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 $113.8M in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Health Catalyst, Inc. as of Jun 30, 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
- 154
- −7 vs. Q1 2023
- Shares held
- 48.8M
- +276.8K (+0.6%) vs. Q1 2023
- Total value
- $610.2M
- +$43.8M (+7.7%) vs. Q1 2023
- New holders
- 18
- 56 more added
- Sold out
- 25
- 50 more reduced
Compare with Q1 2023: 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 | $113.8M |
| Q1 2026 | 132 | $70.9M |
| Q4 2025 | 136 | $132.2M |
| Q3 2025 | 145 | $156.6M |
| Q2 2025 | 146 | $204.2M |
| Q1 2025 | 166 | $241.0M |
| Q4 2024 | 168 | $376.1M |
| Q3 2024 | 159 | $433.7M |
| Q2 2024 | 161 | $333.3M |
| Q1 2024 | 174 | $391.8M |
| Q4 2023 | 167 | $476.9M |
| Q3 2023 | 159 | $499.7M |
| Q2 2023 | 154 | $610.2M |
| Q1 2023 | 162 | $571.1M |
| Q4 2022 | 167 | $519.4M |
| Q3 2022 | 172 | $484.0M |
| Q2 2022 | 181 | $766.6M |
| Q1 2022 | 185 | $1.39B |
| Q4 2021 | 186 | $2.20B |
| Q3 2021 | 198 | $2.70B |
| Q2 2021 | 198 | $2.71B |
| Q1 2021 | 190 | $2.05B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,362,884 | $79.5M | 0.00% | +164,371+2.7% | Added |
| BlackRock Inc. | 4,759,273 | $59.5M | 0.00% | +8,631+0.2% | Added |
| Wellington Management Group LLP | 3,001,410 | $37.5M | 0.01% | +162,941+5.7% | Added |
| First Light Asset Management, LLC | 2,540,959 | $31.8M | 2.49% | +560,642+28.3% | Added |
| Point72 Asset Management, L.P. | 2,397,256 | $30.0M | 0.10% | +1,010,356+72.8% | Added |
| JPMorgan Chase & Co | 2,105,124 | $26.3M | 0.00% | +242,609+13.0% | Added |
| Daventry Group, LP | 1,637,111 | $20.5M | 15.15% | 00.0% | Unchanged |
| State Street Corp | 1,418,763 | $17.7M | 0.00% | +22,860+1.6% | Added |
| Goldman Sachs Group Inc | 1,252,968 | $15.7M | 0.00% | −304,383−19.5% | Reduced |
| Dimensional Fund Advisors LP | 1,204,624 | $15.1M | 0.00% | +428,942+55.3% | Added |
| Granahan Investment Management Inc | 1,160,225 | $14.5M | 0.45% | +165,388+16.6% | Added |
| Impax Asset Management Group plc | 1,154,475 | $14.4M | 0.06% | −50,000−4.2% | Reduced |
| Geode Capital Management, LLC | 1,129,740 | $14.1M | 0.00% | +48,489+4.5% | Added |
| Jacobs Levy Equity Management, Inc | 1,034,033 | $12.9M | 0.07% | −185,662−15.2% | Reduced |
| Rock Springs Capital Management LP | 929,900 | $11.6M | 0.28% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 898,014 | $11.2M | 0.09% | +150,644+20.2% | Added |
| Nepsis, Inc. | 842,739 | $10.5M | 3.25% | +49,160+6.2% | Added |
| Bares Capital Management, Inc. | 780,000 | $9.75M | 0.34% | +330,000+73.3% | Added |
| Ensign Peak Advisors, Inc | 695,591 | $8.69M | 0.02% | +26,987+4.0% | Added |
| WCM Investment Management, LLC | 635,574 | $7.92M | 0.02% | +44,432+7.5% | Added |
| Primecap Management Co | 601,434 | $7.52M | 0.01% | +11,100+1.9% | Added |
| American Century Companies Inc | 595,542 | $7.44M | 0.01% | +12,507+2.1% | Added |
| Baillie Gifford & Co | 590,454 | $7.38M | 0.01% | −11,309−1.9% | Reduced |
| Nuveen Asset Management, LLC | 550,914 | $6.89M | 0.00% | −10,442−1.9% | Reduced |
