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 |
|---|---|---|---|---|---|
| Blair William & Co | 18,594 | $118.8K | 0.00% | +18,594 | New |
| State of Wyoming | 18,486 | $118.1K | 0.02% | +5,036+37.4% | Added |
| Prelude Capital Management, LLC | 18,227 | $116.5K | 0.01% | −54,608−75.0% | Reduced |
| SEI Investments Co | 17,893 | $114.3K | 0.00% | −3,931−18.0% | Reduced |
| Lunt Capital Management, Inc. | 17,337 | $110.8K | 0.05% | 00.0% | Unchanged |
| Citigroup Inc | 16,761 | $107.1K | 0.00% | +5,500+48.8% | Added |
| State Board of Administration of Florida Retirement System | 15,934 | $101.8K | 0.00% | +1,480+10.2% | Added |
| Renaissance Technologies LLC | 14,700 | $93.9K | 0.00% | −52,200−78.0% | Reduced |
| Cigna Investments Inc | 13,999 | $89.0K | 0.02% | −80−0.6% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 13,508 | $86.3K | 0.00% | −1,205−8.2% | Reduced |
| Vista Wealth Management Group, LLC | 12,477 | $79.7K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 11,850 | $75.7K | 0.00% | +11,850 | New |
| Cornerstone Investment Partners, LLC | 11,694 | $74.7K | 0.00% | −945−7.5% | Reduced |
| Tower Research Capital LLC (TRC) | 11,326 | $72.4K | 0.00% | +10,525+1,314.0% | Added |
| Mackenzie Financial Corp | 10,922 | $69.8K | 0.00% | +10,922 | New |
| Verition Fund Management LLC | 10,195 | $65.1K | 0.00% | −1,200−10.5% | 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 |
| Harbor Capital Advisors, Inc. | 9,700 | $62.0K | 0.00% | −14,250−59.5% | Reduced |
| Public Employees Retirement Association of Colorado | 8,404 | $54.0K | 0.00% | −6,927−45.2% | Reduced |
| Quantbot Technologies LP | 7,879 | $50.3K | 0.00% | +1,940+32.7% | Added |
| Quarry LP | 7,002 | $44.7K | 0.02% | +2,610+59.4% | Added |
| Nisa Investment Advisors, LLC | 6,367 | $40.7K | 0.00% | +5,232+461.0% | Added |
| Ameritas Investment Partners, Inc. | 5,546 | $35.4K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 4,233 | $27.0K | 0.00% | −53,247−92.6% | Reduced |
| Manchester Capital Management LLC | 3,649 | $23.3K | 0.00% | +1,621+79.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,380 | $15.2K | 0.00% | −14,405−85.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,272 | $14.5K | 0.00% | +2,272 | New |
| The PNC Financial Services Group, Inc. | 2,117 | $13.5K | 0.00% | −73−3.3% | Reduced |
| Amalgamated Bank | 1,894 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,806 | $11.5K | 0.00% | +1,468+434.3% | Added |
| Advisor Group Holdings, Inc. | 1,602 | $10.2K | 0.00% | +7+0.4% | Added |
| HighMark Wealth Management LLC | 1,250 | $7.99K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,200 | $7.67K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,044 | $7.00K | 0.00% | +339+48.1% | Added |
| EntryPoint Capital, LLC | 1,001 | $6.40K | 0.00% | −12,016−92.3% | Reduced |
| Simplex Trading, LLC | 1,090 | $6.00K | 0.00% | +1,090 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 761 | $4.86K | 0.00% | +444+140.1% | Added |
| Cullen/Frost Bankers, Inc. | 731 | $4.67K | 0.00% | +731 | New |
| CoreCap Advisors, LLC | 647 | $4.13K | 0.00% | +647 | New |
| Leonteq Securities AG | 624 | $3.99K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 499 | $3.19K | 0.00% | +499 | New |
| US Bancorp | 478 | $3.06K | 0.00% | −1,932−80.2% | Reduced |
| Continuum Advisory, LLC | 332 | $2.12K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 268 | $2.00K | 0.00% | +11+4.3% | Added |
| Huntington National Bank | 265 | $1.69K | 0.00% | +111+72.1% | Added |
| Parallel Advisors, LLC | 231 | $1.48K | 0.00% | +231 | New |
| Allworth Financial LP | 175 | $1.27K | 0.00% | +104+146.5% | Added |
| Sachetta, LLC | 146 | $1.11K | 0.00% | −13−8.2% | Reduced |
| Spire Wealth Management | 150 | $959 | 0.00% | −150−50.0% | Reduced |
| Abich Financial Wealth Management LLC | 143 | $914 | 0.00% | +143 | New |
| Valued Wealth Advisors LLC | 128 | $818 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $639 | 0.00% | +100 | New |
| Signaturefd, LLC | 72 | $460 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 72 | $460 | 0.00% | +72 | New |
| Smartleaf Asset Management LLC | 47 | $284 | 0.00% | +47 | New |
| McIlrath & Eck, LLC | 38 | $243 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 18 | $133 | 0.00% | +18 | New |
| Rothschild Investment LLC | 20 | $128 | 0.00% | +20 | New |
| Farther Finance Advisors, LLC | 15 | $91 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 15 | $0 | 0.00% | +5+50.0% | 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 |