning Advisors, LLC | 14,870 | $144.0K | 0.04% | −629−4.1% | Reduced |
| PEAK6 Investments LLC | 15,856 | $154.0K | 0.01% | −3,840−19.5% | Reduced |
| Marshall Wace, LLP | 15,969 | $155.0K | 0.00% | −106,259−86.9% | Reduced |
| Corient Capital Partners, LLC | 10,805 | $157.0K | 0.01% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 16,865 | $164.0K | 0.06% | +4,593+37.4% | Added |
| Squarepoint Ops LLC | 17,045 | $165.0K | 0.00% | −199,917−92.1% | Reduced |
| Stifel Financial Corp | 17,722 | $172.0K | 0.00% | +1,615+10.0% | Added |
| Great West Life Assurance Co | 17,828 | $173.0K | 0.00% | +15,754+759.6% | Added |
| Virginia Retirement Systems Et Al | 18,600 | $180.4K | 0.00% | +18,600 | New |
| Bellecapital International Ltd. | 19,752 | $192.0K | 0.06% | −2,268−10.3% | Reduced |
| Raymond James & Associates | 20,659 | $200.0K | 0.00% | −7,228−25.9% | Reduced |
| Simplex Trading, LLC | 21,206 | $205.0K | 0.01% | +21,206 | New |
| Manufacturers Life Insurance Company, The | 21,220 | $205.8K | 0.00% | −736−3.4% | Reduced |
| SEI Investments Co | 21,484 | $208.0K | 0.00% | +5,012+30.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 22,694 | $220.0K | 0.00% | +7,774+52.1% | Added |
| AlphaCrest Capital Management LLC | 23,060 | $224.0K | 0.01% | −120,119−83.9% | Reduced |
| XTX Topco Ltd | 24,141 | $234.0K | 0.06% | +24,141 | New |
| Baker Boyer National Bank | 24,607 | $239.0K | 0.11% | +10,226+71.1% | Added |
| American International Group, Inc. | 26,042 | $253.0K | 0.00% | +737+2.9% | Added |
| Creative Planning | 26,450 | $257.0K | 0.00% | +10,510+65.9% | Added |
| Polar Capital Holdings Plc | 26,640 | $258.0K | 0.00% | 00.0% | Unchanged |
| Jefferies Group LLC | 27,434 | $266.1K | 0.01% | +27,434 | New |
| MetLife Investment Management | 27,453 | $266.3K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 28,130 | $273.0K | 0.11% | +28,130 | New |
| Perigon Wealth Management, LLC | 28,342 | $275.0K | 0.02% | +10,323+57.3% | Added |
| Man Group plc | 30,251 | $294.0K | 0.00% | – | – |
| Graham Capital Management, L.P. | 30,523 | $296.0K | 0.01% | +4,584+17.7% | Added |
| CVS Health Corp | 32,273 | $313.0K | 0.32% | 00.0% | Unchanged |
| Adams Street Partners LLC | 34,157 | $331.0K | 0.09% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 35,174 | $342.0K | 0.00% | +8,887+33.8% | Added |
| Sepio Capital, LP | 36,219 | $351.0K | 0.03% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 37,401 | $363.0K | 0.01% | +37,401 | New |
| Russell Investments Group, Ltd. | 38,100 | $368.0K | 0.00% | +17,396+84.0% | Added |
| Panagora Asset Management Inc | 44,142 | $428.0K | 0.00% | +16,288+58.5% | Added |
| Jump Financial, LLC | 51,250 | $497.0K | 0.02% | +51,250 | New |
| UBS Asset Management Americas Inc | 52,471 | $509.0K | 0.00% | +10,180+24.1% | Added |
| Segall Bryant & Hamill, LLC | 53,110 | $516.0K | 0.01% | +28,300+114.1% | Added |
| FMR LLC | 54,888 | $532.0K | 0.00% | −33,879−38.2% | Reduced |
| Bullseye Asset Management LLC | 55,434 | $538.0K | 0.31% | −698−1.2% | Reduced |
| National Bank of Canada | 56,908 | $584.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 62,319 | $604.0K | 0.00% | +62,319 | New |
| California State Teachers Retirement System | 63,615 | $617.0K | 0.00% | +596+0.9% | Added |
| PDT Partners, LLC | 64,982 | $630.0K | 0.10% | +16,752+34.7% | Added |
| SG Americas Securities, LLC | 65,297 | $633.0K | 0.01% | −144,569−68.9% | Reduced |
| Quantbot Technologies LP | 68,677 | $666.0K | 0.05% | +68,677 | New |
| B. Metzler seel. Sohn & Co. AG | 69,106 | $670.0K | 0.01% | +2,858+4.3% | Added |
| Susquehanna International Group, LLP | 75,240 | $730.0K | 0.00% | +75,240 | New |
| AQR Capital Management LLC | 75,384 | $731.0K | 0.00% | +52,043+223.0% | Added |
| New York State Common Retirement Fund | 77,717 | $754.0K | 0.00% | +4,939+6.8% | Added |