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, Q3 2023
Institutional positions in Health Catalyst, Inc. as of Sep 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
- 159
- +5 vs. Q2 2023
- Shares held
- 49.4M
- +550.4K (+1.1%) vs. Q2 2023
- Total value
- $499.7M
- −$110.6M (−18.1%) vs. Q2 2023
- New holders
- 19
- 55 more added
- Sold out
- 14
- 52 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,441,707 | $65.2M | 0.00% | +78,823+1.2% | Added |
| BlackRock Inc. | 4,942,605 | $50.0M | 0.00% | +183,332+3.9% | Added |
| Point72 Asset Management, L.P. | 3,883,852 | $39.3M | 0.13% | +1,486,596+62.0% | Added |
| Wellington Management Group LLP | 3,000,600 | $30.4M | 0.01% | −8100.0% | Reduced |
| First Light Asset Management, LLC | 2,930,144 | $29.7M | 2.82% | +389,185+15.3% | Added |
| JPMorgan Chase & Co | 1,979,461 | $20.0M | 0.00% | −125,663−6.0% | Reduced |
| Daventry Group, LP | 1,574,175 | $15.9M | 10.16% | −62,936−3.8% | Reduced |
| Dimensional Fund Advisors LP | 1,480,319 | $15.0M | 0.00% | +275,695+22.9% | Added |
| State Street Corp | 1,460,505 | $14.8M | 0.00% | +41,742+2.9% | Added |
| Geode Capital Management, LLC | 1,180,610 | $11.9M | 0.00% | +50,870+4.5% | Added |
| Granahan Investment Management Inc | 1,177,903 | $11.9M | 0.42% | +17,678+1.5% | Added |
| Impax Asset Management Group plc | 1,154,475 | $11.7M | 0.05% | 00.0% | Unchanged |
| Primecap Management Co | 1,120,438 | $11.3M | 0.01% | +519,004+86.3% | Added |
| Alyeska Investment Group, L.P. | 918,329 | $9.29M | 0.06% | +20,315+2.3% | Added |
| Nepsis, Inc. | 905,804 | $9.17M | 2.81% | +63,065+7.5% | Added |
| Goldman Sachs Group Inc | 884,804 | $8.95M | 0.00% | −368,164−29.4% | Reduced |
| Bank of New York Mellon Corp | 854,896 | $8.65M | 0.00% | +473,323+124.0% | Added |
| Jacobs Levy Equity Management, Inc | 762,650 | $7.72M | 0.05% | −271,383−26.2% | Reduced |
| Bares Capital Management, Inc. | 700,000 | $7.08M | 0.30% | −80,000−10.3% | Reduced |
| American Century Companies Inc | 657,552 | $6.65M | 0.01% | +62,010+10.4% | Added |
| WCM Investment Management, LLC | 647,824 | $6.56M | 0.02% | +12,250+1.9% | Added |
| Nuveen Asset Management, LLC | 645,253 | $6.53M | 0.00% | +94,339+17.1% | Added |
| Baillie Gifford & Co | 567,136 | $5.74M | 0.01% | −23,318−3.9% | Reduced |
| Northern Trust Corp | 527,177 | $5.34M | 0.00% | +536+0.1% | Added |
| Balyasny Asset Management LLC | 500,012 | $5.06M | 0.01% | +82,024+19.6% | Added |
| Ameriprise Financial Inc | 493,840 | $5.00M | 0.00% | +144,938+41.5% | Added |
| Charles Schwab Investment Management Inc | 435,585 | $4.41M | 0.00% | +17,380+4.2% | Added |
| Morgan Stanley | 396,929 | $4.02M | 0.00% | −58,285−12.8% | Reduced |
| Ensign Peak Advisors, Inc | 371,556 | $3.76M | 0.01% | −324,035−46.6% | Reduced |
| Credit Suisse AG | 370,832 | $3.75M | 0.00% | −42,297−10.2% | Reduced |
| Rhenman & Partners Asset Management AB | 320,000 | $3.24M | 0.35% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 319,200 | $3.23M | 0.01% | −91,300−22.2% | Reduced |
| Rock Springs Capital Management LP | 307,500 | $3.11M | 0.08% | −622,400−66.9% | Reduced |
| Lazard Asset Management LLC | 305,186 | $3.09M | 0.00% | −9,124−2.9% | Reduced |
| Royal Bank of Canada | 299,145 | $3.03M | 0.00% | −16,155−5.1% | Reduced |
| Millennium Management LLC | 249,920 | $2.53M | 0.00% | −166,579−40.0% | Reduced |
| Schroder Investment Management Group | 225,716 | $2.28M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 206,613 | $2.09M | 0.00% | +101,023+95.7% | Added |
| Legal & General Group Plc | 188,422 | $1.91M | 0.00% | +4,324+2.3% | Added |
| Alliancebernstein L.P. | 174,624 | $1.77M | 0.00% | +40,470+30.2% | Added |
| Acadian Asset Management LLC | 165,396 | $1.67M | 0.01% | −157,603−48.8% | Reduced |
| Renaissance Technologies LLC | 159,469 | $1.61M | 0.00% | +4,869+3.1% | Added |
| Trexquant Investment LP | 141,531 | $1.43M | 0.04% | +113,423+403.5% | Added |
| Swiss National Bank | 123,600 | $1.25M | 0.00% | +2,100+1.7% | Added |
| New York State Common Retirement Fund | 121,385 | $1.23M | 0.00% | +4,599+3.9% | Added |
| Two Sigma Investments, LP | 115,420 | $1.17M | 0.00% | −148,963−56.3% | Reduced |
| Engineers Gate Manager LP | 114,637 | $1.16M | 0.04% | −22,224−16.2% | Reduced |
| Algert Global LLC | 109,118 | $1.10M | 0.05% | −106,230−49.3% | Reduced |
| Pier 88 Investment Partners LLC | 101,470 | $1.03M | 0.26% | +11,080+12.3% | Added |
| State of Wisconsin Investment Board | 93,085 | $942.0K | 0.00% | +2,673+3.0% | Added |
| Exchange Traded Concepts, LLC | 92,607 | $937.2K | 0.03% | −13,690−12.9% | Reduced |
| Zacks Investment Management | 89,203 | $902.7K | 0.01% | +4,132+4.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 85,740 | $867.7K | 0.01% | −75,642−46.9% | Reduced |
| Public Employees Retirement System of Ohio | 83,845 | $849.0K | 0.00% | −12,000−12.5% | Reduced |
| Rhumbline Advisers | 81,856 | $828.4K | 0.00% | +3,865+5.0% | Added |
| Citadel Advisors LLC | 80,584 | $815.5K | 0.00% | +66,681+479.6% | Added |
| FMR LLC | 79,939 | $809.0K | 0.00% | −13,580−14.5% | Reduced |
| Invesco Ltd. | 77,257 | $781.8K | 0.00% | +11,936+18.3% | Added |
| National Bank of Canada | 79,749 | $779.1K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 70,845 | $717.0K | 0.00% | +70,845 | New |
| ClariVest Asset Management LLC | 68,241 | $691.0K | 0.04% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 68,197 | $690.0K | 0.01% | +2,670+4.1% | Added |
| UBS Group AG | 64,911 | $656.9K | 0.00% | +22,611+53.5% | Added |
| California State Teachers Retirement System | 62,010 | $627.5K | 0.00% | −5,656−8.4% | Reduced |
| UBS Asset Management Americas Inc | 57,056 | $577.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 54,699 | $553.6K | 0.00% | −15,101−21.6% | Reduced |
| Barclays PLC | 53,209 | $538.5K | 0.00% | +30,580+135.1% | Added |
| Putnam Investments LLC | 48,902 | $494.9K | 0.00% | +48,902 | New |
| Massachusetts Financial Services Co | 47,184 | $477.5K | 0.00% | −1,809−3.7% | Reduced |
| BIT Capital GmbH | 45,338 | $458.8K | 0.06% | +45,338 | New |
| Great West Life Assurance Co | 44,548 | $451.0K | 0.00% | +5,053+12.8% | Added |
| Price T Rowe Associates Inc | 41,974 | $425.0K | 0.00% | +1,541+3.8% | Added |
| Susquehanna International Group, LLP | 41,488 | $419.9K | 0.00% | −35,192−45.9% | Reduced |
| Bank of Montreal | 38,224 | $418.6K | 0.00% | +38,224 | New |
| HSBC Holdings PLC | 41,420 | $410.8K | 0.00% | +30,127+266.8% | Added |
| Cubist Systematic Strategies, LLC | 36,163 | $366.0K | 0.00% | +26,321+267.4% | Added |
| Jane Street Group, LLC | 35,234 | $356.6K | 0.00% | +6,128+21.1% | Added |
| Deutsche Bank AG | 33,730 | $341.3K | 0.00% | −172,716−83.7% | Reduced |
| CVS Health Corp | 32,273 | $326.6K | 0.18% | 00.0% | Unchanged |
| Sepio Capital, LP | 30,610 | $309.8K | 0.03% | 00.0% | Unchanged |
| Franklin Resources Inc | 30,492 | $308.6K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 30,342 | $307.1K | 0.01% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 29,424 | $297.8K | 0.03% | +1,008+3.5% | Added |
| American International Group, Inc. | 27,860 | $281.9K | 0.00% | +991+3.7% | Added |
| MetLife Investment Management | 27,453 | $277.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 25,818 | $261.3K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 25,793 | $261.0K | 0.00% | +7,152+38.4% | Added |
| Tudor Investment Corp Et Al | 25,074 | $253.7K | 0.00% | −15,032−37.5% | Reduced |
| Dark Forest Capital Management LP | 24,984 | $252.8K | 0.02% | −10,131−28.9% | Reduced |
| Counterpoint Mutual Funds LLC | 24,086 | $243.8K | 0.20% | +24,086 | New |
| SEI Investments Co | 23,065 | $233.4K | 0.00% | −30,575−57.0% | Reduced |
| Voya Investment Management LLC | 22,754 | $230.3K | 0.00% | +489+2.2% | Added |
| Manufacturers Life Insurance Company, The | 22,181 | $224.5K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 20,296 | $205.4K | 0.00% | −1,132−5.3% | Reduced |
| Public Employees Retirement Association of Colorado | 19,893 | $201.0K | 0.00% | −3,061−13.3% | Reduced |
| Janus Henderson Group PLC | 19,812 | $200.6K | 0.00% | +40.0% | Added |
| Shell Asset Management Co | 19,269 | $195.0K | 0.01% | +19,269 | New |
| Summit Global Investments | 17,491 | $177.0K | 0.01% | +17,491 | New |
| Lunt Capital Management, Inc. | 17,337 | $175.4K | 0.09% | 00.0% | Unchanged |
| Vident Advisory, LLC | 16,647 | $168.5K | 0.01% | +16,647 | New |