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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 96,708 | $1.13M | 0.00% | −30,234−23.8% | Reduced |
| Public Employees Retirement System of Ohio | 103,745 | $1.21M | 0.01% | 00.0% | Unchanged |
| Swiss National Bank | 106,300 | $1.24M | 0.00% | −12,600−10.6% | Reduced |
| First Eagle Investment Management, LLC | 108,740 | $1.27M | 0.00% | −69,000−38.8% | Reduced |
| Exchange Traded Concepts, LLC | 110,342 | $1.29M | 0.04% | −41,948−27.5% | Reduced |
| Bridgewater Associates, LP | 111,434 | $1.30M | 0.01% | −932−0.8% | Reduced |
| New York State Common Retirement Fund | 111,771 | $1.30M | 0.00% | +19,048+20.5% | Added |
| Algert Global LLC | 116,128 | $1.36M | 0.06% | +85,398+277.9% | Added |
| Invesco Ltd. | 118,580 | $1.38M | 0.00% | +23,180+24.3% | Added |
| Cubist Systematic Strategies, LLC | 125,459 | $1.46M | 0.01% | −228,794−64.6% | Reduced |
| Bank of America Corp | 128,429 | $1.50M | 0.00% | +49,795+63.3% | Added |
| Schroder Investment Management Group | 133,291 | $1.56M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 134,154 | $1.57M | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 136,725 | $1.60M | 0.03% | −5,534−3.9% | Reduced |
| Acadian Asset Management LLC | 138,824 | $1.61M | 0.01% | +59,435+74.9% | Added |
| Engineers Gate Manager LP | 142,755 | $1.67M | 0.07% | −38,957−21.4% | Reduced |
| Legal & General Group Plc | 148,590 | $1.73M | 0.00% | −42,057−22.1% | Reduced |
| Bank of New York Mellon Corp | 187,982 | $2.19M | 0.00% | −1,669−0.9% | Reduced |
| ExodusPoint Capital Management, LP | 213,703 | $2.49M | 0.03% | +61,124+40.1% | Added |
| Deutsche Bank AG | 217,571 | $2.54M | 0.00% | +8,716+4.2% | Added |
| Voloridge Investment Management, LLC | 229,360 | $2.68M | 0.01% | −203,529−47.0% | Reduced |
| FMR LLC | 254,142 | $2.97M | 0.00% | +61,627+32.0% | Added |
| Renaissance Technologies LLC | 267,069 | $3.12M | 0.00% | +78,707+41.8% | Added |
| Royal Bank of Canada | 313,736 | $3.66M | 0.00% | +26,127+9.1% | Added |
| Rhenman & Partners Asset Management AB | 340,000 | $3.87M | 0.42% | +160,000+88.9% | Added |
| Lazard Asset Management LLC | 333,067 | $3.89M | 0.01% | +11,185+3.5% | Added |
| Ameriprise Financial Inc | 356,412 | $4.16M | 0.00% | +80,173+29.0% | Added |
| Credit Suisse AG | 362,849 | $4.23M | 0.00% | +96,333+36.1% | Added |
| Charles Schwab Investment Management Inc | 408,202 | $4.76M | 0.00% | +280.0% | Added |
| Two Sigma Advisers, LP | 417,800 | $4.88M | 0.01% | +106,400+34.2% | Added |
| Two Sigma Investments, LP | 420,479 | $4.91M | 0.01% | +60,578+16.8% | Added |
| Bares Capital Management, Inc. | 450,000 | $5.25M | 0.19% | −2,400−0.5% | Reduced |
| Morgan Stanley | 452,995 | $5.29M | 0.00% | −265,158−36.9% | Reduced |
| Citadel Advisors LLC | 472,647 | $5.52M | 0.01% | −389,814−45.2% | Reduced |
| Northern Trust Corp | 504,492 | $5.89M | 0.00% | −10,934−2.1% | Reduced |
| Nuveen Asset Management, LLC | 561,356 | $6.55M | 0.00% | −25,824−4.4% | Reduced |
| Capital Research Global Investors | 568,785 | $6.64M | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 583,035 | $6.80M | 0.01% | +11,221+2.0% | Added |
| Primecap Management Co | 590,334 | $6.89M | 0.01% | +119,000+25.2% | Added |
| WCM Investment Management, LLC | 591,142 | $6.90M | 0.02% | +1,771+0.3% | Added |
| Baillie Gifford & Co | 601,763 | $7.02M | 0.01% | +2,851+0.5% | Added |
| Ensign Peak Advisors, Inc | 668,604 | $7.80M | 0.02% | +24,560+3.8% | Added |
| Alyeska Investment Group, L.P. | 747,370 | $8.72M | 0.08% | +20,404+2.8% | Added |
| Dimensional Fund Advisors LP | 775,682 | $9.05M | 0.00% | +452,460+140.0% | Added |
| Nepsis, Inc. | 793,579 | $9.26M | 3.08% | −188,702−19.2% | Reduced |
| Rock Springs Capital Management LP | 929,900 | $10.9M | 0.26% | 00.0% | Unchanged |
| Granahan Investment Management Inc | 994,837 | $11.6M | 0.35% | +185,352+22.9% | Added |
| Balyasny Asset Management LLC | 1,051,966 | $12.3M | 0.04% | −603,980−36.5% | Reduced |
| Geode Capital Management, LLC | 1,081,251 | $12.6M | 0.00% | +33,302+3.2% | Added |
| Impax Asset Management Group plc | 1,204,475 | $14.1M | 0.06% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 1,219,695 | $14.2M | 0.09% | −8,794−0.7% | Reduced |
| Point72 Asset Management, L.P. | 1,386,900 | $16.2M | 0.06% | −179,100−11.4% | Reduced |
| State Street Corp | 1,395,903 | $16.3M | 0.00% | +45,143+3.3% | Added |
| Goldman Sachs Group Inc | 1,557,351 | $18.2M | 0.00% | +119,395+8.3% | Added |
| Millennium Management LLC | 1,595,275 | $18.6M | 0.02% | −202,599−11.3% | Reduced |
| Daventry Group, LP | 1,637,111 | $19.1M | 13.37% | +197,497+13.7% | Added |
| JPMorgan Chase & Co | 1,862,515 | $21.7M | 0.00% | −505,371−21.3% | Reduced |
| First Light Asset Management, LLC | 1,980,317 | $23.1M | 2.08% | +818,322+70.4% | Added |
| Wellington Management Group LLP | 2,838,469 | $33.1M | 0.01% | +1,470,287+107.5% | Added |
| BlackRock Inc. | 4,750,642 | $55.4M | 0.00% | −81,706−1.7% | Reduced |
| Vanguard Group Inc | 6,198,513 | $72.3M | 0.00% | +128,985+2.1% | Added |
| Prosight Management, LP | 0 | $0 | 0.00% | −347,724−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −240,100−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −176,530−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −105,206−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −103,925−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −46,694−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −31,899−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −26,640−100.0% | Sold out |
| Paradigm Capital Management Inc | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −18,602−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −17,690−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −16,421−100.0% | Sold out |
| Symmetry Peak Management LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −14,773−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −13,358−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Merriman Wealth Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −4,689−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |