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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 103,745 | $1.10M | 0.00% | +41,426+66.5% | Added |
| Gsa Capital Partners LLP | 103,925 | $1.10M | 0.14% | +103,925 | New |
| Quadrature Capital Ltd | 105,206 | $1.12M | 0.03% | −64,112−37.9% | Reduced |
| Bridgewater Associates, LP | 112,366 | $1.19M | 0.01% | −36,265−24.4% | Reduced |
| SG Americas Securities, LLC | 115,169 | $1.22M | 0.02% | +49,872+76.4% | Added |
| Russell Investments Group, Ltd. | 117,610 | $1.25M | 0.00% | +79,510+208.7% | Added |
| AQR Capital Management LLC | 118,036 | $1.25M | 0.00% | +42,652+56.6% | Added |
| Swiss National Bank | 118,900 | $1.26M | 0.00% | +3,300+2.9% | Added |
| Jane Street Group, LLC | 121,845 | $1.30M | 0.00% | −39,681−24.6% | Reduced |
| State of Wisconsin Investment Board | 126,942 | $1.35M | 0.00% | +20,842+19.6% | Added |
| Schroder Investment Management Group | 133,291 | $1.42M | 0.00% | −78,319−37.0% | Reduced |
| Alliancebernstein L.P. | 134,154 | $1.43M | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 142,259 | $1.51M | 0.04% | +104,858+280.4% | Added |
| Exchange Traded Concepts, LLC | 152,290 | $1.62M | 0.05% | +16,155+11.9% | Added |
| ExodusPoint Capital Management, LP | 152,579 | $1.62M | 0.03% | +11,588+8.2% | Added |
| Squarepoint Ops LLC | 176,530 | $1.88M | 0.01% | +159,485+935.7% | Added |
| First Eagle Investment Management, LLC | 177,740 | $1.89M | 0.01% | −102,500−36.6% | Reduced |
| Rhenman & Partners Asset Management AB | 180,000 | $1.91M | 0.20% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 181,712 | $1.93M | 0.12% | −59,724−24.7% | Reduced |
| Renaissance Technologies LLC | 188,362 | $2.00M | 0.00% | +31,489+20.1% | Added |
| Bank of New York Mellon Corp | 189,651 | $2.02M | 0.00% | −690,414−78.5% | Reduced |
| Legal & General Group Plc | 190,647 | $2.03M | 0.00% | +15,951+9.1% | Added |
| FMR LLC | 192,515 | $2.05M | 0.00% | +137,627+250.7% | Added |
| Deutsche Bank AG | 208,855 | $2.22M | 0.00% | +5,585+2.7% | Added |
| Norges Bank | 240,100 | $2.55M | 0.00% | +240,100 | New |
| Credit Suisse AG | 266,516 | $2.83M | 0.00% | +497+0.2% | Added |
| Ameriprise Financial Inc | 276,239 | $2.94M | 0.00% | −25,081−8.3% | Reduced |
| Royal Bank of Canada | 287,609 | $3.06M | 0.00% | −44,495−13.4% | Reduced |
| Two Sigma Advisers, LP | 311,400 | $3.31M | 0.01% | +21,500+7.4% | Added |
| Lazard Asset Management LLC | 321,882 | $3.42M | 0.00% | −256,719−44.4% | Reduced |
| Numerai GP LLC | 322,906 | $3.43M | 2.34% | +322,906 | New |
| Dimensional Fund Advisors LP | 323,222 | $3.44M | 0.00% | +186,724+136.8% | Added |
| Prosight Management, LP | 347,724 | $3.70M | 2.07% | +347,724 | New |
| Cubist Systematic Strategies, LLC | 354,253 | $3.77M | 0.03% | −16,616−4.5% | Reduced |
| Two Sigma Investments, LP | 359,901 | $3.83M | 0.01% | +49,103+15.8% | Added |
| Charles Schwab Investment Management Inc | 408,174 | $4.34M | 0.00% | +10,114+2.5% | Added |
| Voloridge Investment Management, LLC | 432,889 | $4.60M | 0.03% | +173,490+66.9% | Added |
| Bares Capital Management, Inc. | 452,400 | $4.81M | 0.18% | 00.0% | Unchanged |
| Primecap Management Co | 471,334 | $5.01M | 0.00% | −910−0.2% | Reduced |
| Northern Trust Corp | 515,426 | $5.48M | 0.00% | +25,893+5.3% | Added |
| Capital Research Global Investors | 568,785 | $6.05M | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 571,814 | $6.08M | 0.00% | +5,825+1.0% | Added |
| Nuveen Asset Management, LLC | 587,180 | $6.24M | 0.00% | +61,488+11.7% | Added |
| WCM Investment Management, LLC | 589,371 | $6.27M | 0.02% | −10,130−1.7% | Reduced |
| Baillie Gifford & Co | 598,912 | $6.37M | 0.01% | +192,959+47.5% | Added |
| Ensign Peak Advisors, Inc | 644,044 | $6.85M | 0.02% | −143,107−18.2% | Reduced |
| Morgan Stanley | 718,153 | $7.63M | 0.00% | +198,040+38.1% | Added |
| Alyeska Investment Group, L.P. | 726,966 | $7.73M | 0.08% | +55,500+8.3% | Added |
| Granahan Investment Management Inc | 809,485 | $8.60M | 0.26% | +161,186+24.9% | Added |
| Citadel Advisors LLC | 862,461 | $9.17M | 0.01% | −123,976−12.6% | Reduced |
| Rock Springs Capital Management LP | 929,900 | $9.88M | 0.24% | +49,900+5.7% | Added |
| Nepsis, Inc. | 982,281 | $10.4M | 3.50% | +155,440+18.8% | Added |
| Geode Capital Management, LLC | 1,047,949 | $11.1M | 0.00% | +13,842+1.3% | Added |
| First Light Asset Management, LLC | 1,161,995 | $12.4M | 1.15% | +12,162+1.1% | Added |
| Impax Asset Management Group plc | 1,204,475 | $12.8M | 0.06% | +294,419+32.4% | Added |
| Jacobs Levy Equity Management, Inc | 1,228,489 | $13.1M | 0.09% | +690,711+128.4% | Added |
| State Street Corp | 1,350,760 | $14.4M | 0.00% | +214,486+18.9% | Added |
| Wellington Management Group LLP | 1,368,182 | $14.5M | 0.00% | −1,145,179−45.6% | Reduced |
| Goldman Sachs Group Inc | 1,437,956 | $15.3M | 0.00% | −437,328−23.3% | Reduced |
| Daventry Group, LP | 1,439,614 | $15.3M | 13.21% | +587,110+68.9% | Added |
| Point72 Asset Management, L.P. | 1,566,000 | $16.6M | 0.06% | −362,400−18.8% | Reduced |
| Balyasny Asset Management LLC | 1,655,946 | $17.6M | 0.06% | +516,367+45.3% | Added |
| Millennium Management LLC | 1,797,874 | $19.1M | 0.02% | −142,985−7.4% | Reduced |
| JPMorgan Chase & Co | 2,367,886 | $25.2M | 0.00% | +938,440+65.7% | Added |
| BlackRock Inc. | 4,832,348 | $51.4M | 0.00% | +213,877+4.6% | Added |
| Vanguard Group Inc | 6,069,528 | $64.5M | 0.00% | +127,870+2.2% | Added |
| IFP Advisors, Inc | 100 | – | – | −93−48.2% | Reduced |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −1,109,219−100.0% | Sold out |
| Perceptive Advisors LLC | 0 | $0 | 0.00% | −389,962−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −303,602−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −198,480−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −68,677−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −64,982−100.0% | Sold out |
| Adams Street Partners LLC | 0 | $0 | 0.00% | −34,157−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −30,523−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −23,060−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −21,484−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −20,659−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −17,722−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −16,865−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −15,969−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −15,856−100.0% | Sold out |
| Capital Planning Advisors, LLC | 0 | $0 | 0.00% | −14,870−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −11,933−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | 0 | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −1,672−100.0% | Sold out |
| Repertoire Partners LP | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −441−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Jefferies Group LLC | – | – | – | – | Not filed |
| Corient Capital Partners, LLC | – | – | – | – | Not filed |