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 |
|---|---|---|---|---|---|
| Summit Global Investments | 62,072 | $467.0K | 0.03% | −13,000−17.3% | Reduced |
| Two Sigma Investments, LP | 62,463 | $470.3K | 0.00% | −145,376−69.9% | Reduced |
| Renaissance Technologies LLC | 66,900 | $504.0K | 0.00% | −32,369−32.6% | Reduced |
| ExodusPoint Capital Management, LP | 67,134 | $506.0K | 0.01% | +9,644+16.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 70,962 | $534.3K | 0.00% | +12,545+21.5% | Added |
| Prelude Capital Management, LLC | 72,835 | $548.4K | 0.04% | +47,946+192.6% | Added |
| Exchange Traded Concepts, LLC | 74,257 | $559.2K | 0.01% | −223−0.3% | Reduced |
| Credit Suisse AG | 74,987 | $564.7K | 0.00% | −152,766−67.1% | Reduced |
| Qube Research & Technologies Ltd | 80,373 | $605.2K | 0.00% | −41,720−34.2% | Reduced |
| Public Employees Retirement System of Ohio | 80,376 | $605.2K | 0.00% | −3,469−4.1% | Reduced |
| Trexquant Investment LP | 81,392 | $612.9K | 0.01% | +18,984+30.4% | Added |
| Invesco Ltd. | 81,613 | $614.5K | 0.00% | +15,022+22.6% | Added |
| Rhumbline Advisers | 83,522 | $628.9K | 0.00% | +1,643+2.0% | Added |
| FMR LLC | 83,831 | $631.2K | 0.00% | +5,231+6.7% | Added |
| Algert Global LLC | 85,428 | $643.3K | 0.03% | −135,100−61.3% | Reduced |
| Intrinsic Edge Capital Management LLC | 87,478 | $658.7K | 0.06% | +87,478 | New |
| Legato Capital Management LLC | 97,133 | $731.4K | 0.09% | +97,133 | New |
| Franklin Resources Inc | 99,734 | $751.0K | 0.00% | +69,516+230.0% | Added |
| Zacks Investment Management | 102,892 | $774.8K | 0.01% | +25,564+33.1% | Added |
| Engineers Gate Manager LP | 103,816 | $781.7K | 0.02% | +6,924+7.1% | Added |
| Barclays PLC | 104,503 | $786.9K | 0.00% | −23,522−18.4% | Reduced |
| Diametric Capital, LP | 106,031 | $798.4K | 0.44% | +106,031 | New |
| HRT Financial LP | 111,842 | $842.0K | 0.01% | −79,241−41.5% | Reduced |
| Swiss National Bank | 112,200 | $844.9K | 0.00% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 120,000 | $903.6K | 0.02% | −10,000−7.7% | Reduced |
| Jane Street Group, LLC | 129,436 | $974.7K | 0.00% | −41,201−24.1% | Reduced |
| Legal & General Group Plc | 135,280 | $1.02M | 0.00% | −4,147−3.0% | Reduced |
| Bank of America Corp | 140,067 | $1.05M | 0.00% | +112,958+416.7% | Added |
| New York State Common Retirement Fund | 140,568 | $1.06M | 0.00% | +17,601+14.3% | Added |
| Susquehanna Fundamental Investments, LLC | 143,333 | $1.08M | 0.05% | +143,333 | New |
| Petrus Trust Company, LTA | 148,235 | $1.12M | 0.10% | +63,247+74.4% | Added |
| UBS Group AG | 151,988 | $1.14M | 0.00% | +50,833+50.3% | Added |
| Two Sigma Advisers, LP | 170,500 | $1.28M | 0.00% | −112,400−39.7% | Reduced |
| Squarepoint Ops LLC | 191,804 | $1.44M | 0.01% | +154,069+408.3% | Added |
| Tudor Investment Corp Et Al | 196,264 | $1.48M | 0.02% | +196,264 | New |
| Adage Capital Partners GP, L.L.C. | 198,963 | $1.50M | 0.00% | +198,963 | New |
| Deutsche Bank AG | 207,701 | $1.56M | 0.00% | +855+0.4% | Added |
| Citadel Advisors LLC | 208,089 | $1.57M | 0.00% | −33,619−13.9% | Reduced |
| Schroder Investment Management Group | 208,312 | $1.57M | 0.00% | −171,346−45.1% | Reduced |
| Royal Bank of Canada | 213,804 | $1.61M | 0.00% | −15,389−6.7% | Reduced |
| Essex Investment Management Co LLC | 245,429 | $1.85M | 0.36% | +245,429 | New |
| Cubist Systematic Strategies, LLC | 245,929 | $1.85M | 0.02% | +243,841+11,678.2% | Added |
| Lazard Asset Management LLC | 269,037 | $2.02M | 0.00% | −24,148−8.2% | Reduced |
| Massachusetts Financial Services Co | 281,550 | $2.12M | 0.00% | +28,182+11.1% | Added |
| ClariVest Asset Management LLC | 282,325 | $2.13M | 0.22% | +212,425+303.9% | Added |
| Ameriprise Financial Inc | 425,155 | $3.20M | 0.00% | −19,574−4.4% | Reduced |
| Bares Capital Management, Inc. | 450,000 | $3.39M | 0.13% | 00.0% | Unchanged |
| Morgan Stanley | 475,644 | $3.58M | 0.00% | −211,020−30.7% | Reduced |
| Charles Schwab Investment Management Inc | 484,241 | $3.65M | 0.00% | −37,121−7.1% | Reduced |
| Northern Trust Corp | 512,099 | $3.86M | 0.00% | −9,016−1.7% | Reduced |
| Baillie Gifford & Co | 536,768 | $4.04M | 0.00% | −1,550−0.3% | Reduced |
| American Century Companies Inc | 673,998 | $5.08M | 0.00% | +17,662+2.7% | Added |
| Acadian Asset Management LLC | 724,560 | $5.45M | 0.02% | +200,494+38.3% | Added |
| First Light Asset Management, LLC | 734,681 | $5.53M | 0.42% | −279,794−27.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 738,501 | $5.56M | 0.02% | −5,136−0.7% | Reduced |
| Nuveen Asset Management, LLC | 761,366 | $5.73M | 0.00% | −11,362−1.5% | Reduced |
| JPMorgan Chase & Co | 969,164 | $7.30M | 0.00% | −121,685−11.2% | Reduced |
| Alyeska Investment Group, L.P. | 984,560 | $7.41M | 0.05% | +100,000+11.3% | Added |
| Nepsis, Inc. | 1,157,394 | $8.72M | 2.36% | +65,462+6.0% | Added |
| Kennedy Capital Management, Inc. | 1,166,002 | $8.78M | 0.18% | +1,166,002 | New |
| Millennium Management LLC | 1,229,149 | $9.26M | 0.01% | +202,261+19.7% | Added |
| Granahan Investment Management Inc | 1,253,704 | $9.44M | 0.33% | +19,983+1.6% | Added |
| Goldman Sachs Group Inc | 1,276,815 | $9.61M | 0.00% | +56,188+4.6% | Added |
| Geode Capital Management, LLC | 1,319,172 | $9.93M | 0.00% | +58,504+4.6% | Added |
| State Street Corp | 1,322,726 | $9.96M | 0.00% | +35,194+2.7% | Added |
| Dimensional Fund Advisors LP | 1,629,193 | $12.3M | 0.00% | +82,261+5.3% | Added |
| Point72 Asset Management, L.P. | 2,033,230 | $15.3M | 0.04% | −2,124,136−51.1% | Reduced |
| Primecap Management Co | 2,074,383 | $15.6M | 0.01% | +654,806+46.1% | Added |
| Impax Asset Management Group plc | 2,154,475 | $16.2M | 0.06% | +400,000+22.8% | Added |
| Daventry Group, LP | 2,162,875 | $16.3M | 6.51% | +242,500+12.6% | Added |
| Bank of New York Mellon Corp | 2,489,065 | $18.7M | 0.00% | +1,270,777+104.3% | Added |
| Wellington Management Group LLP | 2,626,335 | $19.8M | 0.00% | −513,947−16.4% | Reduced |
| Vanguard Group Inc | 4,476,231 | $33.7M | 0.00% | −1,031,741−18.7% | Reduced |
| BlackRock Inc. | 5,364,485 | $40.4M | 0.00% | +45,914+0.9% | Added |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −456,841−100.0% | Sold out |
| Rhenman & Partners Asset Management AB | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −279,978−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −69,669−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −39,333−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −27,229−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −21,234−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −18,626−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −17,823−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −17,416−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −16,290−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −14,807−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −11,831−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,858−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,049−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −1,774−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −723−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −624−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |