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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 16,447 | $166.4K | 0.05% | +16,447 | New |
| SG Americas Securities, LLC | 16,331 | $165.0K | 0.00% | −119,306−88.0% | Reduced |
| Arizona State Retirement System | 16,018 | $162.1K | 0.00% | +343+2.2% | Added |
| State Board of Administration of Florida Retirement System | 15,934 | $161.3K | 0.00% | +90+0.6% | Added |
| Crossmark Global Holdings, Inc. | 16,309 | $161.0K | 0.00% | +623+4.0% | Added |
| Wells Fargo & Company | 15,507 | $156.9K | 0.00% | −7,542−32.7% | Reduced |
| Creative Planning | 15,296 | $154.8K | 0.00% | −8,897−36.8% | Reduced |
| Cigna Investments Inc | 14,079 | $143.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 12,639 | $127.9K | 0.01% | −913−6.7% | Reduced |
| Vista Wealth Management Group, LLC | 12,477 | $126.3K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,255 | $124.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,064 | $122.1K | 0.02% | −2,975−19.8% | Reduced |
| Brendel Financial Advisors LLC | 11,831 | $120.0K | 0.18% | −50−0.4% | Reduced |
| Versor Investments LP | 11,600 | $117.4K | 0.02% | +11,600 | New |
| MQS Management LLC | 11,489 | $116.3K | 0.07% | +11,489 | New |
| Stratos Wealth Partners, LTD. | 11,235 | $113.7K | 0.00% | +11,235 | New |
| Harbor Capital Advisors, Inc. | 10,727 | $108.6K | 0.02% | −1,257−10.5% | Reduced |
| Sawtooth Solutions, LLC | 10,396 | $105.2K | 0.00% | −407−3.8% | Reduced |
| Bleakley Financial Group, LLC | 10,396 | $105.2K | 0.00% | −407−3.8% | Reduced |
| Merriman Wealth Management, LLC | 10,000 | $101.2K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,979 | $90.9K | 0.00% | +1,640+22.3% | Added |
| Aquatic Capital Management LLC | 7,200 | $73.0K | 0.00% | +7,200 | New |
| Amalgamated Bank | 7,091 | $72.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 5,905 | $59.8K | 0.01% | −1,146−16.3% | Reduced |
| Ameritas Investment Partners, Inc. | 5,546 | $56.1K | 0.00% | +1,467+36.0% | Added |
| Tower Research Capital LLC (TRC) | 3,118 | $31.6K | 0.00% | +1,942+165.1% | Added |
| Metropolitan Life Insurance Co | 3,051 | $30.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,945 | $29.8K | 0.00% | −32−1.1% | Reduced |
| US Bancorp | 2,404 | $24.3K | 0.00% | −1,004−29.5% | Reduced |
| Manchester Capital Management LLC | 2,245 | $22.7K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,146 | $21.7K | 0.00% | +2,146 | New |
| Comerica Bank | 1,618 | $16.4K | 0.00% | +1,618 | New |
| CWM, LLC | 1,463 | $15.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,379 | $14.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,250 | $12.7K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,234 | $12.5K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 1,065 | $10.8K | 0.00% | −33,477−96.9% | Reduced |
| Quarry LP | 1,026 | $10.4K | 0.01% | −494−32.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 947 | $10.0K | 0.00% | +1+0.1% | Added |
| The PNC Financial Services Group, Inc. | 746 | $7.55K | 0.00% | +116+18.4% | Added |
| Signaturefd, LLC | 739 | $7.48K | 0.00% | −353−32.3% | Reduced |
| Simplex Trading, LLC | 747 | $7.00K | 0.00% | +747 | New |
| Wolverine Asset Management LLC | 600 | $6.07K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 532 | $5.38K | 0.00% | +76+16.7% | Added |
| Quadrant Capital Group LLC | 498 | $5.04K | 0.00% | −1,273−71.9% | Reduced |
| Parallel Advisors, LLC | 452 | $4.57K | 0.00% | −14−3.0% | Reduced |
| Lindbrook Capital, LLC | 416 | $4.21K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 334 | $4.17K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 337 | $3.41K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 308 | $3.12K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 300 | $3.04K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 138 | $1.37K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 90 | $911 | 0.00% | −8−8.2% | Reduced |
| Headinvest, LLC | 50 | $508 | 0.00% | +50 | New |
| McIlrath & Eck, LLC | 38 | $385 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 20 | $250 | 0.00% | +20 | New |
| Crewe Advisors LLC | 12 | $122 | 0.00% | +2+20.0% | Added |
| Assetmark, Inc | 11 | $111 | 0.00% | +11 | New |
| Covestor Ltd | 7 | $0 | 0.00% | −1−12.5% | Reduced |
| 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 |