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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 25,818 | $274.4K | 0.00% | +3,124+13.8% | Added |
| Creative Planning | 25,337 | $269.3K | 0.00% | −1,113−4.2% | Reduced |
| Susquehanna International Group, LLP | 24,826 | $263.9K | 0.00% | −50,414−67.0% | Reduced |
| UBS Group AG | 24,722 | $262.8K | 0.00% | +18,597+303.6% | Added |
| Baker Boyer National Bank | 24,607 | $261.6K | 0.11% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 22,016 | $234.0K | 0.00% | +796+3.8% | Added |
| Voya Investment Management LLC | 21,607 | $229.7K | 0.00% | −231,720−91.5% | Reduced |
| Paradigm Capital Management Inc | 20,000 | $212.6K | 0.01% | +20,000 | New |
| Bellecapital International Ltd. | 19,752 | $210.0K | 0.06% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 18,602 | $197.7K | 0.02% | −115,368−86.1% | Reduced |
| XTX Topco Ltd | 17,690 | $188.0K | 0.04% | −6,451−26.7% | Reduced |
| Principal Financial Group Inc | 17,440 | $185.4K | 0.00% | +5,686+48.4% | Added |
| Barclays PLC | 16,470 | $175.1K | 0.00% | +12,054+273.0% | Added |
| Man Group plc | 16,421 | $174.6K | 0.00% | −13,830−45.7% | Reduced |
| Symmetry Peak Management LLC | 15,000 | $159.4K | 0.63% | +15,000 | New |
| Schonfeld Strategic Advisors LLC | 14,900 | $158.4K | 0.00% | −111,800−88.2% | Reduced |
| Caxton Associates LP | 14,773 | $157.0K | 0.01% | +14,773 | New |
| State Board of Administration of Florida Retirement System | 14,454 | $153.6K | 0.00% | +320+2.3% | Added |
| Cigna Investments Inc | 14,079 | $150.0K | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 14,022 | $149.0K | 0.00% | +434+3.2% | Added |
| Arizona State Retirement System | 13,897 | $147.7K | 0.00% | +645+4.9% | Added |
| Fox Run Management, L.L.C. | 13,358 | $142.0K | 0.06% | −14,772−52.5% | Reduced |
| Versor Investments LP | 12,500 | $132.9K | 0.01% | +12,500 | New |
| Vista Wealth Management Group, LLC | 12,477 | $132.6K | 0.02% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 11,474 | $122.0K | 0.00% | +11,474 | New |
| Merriman Wealth Management, LLC | 10,000 | $106.3K | 0.01% | +10,000 | New |
| State of Wyoming | 8,916 | $94.8K | 0.03% | +5,329+148.6% | Added |
| Quent Capital, LLC | 8,000 | $85.0K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 7,002 | $74.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,079 | $54.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,909 | $52.0K | 0.00% | −41−0.8% | Reduced |
| Rockefeller Capital Management L.P. | 4,689 | $49.0K | 0.00% | +83+1.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,445 | $47.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,616 | $38.0K | 0.00% | −590−14.0% | Reduced |
| Metropolitan Life Insurance Co | 3,263 | $34.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,121 | $33.2K | 0.00% | +476+18.0% | Added |
| Simplex Trading, LLC | 2,932 | $31.0K | 0.00% | −18,274−86.2% | Reduced |
| Signaturefd, LLC | 2,135 | $22.7K | 0.00% | +1,222+133.8% | Added |
| Quadrant Capital Group LLC | 1,682 | $17.9K | 0.00% | +789+88.4% | Added |
| Citigroup Inc | 1,662 | $17.7K | 0.00% | −1,200−41.9% | Reduced |
| CWM, LLC | 1,463 | $16.0K | 0.00% | +306+26.4% | Added |
| Manchester Capital Management LLC | 1,497 | $15.9K | 0.00% | +28+1.9% | Added |
| The PNC Financial Services Group, Inc. | 1,436 | $15.3K | 0.00% | −4,397−75.4% | Reduced |
| Umb Bank N A | 1,379 | $15.0K | 0.00% | +1,379 | New |
| HighMark Wealth Management LLC | 1,250 | $13.3K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,234 | $13.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,205 | $13.0K | 0.00% | −4,635−79.4% | Reduced |
| AdvisorNet Financial, Inc | 1,200 | $12.8K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,050 | $11.2K | 0.00% | +488+86.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 860 | $9.00K | 0.00% | −3−0.3% | Reduced |
| Lindbrook Capital, LLC | 618 | $6.57K | 0.00% | +388+168.7% | Added |
| Parallel Advisors, LLC | 510 | $5.42K | 0.00% | +256+100.8% | Added |
| Wells Fargo & Company | 336 | $3.57K | 0.00% | −214−38.9% | Reduced |
| Allworth Financial LP | 235 | $2.50K | 0.00% | +235 | New |
| Leonteq Securities AG | 223 | $2.37K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 112 | $1.00K | 0.00% | −2,294−95.3% | Reduced |
| Crewe Advisors LLC | 89 | $946 | 0.00% | −174−66.2% | Reduced |
| Ellevest, Inc. | 69 | $733 | 0.00% | +33+91.7% | Added |
| Advisory Services Network, LLC | 61 | $648 | 0.00% | +61 | New |
| Baker Avenue Asset Management, LP | 40 | $425 | 0.00% | +40 | New |
| McIlrath & Eck, LLC | 38 | $404 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 26 | $276 | 0.00% | +26 | New |
| GWM Advisors LLC | 21 | $223 | 0.00% | +21 | New |
| Bogart Wealth, LLC | 10 | $106 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 5 | $53 | 0.00% | −10,772−100.0% | Reduced |
| Covestor Ltd | 8 | $0 | 0.00% | −1−11.1% | Reduced |
| 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 |