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 |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | −1−11.1% | Reduced |
| Wolverine Asset Management LLC | 5 | $53 | 0.00% | −10,772−100.0% | Reduced |
| Bogart Wealth, LLC | 10 | $106 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 21 | $223 | 0.00% | +21 | New |
| EverSource Wealth Advisors, LLC | 26 | $276 | 0.00% | +26 | New |
| McIlrath & Eck, LLC | 38 | $404 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 40 | $425 | 0.00% | +40 | New |
| Advisory Services Network, LLC | 61 | $648 | 0.00% | +61 | New |
| Ellevest, Inc. | 69 | $733 | 0.00% | +33+91.7% | Added |
| Crewe Advisors LLC | 89 | $946 | 0.00% | −174−66.2% | Reduced |
| Cutler Group LP | 112 | $1.00K | 0.00% | −2,294−95.3% | Reduced |
| Leonteq Securities AG | 223 | $2.37K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 235 | $2.50K | 0.00% | +235 | New |
| Wells Fargo & Company | 336 | $3.57K | 0.00% | −214−38.9% | Reduced |
| Parallel Advisors, LLC | 510 | $5.42K | 0.00% | +256+100.8% | Added |
| Lindbrook Capital, LLC | 618 | $6.57K | 0.00% | +388+168.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 860 | $9.00K | 0.00% | −3−0.3% | Reduced |
| Heritage Wealth Management, LLC | 1,050 | $11.2K | 0.00% | +488+86.8% | Added |
| AdvisorNet Financial, Inc | 1,200 | $12.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,205 | $13.0K | 0.00% | −4,635−79.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,234 | $13.1K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,250 | $13.3K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,379 | $15.0K | 0.00% | +1,379 | New |
| The PNC Financial Services Group, Inc. | 1,436 | $15.3K | 0.00% | −4,397−75.4% | Reduced |
| Manchester Capital Management LLC | 1,497 | $15.9K | 0.00% | +28+1.9% | Added |
| CWM, LLC | 1,463 | $16.0K | 0.00% | +306+26.4% | Added |
| Citigroup Inc | 1,662 | $17.7K | 0.00% | −1,200−41.9% | Reduced |
| Quadrant Capital Group LLC | 1,682 | $17.9K | 0.00% | +789+88.4% | Added |
| Signaturefd, LLC | 2,135 | $22.7K | 0.00% | +1,222+133.8% | Added |
| Simplex Trading, LLC | 2,932 | $31.0K | 0.00% | −18,274−86.2% | Reduced |
| US Bancorp | 3,121 | $33.2K | 0.00% | +476+18.0% | Added |
| Metropolitan Life Insurance Co | 3,263 | $34.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,616 | $38.0K | 0.00% | −590−14.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,445 | $47.3K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,689 | $49.0K | 0.00% | +83+1.8% | Added |
| Nisa Investment Advisors, LLC | 4,909 | $52.0K | 0.00% | −41−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,079 | $54.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 7,002 | $74.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 8,000 | $85.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 8,916 | $94.8K | 0.03% | +5,329+148.6% | Added |
| Merriman Wealth Management, LLC | 10,000 | $106.3K | 0.01% | +10,000 | New |
| Bleakley Financial Group, LLC | 11,474 | $122.0K | 0.00% | +11,474 | New |
| Vista Wealth Management Group, LLC | 12,477 | $132.6K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 12,500 | $132.9K | 0.01% | +12,500 | New |
| Fox Run Management, L.L.C. | 13,358 | $142.0K | 0.06% | −14,772−52.5% | Reduced |
| Arizona State Retirement System | 13,897 | $147.7K | 0.00% | +645+4.9% | Added |
| Crossmark Global Holdings, Inc. | 14,022 | $149.0K | 0.00% | +434+3.2% | Added |
| Cigna Investments Inc | 14,079 | $150.0K | 0.03% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 14,454 | $153.6K | 0.00% | +320+2.3% | Added |
| Caxton Associates LP | 14,773 | $157.0K | 0.01% | +14,773 | New |
| Schonfeld Strategic Advisors LLC | 14,900 | $158.4K | 0.00% | −111,800−88.2% | Reduced |
| Symmetry Peak Management LLC | 15,000 | $159.4K | 0.63% | +15,000 | New |
| Man Group plc | 16,421 | $174.6K | 0.00% | −13,830−45.7% | Reduced |
| Barclays PLC | 16,470 | $175.1K | 0.00% | +12,054+273.0% | Added |
| Principal Financial Group Inc | 17,440 | $185.4K | 0.00% | +5,686+48.4% | Added |
| XTX Topco Ltd | 17,690 | $188.0K | 0.04% | −6,451−26.7% | Reduced |
| Occudo Quantitative Strategies LP | 18,602 | $197.7K | 0.02% | −115,368−86.1% | Reduced |
| Bellecapital International Ltd. | 19,752 | $210.0K | 0.06% | 00.0% | Unchanged |
| Paradigm Capital Management Inc | 20,000 | $212.6K | 0.01% | +20,000 | New |
| Voya Investment Management LLC | 21,607 | $229.7K | 0.00% | −231,720−91.5% | Reduced |
| Manufacturers Life Insurance Company, The | 22,016 | $234.0K | 0.00% | +796+3.8% | Added |
| Baker Boyer National Bank | 24,607 | $261.6K | 0.11% | 00.0% | Unchanged |
| UBS Group AG | 24,722 | $262.8K | 0.00% | +18,597+303.6% | Added |
| Susquehanna International Group, LLP | 24,826 | $263.9K | 0.00% | −50,414−67.0% | Reduced |
| Creative Planning | 25,337 | $269.3K | 0.00% | −1,113−4.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 25,818 | $274.4K | 0.00% | +3,124+13.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 25,888 | $275.2K | 0.00% | +11,282+77.2% | Added |
| American International Group, Inc. | 25,947 | $275.8K | 0.00% | −95−0.4% | Reduced |
| Polar Capital Holdings Plc | 26,640 | $283.2K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 26,713 | $284.0K | 0.00% | +13,603+103.8% | Added |
| MetLife Investment Management | 27,453 | $291.8K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 28,342 | $301.3K | 0.02% | 00.0% | Unchanged |
| Sepio Capital, LP | 30,610 | $325.4K | 0.03% | −5,609−15.5% | Reduced |
| Algert Global LLC | 30,730 | $326.7K | 0.02% | +30,730 | New |
| Jump Financial, LLC | 31,899 | $339.1K | 0.02% | −19,351−37.8% | Reduced |
| CVS Health Corp | 32,273 | $343.1K | 0.31% | 00.0% | Unchanged |
| Great West Life Assurance Co | 34,116 | $364.0K | 0.00% | +16,288+91.4% | Added |
| Panagora Asset Management Inc | 35,591 | $378.3K | 0.00% | −8,551−19.4% | Reduced |
| Price T Rowe Associates Inc | 38,787 | $412.0K | 0.00% | +3,613+10.3% | Added |
| Segall Bryant & Hamill, LLC | 38,910 | $413.0K | 0.00% | −14,200−26.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 46,694 | $496.4K | 0.01% | −48,217−50.8% | Reduced |
| Bullseye Asset Management LLC | 47,031 | $500.0K | 0.27% | −8,403−15.2% | Reduced |
| UBS Asset Management Americas Inc | 52,471 | $557.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 56,817 | $604.0K | 0.00% | −21,750−27.7% | Reduced |
| National Bank of Canada | 56,908 | $604.9K | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 60,000 | $637.8K | 0.39% | +60,000 | New |
| California State Teachers Retirement System | 64,691 | $687.7K | 0.00% | +1,076+1.7% | Added |
| Virginia Retirement Systems Et Al | 64,800 | $688.8K | 0.01% | +46,200+248.4% | Added |
| Bayesian Capital Management, LP | 66,191 | $703.6K | 0.10% | +66,191 | New |
| B. Metzler seel. Sohn & Co. AG | 69,106 | $734.6K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 78,634 | $835.9K | 0.00% | −59,161−42.9% | Reduced |
| Acadian Asset Management LLC | 79,389 | $842.0K | 0.00% | +79,389 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 84,876 | $902.2K | 0.01% | −56,450−39.9% | Reduced |
| Conestoga Capital Advisors, LLC | 90,718 | $964.3K | 0.02% | +12,410+15.8% | Added |
| New York State Common Retirement Fund | 92,723 | $985.6K | 0.00% | +15,006+19.3% | Added |
| Invesco Ltd. | 95,400 | $1.01M | 0.00% | −2,855−2.9% | Reduced |
| Trexquant Investment LP | 98,958 | $1.05M | 0.03% | +98,958 | New |
| Massachusetts Financial Services Co | 100,692 | $1.07M | 0.00% | +2,132+2.2% | Added |
| Rhumbline Advisers | 100,872 | $1.07M | 0.00% | +18,680+22.7% | Added |
| Walleye Capital LLC | 102,669 | $1.09M | 0.02% | −221,298−68.3% | Reduced |