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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 15 | $0 | 0.00% | +5+50.0% | Added |
| Farther Finance Advisors, LLC | 15 | $91 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $128 | 0.00% | +20 | New |
| EverSource Wealth Advisors, LLC | 18 | $133 | 0.00% | +18 | New |
| McIlrath & Eck, LLC | 38 | $243 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 47 | $284 | 0.00% | +47 | New |
| Signaturefd, LLC | 72 | $460 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 72 | $460 | 0.00% | +72 | New |
| Group One Trading, L.P. | 100 | $639 | 0.00% | +100 | New |
| Valued Wealth Advisors LLC | 128 | $818 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 143 | $914 | 0.00% | +143 | New |
| Spire Wealth Management | 150 | $959 | 0.00% | −150−50.0% | Reduced |
| Sachetta, LLC | 146 | $1.11K | 0.00% | −13−8.2% | Reduced |
| Allworth Financial LP | 175 | $1.27K | 0.00% | +104+146.5% | Added |
| Parallel Advisors, LLC | 231 | $1.48K | 0.00% | +231 | New |
| Huntington National Bank | 265 | $1.69K | 0.00% | +111+72.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 268 | $2.00K | 0.00% | +11+4.3% | Added |
| Continuum Advisory, LLC | 332 | $2.12K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 478 | $3.06K | 0.00% | −1,932−80.2% | Reduced |
| SRS Capital Advisors, Inc. | 499 | $3.19K | 0.00% | +499 | New |
| Leonteq Securities AG | 624 | $3.99K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 647 | $4.13K | 0.00% | +647 | New |
| Cullen/Frost Bankers, Inc. | 731 | $4.67K | 0.00% | +731 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 761 | $4.86K | 0.00% | +444+140.1% | Added |
| Simplex Trading, LLC | 1,090 | $6.00K | 0.00% | +1,090 | New |
| EntryPoint Capital, LLC | 1,001 | $6.40K | 0.00% | −12,016−92.3% | Reduced |
| CWM, LLC | 1,044 | $7.00K | 0.00% | +339+48.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,200 | $7.67K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,250 | $7.99K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,602 | $10.2K | 0.00% | +7+0.4% | Added |
| Quadrant Capital Group LLC | 1,806 | $11.5K | 0.00% | +1,468+434.3% | Added |
| Amalgamated Bank | 1,894 | $12.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,117 | $13.5K | 0.00% | −73−3.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,272 | $14.5K | 0.00% | +2,272 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 2,380 | $15.2K | 0.00% | −14,405−85.8% | Reduced |
| Manchester Capital Management LLC | 3,649 | $23.3K | 0.00% | +1,621+79.9% | Added |
| California State Teachers Retirement System | 4,233 | $27.0K | 0.00% | −53,247−92.6% | Reduced |
| Ameritas Investment Partners, Inc. | 5,546 | $35.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 6,367 | $40.7K | 0.00% | +5,232+461.0% | Added |
| Quarry LP | 7,002 | $44.7K | 0.02% | +2,610+59.4% | Added |
| Quantbot Technologies LP | 7,879 | $50.3K | 0.00% | +1,940+32.7% | Added |
| Public Employees Retirement Association of Colorado | 8,404 | $54.0K | 0.00% | −6,927−45.2% | Reduced |
| Harbor Capital Advisors, Inc. | 9,700 | $62.0K | 0.00% | −14,250−59.5% | Reduced |
| Merriman Wealth Management, LLC | 10,000 | $63.9K | 0.00% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 10,000 | $63.9K | 0.00% | +10,000 | New |
| Verition Fund Management LLC | 10,195 | $65.1K | 0.00% | −1,200−10.5% | Reduced |
| Mackenzie Financial Corp | 10,922 | $69.8K | 0.00% | +10,922 | New |
| Tower Research Capital LLC (TRC) | 11,326 | $72.4K | 0.00% | +10,525+1,314.0% | Added |
| Cornerstone Investment Partners, LLC | 11,694 | $74.7K | 0.00% | −945−7.5% | Reduced |
| Boothbay Fund Management, LLC | 11,850 | $75.7K | 0.00% | +11,850 | New |
| Vista Wealth Management Group, LLC | 12,477 | $79.7K | 0.01% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 13,508 | $86.3K | 0.00% | −1,205−8.2% | Reduced |
