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 $113.8M in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in Health Catalyst, Inc. as of Jun 30, 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
- 161
- −12 vs. Q1 2024
- Shares held
- 51.0M
- +956.8K (+1.9%) vs. Q1 2024
- Total value
- $325.7M
- −$51.1M (−13.6%) vs. Q1 2024
- New holders
- 27
- 64 more added
- Sold out
- 39
- 52 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | $113.8M |
| Q1 2026 | 132 | $70.9M |
| Q4 2025 | 136 | $132.2M |
| Q3 2025 | 145 | $156.6M |
| Q2 2025 | 146 | $204.2M |
| Q1 2025 | 166 | $241.0M |
| Q4 2024 | 168 | $376.1M |
| Q3 2024 | 159 | $433.7M |
| Q2 2024 | 161 | $333.3M |
| Q1 2024 | 174 | $391.8M |
| Q4 2023 | 167 | $476.9M |
| Q3 2023 | 159 | $499.7M |
| Q2 2023 | 154 | $610.2M |
| Q1 2023 | 162 | $571.1M |
| Q4 2022 | 167 | $519.4M |
| Q3 2022 | 172 | $484.0M |
| Q2 2022 | 181 | $766.6M |
| Q1 2022 | 185 | $1.39B |
| Q4 2021 | 186 | $2.20B |
| Q3 2021 | 198 | $2.70B |
| Q2 2021 | 198 | $2.71B |
| Q1 2021 | 190 | $2.05B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,432,709 | $34.7M | 0.00% | +68,224+1.3% | Added |
| Vanguard Group Inc | 4,526,980 | $28.9M | 0.00% | +50,749+1.1% | Added |
| First Light Asset Management, LLC | 3,956,089 | $25.3M | 2.22% | +3,221,408+438.5% | Added |
| Millennium Management LLC | 2,413,280 | $15.4M | 0.01% | +1,184,131+96.3% | Added |
| Primecap Management Co | 2,379,462 | $15.2M | 0.01% | +305,079+14.7% | Added |
| Daventry Group, LP | 2,247,053 | $14.4M | 6.41% | +84,178+3.9% | Added |
| Bank of New York Mellon Corp | 2,229,802 | $14.2M | 0.00% | −259,263−10.4% | Reduced |
| Impax Asset Management Group plc | 2,194,274 | $14.0M | 0.06% | +39,799+1.8% | Added |
| Wellington Management Group LLP | 1,885,858 | $12.1M | 0.00% | −740,477−28.2% | Reduced |
| Dimensional Fund Advisors LP | 1,400,437 | $8.95M | 0.00% | −228,756−14.0% | Reduced |
| Geode Capital Management, LLC | 1,376,140 | $8.80M | 0.00% | +56,968+4.3% | Added |
| Kennedy Capital Management, Inc. | 1,274,844 | $8.15M | 0.17% | +108,842+9.3% | Added |
| Nepsis, Inc. | 1,253,080 | $8.01M | 2.16% | +95,686+8.3% | Added |
| JPMorgan Chase & Co | 1,182,103 | $7.55M | 0.00% | +212,939+22.0% | Added |
| State Street Corp | 1,135,503 | $7.26M | 0.00% | −187,223−14.2% | Reduced |
| Granahan Investment Management Inc | 1,042,733 | $6.66M | 0.27% | −210,971−16.8% | Reduced |
| Alyeska Investment Group, L.P. | 984,560 | $6.29M | 0.04% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 888,174 | $5.68M | 0.00% | −388,641−30.4% | Reduced |
| Invenomic Capital Management LP | 850,581 | $5.44M | 0.28% | +850,581 | New |
| Jacobs Levy Equity Management, Inc | 801,070 | $5.12M | 0.02% | +62,569+8.5% | Added |
| Acadian Asset Management LLC | 734,257 | $4.69M | 0.01% | +9,697+1.3% | Added |
| American Century Companies Inc | 683,464 | $4.37M | 0.00% | +9,466+1.4% | Added |
| Nuveen Asset Management, LLC | 628,185 | $4.01M | 0.00% | −133,181−17.5% | Reduced |
| Charles Schwab Investment Management Inc | 606,771 | $3.88M | 0.00% | +122,530+25.3% | Added |