| Northern Trust Corp | 526,641 | $6.58M | 0.00% | +22,149+4.4% | Added |
| Kingdon Capital Management, L.L.C. | 521,000 | $6.51M | 1.14% | +521,000 | New |
| Morgan Stanley | 455,214 | $5.69M | 0.00% | +2,219+0.5% | Added |
| Charles Schwab Investment Management Inc | 418,205 | $5.23M | 0.00% | +10,003+2.5% | Added |
| Balyasny Asset Management LLC | 417,988 | $5.22M | 0.01% | −633,978−60.3% | Reduced |
| Millennium Management LLC | 416,499 | $5.21M | 0.01% | −1,178,776−73.9% | Reduced |
| Credit Suisse AG | 413,129 | $5.16M | 0.01% | +50,280+13.9% | Added |
| Two Sigma Advisers, LP | 410,500 | $5.13M | 0.01% | −7,300−1.7% | Reduced |
| Bank of New York Mellon Corp | 381,573 | $4.77M | 0.00% | +193,591+103.0% | Added |
| Ameriprise Financial Inc | 348,902 | $4.36M | 0.00% | −7,510−2.1% | Reduced |
| Acadian Asset Management LLC | 322,999 | $4.03M | 0.02% | +184,175+132.7% | Added |
| Rhenman & Partners Asset Management AB | 320,000 | $4.00M | 0.42% | −20,000−5.9% | Reduced |
| Royal Bank of Canada | 315,300 | $3.94M | 0.00% | +1,564+0.5% | Added |
| Lazard Asset Management LLC | 314,310 | $3.93M | 0.00% | −18,757−5.6% | Reduced |
| Two Sigma Investments, LP | 264,383 | $3.30M | 0.01% | −156,096−37.1% | Reduced |
| Schroder Investment Management Group | 225,716 | $2.82M | 0.00% | +92,425+69.3% | Added |
| Algert Global LLC | 215,348 | $2.69M | 0.12% | +99,220+85.4% | Added |
| Deutsche Bank AG | 206,446 | $2.58M | 0.00% | −11,125−5.1% | Reduced |
| Legal & General Group Plc | 184,098 | $2.30M | 0.00% | +35,508+23.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 161,382 | $2.02M | 0.03% | +86,348+115.1% | Added |
| Renaissance Technologies LLC | 154,600 | $1.93M | 0.00% | −112,469−42.1% | Reduced |
| Engineers Gate Manager LP | 136,861 | $1.71M | 0.06% | −5,894−4.1% | Reduced |
| SG Americas Securities, LLC | 135,637 | $1.70M | 0.01% | +39,139+40.6% | Added |
| Alliancebernstein L.P. | 134,154 | $1.68M | 0.00% | 00.0% | Unchanged |
| Swiss National Bank | 121,500 | $1.52M | 0.00% | +15,200+14.3% | Added |
| New York State Common Retirement Fund | 116,786 | $1.46M | 0.00% | +5,015+4.5% | Added |
| Bridgewater Associates, LP | 107,217 | $1.34M | 0.01% | −4,217−3.8% | Reduced |
| Exchange Traded Concepts, LLC | 106,297 | $1.33M | 0.03% | −4,045−3.7% | Reduced |
| Bank of America Corp | 105,590 | $1.32M | 0.00% | −22,839−17.8% | Reduced |
| Public Employees Retirement System of Ohio | 95,845 | $1.20M | 0.00% | −7,900−7.6% | Reduced |
| Voloridge Investment Management, LLC | 94,674 | $1.18M | 0.01% | −134,686−58.7% | Reduced |
| FMR LLC | 93,519 | $1.17M | 0.00% | −160,623−63.2% | Reduced |
| State of Wisconsin Investment Board | 90,412 | $1.13M | 0.00% | −6,296−6.5% | Reduced |
| Pier 88 Investment Partners LLC | 90,390 | $1.13M | 0.28% | +35,770+65.5% | Added |
| Zacks Investment Management | 85,071 | $1.06M | 0.01% | −2,819−3.2% | Reduced |
| First Eagle Investment Management, LLC | 82,123 | $1.03M | 0.00% | −26,617−24.5% | Reduced |
| Jefferies Financial Group Inc. | 80,000 | $1.00M | 0.02% | +80,000 | New |
| Rhumbline Advisers | 77,991 | $974.9K | 0.00% | −9,618−11.0% | Reduced |
| National Bank of Canada | 79,749 | $974.5K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 76,680 | $958.5K | 0.00% | +21,529+39.0% | Added |
| Russell Investments Group, Ltd. | 69,800 | $872.5K | 0.00% | −20,800−23.0% | Reduced |
| ClariVest Asset Management LLC | 68,241 | $853.0K | 0.04% | +68,241 | New |
| California State Teachers Retirement System | 67,666 | $845.8K | 0.00% | +3,984+6.3% | Added |
| ExodusPoint Capital Management, LP | 65,527 | $819.0K | 0.01% | −148,176−69.3% | Reduced |
| Invesco Ltd. | 65,321 | $816.5K | 0.00% | −53,259−44.9% | Reduced |
| SEI Investments Co | 53,640 | $670.5K | 0.00% | +40,822+318.5% | Added |
| UBS Asset Management Americas Inc | 57,056 | $665.8K | 0.00% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 48,993 | $612.4K | 0.00% | −1,154−2.3% | Reduced |
| UBS Group AG | 42,300 | $528.8K | 0.00% | +17,036+67.4% | Added |
| Price T Rowe Associates Inc | 40,433 | $506.0K | 0.00% | +676+1.7% | Added |
| Tudor Investment Corp Et Al | 40,106 | $501.3K | 0.01% | −96,619−70.7% | Reduced |
| Great West Life Assurance Co | 39,495 | $497.0K | 0.00% | +5,379+15.8% | Added |
| Virginia Retirement Systems Et Al | 36,500 | $456.3K | 0.00% | −13,600−27.1% | Reduced |
| Dark Forest Capital Management LP | 35,115 | $438.9K | 0.05% | +24,009+216.2% | Added |
| Citigroup Inc | 34,542 | $431.8K | 0.00% | +33,019+2,168.0% | Added |
| CVS Health Corp | 32,273 | $403.4K | 0.21% | 00.0% | Unchanged |
| Sepio Capital, LP | 30,610 | $382.6K | 0.03% | 00.0% | Unchanged |
| Franklin Resources Inc | 30,492 | $381.1K | 0.00% | +30,492 | New |
| Occudo Quantitative Strategies LP | 30,476 | $380.9K | 0.04% | +30,476 | New |
| Perigon Wealth Management, LLC | 30,342 | $379.3K | 0.01% | −1,000−3.2% | Reduced |
| Jane Street Group, LLC | 29,106 | $363.8K | 0.00% | −16,058−35.6% | Reduced |
| Petrus Trust Company, LTA | 28,416 | $355.2K | 0.04% | 00.0% | Unchanged |
| Trexquant Investment LP | 28,108 | $351.4K | 0.01% | −33,259−54.2% | Reduced |
| MetLife Investment Management | 27,453 | $343.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 26,869 | $335.9K | 0.00% | +395+1.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 25,818 | $322.7K | 0.00% | 00.0% | Unchanged |
| Baker Boyer National Bank | 24,607 | $307.6K | 0.11% | 00.0% | Unchanged |
| Blair William & Co | 24,200 | $302.5K | 0.00% | +24,200 | New |
| Creative Planning | 24,193 | $302.4K | 0.00% | −252−1.0% | Reduced |
| Wells Fargo & Company | 23,049 | $288.1K | 0.00% | +12,619+121.0% | Added |
| Public Employees Retirement Association of Colorado | 22,954 | $287.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 22,629 | $282.9K | 0.00% | −6,570−22.5% | Reduced |
| Voya Investment Management LLC | 22,265 | $278.3K | 0.00% | +1,099+5.2% | Added |
| Manufacturers Life Insurance Company, The | 22,181 | $277.3K | 0.00% | +165+0.7% | Added |
| Mariner, LLC | 21,428 | $267.8K | 0.00% | −4,551−17.5% | Reduced |
| Janus Henderson Group PLC | 19,808 | $247.8K | 0.00% | −25−0.1% | Reduced |