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 |
|---|---|---|---|---|---|
| Gruss & Co., LLC | 25,000 | $188.3K | 1.04% | +25,000 | New |
| Versor Investments LP | 24,900 | $187.5K | 0.04% | −4,100−14.1% | Reduced |
| Graham Capital Management, L.P. | 24,607 | $185.3K | 0.01% | +24,607 | New |
| Wells Fargo & Company | 24,553 | $184.9K | 0.00% | +2,559+11.6% | Added |
| Harbor Capital Advisors, Inc. | 23,950 | $180.0K | 0.02% | +13,005+118.8% | Added |
| State of Wisconsin Investment Board | 23,559 | $177.4K | 0.00% | −51,968−68.8% | Reduced |
| Point72 (DIFC) Ltd | 22,495 | $169.4K | 0.01% | +22,495 | New |
| State Board of Administration of Florida Retirement System | 14,454 | $168.7K | 0.00% | −1,480−9.3% | 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 |
| Manufacturers Life Insurance Company, The | 20,998 | $158.1K | 0.00% | −1,183−5.3% | Reduced |
| Janus Henderson Group PLC | 19,777 | $148.8K | 0.00% | +20.0% | Added |
| XTX Topco Ltd | 19,172 | $144.4K | 0.02% | +19,172 | New |
| Stratos Wealth Partners, LTD. | 19,158 | $144.3K | 0.00% | +8,495+79.7% | Added |
| Voya Investment Management LLC | 18,974 | $142.9K | 0.00% | −3,780−16.6% | Reduced |
| Vident Advisory, LLC | 18,591 | $140.0K | 0.00% | −995−5.1% | Reduced |
| Lunt Capital Management, Inc. | 17,337 | $130.5K | 0.06% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 16,785 | $126.4K | 0.03% | +16,785 | New |
| Arizona State Retirement System | 15,816 | $119.1K | 0.00% | −109−0.7% | Reduced |
| Creative Planning | 15,303 | $115.2K | 0.00% | +401+2.7% | Added |
| Virtus Investment Advisers, Inc. | 15,297 | $115.2K | 0.08% | +15,297 | New |
| Public Employees Retirement Association of Colorado | 15,331 | $115.0K | 0.00% | −1,551−9.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,072 | $113.5K | 0.00% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 14,713 | $110.8K | 0.00% | +14,713 | New |
| Sherbrooke Park Advisers LLC | 14,626 | $110.1K | 0.02% | +3,633+33.0% | Added |
| Cigna Investments Inc | 14,079 | $107.0K | 0.02% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 14,042 | $105.7K | 0.02% | +14,042 | New |
| State of Wyoming | 13,450 | $101.3K | 0.02% | −340−2.5% | Reduced |
| EntryPoint Capital, LLC | 13,017 | $98.0K | 0.09% | +13,017 | New |
| Cornerstone Investment Partners, LLC | 12,639 | $95.2K | 0.00% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 12,477 | $94.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 12,476 | $93.9K | 0.00% | −194−1.5% | Reduced |
| Atom Investors LP | 12,315 | $92.7K | 0.01% | +12,315 | New |
| Nebula Research & Development LLC | 11,413 | $85.9K | 0.02% | −30,673−72.9% | Reduced |
| Verition Fund Management LLC | 11,395 | $85.8K | 0.00% | +11,395 | New |
| Citigroup Inc | 11,261 | $84.8K | 0.00% | −27,552−71.0% | Reduced |
| Gsa Capital Partners LLP | 11,169 | $84.0K | 0.01% | −28,685−72.0% | Reduced |
| ProShare Advisors LLC | 10,259 | $77.2K | 0.00% | +10,259 | New |
| Merriman Wealth Management, LLC | 10,000 | $75.3K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,939 | $44.7K | 0.00% | −11,525−66.0% | Reduced |
| Ameritas Investment Partners, Inc. | 5,546 | $41.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 4,392 | $33.1K | 0.01% | +3,798+639.4% | Added |
| Metropolitan Life Insurance Co | 3,051 | $23.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 3,000 | $22.6K | 0.01% | +3,000 | New |
| Virtus Fund Advisers, LLC | 2,786 | $21.0K | 0.07% | +2,786 | New |
| US Bancorp | 2,410 | $18.1K | 0.00% | +1,483+160.0% | Added |
| The PNC Financial Services Group, Inc. | 2,190 | $16.5K | 0.00% | +2,117+2,900.0% | Added |
| Manchester Capital Management LLC | 2,028 | $15.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,894 | $14.0K | 0.00% | −4,634−71.0% | Reduced |
| Advisor Group Holdings, Inc. | 1,595 | $12.0K | 0.00% | −4,116−72.1% | Reduced |
| Umb Bank N A | 1,379 | $10.4K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,250 | $9.41K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,200 | $9.04K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,135 | $8.55K | 0.00% | +24+2.2% | Added |
| Tower Research Capital LLC (TRC) | 801 | $6.03K | 0.00% | −11,217−93.3% | Reduced |
| CWM, LLC | 705 | $5.00K | 0.00% | +9+1.3% | Added |
| Leonteq Securities AG | 624 | $4.70K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 572 | $4.31K | 0.00% | −922−61.7% | Reduced |
| Quadrant Capital Group LLC | 338 | $2.55K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 317 | $2.39K | 0.00% | +128+67.7% | Added |
| Spire Wealth Management | 300 | $2.26K | 0.00% | +300 | New |
| Continuum Advisory, LLC | 332 | $2.21K | 0.00% | +332 | New |
| Harel Insurance Investments & Financial Services Ltd. | 257 | $2.00K | 0.00% | −86−25.1% | Reduced |
| Sachetta, LLC | 159 | $1.47K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 154 | $1.16K | 0.00% | −1−0.6% | Reduced |
| Global Retirement Partners, LLC | 138 | $1.04K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 128 | $964 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 72 | $542 | 0.00% | −41−36.3% | Reduced |
| Allworth Financial LP | 71 | $535 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 38 | $286 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 26 | $196 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15 | $109 | 0.00% | +1+7.1% | Added |
| Assetmark, Inc | 1 | $8 | 0.00% | +1 | New |
| Covestor Ltd | 10 | $0 | 0.00% | +4+66.7% | 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 |