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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 76,303 | $487.6K | 0.00% | +30,455+66.4% | Added |
| Invesco Ltd. | 78,949 | $504.5K | 0.00% | −2,664−3.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 79,864 | $510.3K | 0.03% | +31,406+64.8% | Added |
| Credit Agricole S A | 80,100 | $511.8K | 0.00% | +80,100 | New |
| Exchange Traded Concepts, LLC | 83,013 | $530.5K | 0.01% | +8,756+11.8% | Added |
| AQR Capital Management LLC | 88,328 | $564.4K | 0.00% | +88,328 | New |
| Rhumbline Advisers | 91,111 | $582.2K | 0.00% | +7,589+9.1% | Added |
| Squarepoint Ops LLC | 95,463 | $610.0K | 0.00% | −96,341−50.2% | Reduced |
| Franklin Resources Inc | 98,454 | $629.1K | 0.00% | −1,280−1.3% | Reduced |
| Barclays PLC | 103,782 | $663.2K | 0.00% | −721−0.7% | Reduced |
| Legal & General Group Plc | 105,205 | $672.2K | 0.00% | −30,075−22.2% | Reduced |
| Petrus Trust Company, LTA | 109,228 | $698.0K | 0.07% | −39,007−26.3% | Reduced |
| UBS Group AG | 109,699 | $701.0K | 0.00% | −42,289−27.8% | Reduced |
| Gsa Capital Partners LLP | 110,785 | $708.0K | 0.05% | +99,616+891.9% | Added |
| Cubist Systematic Strategies, LLC | 120,363 | $769.1K | 0.01% | −125,566−51.1% | Reduced |
| Pier 88 Investment Partners LLC | 130,240 | $832.2K | 0.19% | +93,190+251.5% | Added |
| Citadel Advisors LLC | 159,292 | $1.02M | 0.00% | −48,797−23.5% | Reduced |
| FMR LLC | 165,706 | $1.06M | 0.00% | +81,875+97.7% | Added |
| Qube Research & Technologies Ltd | 166,591 | $1.06M | 0.00% | +86,218+107.3% | Added |
| Susquehanna Fundamental Investments, LLC | 169,529 | $1.08M | 0.02% | +26,196+18.3% | Added |
| Bank of America Corp | 181,023 | $1.16M | 0.00% | +40,956+29.2% | Added |
| Deutsche Bank AG | 196,349 | $1.25M | 0.00% | −11,352−5.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 198,963 | $1.27M | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 208,312 | $1.33M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 208,769 | $1.33M | 0.00% | +79,333+61.3% | Added |
| Los Angeles Capital Management LLC | 213,693 | $1.37M | 0.00% | +156,908+276.3% | Added |
| Royal Bank of Canada | 216,606 | $1.38M | 0.00% | +2,802+1.3% | Added |
| Lazard Asset Management LLC | 241,180 | $1.54M | 0.00% | −27,857−10.4% | Reduced |
| Trexquant Investment LP | 256,404 | $1.64M | 0.02% | +175,012+215.0% | Added |
| Zacks Investment Management | 277,444 | $1.77M | 0.02% | +174,552+169.6% | Added |
| ClariVest Asset Management LLC | 285,627 | $1.83M | 0.19% | +3,302+1.2% | Added |
| Point72 Asset Management, L.P. | 305,129 | $1.95M | 0.01% | −1,728,101−85.0% | Reduced |
| Ameriprise Financial Inc | 311,660 | $1.99M | 0.00% | −113,495−26.7% | Reduced |
| Massachusetts Financial Services Co | 331,847 | $2.12M | 0.00% | +50,297+17.9% | Added |
| Baillie Gifford & Co | 430,597 | $2.75M | 0.00% | −106,171−19.8% | Reduced |
| Morgan Stanley | 443,143 | $2.83M | 0.00% | −32,501−6.8% | Reduced |
| Northern Trust Corp | 483,927 | $3.09M | 0.00% | −28,172−5.5% | Reduced |
| Charles Schwab Investment Management Inc | 606,771 | $3.88M | 0.00% | +122,530+25.3% | Added |
| Nuveen Asset Management, LLC | 628,185 | $4.01M | 0.00% | −133,181−17.5% | Reduced |
| American Century Companies Inc | 683,464 | $4.37M | 0.00% | +9,466+1.4% | Added |
| Acadian Asset Management LLC | 734,257 | $4.69M | 0.01% | +9,697+1.3% | Added |
| Jacobs Levy Equity Management, Inc | 801,070 | $5.12M | 0.02% | +62,569+8.5% | Added |
| Invenomic Capital Management LP | 850,581 | $5.44M | 0.28% | +850,581 | New |
| Goldman Sachs Group Inc | 888,174 | $5.68M | 0.00% | −388,641−30.4% | Reduced |
| Alyeska Investment Group, L.P. | 984,560 | $6.29M | 0.04% | 00.0% | Unchanged |
| Granahan Investment Management Inc | 1,042,733 | $6.66M | 0.27% | −210,971−16.8% | Reduced |
| State Street Corp | 1,135,503 | $7.26M | 0.00% | −187,223−14.2% | Reduced |
| JPMorgan Chase & Co | 1,182,103 | $7.55M | 0.00% | +212,939+22.0% | Added |
| Nepsis, Inc. | 1,253,080 | $8.01M | 2.16% | +95,686+8.3% | Added |
| Kennedy Capital Management, Inc. | 1,274,844 | $8.15M | 0.17% | +108,842+9.3% | Added |
| Geode Capital Management, LLC | 1,376,140 | $8.80M | 0.00% | +56,968+4.3% | Added |
| Dimensional Fund Advisors LP | 1,400,437 | $8.95M | 0.00% | −228,756−14.0% | Reduced |
| Wellington Management Group LLP | 1,885,858 | $12.1M | 0.00% | −740,477−28.2% | Reduced |
| Impax Asset Management Group plc | 2,194,274 | $14.0M | 0.06% | +39,799+1.8% | Added |
| Bank of New York Mellon Corp | 2,229,802 | $14.2M | 0.00% | −259,263−10.4% | Reduced |
| Daventry Group, LP | 2,247,053 | $14.4M | 6.41% | +84,178+3.9% | Added |
| Primecap Management Co | 2,379,462 | $15.2M | 0.01% | +305,079+14.7% | Added |
| Millennium Management LLC | 2,413,280 | $15.4M | 0.01% | +1,184,131+96.3% | Added |
| First Light Asset Management, LLC | 3,956,089 | $25.3M | 2.22% | +3,221,408+438.5% | Added |
| Vanguard Group Inc | 4,526,980 | $28.9M | 0.00% | +50,749+1.1% | Added |
| BlackRock Inc. | 5,432,709 | $34.7M | 0.00% | +68,224+1.3% | Added |
| Bares Capital Management, Inc. | 0 | $0 | 0.00% | −450,000−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −245,429−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −112,200−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −111,842−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −106,031−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −97,133−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −87,478−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −62,463−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −57,056−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −46,379−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −44,816−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −42,534−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −42,158−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −39,507−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −25,818−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −28,142−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −25,550−100.0% | Sold out |
| Gruss & Co., LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −24,900−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −23,559−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −22,495−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −19,777−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −19,158−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −18,591−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −15,816−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −15,297−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −15,072−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −12,476−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −12,315−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −10,259−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −3,051−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Virtus Fund Advisers, LLC | 0 | $0 | 0.00% | −2,786−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −1,379−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −572−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |