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, Q1 2023
Institutional positions in Health Catalyst, Inc. as of Mar 31, 2023. 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
- 161
- −5 vs. Q4 2022
- Shares held
- 48.5M
- −280.6K (−0.6%) vs. Q4 2022
- Total value
- $566.5M
- +$47.4M (+9.1%) vs. Q4 2022
- New holders
- 22
- 56 more added
- Sold out
- 27
- 54 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,198,513 | $72.3M | 0.00% | +128,985+2.1% | Added |
| BlackRock Inc. | 4,750,642 | $55.4M | 0.00% | −81,706−1.7% | Reduced |
| Wellington Management Group LLP | 2,838,469 | $33.1M | 0.01% | +1,470,287+107.5% | Added |
| First Light Asset Management, LLC | 1,980,317 | $23.1M | 2.08% | +818,322+70.4% | Added |
| JPMorgan Chase & Co | 1,862,515 | $21.7M | 0.00% | −505,371−21.3% | Reduced |
| Daventry Group, LP | 1,637,111 | $19.1M | 13.37% | +197,497+13.7% | Added |
| Millennium Management LLC | 1,595,275 | $18.6M | 0.02% | −202,599−11.3% | Reduced |
| Goldman Sachs Group Inc | 1,557,351 | $18.2M | 0.00% | +119,395+8.3% | Added |
| State Street Corp | 1,395,903 | $16.3M | 0.00% | +45,143+3.3% | Added |
| Point72 Asset Management, L.P. | 1,386,900 | $16.2M | 0.06% | −179,100−11.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,219,695 | $14.2M | 0.09% | −8,794−0.7% | Reduced |
| Impax Asset Management Group plc | 1,204,475 | $14.1M | 0.06% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,081,251 | $12.6M | 0.00% | +33,302+3.2% | Added |
| Balyasny Asset Management LLC | 1,051,966 | $12.3M | 0.04% | −603,980−36.5% | Reduced |
| Granahan Investment Management Inc | 994,837 | $11.6M | 0.35% | +185,352+22.9% | Added |
| Rock Springs Capital Management LP | 929,900 | $10.9M | 0.26% | 00.0% | Unchanged |
| Nepsis, Inc. | 793,579 | $9.26M | 3.08% | −188,702−19.2% | Reduced |
| Dimensional Fund Advisors LP | 775,682 | $9.05M | 0.00% | +452,460+140.0% | Added |
| Alyeska Investment Group, L.P. | 747,370 | $8.72M | 0.08% | +20,404+2.8% | Added |
| Ensign Peak Advisors, Inc | 668,604 | $7.80M | 0.02% | +24,560+3.8% | Added |
| Baillie Gifford & Co | 601,763 | $7.02M | 0.01% | +2,851+0.5% | Added |
| WCM Investment Management, LLC | 591,142 | $6.90M | 0.02% | +1,771+0.3% | Added |
| Primecap Management Co | 590,334 | $6.89M | 0.01% | +119,000+25.2% | Added |
| American Century Companies Inc | 583,035 | $6.80M | 0.01% | +11,221+2.0% | Added |
| Capital Research Global Investors | 568,785 | $6.64M | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 561,356 | $6.55M | 0.00% | −25,824−4.4% | Reduced |
| Northern Trust Corp | 504,492 | $5.89M | 0.00% | −10,934−2.1% | Reduced |
| Citadel Advisors LLC | 472,647 | $5.52M | 0.01% | −389,814−45.2% | Reduced |
| Morgan Stanley | 452,995 | $5.29M | 0.00% | −265,158−36.9% | Reduced |
| Bares Capital Management, Inc. | 450,000 | $5.25M | 0.19% | −2,400−0.5% | Reduced |
| Two Sigma Investments, LP | 420,479 | $4.91M | 0.01% | +60,578+16.8% | Added |
| Two Sigma Advisers, LP | 417,800 | $4.88M | 0.01% | +106,400+34.2% | Added |
| Charles Schwab Investment Management Inc | 408,202 | $4.76M | 0.00% | +280.0% | Added |
| Credit Suisse AG | 362,849 | $4.23M | 0.00% | +96,333+36.1% | Added |
| Ameriprise Financial Inc | 356,412 | $4.16M | 0.00% | +80,173+29.0% | Added |
| Lazard Asset Management LLC | 333,067 | $3.89M | 0.01% | +11,185+3.5% | Added |
| Rhenman & Partners Asset Management AB | 340,000 | $3.87M | 0.42% | +160,000+88.9% | Added |
| Royal Bank of Canada | 313,736 | $3.66M | 0.00% | +26,127+9.1% | Added |
| Renaissance Technologies LLC | 267,069 | $3.12M | 0.00% | +78,707+41.8% | Added |
| FMR LLC | 254,142 | $2.97M | 0.00% | +61,627+32.0% | Added |
| Voloridge Investment Management, LLC | 229,360 | $2.68M | 0.01% | −203,529−47.0% | Reduced |
| Deutsche Bank AG | 217,571 | $2.54M | 0.00% | +8,716+4.2% | Added |
| ExodusPoint Capital Management, LP | 213,703 | $2.49M | 0.03% | +61,124+40.1% | Added |
| Bank of New York Mellon Corp | 187,982 | $2.19M | 0.00% | −1,669−0.9% | Reduced |
| Legal & General Group Plc | 148,590 | $1.73M | 0.00% | −42,057−22.1% | Reduced |
| Engineers Gate Manager LP | 142,755 | $1.67M | 0.07% | −38,957−21.4% | Reduced |
| Acadian Asset Management LLC | 138,824 | $1.61M | 0.01% | +59,435+74.9% | Added |
