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 |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 40 | $0 | 0.00% | +40 | New |
| Bogart Wealth, LLC | 10 | $117 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 38 | $443 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 89 | $1.04K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 95 | $1.11K | 0.00% | +26+37.7% | Added |
| Huntington National Bank | 98 | $1.14K | 0.00% | +98 | New |
| Advisory Services Network, LLC | 119 | $1.39K | 0.00% | +58+95.1% | Added |
| Global Retirement Partners, LLC | 138 | $1.73K | 0.00% | +138 | New |
| Point72 Middle East FZE | 226 | $2.64K | 0.00% | +226 | New |
| Spire Wealth Management | 300 | $3.50K | 0.00% | +300 | New |
| Raleigh Capital Management Inc. | 307 | $3.58K | 0.00% | +307 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 308 | $3.59K | 0.00% | +308 | New |
| Beacon Capital Management, LLC | 334 | $3.90K | 0.00% | +334 | New |
| Allworth Financial LP | 358 | $4.18K | 0.00% | +123+52.3% | Added |
| Simplex Trading, LLC | 582 | $6.00K | 0.00% | −2,350−80.2% | Reduced |
| Parallel Advisors, LLC | 540 | $6.30K | 0.00% | +30+5.9% | Added |
| Lindbrook Capital, LLC | 561 | $6.55K | 0.00% | −57−9.2% | Reduced |
| Quarry LP | 822 | $9.59K | 0.01% | +822 | New |
| Leonteq Securities AG | 846 | $9.87K | 0.00% | +623+279.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 900 | $11.0K | 0.00% | +40+4.7% | Added |
| The PNC Financial Services Group, Inc. | 1,008 | $11.8K | 0.00% | −428−29.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,234 | $14.4K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,250 | $14.6K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,364 | $16.0K | 0.00% | +159+13.2% | Added |
| Umb Bank N A | 1,379 | $16.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,463 | $17.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,523 | $17.8K | 0.00% | −139−8.4% | Reduced |
| Quadrant Capital Group LLC | 1,674 | $19.5K | 0.00% | −8−0.5% | Reduced |
| Signaturefd, LLC | 1,752 | $20.4K | 0.00% | −383−17.9% | Reduced |
| Nisa Investment Advisors, LLC | 2,245 | $26.0K | 0.00% | −2,664−54.3% | Reduced |
| Manchester Capital Management LLC | 2,245 | $26.2K | 0.00% | +748+50.0% | Added |
| Metropolitan Life Insurance Co | 3,051 | $35.6K | 0.00% | −212−6.5% | Reduced |
| WealthPlan Investment Management, LLC | 3,326 | $38.8K | 0.01% | +3,326 | New |
| Aquatic Capital Management LLC | 3,400 | $40.0K | 0.00% | +3,400 | New |
| Advisor Group Holdings, Inc. | 3,890 | $45.4K | 0.00% | +274+7.6% | Added |
| Ameritas Investment Partners, Inc. | 4,079 | $47.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,260 | $49.7K | 0.00% | +1,139+36.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,445 | $51.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,662 | $66.0K | 0.00% | −1,340−19.1% | Reduced |
| State of Wyoming | 7,020 | $81.9K | 0.03% | −1,896−21.3% | Reduced |
| Quent Capital, LLC | 8,000 | $91.0K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,430 | $121.7K | 0.00% | +10,094+3,004.2% | Added |
| Bayesian Capital Management, LP | 10,691 | $124.8K | 0.02% | −55,500−83.8% | Reduced |
| Dark Forest Capital Management LP | 11,106 | $129.6K | 0.03% | +11,106 | New |
| Bleakley Financial Group, LLC | 11,484 | $134.0K | 0.00% | +10+0.1% | Added |
| Sawtooth Solutions, LLC | 11,484 | $134.0K | 0.00% | +11,484 | New |
| Vista Wealth Management Group, LLC | 12,477 | $145.6K | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 12,818 | $149.6K | 0.00% | +12,818 | New |
| Cigna Investments Inc | 14,079 | $165.0K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,277 | $166.6K | 0.00% | +380+2.7% | Added |
| State Board of Administration of Florida Retirement System | 14,454 | $168.7K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 15,433 | $180.1K | 0.00% | −69,443−81.8% | Reduced |
| Crossmark Global Holdings, Inc. | 15,686 | $183.0K | 0.00% | +1,664+11.9% | Added |
| Walleye Capital LLC | 16,218 | $189.3K | 0.00% | −86,451−84.2% | Reduced |
| Principal Financial Group Inc | 17,436 | $203.5K | 0.00% | −40.0% | Reduced |
| Summit Global Investments | 17,800 | $208.0K | 0.02% | +17,800 | New |
| Segall Bryant & Hamill, LLC | 18,910 | $220.0K | 0.00% | −20,000−51.4% | Reduced |
| Bellecapital International Ltd. | 19,242 | $224.6K | 0.06% | −510−2.6% | Reduced |
| BlueCrest Capital Management Ltd | 19,800 | $231.1K | 0.02% | +19,800 | New |
| Janus Henderson Group PLC | 19,833 | $231.4K | 0.00% | +19,833 | New |
| Voya Investment Management LLC | 21,166 | $247.0K | 0.00% | −441−2.0% | Reduced |
| Manufacturers Life Insurance Company, The | 22,016 | $256.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 22,954 | $268.0K | 0.00% | −33,863−59.6% | Reduced |
| Diametric Capital, LP | 23,338 | $272.4K | 0.13% | +23,338 | New |
| Raymond James Financial Services Advisors, Inc. | 24,243 | $282.9K | 0.00% | −1,645−6.4% | Reduced |
| Creative Planning | 24,445 | $285.3K | 0.00% | −892−3.5% | Reduced |
| Baker Boyer National Bank | 24,607 | $287.2K | 0.11% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 25,178 | $294.0K | 0.00% | +25,178 | New |
| UBS Group AG | 25,264 | $294.8K | 0.00% | +542+2.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 25,818 | $301.3K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 25,979 | $303.0K | 0.00% | −734−2.7% | Reduced |
| AQR Capital Management LLC | 26,324 | $307.2K | 0.00% | −91,712−77.7% | Reduced |
| American International Group, Inc. | 26,474 | $309.0K | 0.00% | +527+2.0% | Added |
| MetLife Investment Management | 27,453 | $320.4K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 28,416 | $331.6K | 0.04% | +28,416 | New |
| Barclays PLC | 29,199 | $340.8K | 0.00% | +12,729+77.3% | Added |
| Sepio Capital, LP | 30,610 | $357.2K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 31,342 | $365.8K | 0.02% | +3,000+10.6% | Added |
| CVS Health Corp | 32,273 | $376.6K | 0.23% | 00.0% | Unchanged |
| Great West Life Assurance Co | 34,116 | $399.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 36,670 | $427.9K | 0.00% | +1,079+3.0% | Added |
| Price T Rowe Associates Inc | 39,757 | $464.0K | 0.00% | +970+2.5% | Added |
| Jane Street Group, LLC | 45,164 | $527.1K | 0.00% | −76,681−62.9% | Reduced |
| Bullseye Asset Management LLC | 47,031 | $549.0K | 0.28% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 50,100 | $584.7K | 0.01% | −14,700−22.7% | Reduced |
| Massachusetts Financial Services Co | 50,147 | $585.2K | 0.00% | −50,545−50.2% | Reduced |
| Numerai GP LLC | 52,372 | $611.2K | 0.20% | −270,534−83.8% | Reduced |
| Pier 88 Investment Partners LLC | 54,620 | $637.4K | 0.15% | +54,620 | New |
| Susquehanna International Group, LLP | 55,151 | $643.6K | 0.00% | +30,325+122.2% | Added |
| UBS Asset Management Americas Inc | 57,056 | $665.8K | 0.00% | +4,585+8.7% | Added |
| Trexquant Investment LP | 61,367 | $716.2K | 0.02% | −37,591−38.0% | Reduced |
| California State Teachers Retirement System | 63,682 | $743.2K | 0.00% | −1,009−1.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 75,034 | $875.6K | 0.01% | +5,928+8.6% | Added |
| National Bank of Canada | 79,749 | $946.6K | 0.00% | +22,841+40.1% | Added |
| Rhumbline Advisers | 87,609 | $1.02M | 0.00% | −13,263−13.1% | Reduced |
| Zacks Investment Management | 87,890 | $1.03M | 0.01% | +87,890 | New |
| Russell Investments Group, Ltd. | 90,600 | $1.06M | 0.00% | −27,010−23.0% | Reduced |
| Conestoga Capital Advisors, LLC | 90,718 | $1.06M | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 96,498 | $1.13M | 0.02% | −18,671−16.2% | Reduced |