| Cigna Investments Inc | 13,999 | $89.0K | 0.02% | −80−0.6% | Reduced |
| Renaissance Technologies LLC | 14,700 | $93.9K | 0.00% | −52,200−78.0% | Reduced |
| State Board of Administration of Florida Retirement System | 15,934 | $101.8K | 0.00% | +1,480+10.2% | Added |
| Citigroup Inc | 16,761 | $107.1K | 0.00% | +5,500+48.8% | Added |
| Lunt Capital Management, Inc. | 17,337 | $110.8K | 0.05% | 00.0% | Unchanged |
| SEI Investments Co | 17,893 | $114.3K | 0.00% | −3,931−18.0% | Reduced |
| Prelude Capital Management, LLC | 18,227 | $116.5K | 0.01% | −54,608−75.0% | Reduced |
| State of Wyoming | 18,486 | $118.1K | 0.02% | +5,036+37.4% | Added |
| Blair William & Co | 18,594 | $118.8K | 0.00% | +18,594 | New |
| Creative Planning | 18,862 | $120.5K | 0.00% | +3,559+23.3% | Added |
| Keebeck Alpha, LP | 18,987 | $121.3K | 0.09% | −16,660−46.7% | Reduced |
| Sherbrooke Park Advisers LLC | 20,132 | $128.6K | 0.02% | +5,506+37.6% | Added |
| Probity Advisors, Inc. | 20,346 | $130.0K | 0.03% | +6,304+44.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,176 | $135.3K | 0.00% | +21,176 | New |
| ExodusPoint Capital Management, LP | 21,806 | $139.0K | 0.00% | −45,328−67.5% | Reduced |
| New York State Common Retirement Fund | 22,981 | $146.8K | 0.00% | −117,587−83.7% | Reduced |
| Manufacturers Life Insurance Company, The | 23,162 | $148.0K | 0.00% | +2,164+10.3% | Added |
| Graham Capital Management, L.P. | 24,830 | $158.7K | 0.01% | +223+0.9% | Added |
| Balyasny Asset Management LLC | 25,858 | $165.2K | 0.00% | +25,858 | New |
| Wells Fargo & Company | 26,218 | $167.5K | 0.00% | +1,665+6.8% | Added |
| XTX Topco Ltd | 28,420 | $181.6K | 0.02% | +9,248+48.2% | Added |
| SG Americas Securities, LLC | 29,294 | $187.0K | 0.00% | +29,294 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 29,286 | $187.1K | 0.00% | +29,286 | New |
| Principal Financial Group Inc | 29,469 | $188.3K | 0.00% | +1,907+6.9% | Added |
| Sepio Capital, LP | 30,610 | $196.0K | 0.02% | 00.0% | Unchanged |
| Magnetar Financial LLC | 31,273 | $199.8K | 0.00% | +31,273 | New |
| Corebridge Financial, Inc. | 31,430 | $200.8K | 0.00% | +31,430 | New |
| Susquehanna International Group, LLP | 32,248 | $206.1K | 0.00% | −17,392−35.0% | Reduced |
| CVS Health Corp | 32,273 | $206.2K | 0.10% | 00.0% | Unchanged |
| MetLife Investment Management | 34,467 | $220.2K | 0.00% | +7,014+25.5% | Added |
| Nebula Research & Development LLC | 36,038 | $230.3K | 0.04% | +24,625+215.8% | Added |
| Voya Investment Management LLC | 39,419 | $251.9K | 0.00% | +20,445+107.8% | Added |
| Algert Global LLC | 40,372 | $258.0K | 0.01% | −45,056−52.7% | Reduced |
| Perigon Wealth Management, LLC | 40,529 | $259.0K | 0.01% | −110.0% | Reduced |
| D. E. Shaw & Co., Inc. | 42,441 | $271.2K | 0.00% | +42,441 | New |
| Engineers Gate Manager LP | 42,756 | $273.2K | 0.01% | −61,060−58.8% | Reduced |
| Walleye Capital LLC | 45,484 | $290.6K | 0.00% | −15,600−25.5% | Reduced |
| Two Sigma Advisers, LP | 46,000 | $293.9K | 0.00% | −124,500−73.0% | Reduced |
| CWM Advisors, LLC | 54,934 | $351.0K | 0.04% | +7,737+16.4% | Added |
| Price T Rowe Associates Inc | 57,088 | $365.0K | 0.00% | +7,342+14.8% | Added |
| Tudor Investment Corp Et Al | 58,451 | $373.5K | 0.00% | −137,813−70.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 60,331 | $385.5K | 0.00% | −10,631−15.0% | Reduced |
| Summit Global Investments | 61,553 | $393.0K | 0.03% | −519−0.8% | Reduced |
| Alliancebernstein L.P. | 62,670 | $400.5K | 0.00% | +14,750+30.8% | Added |
| Dynamic Technology Lab Private Ltd | 63,854 | $408.0K | 0.05% | +63,854 | New |
| Campbell & CO Investment Adviser LLC | 64,510 | $412.2K | 0.04% | +42,686+195.6% | Added |
| HSBC Holdings PLC | 78,327 | $478.6K | 0.00% | +20,672+35.9% | Added |
| Public Employees Retirement System of Ohio | 75,790 | $484.3K | 0.00% | −4,586−5.7% | Reduced |