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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 19,833 | $231.4K | 0.00% | +19,833 | New |
| BlueCrest Capital Management Ltd | 19,800 | $231.1K | 0.02% | +19,800 | New |
| Bellecapital International Ltd. | 19,242 | $224.6K | 0.06% | −510−2.6% | Reduced |
| Segall Bryant & Hamill, LLC | 18,910 | $220.0K | 0.00% | −20,000−51.4% | Reduced |
| Summit Global Investments | 17,800 | $208.0K | 0.02% | +17,800 | New |
| Principal Financial Group Inc | 17,436 | $203.5K | 0.00% | −40.0% | Reduced |
| Walleye Capital LLC | 16,218 | $189.3K | 0.00% | −86,451−84.2% | Reduced |
| Crossmark Global Holdings, Inc. | 15,686 | $183.0K | 0.00% | +1,664+11.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 15,433 | $180.1K | 0.00% | −69,443−81.8% | Reduced |
| State Board of Administration of Florida Retirement System | 14,454 | $168.7K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,277 | $166.6K | 0.00% | +380+2.7% | Added |
| Cigna Investments Inc | 14,079 | $165.0K | 0.03% | 00.0% | Unchanged |
| SEI Investments Co | 12,818 | $149.6K | 0.00% | +12,818 | New |
| Vista Wealth Management Group, LLC | 12,477 | $145.6K | 0.02% | 00.0% | Unchanged |
| 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 |
| Dark Forest Capital Management LP | 11,106 | $129.6K | 0.03% | +11,106 | New |
| Bayesian Capital Management, LP | 10,691 | $124.8K | 0.02% | −55,500−83.8% | Reduced |
| Wells Fargo & Company | 10,430 | $121.7K | 0.00% | +10,094+3,004.2% | Added |
| Quent Capital, LLC | 8,000 | $91.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 7,020 | $81.9K | 0.03% | −1,896−21.3% | Reduced |
| Amalgamated Bank | 5,662 | $66.0K | 0.00% | −1,340−19.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,445 | $51.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,260 | $49.7K | 0.00% | +1,139+36.5% | Added |
| Ameritas Investment Partners, Inc. | 4,079 | $47.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,890 | $45.4K | 0.00% | +274+7.6% | Added |
| Aquatic Capital Management LLC | 3,400 | $40.0K | 0.00% | +3,400 | New |
| WealthPlan Investment Management, LLC | 3,326 | $38.8K | 0.01% | +3,326 | New |
| Metropolitan Life Insurance Co | 3,051 | $35.6K | 0.00% | −212−6.5% | Reduced |
| Manchester Capital Management LLC | 2,245 | $26.2K | 0.00% | +748+50.0% | Added |
| Nisa Investment Advisors, LLC | 2,245 | $26.0K | 0.00% | −2,664−54.3% | Reduced |
| Signaturefd, LLC | 1,752 | $20.4K | 0.00% | −383−17.9% | Reduced |
| Quadrant Capital Group LLC | 1,674 | $19.5K | 0.00% | −8−0.5% | Reduced |
| Citigroup Inc | 1,523 | $17.8K | 0.00% | −139−8.4% | Reduced |
| CWM, LLC | 1,463 | $17.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,379 | $16.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,364 | $16.0K | 0.00% | +159+13.2% | Added |
| HighMark Wealth Management LLC | 1,250 | $14.6K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,234 | $14.4K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,008 | $11.8K | 0.00% | −428−29.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 900 | $11.0K | 0.00% | +40+4.7% | Added |
| Leonteq Securities AG | 846 | $9.87K | 0.00% | +623+279.4% | Added |
| Quarry LP | 822 | $9.59K | 0.01% | +822 | New |
| Lindbrook Capital, LLC | 561 | $6.55K | 0.00% | −57−9.2% | Reduced |
| Parallel Advisors, LLC | 540 | $6.30K | 0.00% | +30+5.9% | Added |
| Simplex Trading, LLC | 582 | $6.00K | 0.00% | −2,350−80.2% | Reduced |
| Allworth Financial LP | 358 | $4.18K | 0.00% | +123+52.3% | Added |
| Beacon Capital Management, LLC | 334 | $3.90K | 0.00% | +334 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 308 | $3.59K | 0.00% | +308 | New |
| Raleigh Capital Management Inc. | 307 | $3.58K | 0.00% | +307 | New |
| Spire Wealth Management | 300 | $3.50K | 0.00% | +300 | New |
| Point72 Middle East FZE | 226 | $2.64K | 0.00% | +226 | New |
| Global Retirement Partners, LLC | 138 | $1.73K | 0.00% | +138 | New |
| Advisory Services Network, LLC | 119 | $1.39K | 0.00% | +58+95.1% | Added |
| Huntington National Bank | 98 | $1.14K | 0.00% | +98 | New |
| Ellevest, Inc. | 95 | $1.11K | 0.00% | +26+37.7% | Added |
| Crewe Advisors LLC | 89 | $1.04K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 38 | $443 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $117 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 40 | $0 | 0.00% | +40 | New |
| 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 |