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, Q1 2024
Institutional positions in Health Catalyst, Inc. as of Mar 31, 2024. 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
- 174
- +8 vs. Q4 2023
- Shares held
- 50.1M
- +438.2K (+0.9%) vs. Q4 2023
- Total value
- $377.4M
- −$82.4M (−17.9%) vs. Q4 2023
- New holders
- 31
- 59 more added
- Sold out
- 23
- 57 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,364,485 | $40.4M | 0.00% | +45,914+0.9% | Added |
| Vanguard Group Inc | 4,476,231 | $33.7M | 0.00% | −1,031,741−18.7% | Reduced |
| Wellington Management Group LLP | 2,626,335 | $19.8M | 0.00% | −513,947−16.4% | Reduced |
| Bank of New York Mellon Corp | 2,489,065 | $18.7M | 0.00% | +1,270,777+104.3% | Added |
| Daventry Group, LP | 2,162,875 | $16.3M | 6.51% | +242,500+12.6% | Added |
| Impax Asset Management Group plc | 2,154,475 | $16.2M | 0.06% | +400,000+22.8% | Added |
| Primecap Management Co | 2,074,383 | $15.6M | 0.01% | +654,806+46.1% | Added |
| Point72 Asset Management, L.P. | 2,033,230 | $15.3M | 0.04% | −2,124,136−51.1% | Reduced |
| Dimensional Fund Advisors LP | 1,629,193 | $12.3M | 0.00% | +82,261+5.3% | Added |
| State Street Corp | 1,322,726 | $9.96M | 0.00% | +35,194+2.7% | Added |
| Geode Capital Management, LLC | 1,319,172 | $9.93M | 0.00% | +58,504+4.6% | Added |
| Goldman Sachs Group Inc | 1,276,815 | $9.61M | 0.00% | +56,188+4.6% | Added |
| Granahan Investment Management Inc | 1,253,704 | $9.44M | 0.33% | +19,983+1.6% | Added |
| Millennium Management LLC | 1,229,149 | $9.26M | 0.01% | +202,261+19.7% | Added |
| Kennedy Capital Management, Inc. | 1,166,002 | $8.78M | 0.18% | +1,166,002 | New |
| Nepsis, Inc. | 1,157,394 | $8.72M | 2.36% | +65,462+6.0% | Added |
| Alyeska Investment Group, L.P. | 984,560 | $7.41M | 0.05% | +100,000+11.3% | Added |
| JPMorgan Chase & Co | 969,164 | $7.30M | 0.00% | −121,685−11.2% | Reduced |
| Nuveen Asset Management, LLC | 761,366 | $5.73M | 0.00% | −11,362−1.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 738,501 | $5.56M | 0.02% | −5,136−0.7% | Reduced |
| First Light Asset Management, LLC | 734,681 | $5.53M | 0.42% | −279,794−27.6% | Reduced |
| Acadian Asset Management LLC | 724,560 | $5.45M | 0.02% | +200,494+38.3% | Added |
| American Century Companies Inc | 673,998 | $5.08M | 0.00% | +17,662+2.7% | Added |
| Baillie Gifford & Co | 536,768 | $4.04M | 0.00% | −1,550−0.3% | Reduced |
| Northern Trust Corp | 512,099 | $3.86M | 0.00% | −9,016−1.7% | Reduced |
| Charles Schwab Investment Management Inc | 484,241 | $3.65M | 0.00% | −37,121−7.1% | Reduced |
| Morgan Stanley | 475,644 | $3.58M | 0.00% | −211,020−30.7% | Reduced |
| Bares Capital Management, Inc. | 450,000 | $3.39M | 0.13% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 425,155 | $3.20M | 0.00% | −19,574−4.4% | Reduced |
| ClariVest Asset Management LLC | 282,325 | $2.13M | 0.22% | +212,425+303.9% | Added |
| Massachusetts Financial Services Co | 281,550 | $2.12M | 0.00% | +28,182+11.1% | Added |
| Lazard Asset Management LLC | 269,037 | $2.02M | 0.00% | −24,148−8.2% | Reduced |
| Cubist Systematic Strategies, LLC | 245,929 | $1.85M | 0.02% | +243,841+11,678.2% | Added |
| Essex Investment Management Co LLC | 245,429 | $1.85M | 0.36% | +245,429 | New |
| Royal Bank of Canada | 213,804 | $1.61M | 0.00% | −15,389−6.7% | Reduced |
| Schroder Investment Management Group | 208,312 | $1.57M | 0.00% | −171,346−45.1% | Reduced |
| Citadel Advisors LLC | 208,089 | $1.57M | 0.00% | −33,619−13.9% | Reduced |
| Deutsche Bank AG | 207,701 | $1.56M | 0.00% | +855+0.4% | Added |
| Adage Capital Partners GP, L.L.C. | 198,963 | $1.50M | 0.00% | +198,963 | New |
| Tudor Investment Corp Et Al | 196,264 | $1.48M | 0.02% | +196,264 | New |
| Squarepoint Ops LLC | 191,804 | $1.44M | 0.01% | +154,069+408.3% | Added |
| Two Sigma Advisers, LP | 170,500 | $1.28M | 0.00% | −112,400−39.7% | Reduced |
| UBS Group AG | 151,988 | $1.14M | 0.00% | +50,833+50.3% | Added |
| Petrus Trust Company, LTA | 148,235 | $1.12M | 0.10% | +63,247+74.4% | Added |
| Susquehanna Fundamental Investments, LLC | 143,333 | $1.08M | 0.05% | +143,333 | New |
| New York State Common Retirement Fund | 140,568 | $1.06M | 0.00% | +17,601+14.3% | Added |
| Bank of America Corp | 140,067 | $1.05M | 0.00% | +112,958+416.7% | Added |
| Legal & General Group Plc | 135,280 | $1.02M | 0.00% | −4,147−3.0% | Reduced |
| Jane Street Group, LLC | 129,436 | $974.7K | 0.00% | −41,201−24.1% | Reduced |
| Valmark Advisers, Inc. | 120,000 | $903.6K | 0.02% | −10,000−7.7% | Reduced |
| Swiss National Bank | 112,200 | $844.9K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 111,842 | $842.0K | 0.01% | −79,241−41.5% | Reduced |
| Diametric Capital, LP | 106,031 | $798.4K | 0.44% | +106,031 | New |
| Barclays PLC | 104,503 | $786.9K | 0.00% | −23,522−18.4% | Reduced |
| Engineers Gate Manager LP | 103,816 | $781.7K | 0.02% | +6,924+7.1% | Added |
| Zacks Investment Management | 102,892 | $774.8K | 0.01% | +25,564+33.1% | Added |
| Franklin Resources Inc | 99,734 | $751.0K | 0.00% | +69,516+230.0% | Added |
| Legato Capital Management LLC | 97,133 | $731.4K | 0.09% | +97,133 | New |
| Intrinsic Edge Capital Management LLC | 87,478 | $658.7K | 0.06% | +87,478 | New |
| Algert Global LLC | 85,428 | $643.3K | 0.03% | −135,100−61.3% | Reduced |
| FMR LLC | 83,831 | $631.2K | 0.00% | +5,231+6.7% | Added |
| Rhumbline Advisers | 83,522 | $628.9K | 0.00% | +1,643+2.0% | Added |
| Invesco Ltd. | 81,613 | $614.5K | 0.00% | +15,022+22.6% | Added |
| Trexquant Investment LP | 81,392 | $612.9K | 0.01% | +18,984+30.4% | Added |
| Public Employees Retirement System of Ohio | 80,376 | $605.2K | 0.00% | −3,469−4.1% | Reduced |
| Qube Research & Technologies Ltd | 80,373 | $605.2K | 0.00% | −41,720−34.2% | Reduced |
| Credit Suisse AG | 74,987 | $564.7K | 0.00% | −152,766−67.1% | Reduced |
| Exchange Traded Concepts, LLC | 74,257 | $559.2K | 0.01% | −223−0.3% | Reduced |
| Prelude Capital Management, LLC | 72,835 | $548.4K | 0.04% | +47,946+192.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 70,962 | $534.3K | 0.00% | +12,545+21.5% | Added |
| ExodusPoint Capital Management, LP | 67,134 | $506.0K | 0.01% | +9,644+16.8% | Added |
| Renaissance Technologies LLC | 66,900 | $504.0K | 0.00% | −32,369−32.6% | Reduced |
| Two Sigma Investments, LP | 62,463 | $470.3K | 0.00% | −145,376−69.9% | Reduced |
| Summit Global Investments | 62,072 | $467.0K | 0.03% | −13,000−17.3% | Reduced |
| Walleye Capital LLC | 61,084 | $460.0K | 0.01% | +61,084 | New |
| HSBC Holdings PLC | 57,655 | $434.1K | 0.00% | +5,572+10.7% | Added |
| California State Teachers Retirement System | 57,480 | $432.8K | 0.00% | −2,504−4.2% | Reduced |
| UBS Asset Management Americas Inc | 57,056 | $429.6K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 56,785 | $427.6K | 0.00% | +45,115+386.6% | Added |
| Price T Rowe Associates Inc | 49,746 | $375.0K | 0.00% | +2,831+6.0% | Added |
| Susquehanna International Group, LLP | 49,640 | $373.8K | 0.00% | +7,963+19.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 48,458 | $364.9K | 0.03% | +32,403+201.8% | Added |
| Alliancebernstein L.P. | 47,920 | $360.8K | 0.00% | −5,300−10.0% | Reduced |
| CWM Advisors, LLC | 47,197 | $355.4K | 0.04% | +47,197 | New |
| Centiva Capital, LP | 46,379 | $349.2K | 0.02% | +46,379 | New |
| Russell Investments Group, Ltd. | 45,848 | $345.2K | 0.00% | +64+0.1% | Added |
| Bank of Montreal | 44,816 | $340.2K | 0.00% | +44,816 | New |
| Man Group plc | 42,534 | $320.3K | 0.00% | +4,516+11.9% | Added |
| Great West Life Assurance Co | 42,158 | $317.0K | 0.00% | −2,390−5.4% | Reduced |
| Perigon Wealth Management, LLC | 40,540 | $305.3K | 0.01% | −157−0.4% | Reduced |
| Lido Advisors, LLC | 39,507 | $297.5K | 0.00% | +39,507 | New |
| Mirae Asset Global Investments Co., Ltd. | 25,818 | $290.7K | 0.00% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 37,050 | $279.0K | 0.07% | +7,950+27.3% | Added |
| Keebeck Alpha, LP | 35,647 | $268.4K | 0.18% | +10,858+43.8% | Added |
| CVS Health Corp | 32,273 | $243.0K | 0.11% | 00.0% | Unchanged |
| Sepio Capital, LP | 30,610 | $230.5K | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 28,142 | $211.9K | 0.00% | +47+0.2% | Added |
| Principal Financial Group Inc | 27,562 | $207.5K | 0.00% | −5,162−15.8% | Reduced |
| MetLife Investment Management | 27,453 | $206.7K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 25,550 | $192.4K | 0.03% | −7,299−22.2% | Reduced |