| Northern Trust Corp | 483,927 | $3.09M | 0.00% | −28,172−5.5% | Reduced |
| Morgan Stanley | 443,143 | $2.83M | 0.00% | −32,501−6.8% | Reduced |
| Baillie Gifford & Co | 430,597 | $2.75M | 0.00% | −106,171−19.8% | Reduced |
| Massachusetts Financial Services Co | 331,847 | $2.12M | 0.00% | +50,297+17.9% | Added |
| Ameriprise Financial Inc | 311,660 | $1.99M | 0.00% | −113,495−26.7% | Reduced |
| Point72 Asset Management, L.P. | 305,129 | $1.95M | 0.01% | −1,728,101−85.0% | Reduced |
| ClariVest Asset Management LLC | 285,627 | $1.83M | 0.19% | +3,302+1.2% | Added |
| Zacks Investment Management | 277,444 | $1.77M | 0.02% | +174,552+169.6% | Added |
| Trexquant Investment LP | 256,404 | $1.64M | 0.02% | +175,012+215.0% | Added |
| Lazard Asset Management LLC | 241,180 | $1.54M | 0.00% | −27,857−10.4% | Reduced |
| Royal Bank of Canada | 216,606 | $1.38M | 0.00% | +2,802+1.3% | Added |
| Los Angeles Capital Management LLC | 213,693 | $1.37M | 0.00% | +156,908+276.3% | Added |
| Jane Street Group, LLC | 208,769 | $1.33M | 0.00% | +79,333+61.3% | Added |
| Schroder Investment Management Group | 208,312 | $1.33M | 0.00% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 198,963 | $1.27M | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 196,349 | $1.25M | 0.00% | −11,352−5.5% | Reduced |
| Bank of America Corp | 181,023 | $1.16M | 0.00% | +40,956+29.2% | Added |
| Susquehanna Fundamental Investments, LLC | 169,529 | $1.08M | 0.02% | +26,196+18.3% | Added |
| Qube Research & Technologies Ltd | 166,591 | $1.06M | 0.00% | +86,218+107.3% | Added |
| FMR LLC | 165,706 | $1.06M | 0.00% | +81,875+97.7% | Added |
| Citadel Advisors LLC | 159,292 | $1.02M | 0.00% | −48,797−23.5% | Reduced |
| Pier 88 Investment Partners LLC | 130,240 | $832.2K | 0.19% | +93,190+251.5% | Added |
| Cubist Systematic Strategies, LLC | 120,363 | $769.1K | 0.01% | −125,566−51.1% | Reduced |
| Gsa Capital Partners LLP | 110,785 | $708.0K | 0.05% | +99,616+891.9% | Added |
| UBS Group AG | 109,699 | $701.0K | 0.00% | −42,289−27.8% | Reduced |
| Petrus Trust Company, LTA | 109,228 | $698.0K | 0.07% | −39,007−26.3% | Reduced |
| Legal & General Group Plc | 105,205 | $672.2K | 0.00% | −30,075−22.2% | Reduced |
| Barclays PLC | 103,782 | $663.2K | 0.00% | −721−0.7% | Reduced |
| Franklin Resources Inc | 98,454 | $629.1K | 0.00% | −1,280−1.3% | Reduced |
| Squarepoint Ops LLC | 95,463 | $610.0K | 0.00% | −96,341−50.2% | Reduced |
| Rhumbline Advisers | 91,111 | $582.2K | 0.00% | +7,589+9.1% | Added |
| AQR Capital Management LLC | 88,328 | $564.4K | 0.00% | +88,328 | New |
| Exchange Traded Concepts, LLC | 83,013 | $530.5K | 0.01% | +8,756+11.8% | Added |
| Credit Agricole S A | 80,100 | $511.8K | 0.00% | +80,100 | New |
| Y-Intercept (Hong Kong) Ltd | 79,864 | $510.3K | 0.03% | +31,406+64.8% | Added |
| Invesco Ltd. | 78,949 | $504.5K | 0.00% | −2,664−3.3% | Reduced |
| Russell Investments Group, Ltd. | 76,303 | $487.6K | 0.00% | +30,455+66.4% | Added |
| Public Employees Retirement System of Ohio | 75,790 | $484.3K | 0.00% | −4,586−5.7% | Reduced |