| Tudor Investment Corp Et Al | 136,725 | $1.60M | 0.03% | −5,534−3.9% | Reduced |
| Alliancebernstein L.P. | 134,154 | $1.57M | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 133,291 | $1.56M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 128,429 | $1.50M | 0.00% | +49,795+63.3% | Added |
| Cubist Systematic Strategies, LLC | 125,459 | $1.46M | 0.01% | −228,794−64.6% | Reduced |
| Invesco Ltd. | 118,580 | $1.38M | 0.00% | +23,180+24.3% | Added |
| Algert Global LLC | 116,128 | $1.36M | 0.06% | +85,398+277.9% | Added |
| New York State Common Retirement Fund | 111,771 | $1.30M | 0.00% | +19,048+20.5% | Added |
| Bridgewater Associates, LP | 111,434 | $1.30M | 0.01% | −932−0.8% | Reduced |
| Exchange Traded Concepts, LLC | 110,342 | $1.29M | 0.04% | −41,948−27.5% | Reduced |
| First Eagle Investment Management, LLC | 108,740 | $1.27M | 0.00% | −69,000−38.8% | Reduced |
| Swiss National Bank | 106,300 | $1.24M | 0.00% | −12,600−10.6% | Reduced |
| Public Employees Retirement System of Ohio | 103,745 | $1.21M | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 96,708 | $1.13M | 0.00% | −30,234−23.8% | Reduced |
| SG Americas Securities, LLC | 96,498 | $1.13M | 0.02% | −18,671−16.2% | Reduced |
| Conestoga Capital Advisors, LLC | 90,718 | $1.06M | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 90,600 | $1.06M | 0.00% | −27,010−23.0% | Reduced |
| Zacks Investment Management | 87,890 | $1.03M | 0.01% | +87,890 | New |
| Rhumbline Advisers | 87,609 | $1.02M | 0.00% | −13,263−13.1% | Reduced |
| National Bank of Canada | 79,749 | $946.6K | 0.00% | +22,841+40.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 75,034 | $875.6K | 0.01% | +5,928+8.6% | Added |
| California State Teachers Retirement System | 63,682 | $743.2K | 0.00% | −1,009−1.6% | Reduced |
| Trexquant Investment LP | 61,367 | $716.2K | 0.02% | −37,591−38.0% | Reduced |
| UBS Asset Management Americas Inc | 57,056 | $665.8K | 0.00% | +4,585+8.7% | Added |
| Susquehanna International Group, LLP | 55,151 | $643.6K | 0.00% | +30,325+122.2% | Added |
| Pier 88 Investment Partners LLC | 54,620 | $637.4K | 0.15% | +54,620 | New |
| Numerai GP LLC | 52,372 | $611.2K | 0.20% | −270,534−83.8% | Reduced |
| Massachusetts Financial Services Co | 50,147 | $585.2K | 0.00% | −50,545−50.2% | Reduced |
| Virginia Retirement Systems Et Al | 50,100 | $584.7K | 0.01% | −14,700−22.7% | Reduced |
| Bullseye Asset Management LLC | 47,031 | $549.0K | 0.28% | 00.0% | Unchanged |
| Jane Street Group, LLC | 45,164 | $527.1K | 0.00% | −76,681−62.9% | Reduced |
| Price T Rowe Associates Inc | 39,757 | $464.0K | 0.00% | +970+2.5% | Added |
| Panagora Asset Management Inc | 36,670 | $427.9K | 0.00% | +1,079+3.0% | Added |
| Great West Life Assurance Co | 34,116 | $399.0K | 0.00% | 00.0% | Unchanged |
| CVS Health Corp | 32,273 | $376.6K | 0.23% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 31,342 | $365.8K | 0.02% | +3,000+10.6% | Added |
| Sepio Capital, LP | 30,610 | $357.2K | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 29,199 | $340.8K | 0.00% | +12,729+77.3% | Added |
| Petrus Trust Company, LTA | 28,416 | $331.6K | 0.04% | +28,416 | New |
| MetLife Investment Management | 27,453 | $320.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 26,474 | $309.0K | 0.00% | +527+2.0% | Added |
| AQR Capital Management LLC | 26,324 | $307.2K | 0.00% | −91,712−77.7% | Reduced |
| Mariner, LLC | 25,979 | $303.0K | 0.00% | −734−2.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 25,818 | $301.3K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 25,264 | $294.8K | 0.00% | +542+2.2% | Added |
| Arrowstreet Capital, Limited Partnership | 25,178 | $294.0K | 0.00% | +25,178 | New |
| Baker Boyer National Bank | 24,607 | $287.2K | 0.11% | 00.0% | Unchanged |
| Creative Planning | 24,445 | $285.3K | 0.00% | −892−3.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 24,243 | $282.9K | 0.00% | −1,645−6.4% | Reduced |
| Diametric Capital, LP | 23,338 | $272.4K | 0.13% | +23,338 | New |
| Public Employees Retirement Association of Colorado | 22,954 | $268.0K | 0.00% | −33,863−59.6% | Reduced |
| Manufacturers Life Insurance Company, The | 22,016 | $256.9K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 21,166 | $247.0K | 0.00% | −441−2.0% | Reduced |