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 2022
Institutional positions in Health Catalyst, Inc. as of Dec 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
- 167
- −3 vs. Q3 2022
- Shares held
- 48.8M
- +98.8K (+0.2%) vs. Q3 2022
- Total value
- $519.1M
- +$46.2M (+9.8%) vs. Q3 2022
- New holders
- 21
- 68 more added
- Sold out
- 24
- 52 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,069,528 | $64.5M | 0.00% | +127,870+2.2% | Added |
| BlackRock Inc. | 4,832,348 | $51.4M | 0.00% | +213,877+4.6% | Added |
| JPMorgan Chase & Co | 2,367,886 | $25.2M | 0.00% | +938,440+65.7% | Added |
| Millennium Management LLC | 1,797,874 | $19.1M | 0.02% | −142,985−7.4% | Reduced |
| Balyasny Asset Management LLC | 1,655,946 | $17.6M | 0.06% | +516,367+45.3% | Added |
| Point72 Asset Management, L.P. | 1,566,000 | $16.6M | 0.06% | −362,400−18.8% | Reduced |
| Daventry Group, LP | 1,439,614 | $15.3M | 13.21% | +587,110+68.9% | Added |
| Goldman Sachs Group Inc | 1,437,956 | $15.3M | 0.00% | −437,328−23.3% | Reduced |
| Wellington Management Group LLP | 1,368,182 | $14.5M | 0.00% | −1,145,179−45.6% | Reduced |
| State Street Corp | 1,350,760 | $14.4M | 0.00% | +214,486+18.9% | Added |
| Jacobs Levy Equity Management, Inc | 1,228,489 | $13.1M | 0.09% | +690,711+128.4% | Added |
| Impax Asset Management Group plc | 1,204,475 | $12.8M | 0.06% | +294,419+32.4% | Added |
| First Light Asset Management, LLC | 1,161,995 | $12.4M | 1.15% | +12,162+1.1% | Added |
| Geode Capital Management, LLC | 1,047,949 | $11.1M | 0.00% | +13,842+1.3% | Added |
| Nepsis, Inc. | 982,281 | $10.4M | 3.50% | +155,440+18.8% | Added |
| Rock Springs Capital Management LP | 929,900 | $9.88M | 0.24% | +49,900+5.7% | Added |
| Citadel Advisors LLC | 862,461 | $9.17M | 0.01% | −123,976−12.6% | Reduced |
| Granahan Investment Management Inc | 809,485 | $8.60M | 0.26% | +161,186+24.9% | Added |
| Alyeska Investment Group, L.P. | 726,966 | $7.73M | 0.08% | +55,500+8.3% | Added |
| Morgan Stanley | 718,153 | $7.63M | 0.00% | +198,040+38.1% | Added |
| Ensign Peak Advisors, Inc | 644,044 | $6.85M | 0.02% | −143,107−18.2% | Reduced |
| Baillie Gifford & Co | 598,912 | $6.37M | 0.01% | +192,959+47.5% | Added |
| WCM Investment Management, LLC | 589,371 | $6.27M | 0.02% | −10,130−1.7% | Reduced |
| Nuveen Asset Management, LLC | 587,180 | $6.24M | 0.00% | +61,488+11.7% | Added |
| American Century Companies Inc | 571,814 | $6.08M | 0.00% | +5,825+1.0% | Added |
| Capital Research Global Investors | 568,785 | $6.05M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 515,426 | $5.48M | 0.00% | +25,893+5.3% | Added |
| Primecap Management Co | 471,334 | $5.01M | 0.00% | −910−0.2% | Reduced |
| Bares Capital Management, Inc. | 452,400 | $4.81M | 0.18% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 432,889 | $4.60M | 0.03% | +173,490+66.9% | Added |
| Charles Schwab Investment Management Inc | 408,174 | $4.34M | 0.00% | +10,114+2.5% | Added |
| Two Sigma Investments, LP | 359,901 | $3.83M | 0.01% | +49,103+15.8% | Added |
| Cubist Systematic Strategies, LLC | 354,253 | $3.77M | 0.03% | −16,616−4.5% | Reduced |
| Prosight Management, LP | 347,724 | $3.70M | 2.07% | +347,724 | New |
| Dimensional Fund Advisors LP | 323,222 | $3.44M | 0.00% | +186,724+136.8% | Added |
| Numerai GP LLC | 322,906 | $3.43M | 2.34% | +322,906 | New |
| Lazard Asset Management LLC | 321,882 | $3.42M | 0.00% | −256,719−44.4% | Reduced |
| Two Sigma Advisers, LP | 311,400 | $3.31M | 0.01% | +21,500+7.4% | Added |
| Royal Bank of Canada | 287,609 | $3.06M | 0.00% | −44,495−13.4% | Reduced |
| Ameriprise Financial Inc | 276,239 | $2.94M | 0.00% | −25,081−8.3% | Reduced |
| Credit Suisse AG | 266,516 | $2.83M | 0.00% | +497+0.2% | Added |
| Norges Bank | 240,100 | $2.55M | 0.00% | +240,100 | New |
| Deutsche Bank AG | 208,855 | $2.22M | 0.00% | +5,585+2.7% | Added |
| FMR LLC | 192,515 | $2.05M | 0.00% | +137,627+250.7% | Added |
| Legal & General Group Plc | 190,647 | $2.03M | 0.00% | +15,951+9.1% | Added |
| Bank of New York Mellon Corp | 189,651 | $2.02M | 0.00% | −690,414−78.5% | Reduced |
| Renaissance Technologies LLC | 188,362 | $2.00M | 0.00% | +31,489+20.1% | Added |
| Engineers Gate Manager LP | 181,712 | $1.93M | 0.12% | −59,724−24.7% | Reduced |
| Rhenman & Partners Asset Management AB | 180,000 | $1.91M | 0.20% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 177,740 | $1.89M | 0.01% | −102,500−36.6% | Reduced |
| Squarepoint Ops LLC | 176,530 | $1.88M | 0.01% | +159,485+935.7% | Added |
| ExodusPoint Capital Management, LP | 152,579 | $1.62M | 0.03% | +11,588+8.2% | Added |
| Exchange Traded Concepts, LLC | 152,290 | $1.62M | 0.05% | +16,155+11.9% | Added |
| Tudor Investment Corp Et Al | 142,259 | $1.51M | 0.04% | +104,858+280.4% | Added |
| Alliancebernstein L.P. | 134,154 | $1.43M | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 133,291 | $1.42M | 0.00% | −78,319−37.0% | Reduced |
| State of Wisconsin Investment Board | 126,942 | $1.35M | 0.00% | +20,842+19.6% | Added |
| Jane Street Group, LLC | 121,845 | $1.30M | 0.00% | −39,681−24.6% | Reduced |
| Swiss National Bank | 118,900 | $1.26M | 0.00% | +3,300+2.9% | Added |
| AQR Capital Management LLC | 118,036 | $1.25M | 0.00% | +42,652+56.6% | Added |
| Russell Investments Group, Ltd. | 117,610 | $1.25M | 0.00% | +79,510+208.7% | Added |
| SG Americas Securities, LLC | 115,169 | $1.22M | 0.02% | +49,872+76.4% | Added |
| Bridgewater Associates, LP | 112,366 | $1.19M | 0.01% | −36,265−24.4% | Reduced |
| Quadrature Capital Ltd | 105,206 | $1.12M | 0.03% | −64,112−37.9% | Reduced |
| Gsa Capital Partners LLP | 103,925 | $1.10M | 0.14% | +103,925 | New |
| Public Employees Retirement System of Ohio | 103,745 | $1.10M | 0.00% | +41,426+66.5% | Added |
| Walleye Capital LLC | 102,669 | $1.09M | 0.02% | −221,298−68.3% | Reduced |
| Rhumbline Advisers | 100,872 | $1.07M | 0.00% | +18,680+22.7% | Added |
| Massachusetts Financial Services Co | 100,692 | $1.07M | 0.00% | +2,132+2.2% | Added |
| Trexquant Investment LP | 98,958 | $1.05M | 0.03% | +98,958 | New |
| Invesco Ltd. | 95,400 | $1.01M | 0.00% | −2,855−2.9% | Reduced |
| New York State Common Retirement Fund | 92,723 | $985.6K | 0.00% | +15,006+19.3% | Added |
| Conestoga Capital Advisors, LLC | 90,718 | $964.3K | 0.02% | +12,410+15.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 84,876 | $902.2K | 0.01% | −56,450−39.9% | Reduced |
| Acadian Asset Management LLC | 79,389 | $842.0K | 0.00% | +79,389 | New |
| Bank of America Corp | 78,634 | $835.9K | 0.00% | −59,161−42.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 69,106 | $734.6K | 0.01% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 66,191 | $703.6K | 0.10% | +66,191 | New |
| Virginia Retirement Systems Et Al | 64,800 | $688.8K | 0.01% | +46,200+248.4% | Added |
| California State Teachers Retirement System | 64,691 | $687.7K | 0.00% | +1,076+1.7% | Added |
| Shay Capital LLC | 60,000 | $637.8K | 0.39% | +60,000 | New |
| National Bank of Canada | 56,908 | $604.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 56,817 | $604.0K | 0.00% | −21,750−27.7% | Reduced |
| UBS Asset Management Americas Inc | 52,471 | $557.8K | 0.00% | 00.0% | Unchanged |
| Bullseye Asset Management LLC | 47,031 | $500.0K | 0.27% | −8,403−15.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 46,694 | $496.4K | 0.01% | −48,217−50.8% | Reduced |
| Segall Bryant & Hamill, LLC | 38,910 | $413.0K | 0.00% | −14,200−26.7% | Reduced |
| Price T Rowe Associates Inc | 38,787 | $412.0K | 0.00% | +3,613+10.3% | Added |
| Panagora Asset Management Inc | 35,591 | $378.3K | 0.00% | −8,551−19.4% | Reduced |
| Great West Life Assurance Co | 34,116 | $364.0K | 0.00% | +16,288+91.4% | Added |
| CVS Health Corp | 32,273 | $343.1K | 0.31% | 00.0% | Unchanged |
| Jump Financial, LLC | 31,899 | $339.1K | 0.02% | −19,351−37.8% | Reduced |
| Algert Global LLC | 30,730 | $326.7K | 0.02% | +30,730 | New |
| Sepio Capital, LP | 30,610 | $325.4K | 0.03% | −5,609−15.5% | Reduced |
| Perigon Wealth Management, LLC | 28,342 | $301.3K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 27,453 | $291.8K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 26,713 | $284.0K | 0.00% | +13,603+103.8% | Added |
| Polar Capital Holdings Plc | 26,640 | $283.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 25,947 | $275.8K | 0.00% | −95−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 25,888 | $275.2K | 0.00% | +11,282+77.2% | Added |