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 |
|---|---|---|---|---|---|
| National Bank of Canada | 79,749 | $779.1K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 77,257 | $781.8K | 0.00% | +11,936+18.3% | Added |
| FMR LLC | 79,939 | $809.0K | 0.00% | −13,580−14.5% | Reduced |
| Citadel Advisors LLC | 80,584 | $815.5K | 0.00% | +66,681+479.6% | Added |
| Rhumbline Advisers | 81,856 | $828.4K | 0.00% | +3,865+5.0% | Added |
| Public Employees Retirement System of Ohio | 83,845 | $849.0K | 0.00% | −12,000−12.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 85,740 | $867.7K | 0.01% | −75,642−46.9% | Reduced |
| Zacks Investment Management | 89,203 | $902.7K | 0.01% | +4,132+4.9% | Added |
| Exchange Traded Concepts, LLC | 92,607 | $937.2K | 0.03% | −13,690−12.9% | Reduced |
| State of Wisconsin Investment Board | 93,085 | $942.0K | 0.00% | +2,673+3.0% | Added |
| Pier 88 Investment Partners LLC | 101,470 | $1.03M | 0.26% | +11,080+12.3% | Added |
| Algert Global LLC | 109,118 | $1.10M | 0.05% | −106,230−49.3% | Reduced |
| Engineers Gate Manager LP | 114,637 | $1.16M | 0.04% | −22,224−16.2% | Reduced |
| Two Sigma Investments, LP | 115,420 | $1.17M | 0.00% | −148,963−56.3% | Reduced |
| New York State Common Retirement Fund | 121,385 | $1.23M | 0.00% | +4,599+3.9% | Added |
| Swiss National Bank | 123,600 | $1.25M | 0.00% | +2,100+1.7% | Added |
| Trexquant Investment LP | 141,531 | $1.43M | 0.04% | +113,423+403.5% | Added |
| Renaissance Technologies LLC | 159,469 | $1.61M | 0.00% | +4,869+3.1% | Added |
| Acadian Asset Management LLC | 165,396 | $1.67M | 0.01% | −157,603−48.8% | Reduced |
| Alliancebernstein L.P. | 174,624 | $1.77M | 0.00% | +40,470+30.2% | Added |
| Legal & General Group Plc | 188,422 | $1.91M | 0.00% | +4,324+2.3% | Added |
| Bank of America Corp | 206,613 | $2.09M | 0.00% | +101,023+95.7% | Added |
| Schroder Investment Management Group | 225,716 | $2.28M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 249,920 | $2.53M | 0.00% | −166,579−40.0% | Reduced |
| Royal Bank of Canada | 299,145 | $3.03M | 0.00% | −16,155−5.1% | Reduced |
| Lazard Asset Management LLC | 305,186 | $3.09M | 0.00% | −9,124−2.9% | Reduced |
| Rock Springs Capital Management LP | 307,500 | $3.11M | 0.08% | −622,400−66.9% | Reduced |
| Two Sigma Advisers, LP | 319,200 | $3.23M | 0.01% | −91,300−22.2% | Reduced |
| Rhenman & Partners Asset Management AB | 320,000 | $3.24M | 0.35% | 00.0% | Unchanged |
| Credit Suisse AG | 370,832 | $3.75M | 0.00% | −42,297−10.2% | Reduced |
| Ensign Peak Advisors, Inc | 371,556 | $3.76M | 0.01% | −324,035−46.6% | Reduced |
| Morgan Stanley | 396,929 | $4.02M | 0.00% | −58,285−12.8% | Reduced |
| Charles Schwab Investment Management Inc | 435,585 | $4.41M | 0.00% | +17,380+4.2% | Added |
| Ameriprise Financial Inc | 493,840 | $5.00M | 0.00% | +144,938+41.5% | Added |
| Balyasny Asset Management LLC | 500,012 | $5.06M | 0.01% | +82,024+19.6% | Added |
| Northern Trust Corp | 527,177 | $5.34M | 0.00% | +536+0.1% | Added |
| Baillie Gifford & Co | 567,136 | $5.74M | 0.01% | −23,318−3.9% | Reduced |
| Nuveen Asset Management, LLC | 645,253 | $6.53M | 0.00% | +94,339+17.1% | Added |
| WCM Investment Management, LLC | 647,824 | $6.56M | 0.02% | +12,250+1.9% | Added |
| American Century Companies Inc | 657,552 | $6.65M | 0.01% | +62,010+10.4% | Added |
| Bares Capital Management, Inc. | 700,000 | $7.08M | 0.30% | −80,000−10.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 762,650 | $7.72M | 0.05% | −271,383−26.2% | Reduced |
| Bank of New York Mellon Corp | 854,896 | $8.65M | 0.00% | +473,323+124.0% | Added |
| Goldman Sachs Group Inc | 884,804 | $8.95M | 0.00% | −368,164−29.4% | Reduced |
| Nepsis, Inc. | 905,804 | $9.17M | 2.81% | +63,065+7.5% | Added |
| Alyeska Investment Group, L.P. | 918,329 | $9.29M | 0.06% | +20,315+2.3% | Added |
| Primecap Management Co | 1,120,438 | $11.3M | 0.01% | +519,004+86.3% | Added |
| Impax Asset Management Group plc | 1,154,475 | $11.7M | 0.05% | 00.0% | Unchanged |
| Granahan Investment Management Inc | 1,177,903 | $11.9M | 0.42% | +17,678+1.5% | Added |
| Geode Capital Management, LLC | 1,180,610 | $11.9M | 0.00% | +50,870+4.5% | Added |
| State Street Corp | 1,460,505 | $14.8M | 0.00% | +41,742+2.9% | Added |
| Dimensional Fund Advisors LP | 1,480,319 | $15.0M | 0.00% | +275,695+22.9% | Added |
| Daventry Group, LP | 1,574,175 | $15.9M | 10.16% | −62,936−3.8% | Reduced |
| JPMorgan Chase & Co | 1,979,461 | $20.0M | 0.00% | −125,663−6.0% | Reduced |
| First Light Asset Management, LLC | 2,930,144 | $29.7M | 2.82% | +389,185+15.3% | Added |
| Wellington Management Group LLP | 3,000,600 | $30.4M | 0.01% | −8100.0% | Reduced |
| Point72 Asset Management, L.P. | 3,883,852 | $39.3M | 0.13% | +1,486,596+62.0% | Added |
| BlackRock Inc. | 4,942,605 | $50.0M | 0.00% | +183,332+3.9% | Added |
| Vanguard Group Inc | 6,441,707 | $65.2M | 0.00% | +78,823+1.2% | Added |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −521,000−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −107,217−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −94,674−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −82,123−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −36,500−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −30,476−100.0% | Sold out |
| Baker Boyer National Bank | 0 | $0 | 0.00% | −24,607−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −24,200−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −12,049−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −12,047−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,016−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −358−100.0% | Sold out |