| HSBC Holdings PLC | 78,327 | $478.6K | 0.00% | +20,672+35.9% | Added |
| Campbell & CO Investment Adviser LLC | 64,510 | $412.2K | 0.04% | +42,686+195.6% | Added |
| Dynamic Technology Lab Private Ltd | 63,854 | $408.0K | 0.05% | +63,854 | New |
| Alliancebernstein L.P. | 62,670 | $400.5K | 0.00% | +14,750+30.8% | Added |
| Summit Global Investments | 61,553 | $393.0K | 0.03% | −519−0.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 60,331 | $385.5K | 0.00% | −10,631−15.0% | Reduced |
| Tudor Investment Corp Et Al | 58,451 | $373.5K | 0.00% | −137,813−70.2% | Reduced |
| Price T Rowe Associates Inc | 57,088 | $365.0K | 0.00% | +7,342+14.8% | Added |
| CWM Advisors, LLC | 54,934 | $351.0K | 0.04% | +7,737+16.4% | Added |
| Two Sigma Advisers, LP | 46,000 | $293.9K | 0.00% | −124,500−73.0% | Reduced |
| Walleye Capital LLC | 45,484 | $290.6K | 0.00% | −15,600−25.5% | Reduced |
| Engineers Gate Manager LP | 42,756 | $273.2K | 0.01% | −61,060−58.8% | Reduced |
| D. E. Shaw & Co., Inc. | 42,441 | $271.2K | 0.00% | +42,441 | New |
| Perigon Wealth Management, LLC | 40,529 | $259.0K | 0.01% | −110.0% | Reduced |
| Algert Global LLC | 40,372 | $258.0K | 0.01% | −45,056−52.7% | Reduced |
| Voya Investment Management LLC | 39,419 | $251.9K | 0.00% | +20,445+107.8% | Added |
| Nebula Research & Development LLC | 36,038 | $230.3K | 0.04% | +24,625+215.8% | Added |
| MetLife Investment Management | 34,467 | $220.2K | 0.00% | +7,014+25.5% | Added |
| CVS Health Corp | 32,273 | $206.2K | 0.10% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 32,248 | $206.1K | 0.00% | −17,392−35.0% | Reduced |
| Corebridge Financial, Inc. | 31,430 | $200.8K | 0.00% | +31,430 | New |
| Magnetar Financial LLC | 31,273 | $199.8K | 0.00% | +31,273 | New |
| Sepio Capital, LP | 30,610 | $196.0K | 0.02% | 00.0% | Unchanged |
| Principal Financial Group Inc | 29,469 | $188.3K | 0.00% | +1,907+6.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 29,286 | $187.1K | 0.00% | +29,286 | New |
| SG Americas Securities, LLC | 29,294 | $187.0K | 0.00% | +29,294 | New |
| XTX Topco Ltd | 28,420 | $181.6K | 0.02% | +9,248+48.2% | Added |
| Wells Fargo & Company | 26,218 | $167.5K | 0.00% | +1,665+6.8% | Added |
| Balyasny Asset Management LLC | 25,858 | $165.2K | 0.00% | +25,858 | New |
| Graham Capital Management, L.P. | 24,830 | $158.7K | 0.01% | +223+0.9% | Added |
| Manufacturers Life Insurance Company, The | 23,162 | $148.0K | 0.00% | +2,164+10.3% | Added |
| New York State Common Retirement Fund | 22,981 | $146.8K | 0.00% | −117,587−83.7% | Reduced |
| ExodusPoint Capital Management, LP | 21,806 | $139.0K | 0.00% | −45,328−67.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,176 | $135.3K | 0.00% | +21,176 | New |
| Probity Advisors, Inc. | 20,346 | $130.0K | 0.03% | +6,304+44.9% | Added |
| Sherbrooke Park Advisers LLC | 20,132 | $128.6K | 0.02% | +5,506+37.6% | Added |
| Keebeck Alpha, LP | 18,987 | $121.3K | 0.09% | −16,660−46.7% | Reduced |
| Creative Planning | 18,862 | $120.5K | 0.00% | +3,559+23.3% | Added |