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 |
|---|---|---|---|---|---|
| Semanteon Capital Management, LP | 21,234 | $196.6K | 0.13% | +21,234 | New |
| SEI Investments Co | 20,176 | $186.8K | 0.00% | −2,889−12.5% | Reduced |
| Janus Henderson Group PLC | 19,775 | $183.1K | 0.00% | −37−0.2% | Reduced |
| Vident Advisory, LLC | 19,586 | $181.4K | 0.00% | +2,939+17.7% | Added |
| Mackenzie Financial Corp | 18,626 | $172.5K | 0.00% | +18,626 | New |
| Axq Capital, LP | 17,823 | $165.0K | 0.04% | +17,823 | New |
| Quantbot Technologies LP | 17,464 | $161.7K | 0.01% | +17,464 | New |
| MQS Management LLC | 17,416 | $161.3K | 0.09% | +5,927+51.6% | Added |
| Lunt Capital Management, Inc. | 17,337 | $160.5K | 0.08% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 16,882 | $156.0K | 0.00% | −3,011−15.1% | Reduced |
| Crossmark Global Holdings, Inc. | 16,290 | $151.0K | 0.00% | −19−0.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 16,055 | $148.7K | 0.01% | +16,055 | New |
| State Board of Administration of Florida Retirement System | 15,934 | $147.5K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,925 | $147.5K | 0.00% | −93−0.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,072 | $139.6K | 0.00% | +2,817+23.0% | Added |
| Creative Planning | 14,902 | $138.0K | 0.00% | −394−2.6% | Reduced |
| Shell Asset Management Co | 14,807 | $137.0K | 0.01% | −4,462−23.2% | Reduced |
| Cigna Investments Inc | 14,079 | $130.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 13,790 | $127.7K | 0.02% | +7,885+133.5% | Added |
| Mariner, LLC | 12,670 | $117.3K | 0.00% | −7,626−37.6% | Reduced |
| Cornerstone Investment Partners, LLC | 12,639 | $117.0K | 0.01% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 12,477 | $115.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,018 | $111.3K | 0.00% | +8,900+285.4% | Added |
| Brendel Financial Advisors LLC | 11,831 | $110.0K | 0.07% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 11,670 | $108.1K | 0.00% | +11,670 | New |
| Sherbrooke Park Advisers LLC | 10,993 | $101.8K | 0.05% | +10,993 | New |
| Harbor Capital Advisors, Inc. | 10,945 | $101.4K | 0.02% | +218+2.0% | Added |
| SG Americas Securities, LLC | 10,858 | $101.0K | 0.00% | −5,473−33.5% | Reduced |
| Stratos Wealth Partners, LTD. | 10,663 | $98.7K | 0.00% | −572−5.1% | Reduced |
| Merriman Wealth Management, LLC | 10,000 | $92.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,528 | $60.0K | 0.00% | −563−7.9% | Reduced |
| Advisor Group Holdings, Inc. | 5,711 | $52.9K | 0.00% | −3,268−36.4% | Reduced |
| Ameritas Investment Partners, Inc. | 5,546 | $51.4K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,051 | $28.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,049 | $28.0K | 0.00% | +2,302+308.2% | Added |
| Cubist Systematic Strategies, LLC | 2,088 | $19.3K | 0.00% | −34,075−94.2% | Reduced |
| Manchester Capital Management LLC | 2,028 | $18.8K | 0.00% | −217−9.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 1,774 | $16.4K | 0.00% | +1,774 | New |
| Comerica Bank | 1,494 | $13.8K | 0.00% | −124−7.7% | Reduced |
| Umb Bank N A | 1,379 | $12.8K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,250 | $11.6K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,200 | $11.1K | 0.01% | −34−2.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,111 | $10.3K | 0.00% | −1,834−62.3% | Reduced |
| US Bancorp | 927 | $8.58K | 0.00% | −1,477−61.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 723 | $6.70K | 0.00% | +723 | New |
| CWM, LLC | 696 | $6.00K | 0.00% | −767−52.4% | Reduced |
| Leonteq Securities AG | 624 | $5.78K | 0.00% | +287+85.2% | Added |
| Raleigh Capital Management Inc. | 624 | $5.78K | 0.00% | +92+17.3% | Added |
| Quarry LP | 594 | $5.50K | 0.00% | −432−42.1% | Reduced |
| Fairfield, Bush & Co. | 500 | $4.63K | 0.00% | +500 | New |
| Beacon Capital Management, LLC | 334 | $3.38K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 338 | $3.13K | 0.00% | −160−32.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 343 | $3.00K | 0.00% | −604−63.8% | Reduced |
| Advisory Services Network, LLC | 228 | $2.11K | 0.00% | +228 | New |
| Northwestern Mutual Wealth Management Co | 200 | $1.85K | 0.00% | +200 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 189 | $1.75K | 0.00% | −119−38.6% | Reduced |
| Global Retirement Partners, LLC | 138 | $1.50K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 159 | $1.47K | 0.00% | +159 | New |
| Huntington National Bank | 155 | $1.44K | 0.00% | +65+72.2% | Added |
| Valued Wealth Advisors LLC | 128 | $1.30K | 0.00% | +128 | New |
| Signaturefd, LLC | 113 | $1.05K | 0.00% | −626−84.7% | Reduced |
| The PNC Financial Services Group, Inc. | 73 | $676 | 0.00% | −673−90.2% | Reduced |
| Allworth Financial LP | 71 | $658 | 0.00% | +71 | New |
| McIlrath & Eck, LLC | 38 | $352 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 26 | $241 | 0.00% | +26 | New |
| Farther Finance Advisors, LLC | 14 | $130 | 0.00% | +14 | New |
| Covestor Ltd | 6 | $0 | 0.00% | −1−14.3% | 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 |