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 |
|---|---|---|---|---|---|
| Conestoga Capital Advisors, LLC | 78,308 | $760.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 78,567 | $762.0K | 0.00% | +78,567 | New |
| Rhumbline Advisers | 82,192 | $797.0K | 0.00% | +5,330+6.9% | Added |
| Susquehanna Fundamental Investments, LLC | 94,911 | $921.0K | 0.02% | +94,911 | New |
| Invesco Ltd. | 98,255 | $953.0K | 0.00% | −746,028−88.4% | Reduced |
| Massachusetts Financial Services Co | 98,560 | $956.0K | 0.00% | +98,560 | New |
| State of Wisconsin Investment Board | 106,100 | $1.03M | 0.00% | +3,799+3.7% | Added |
| Swiss National Bank | 115,600 | $1.12M | 0.00% | +5,200+4.7% | Added |
| Schonfeld Strategic Advisors LLC | 126,700 | $1.23M | 0.01% | +40,900+47.7% | Added |
| Occudo Quantitative Strategies LP | 133,970 | $1.30M | 0.10% | +50,454+60.4% | Added |
| Alliancebernstein L.P. | 134,154 | $1.30M | 0.00% | −4,329,454−97.0% | Reduced |
| Exchange Traded Concepts, LLC | 136,135 | $1.32M | 0.04% | +26,032+23.6% | Added |
| Dimensional Fund Advisors LP | 136,498 | $1.32M | 0.00% | −229,806−62.7% | Reduced |
| Bank of America Corp | 137,795 | $1.34M | 0.00% | −72,675−34.5% | Reduced |
| ExodusPoint Capital Management, LP | 140,991 | $1.37M | 0.02% | +111,741+382.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 141,326 | $1.37M | 0.01% | −18,798−11.7% | Reduced |
| Bridgewater Associates, LP | 148,631 | $1.44M | 0.01% | −2,477−1.6% | Reduced |
| Renaissance Technologies LLC | 156,873 | $1.52M | 0.00% | +98,473+168.6% | Added |
| Jane Street Group, LLC | 161,526 | $1.57M | 0.00% | +108,125+202.5% | Added |
| Rhenman & Partners Asset Management AB | 180,000 | $1.59M | 0.17% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 169,318 | $1.64M | 0.05% | +137,902+439.0% | Added |
| Legal & General Group Plc | 174,696 | $1.69M | 0.00% | +22,936+15.1% | Added |
| Ziegler Capital Management, LLC | 198,480 | $1.93M | 0.08% | +1,785+0.9% | Added |
| Deutsche Bank AG | 203,270 | $1.97M | 0.00% | −45,736−18.4% | Reduced |
| Schroder Investment Management Group | 211,610 | $2.05M | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 241,436 | $2.34M | 0.15% | +49,067+25.5% | Added |
| Voya Investment Management LLC | 253,327 | $2.46M | 0.00% | +126,462+99.7% | Added |
| Voloridge Investment Management, LLC | 259,399 | $2.52M | 0.01% | +259,399 | New |
| Credit Suisse AG | 266,019 | $2.58M | 0.00% | −213,601−44.5% | Reduced |
| First Eagle Investment Management, LLC | 280,240 | $2.72M | 0.01% | +280,240 | New |
| Two Sigma Advisers, LP | 289,900 | $2.81M | 0.01% | +71,800+32.9% | Added |
| Ameriprise Financial Inc | 301,320 | $2.92M | 0.00% | +195,066+183.6% | Added |
| Portolan Capital Management, LLC | 303,602 | $2.94M | 0.31% | −253,625−45.5% | Reduced |
| Two Sigma Investments, LP | 310,798 | $3.02M | 0.01% | −115,818−27.1% | Reduced |
| Walleye Capital LLC | 323,967 | $3.14M | 0.07% | +311,466+2,491.5% | Added |
| Royal Bank of Canada | 332,104 | $3.22M | 0.00% | +3,093+0.9% | Added |
| Cubist Systematic Strategies, LLC | 370,869 | $3.60M | 0.03% | +155,978+72.6% | Added |
| Perceptive Advisors LLC | 389,962 | $3.78M | 0.11% | −75,200−16.2% | Reduced |
| Charles Schwab Investment Management Inc | 398,060 | $3.86M | 0.00% | +11,454+3.0% | Added |
| Baillie Gifford & Co | 405,953 | $3.94M | 0.00% | +13,436+3.4% | Added |
| Bares Capital Management, Inc. | 452,400 | $4.39M | 0.17% | +200,000+79.2% | Added |
| Primecap Management Co | 472,244 | $4.58M | 0.00% | +166,000+54.2% | Added |
| Northern Trust Corp | 489,533 | $4.75M | 0.00% | −14,476−2.9% | Reduced |
| Morgan Stanley | 520,113 | $5.04M | 0.00% | +75,291+16.9% | Added |
| Nuveen Asset Management, LLC | 525,692 | $5.10M | 0.00% | +13,264+2.6% | Added |
| Jacobs Levy Equity Management, Inc | 537,778 | $5.22M | 0.04% | +537,778 | New |
| American Century Companies Inc | 565,989 | $5.49M | 0.00% | −748,173−56.9% | Reduced |
| Capital Research Global Investors | 568,785 | $5.52M | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 578,601 | $5.61M | 0.01% | +89,046+18.2% | Added |
| WCM Investment Management, LLC | 599,501 | $6.10M | 0.02% | +25,507+4.4% | Added |
| Granahan Investment Management Inc | 648,299 | $6.29M | 0.21% | +82,501+14.6% | Added |
| Alyeska Investment Group, L.P. | 671,466 | $6.51M | 0.08% | +671,466 | New |
| Ensign Peak Advisors, Inc | 787,151 | $7.63M | 0.02% | +431,939+121.6% | Added |
| Nepsis, Inc. | 826,841 | $8.02M | 2.90% | +826,841 | New |
| Daventry Group, LP | 852,504 | $8.27M | 11.18% | 00.0% | Unchanged |
| Rock Springs Capital Management LP | 880,000 | $8.54M | 0.22% | −65,400−6.9% | Reduced |
| Bank of New York Mellon Corp | 880,065 | $8.54M | 0.00% | +80,638+10.1% | Added |
| Impax Asset Management Group plc | 910,056 | $8.83M | 0.05% | +100,000+12.3% | Added |
| Citadel Advisors LLC | 986,437 | $9.57M | 0.01% | +132,866+15.6% | Added |
| Geode Capital Management, LLC | 1,034,107 | $10.0M | 0.00% | −60,955−5.6% | Reduced |
| Janus Henderson Group PLC | 1,109,219 | $10.8M | 0.01% | −117,022−9.5% | Reduced |
| State Street Corp | 1,136,274 | $11.0M | 0.00% | +11,928+1.1% | Added |
| Balyasny Asset Management LLC | 1,139,579 | $11.1M | 0.04% | +189,654+20.0% | Added |
| First Light Asset Management, LLC | 1,149,833 | $11.2M | 1.13% | +14,668+1.3% | Added |
| JPMorgan Chase & Co | 1,429,446 | $13.9M | 0.00% | +1,142,719+398.5% | Added |
| Goldman Sachs Group Inc | 1,875,284 | $18.2M | 0.01% | +447,890+31.4% | Added |
| Point72 Asset Management, L.P. | 1,928,400 | $18.7M | 0.08% | +948,234+96.7% | Added |
| Millennium Management LLC | 1,940,859 | $18.8M | 0.02% | +1,323,571+214.4% | Added |
| Wellington Management Group LLP | 2,513,361 | $24.4M | 0.01% | −191,185−7.1% | Reduced |
| BlackRock Inc. | 4,618,471 | $44.8M | 0.00% | −119,194−2.5% | Reduced |
| Vanguard Group Inc | 5,941,658 | $57.6M | 0.00% | +636,395+12.0% | Added |
| IFP Advisors, Inc | 193 | – | – | +100+107.5% | Added |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −2,127,726−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −1,422,201−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −871,135−100.0% | Sold out |
| Ashford Capital Management Inc | 0 | $0 | 0.00% | −828,822−100.0% | Sold out |
| Bellevue Group AG | 0 | $0 | 0.00% | −424,611−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −403,136−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −211,600−100.0% | Sold out |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −200,053−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −118,007−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −93,315−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −87,548−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −74,697−100.0% | Sold out |
| Parkman Healthcare Partners LLC | 0 | $0 | 0.00% | −63,104−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −42,697−100.0% | Sold out |
| Cna Financial Corp | 0 | $0 | 0.00% | −39,530−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −35,036−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −19,533−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −22,066−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −20,003−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −19,335−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −16,581−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −15,971−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −13,055−100.0% | Sold out |
| Merriman Wealth Management, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −1,302−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −777−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −450−100.0% | Sold out |