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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 95,845 | $1.20M | 0.00% | −7,900−7.6% | Reduced |
| Bank of America Corp | 105,590 | $1.32M | 0.00% | −22,839−17.8% | Reduced |
| Exchange Traded Concepts, LLC | 106,297 | $1.33M | 0.03% | −4,045−3.7% | Reduced |
| Bridgewater Associates, LP | 107,217 | $1.34M | 0.01% | −4,217−3.8% | Reduced |
| New York State Common Retirement Fund | 116,786 | $1.46M | 0.00% | +5,015+4.5% | Added |
| Swiss National Bank | 121,500 | $1.52M | 0.00% | +15,200+14.3% | Added |
| Alliancebernstein L.P. | 134,154 | $1.68M | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 135,637 | $1.70M | 0.01% | +39,139+40.6% | Added |
| Engineers Gate Manager LP | 136,861 | $1.71M | 0.06% | −5,894−4.1% | Reduced |
| Renaissance Technologies LLC | 154,600 | $1.93M | 0.00% | −112,469−42.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 161,382 | $2.02M | 0.03% | +86,348+115.1% | Added |
| Legal & General Group Plc | 184,098 | $2.30M | 0.00% | +35,508+23.9% | Added |
| Deutsche Bank AG | 206,446 | $2.58M | 0.00% | −11,125−5.1% | Reduced |
| Algert Global LLC | 215,348 | $2.69M | 0.12% | +99,220+85.4% | Added |
| Schroder Investment Management Group | 225,716 | $2.82M | 0.00% | +92,425+69.3% | Added |
| Two Sigma Investments, LP | 264,383 | $3.30M | 0.01% | −156,096−37.1% | Reduced |
| Lazard Asset Management LLC | 314,310 | $3.93M | 0.00% | −18,757−5.6% | Reduced |
| Royal Bank of Canada | 315,300 | $3.94M | 0.00% | +1,564+0.5% | Added |
| Rhenman & Partners Asset Management AB | 320,000 | $4.00M | 0.42% | −20,000−5.9% | Reduced |
| Acadian Asset Management LLC | 322,999 | $4.03M | 0.02% | +184,175+132.7% | Added |
| Ameriprise Financial Inc | 348,902 | $4.36M | 0.00% | −7,510−2.1% | Reduced |
| Bank of New York Mellon Corp | 381,573 | $4.77M | 0.00% | +193,591+103.0% | Added |
| Two Sigma Advisers, LP | 410,500 | $5.13M | 0.01% | −7,300−1.7% | Reduced |
| Credit Suisse AG | 413,129 | $5.16M | 0.01% | +50,280+13.9% | Added |
| Millennium Management LLC | 416,499 | $5.21M | 0.01% | −1,178,776−73.9% | Reduced |
| Balyasny Asset Management LLC | 417,988 | $5.22M | 0.01% | −633,978−60.3% | Reduced |
| Charles Schwab Investment Management Inc | 418,205 | $5.23M | 0.00% | +10,003+2.5% | Added |
| Morgan Stanley | 455,214 | $5.69M | 0.00% | +2,219+0.5% | Added |
| Kingdon Capital Management, L.L.C. | 521,000 | $6.51M | 1.14% | +521,000 | New |
| Northern Trust Corp | 526,641 | $6.58M | 0.00% | +22,149+4.4% | Added |
| Nuveen Asset Management, LLC | 550,914 | $6.89M | 0.00% | −10,442−1.9% | Reduced |
| Baillie Gifford & Co | 590,454 | $7.38M | 0.01% | −11,309−1.9% | Reduced |
| American Century Companies Inc | 595,542 | $7.44M | 0.01% | +12,507+2.1% | Added |
| Primecap Management Co | 601,434 | $7.52M | 0.01% | +11,100+1.9% | Added |
| WCM Investment Management, LLC | 635,574 | $7.92M | 0.02% | +44,432+7.5% | Added |
| Ensign Peak Advisors, Inc | 695,591 | $8.69M | 0.02% | +26,987+4.0% | Added |
| Bares Capital Management, Inc. | 780,000 | $9.75M | 0.34% | +330,000+73.3% | Added |
| Nepsis, Inc. | 842,739 | $10.5M | 3.25% | +49,160+6.2% | Added |
| Alyeska Investment Group, L.P. | 898,014 | $11.2M | 0.09% | +150,644+20.2% | Added |
| Rock Springs Capital Management LP | 929,900 | $11.6M | 0.28% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 1,034,033 | $12.9M | 0.07% | −185,662−15.2% | Reduced |
| Geode Capital Management, LLC | 1,129,740 | $14.1M | 0.00% | +48,489+4.5% | Added |
| Impax Asset Management Group plc | 1,154,475 | $14.4M | 0.06% | −50,000−4.2% | Reduced |
| Granahan Investment Management Inc | 1,160,225 | $14.5M | 0.45% | +165,388+16.6% | Added |
| Dimensional Fund Advisors LP | 1,204,624 | $15.1M | 0.00% | +428,942+55.3% | Added |
| Goldman Sachs Group Inc | 1,252,968 | $15.7M | 0.00% | −304,383−19.5% | Reduced |
| State Street Corp | 1,418,763 | $17.7M | 0.00% | +22,860+1.6% | Added |
| Daventry Group, LP | 1,637,111 | $20.5M | 15.15% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,105,124 | $26.3M | 0.00% | +242,609+13.0% | Added |
| Point72 Asset Management, L.P. | 2,397,256 | $30.0M | 0.10% | +1,010,356+72.8% | Added |
| First Light Asset Management, LLC | 2,540,959 | $31.8M | 2.49% | +560,642+28.3% | Added |
| Wellington Management Group LLP | 3,001,410 | $37.5M | 0.01% | +162,941+5.7% | Added |
| BlackRock Inc. | 4,759,273 | $59.5M | 0.00% | +8,631+0.2% | Added |
| Vanguard Group Inc | 6,362,884 | $79.5M | 0.00% | +164,371+2.7% | Added |
| Capital Research Global Investors | 0 | $0 | 0.00% | −568,785−100.0% | Sold out |
| Conestoga Capital Advisors, LLC | 0 | $0 | 0.00% | −90,718−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −52,372−100.0% | Sold out |
| Bullseye Asset Management LLC | 0 | $0 | 0.00% | −47,031−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −36,670−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −26,324−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −25,178−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −24,243−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −23,338−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −19,800−100.0% | Sold out |
| Bellecapital International Ltd. | 0 | $0 | 0.00% | −19,242−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −18,910−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −17,800−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −16,218−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −15,433−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,691−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −3,326−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −582−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |