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 |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | +4+66.7% | Added |
| Assetmark, Inc | 1 | $8 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 15 | $109 | 0.00% | +1+7.1% | Added |
| GWM Advisors LLC | 26 | $196 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 38 | $286 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 71 | $535 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 72 | $542 | 0.00% | −41−36.3% | Reduced |
| Valued Wealth Advisors LLC | 128 | $964 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 138 | $1.04K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 154 | $1.16K | 0.00% | −1−0.6% | Reduced |
| Sachetta, LLC | 159 | $1.47K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 257 | $2.00K | 0.00% | −86−25.1% | Reduced |
| Continuum Advisory, LLC | 332 | $2.21K | 0.00% | +332 | New |
| Spire Wealth Management | 300 | $2.26K | 0.00% | +300 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 317 | $2.39K | 0.00% | +128+67.7% | Added |
| Quadrant Capital Group LLC | 338 | $2.55K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 572 | $4.31K | 0.00% | −922−61.7% | Reduced |
| Leonteq Securities AG | 624 | $4.70K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 705 | $5.00K | 0.00% | +9+1.3% | Added |
| Tower Research Capital LLC (TRC) | 801 | $6.03K | 0.00% | −11,217−93.3% | Reduced |
| Nisa Investment Advisors, LLC | 1,135 | $8.55K | 0.00% | +24+2.2% | Added |
| Newbridge Financial Services Group, Inc. | 1,200 | $9.04K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,250 | $9.41K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,379 | $10.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,595 | $12.0K | 0.00% | −4,116−72.1% | Reduced |
| Amalgamated Bank | 1,894 | $14.0K | 0.00% | −4,634−71.0% | Reduced |
| Manchester Capital Management LLC | 2,028 | $15.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,190 | $16.5K | 0.00% | +2,117+2,900.0% | Added |
| US Bancorp | 2,410 | $18.1K | 0.00% | +1,483+160.0% | Added |
| Virtus Fund Advisers, LLC | 2,786 | $21.0K | 0.07% | +2,786 | New |
| Catalyst Funds Management Pty Ltd | 3,000 | $22.6K | 0.01% | +3,000 | New |
| Metropolitan Life Insurance Co | 3,051 | $23.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 4,392 | $33.1K | 0.01% | +3,798+639.4% | Added |
| Ameritas Investment Partners, Inc. | 5,546 | $41.8K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,939 | $44.7K | 0.00% | −11,525−66.0% | Reduced |
| Merriman Wealth Management, LLC | 10,000 | $75.3K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,259 | $77.2K | 0.00% | +10,259 | New |
| Gsa Capital Partners LLP | 11,169 | $84.0K | 0.01% | −28,685−72.0% | Reduced |
| Citigroup Inc | 11,261 | $84.8K | 0.00% | −27,552−71.0% | Reduced |
| Verition Fund Management LLC | 11,395 | $85.8K | 0.00% | +11,395 | New |
| Nebula Research & Development LLC | 11,413 | $85.9K | 0.02% | −30,673−72.9% | Reduced |
| Atom Investors LP | 12,315 | $92.7K | 0.01% | +12,315 | New |
| Mariner, LLC | 12,476 | $93.9K | 0.00% | −194−1.5% | Reduced |
| Vista Wealth Management Group, LLC | 12,477 | $94.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 12,639 | $95.2K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 13,017 | $98.0K | 0.09% | +13,017 | New |
| State of Wyoming | 13,450 | $101.3K | 0.02% | −340−2.5% | Reduced |
| Probity Advisors, Inc. | 14,042 | $105.7K | 0.02% | +14,042 | New |
| Cigna Investments Inc | 14,079 | $107.0K | 0.02% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 14,626 | $110.1K | 0.02% | +3,633+33.0% | Added |
| Deerfield Management Company, L.P. (Series C) | 14,713 | $110.8K | 0.00% | +14,713 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,072 | $113.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 15,331 | $115.0K | 0.00% | −1,551−9.2% | Reduced |
| Virtus Investment Advisers, Inc. | 15,297 | $115.2K | 0.08% | +15,297 | New |
| Creative Planning | 15,303 | $115.2K | 0.00% | +401+2.7% | Added |
| Arizona State Retirement System | 15,816 | $119.1K | 0.00% | −109−0.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 16,785 | $126.4K | 0.03% | +16,785 | New |
| Lunt Capital Management, Inc. | 17,337 | $130.5K | 0.06% | 00.0% | Unchanged |
| Vident Advisory, LLC | 18,591 | $140.0K | 0.00% | −995−5.1% | Reduced |
| Voya Investment Management LLC | 18,974 | $142.9K | 0.00% | −3,780−16.6% | Reduced |
| Stratos Wealth Partners, LTD. | 19,158 | $144.3K | 0.00% | +8,495+79.7% | Added |
| XTX Topco Ltd | 19,172 | $144.4K | 0.02% | +19,172 | New |
| Janus Henderson Group PLC | 19,777 | $148.8K | 0.00% | +20.0% | Added |
| Manufacturers Life Insurance Company, The | 20,998 | $158.1K | 0.00% | −1,183−5.3% | Reduced |
| SEI Investments Co | 21,824 | $164.3K | 0.00% | +1,648+8.2% | Added |
| Campbell & CO Investment Adviser LLC | 21,824 | $164.3K | 0.01% | +21,824 | New |
| State Board of Administration of Florida Retirement System | 14,454 | $168.7K | 0.00% | −1,480−9.3% | Reduced |
| Point72 (DIFC) Ltd | 22,495 | $169.4K | 0.01% | +22,495 | New |
| State of Wisconsin Investment Board | 23,559 | $177.4K | 0.00% | −51,968−68.8% | Reduced |
| Harbor Capital Advisors, Inc. | 23,950 | $180.0K | 0.02% | +13,005+118.8% | Added |
| Wells Fargo & Company | 24,553 | $184.9K | 0.00% | +2,559+11.6% | Added |
| Graham Capital Management, L.P. | 24,607 | $185.3K | 0.01% | +24,607 | New |
| Versor Investments LP | 24,900 | $187.5K | 0.04% | −4,100−14.1% | Reduced |
| Gruss & Co., LLC | 25,000 | $188.3K | 1.04% | +25,000 | New |
| Quest Partners LLC | 25,550 | $192.4K | 0.03% | −7,299−22.2% | Reduced |
| MetLife Investment Management | 27,453 | $206.7K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 27,562 | $207.5K | 0.00% | −5,162−15.8% | Reduced |
| American International Group, Inc. | 28,142 | $211.9K | 0.00% | +47+0.2% | Added |
| Sepio Capital, LP | 30,610 | $230.5K | 0.02% | 00.0% | Unchanged |
| CVS Health Corp | 32,273 | $243.0K | 0.11% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 35,647 | $268.4K | 0.18% | +10,858+43.8% | Added |
| Pier 88 Investment Partners LLC | 37,050 | $279.0K | 0.07% | +7,950+27.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 25,818 | $290.7K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 39,507 | $297.5K | 0.00% | +39,507 | New |
| Perigon Wealth Management, LLC | 40,540 | $305.3K | 0.01% | −157−0.4% | Reduced |
| Great West Life Assurance Co | 42,158 | $317.0K | 0.00% | −2,390−5.4% | Reduced |
| Man Group plc | 42,534 | $320.3K | 0.00% | +4,516+11.9% | Added |
| Bank of Montreal | 44,816 | $340.2K | 0.00% | +44,816 | New |
| Russell Investments Group, Ltd. | 45,848 | $345.2K | 0.00% | +64+0.1% | Added |
| Centiva Capital, LP | 46,379 | $349.2K | 0.02% | +46,379 | New |
| CWM Advisors, LLC | 47,197 | $355.4K | 0.04% | +47,197 | New |
| Alliancebernstein L.P. | 47,920 | $360.8K | 0.00% | −5,300−10.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 48,458 | $364.9K | 0.03% | +32,403+201.8% | Added |
| Susquehanna International Group, LLP | 49,640 | $373.8K | 0.00% | +7,963+19.1% | Added |
| Price T Rowe Associates Inc | 49,746 | $375.0K | 0.00% | +2,831+6.0% | Added |
| Los Angeles Capital Management LLC | 56,785 | $427.6K | 0.00% | +45,115+386.6% | Added |
| UBS Asset Management Americas Inc | 57,056 | $429.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 57,480 | $432.8K | 0.00% | −2,504−4.2% | Reduced |
| HSBC Holdings PLC | 57,655 | $434.1K | 0.00% | +5,572+10.7% | Added |
| Walleye Capital LLC | 61,084 | $460.0K | 0.01% | +61,084 | New |