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, Q4 2023
Institutional positions in Health Catalyst, Inc. as of Dec 31, 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
- 167
- +8 vs. Q3 2023
- Shares held
- 49.7M
- +351.2K (+0.7%) vs. Q3 2023
- Total value
- $460.5M
- −$39.2M (−7.8%) vs. Q3 2023
- New holders
- 30
- 54 more added
- Sold out
- 22
- 60 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,507,972 | $51.0M | 0.00% | −933,735−14.5% | Reduced |
| BlackRock Inc. | 5,318,571 | $49.2M | 0.00% | +375,966+7.6% | Added |
| Point72 Asset Management, L.P. | 4,157,366 | $38.5M | 0.12% | +273,514+7.0% | Added |
| Wellington Management Group LLP | 3,140,282 | $29.1M | 0.01% | +139,682+4.7% | Added |
| Daventry Group, LP | 1,920,375 | $17.8M | 7.64% | +346,200+22.0% | Added |
| Impax Asset Management Group plc | 1,754,475 | $16.2M | 0.07% | +600,000+52.0% | Added |
| Dimensional Fund Advisors LP | 1,546,932 | $14.3M | 0.00% | +66,613+4.5% | Added |
| Primecap Management Co | 1,419,577 | $13.1M | 0.01% | +299,139+26.7% | Added |
| State Street Corp | 1,287,532 | $11.9M | 0.00% | −172,973−11.8% | Reduced |
| Geode Capital Management, LLC | 1,260,668 | $11.7M | 0.00% | +80,058+6.8% | Added |
| Granahan Investment Management Inc | 1,233,721 | $11.4M | 0.38% | +55,818+4.7% | Added |
| Goldman Sachs Group Inc | 1,220,627 | $11.3M | 0.00% | +335,823+38.0% | Added |
| Bank of New York Mellon Corp | 1,218,288 | $11.3M | 0.00% | +363,392+42.5% | Added |
| Nepsis, Inc. | 1,091,932 | $10.1M | 2.88% | +186,128+20.5% | Added |
| JPMorgan Chase & Co | 1,090,849 | $10.1M | 0.00% | −888,612−44.9% | Reduced |
| Millennium Management LLC | 1,026,888 | $9.51M | 0.01% | +776,968+310.9% | Added |
| First Light Asset Management, LLC | 1,014,475 | $9.39M | 0.76% | −1,915,669−65.4% | Reduced |
| Alyeska Investment Group, L.P. | 884,560 | $8.19M | 0.06% | −33,769−3.7% | Reduced |
| Nuveen Asset Management, LLC | 772,728 | $7.16M | 0.00% | +127,475+19.8% | Added |
| Jacobs Levy Equity Management, Inc | 743,637 | $6.89M | 0.03% | −19,013−2.5% | Reduced |
| Morgan Stanley | 686,664 | $6.36M | 0.00% | +289,735+73.0% | Added |
| American Century Companies Inc | 656,336 | $6.08M | 0.00% | −1,216−0.2% | Reduced |
| Baillie Gifford & Co | 538,318 | $4.98M | 0.00% | −28,818−5.1% | Reduced |
| Acadian Asset Management LLC | 524,066 | $4.85M | 0.02% | +358,670+216.9% | Added |
| Charles Schwab Investment Management Inc | 521,362 | $4.83M | 0.00% | +85,777+19.7% | Added |
| Northern Trust Corp | 521,115 | $4.83M | 0.00% | −6,062−1.1% | Reduced |
| Ensign Peak Advisors, Inc | 456,841 | $4.23M | 0.01% | +85,285+23.0% | Added |
| Bares Capital Management, Inc. | 450,000 | $4.17M | 0.16% | −250,000−35.7% | Reduced |
| Ameriprise Financial Inc | 444,729 | $4.12M | 0.00% | −49,111−9.9% | Reduced |
| Schroder Investment Management Group | 379,658 | $3.52M | 0.00% | +153,942+68.2% | Added |
| Rhenman & Partners Asset Management AB | 300,000 | $2.78M | 0.28% | −20,000−6.3% | Reduced |
| Lazard Asset Management LLC | 293,185 | $2.71M | 0.00% | −12,001−3.9% | Reduced |
| Two Sigma Advisers, LP | 282,900 | $2.62M | 0.01% | −36,300−11.4% | Reduced |
| Balyasny Asset Management LLC | 279,978 | $2.59M | 0.01% | −220,034−44.0% | Reduced |
| Massachusetts Financial Services Co | 253,368 | $2.35M | 0.00% | +206,184+437.0% | Added |
| Citadel Advisors LLC | 241,708 | $2.24M | 0.00% | +161,124+199.9% | Added |
| Royal Bank of Canada | 229,193 | $2.12M | 0.00% | −69,952−23.4% | Reduced |
| Credit Suisse AG | 227,753 | $2.11M | 0.00% | −143,079−38.6% | Reduced |
| Algert Global LLC | 220,528 | $2.04M | 0.08% | +111,410+102.1% | Added |
| Two Sigma Investments, LP | 207,839 | $1.92M | 0.00% | +92,419+80.1% | Added |
| Deutsche Bank AG | 206,846 | $1.92M | 0.00% | +173,116+513.2% | Added |
| HRT Financial LP | 191,083 | $1.77M | 0.01% | +191,083 | New |
| Jane Street Group, LLC | 170,637 | $1.58M | 0.00% | +135,403+384.3% | Added |
| Legal & General Group Plc | 139,427 | $1.29M | 0.00% | −48,995−26.0% | Reduced |
| Valmark Advisers, Inc. | 130,000 | $1.20M | 0.02% | +130,000 | New |
| Barclays PLC | 128,025 | $1.19M | 0.00% | +74,816+140.6% | Added |
| New York State Common Retirement Fund | 122,967 | $1.14M | 0.00% | +1,582+1.3% | Added |
| Qube Research & Technologies Ltd | 122,093 | $1.13M | 0.00% | +51,248+72.3% | Added |
| Swiss National Bank | 112,200 | $1.04M | 0.00% | −11,400−9.2% | Reduced |
| UBS Group AG | 101,155 | $936.7K | 0.00% | +36,244+55.8% | Added |
| Renaissance Technologies LLC | 99,269 | $919.0K | 0.00% | −60,200−37.8% | Reduced |
| Engineers Gate Manager LP | 96,892 | $897.2K | 0.03% | −17,745−15.5% | Reduced |
| Petrus Trust Company, LTA | 84,988 | $787.0K | 0.07% | +55,564+188.8% | Added |
| Public Employees Retirement System of Ohio | 83,845 | $776.4K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 81,879 | $758.2K | 0.00% | +230.0% | Added |
| FMR LLC | 78,600 | $727.8K | 0.00% | −1,339−1.7% | Reduced |
| Zacks Investment Management | 77,328 | $716.1K | 0.01% | −11,875−13.3% | Reduced |
| State of Wisconsin Investment Board | 75,527 | $699.4K | 0.00% | −17,558−18.9% | Reduced |
| Summit Global Investments | 75,072 | $695.0K | 0.05% | +57,581+329.2% | Added |
| Exchange Traded Concepts, LLC | 74,480 | $689.7K | 0.02% | −18,127−19.6% | Reduced |
| Putnam Investments LLC | 72,696 | $673.2K | 0.00% | +23,794+48.7% | Added |
| ClariVest Asset Management LLC | 69,900 | $647.3K | 0.04% | +1,659+2.4% | Added |
| Dynamic Technology Lab Private Ltd | 69,669 | $645.0K | 0.07% | +69,669 | New |
| Invesco Ltd. | 66,591 | $616.6K | 0.00% | −10,666−13.8% | Reduced |
| Trexquant Investment LP | 62,408 | $577.9K | 0.01% | −79,123−55.9% | Reduced |
| California State Teachers Retirement System | 59,984 | $555.5K | 0.00% | −2,026−3.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 58,417 | $540.9K | 0.00% | +58,417 | New |
| ExodusPoint Capital Management, LP | 57,490 | $532.0K | 0.01% | −10,707−15.7% | Reduced |
| UBS Asset Management Americas Inc | 57,056 | $528.3K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 53,220 | $492.8K | 0.00% | −121,404−69.5% | Reduced |
| HSBC Holdings PLC | 52,083 | $487.0K | 0.00% | +10,663+25.7% | Added |
| Shay Capital LLC | 50,000 | $463.0K | 0.18% | +50,000 | New |
| Price T Rowe Associates Inc | 46,915 | $435.0K | 0.00% | +4,941+11.8% | Added |
| Russell Investments Group, Ltd. | 45,784 | $424.0K | 0.00% | −8,915−16.3% | Reduced |
| Great West Life Assurance Co | 44,548 | $409.0K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 42,086 | $389.7K | 0.12% | +42,086 | New |
| Susquehanna International Group, LLP | 41,677 | $385.9K | 0.00% | +189+0.5% | Added |
| Perigon Wealth Management, LLC | 40,697 | $376.9K | 0.01% | +10,355+34.1% | Added |
| Gsa Capital Partners LLP | 39,854 | $369.0K | 0.03% | +39,854 | New |
| Fox Run Management, L.L.C. | 39,333 | $364.2K | 0.09% | +22,886+139.1% | Added |
| Citigroup Inc | 38,813 | $359.4K | 0.00% | +37,748+3,544.4% | Added |
| Man Group plc | 38,018 | $352.0K | 0.00% | +38,018 | New |
| Squarepoint Ops LLC | 37,735 | $349.4K | 0.00% | +37,735 | New |
| Quest Partners LLC | 32,849 | $304.2K | 0.06% | +32,849 | New |
| Principal Financial Group Inc | 32,724 | $303.0K | 0.00% | +6,931+26.9% | Added |
| CVS Health Corp | 32,273 | $298.8K | 0.15% | 00.0% | Unchanged |
| Sepio Capital, LP | 30,610 | $283.4K | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 30,218 | $279.8K | 0.00% | −274−0.9% | Reduced |
| Pier 88 Investment Partners LLC | 29,100 | $269.5K | 0.07% | −72,370−71.3% | Reduced |
| Versor Investments LP | 29,000 | $268.5K | 0.05% | +17,400+150.0% | Added |
| American International Group, Inc. | 28,095 | $260.2K | 0.00% | +235+0.8% | Added |
| MetLife Investment Management | 27,453 | $254.2K | 0.00% | 00.0% | Unchanged |
| Aristides Capital LLC | 27,229 | $252.1K | 0.13% | +27,229 | New |
| Bank of America Corp | 27,109 | $251.0K | 0.00% | −179,504−86.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 25,818 | $239.1K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 24,889 | $230.5K | 0.02% | +24,889 | New |
| Keebeck Alpha, LP | 24,789 | $229.5K | 0.18% | +24,789 | New |
| Voya Investment Management LLC | 22,754 | $210.7K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 22,181 | $205.4K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 21,994 | $203.7K | 0.00% | +6,487+41.8% | Added |