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 |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 58,417 | $540.9K | 0.00% | +58,417 | New |
| California State Teachers Retirement System | 59,984 | $555.5K | 0.00% | −2,026−3.3% | Reduced |
| Trexquant Investment LP | 62,408 | $577.9K | 0.01% | −79,123−55.9% | Reduced |
| Invesco Ltd. | 66,591 | $616.6K | 0.00% | −10,666−13.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 69,669 | $645.0K | 0.07% | +69,669 | New |
| ClariVest Asset Management LLC | 69,900 | $647.3K | 0.04% | +1,659+2.4% | Added |
| Putnam Investments LLC | 72,696 | $673.2K | 0.00% | +23,794+48.7% | Added |
| Exchange Traded Concepts, LLC | 74,480 | $689.7K | 0.02% | −18,127−19.6% | Reduced |
| Summit Global Investments | 75,072 | $695.0K | 0.05% | +57,581+329.2% | Added |
| State of Wisconsin Investment Board | 75,527 | $699.4K | 0.00% | −17,558−18.9% | Reduced |
| Zacks Investment Management | 77,328 | $716.1K | 0.01% | −11,875−13.3% | Reduced |
| FMR LLC | 78,600 | $727.8K | 0.00% | −1,339−1.7% | Reduced |
| Rhumbline Advisers | 81,879 | $758.2K | 0.00% | +230.0% | Added |
| Public Employees Retirement System of Ohio | 83,845 | $776.4K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 84,988 | $787.0K | 0.07% | +55,564+188.8% | Added |
| Engineers Gate Manager LP | 96,892 | $897.2K | 0.03% | −17,745−15.5% | Reduced |
| Renaissance Technologies LLC | 99,269 | $919.0K | 0.00% | −60,200−37.8% | Reduced |
| UBS Group AG | 101,155 | $936.7K | 0.00% | +36,244+55.8% | Added |
| Swiss National Bank | 112,200 | $1.04M | 0.00% | −11,400−9.2% | Reduced |
| Qube Research & Technologies Ltd | 122,093 | $1.13M | 0.00% | +51,248+72.3% | Added |
| New York State Common Retirement Fund | 122,967 | $1.14M | 0.00% | +1,582+1.3% | Added |
| Barclays PLC | 128,025 | $1.19M | 0.00% | +74,816+140.6% | Added |
| Valmark Advisers, Inc. | 130,000 | $1.20M | 0.02% | +130,000 | New |
| Legal & General Group Plc | 139,427 | $1.29M | 0.00% | −48,995−26.0% | Reduced |
| Jane Street Group, LLC | 170,637 | $1.58M | 0.00% | +135,403+384.3% | Added |
| HRT Financial LP | 191,083 | $1.77M | 0.01% | +191,083 | New |
| Deutsche Bank AG | 206,846 | $1.92M | 0.00% | +173,116+513.2% | Added |
| Two Sigma Investments, LP | 207,839 | $1.92M | 0.00% | +92,419+80.1% | Added |
| Algert Global LLC | 220,528 | $2.04M | 0.08% | +111,410+102.1% | Added |
| Credit Suisse AG | 227,753 | $2.11M | 0.00% | −143,079−38.6% | Reduced |
| Royal Bank of Canada | 229,193 | $2.12M | 0.00% | −69,952−23.4% | Reduced |
| Citadel Advisors LLC | 241,708 | $2.24M | 0.00% | +161,124+199.9% | Added |
| Massachusetts Financial Services Co | 253,368 | $2.35M | 0.00% | +206,184+437.0% | Added |
| Balyasny Asset Management LLC | 279,978 | $2.59M | 0.01% | −220,034−44.0% | Reduced |
| Two Sigma Advisers, LP | 282,900 | $2.62M | 0.01% | −36,300−11.4% | Reduced |
| Lazard Asset Management LLC | 293,185 | $2.71M | 0.00% | −12,001−3.9% | Reduced |
| Rhenman & Partners Asset Management AB | 300,000 | $2.78M | 0.28% | −20,000−6.3% | Reduced |
| Schroder Investment Management Group | 379,658 | $3.52M | 0.00% | +153,942+68.2% | Added |
| Ameriprise Financial Inc | 444,729 | $4.12M | 0.00% | −49,111−9.9% | Reduced |
| Bares Capital Management, Inc. | 450,000 | $4.17M | 0.16% | −250,000−35.7% | Reduced |
| Ensign Peak Advisors, Inc | 456,841 | $4.23M | 0.01% | +85,285+23.0% | Added |
| Northern Trust Corp | 521,115 | $4.83M | 0.00% | −6,062−1.1% | Reduced |
| Charles Schwab Investment Management Inc | 521,362 | $4.83M | 0.00% | +85,777+19.7% | Added |
| Acadian Asset Management LLC | 524,066 | $4.85M | 0.02% | +358,670+216.9% | Added |
| Baillie Gifford & Co | 538,318 | $4.98M | 0.00% | −28,818−5.1% | Reduced |
| American Century Companies Inc | 656,336 | $6.08M | 0.00% | −1,216−0.2% | Reduced |
| Morgan Stanley | 686,664 | $6.36M | 0.00% | +289,735+73.0% | Added |
| Jacobs Levy Equity Management, Inc | 743,637 | $6.89M | 0.03% | −19,013−2.5% | Reduced |
| Nuveen Asset Management, LLC | 772,728 | $7.16M | 0.00% | +127,475+19.8% | Added |
| Alyeska Investment Group, L.P. | 884,560 | $8.19M | 0.06% | −33,769−3.7% | Reduced |
| First Light Asset Management, LLC | 1,014,475 | $9.39M | 0.76% | −1,915,669−65.4% | Reduced |
| Millennium Management LLC | 1,026,888 | $9.51M | 0.01% | +776,968+310.9% | Added |
| JPMorgan Chase & Co | 1,090,849 | $10.1M | 0.00% | −888,612−44.9% | Reduced |
| Nepsis, Inc. | 1,091,932 | $10.1M | 2.88% | +186,128+20.5% | Added |
| Bank of New York Mellon Corp | 1,218,288 | $11.3M | 0.00% | +363,392+42.5% | Added |
| Goldman Sachs Group Inc | 1,220,627 | $11.3M | 0.00% | +335,823+38.0% | Added |
| Granahan Investment Management Inc | 1,233,721 | $11.4M | 0.38% | +55,818+4.7% | Added |
| Geode Capital Management, LLC | 1,260,668 | $11.7M | 0.00% | +80,058+6.8% | Added |
| State Street Corp | 1,287,532 | $11.9M | 0.00% | −172,973−11.8% | Reduced |
| Primecap Management Co | 1,419,577 | $13.1M | 0.01% | +299,139+26.7% | Added |
| Dimensional Fund Advisors LP | 1,546,932 | $14.3M | 0.00% | +66,613+4.5% | Added |
| Impax Asset Management Group plc | 1,754,475 | $16.2M | 0.07% | +600,000+52.0% | Added |
| Daventry Group, LP | 1,920,375 | $17.8M | 7.64% | +346,200+22.0% | Added |
| Wellington Management Group LLP | 3,140,282 | $29.1M | 0.01% | +139,682+4.7% | Added |
| Point72 Asset Management, L.P. | 4,157,366 | $38.5M | 0.12% | +273,514+7.0% | Added |
| BlackRock Inc. | 5,318,571 | $49.2M | 0.00% | +375,966+7.6% | Added |
| Vanguard Group Inc | 5,507,972 | $51.0M | 0.00% | −933,735−14.5% | Reduced |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −647,824−100.0% | Sold out |
| Rock Springs Capital Management LP | 0 | $0 | 0.00% | −307,500−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −85,740−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −79,749−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −45,338−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −38,224−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −25,074−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −24,984−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −24,086−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,064−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −10,396−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −10,396−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −2,146−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −452−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |