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, Q3 2024
Institutional positions in Health Catalyst, Inc. as of Sep 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
- 159
- 0 vs. Q2 2024
- Shares held
- 52.0M
- +6.66M (+14.7%) vs. Q2 2024
- Total value
- $423.2M
- +$133.3M (+46.0%) vs. Q2 2024
- New holders
- 25
- 52 more added
- Sold out
- 25
- 49 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,538,109 | $45.1M | 0.00% | +5,538,109 | New |
| Vanguard Group Inc | 4,580,563 | $37.3M | 0.00% | +53,583+1.2% | Added |
| First Light Asset Management, LLC | 4,296,490 | $35.0M | 2.91% | +340,401+8.6% | Added |
| Impax Asset Management Group plc | 2,554,475 | $20.8M | 0.08% | +360,201+16.4% | Added |
| Daventry Group, LP | 2,417,602 | $19.7M | 7.83% | +170,549+7.6% | Added |
| Primecap Management Co | 2,404,462 | $19.6M | 0.01% | +25,000+1.1% | Added |
| Bank of New York Mellon Corp | 2,302,749 | $18.7M | 0.00% | +72,947+3.3% | Added |
| Nepsis, Inc. | 2,104,528 | $17.1M | 4.06% | +851,448+67.9% | Added |
| Wellington Management Group LLP | 1,860,681 | $15.1M | 0.00% | −25,177−1.3% | Reduced |
| Millennium Management LLC | 1,726,839 | $14.1M | 0.01% | −686,441−28.4% | Reduced |
| Geode Capital Management, LLC | 1,443,036 | $11.7M | 0.00% | +66,896+4.9% | Added |
| Dimensional Fund Advisors LP | 1,355,879 | $11.0M | 0.00% | −44,558−3.2% | Reduced |
| Kennedy Capital Management, Inc. | 1,325,555 | $10.8M | 0.24% | +50,711+4.0% | Added |
| JPMorgan Chase & Co | 1,301,181 | $10.6M | 0.00% | +119,078+10.1% | Added |
| State Street Corp | 1,163,754 | $9.47M | 0.00% | +28,251+2.5% | Added |
| Alyeska Investment Group, L.P. | 1,158,230 | $9.43M | 0.05% | +173,670+17.6% | Added |
| Granahan Investment Management Inc | 1,032,483 | $8.40M | 0.33% | −10,250−1.0% | Reduced |
| Fred Alger Management, LLC | 842,509 | $6.86M | 0.03% | +842,509 | New |
| American Century Companies Inc | 697,799 | $5.68M | 0.00% | +14,335+2.1% | Added |
| Portolan Capital Management, LLC | 663,602 | $5.40M | 0.39% | +663,602 | New |
| Nuveen Asset Management, LLC | 629,288 | $5.12M | 0.00% | +1,103+0.2% | Added |
| Goldman Sachs Group Inc | 622,918 | $5.07M | 0.00% | −265,256−29.9% | Reduced |
| Charles Schwab Investment Management Inc | 573,061 | $4.66M | 0.00% | −33,710−5.6% | Reduced |
| Schroder Investment Management Group | 526,209 | $4.37M | 0.00% | +317,897+152.6% | Added |
| Point72 Asset Management, L.P. | 516,934 | $4.21M | 0.01% | +211,805+69.4% | Added |
| Northern Trust Corp | 485,309 | $3.95M | 0.00% | +1,382+0.3% | Added |
| Acadian Asset Management LLC | 477,267 | $3.88M | 0.01% | −256,990−35.0% | Reduced |
| Massachusetts Financial Services Co | 324,002 | $2.64M | 0.00% | −7,845−2.4% | Reduced |
| Morgan Stanley | 306,387 | $2.49M | 0.00% | −136,756−30.9% | Reduced |
| Zacks Investment Management | 296,121 | $2.41M | 0.02% | +18,677+6.7% | Added |
| Martin & Co Inc | 272,705 | $2.22M | 0.52% | +272,705 | New |
| Essex Investment Management Co LLC | 247,161 | $2.01M | 0.35% | +247,161 | New |
| Bank of America Corp | 246,215 | $2.00M | 0.00% | +65,192+36.0% | Added |
| ClariVest Asset Management LLC | 285,627 | $1.83M | 0.19% | 00.0% | Unchanged |
| FMR LLC | 211,608 | $1.72M | 0.00% | +45,902+27.7% | Added |
| Lazard Asset Management LLC | 211,277 | $1.72M | 0.00% | −29,903−12.4% | Reduced |
| Deutsche Bank AG | 206,109 | $1.68M | 0.00% | +9,760+5.0% | Added |
| Millrace Asset Group, Inc. | 192,616 | $1.57M | 1.59% | +192,616 | New |
| Citadel Advisors LLC | 175,691 | $1.43M | 0.00% | +16,399+10.3% | Added |
| Royal Bank of Canada | 167,088 | $1.36M | 0.00% | −49,518−22.9% | Reduced |
| Pier 88 Investment Partners LLC | 163,440 | $1.33M | 0.29% | +33,200+25.5% | Added |
| Los Angeles Capital Management LLC | 161,728 | $1.32M | 0.01% | −51,965−24.3% | Reduced |
| Barclays PLC | 160,151 | $1.30M | 0.00% | +56,369+54.3% | Added |
| Jane Street Group, LLC | 151,721 | $1.24M | 0.00% | −57,048−27.3% | Reduced |
| Ameriprise Financial Inc | 144,138 | $1.17M | 0.00% | −167,522−53.8% | Reduced |
| Trexquant Investment LP | 136,810 | $1.11M | 0.01% | −119,594−46.6% | Reduced |
| Susquehanna International Group, LLP | 134,373 | $1.09M | 0.00% | +102,125+316.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 131,532 | $1.07M | 0.01% | +71,201+118.0% | Added |
| Adage Capital Partners GP, L.L.C. | 124,280 | $1.01M | 0.00% | −74,683−37.5% | Reduced |
| Baillie Gifford & Co | 121,855 | $991.9K | 0.00% | −308,742−71.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 112,165 | $913.0K | 0.00% | −688,905−86.0% | Reduced |
| Janney Montgomery Scott LLC | 110,240 | $897.0K | 0.00% | +110,240 | New |
| Franklin Resources Inc | 104,141 | $857.1K | 0.00% | +5,687+5.8% | Added |
| UBS Group AG | 103,333 | $841.1K | 0.00% | −6,366−5.8% | Reduced |
| Cubist Systematic Strategies, LLC | 102,086 | $831.0K | 0.01% | −18,277−15.2% | Reduced |
| Qube Research & Technologies Ltd | 93,552 | $761.5K | 0.00% | −73,039−43.8% | Reduced |
| D. E. Shaw & Co., Inc. | 92,306 | $751.4K | 0.00% | +49,865+117.5% | Added |
| Legal & General Group Plc | 90,547 | $737.1K | 0.00% | −14,658−13.9% | Reduced |
| Rhumbline Advisers | 89,399 | $727.7K | 0.00% | −1,712−1.9% | Reduced |
| Legato Capital Management LLC | 84,821 | $690.4K | 0.09% | +84,821 | New |
| Credit Agricole S A | 80,100 | $652.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 78,251 | $637.0K | 0.00% | −698−0.9% | Reduced |
| HSBC Holdings PLC | 74,260 | $609.7K | 0.00% | −4,067−5.2% | Reduced |
| Exchange Traded Concepts, LLC | 70,082 | $570.5K | 0.01% | −12,931−15.6% | Reduced |
| Summit Global Investments | 66,544 | $542.0K | 0.03% | +4,991+8.1% | Added |
| Advent Capital Management | 65,000 | $529.1K | 0.01% | +65,000 | New |
| Alliancebernstein L.P. | 62,670 | $510.1K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 59,346 | $483.1K | 0.04% | −5,164−8.0% | Reduced |
| Price T Rowe Associates Inc | 57,645 | $470.0K | 0.00% | +557+1.0% | Added |
| Engineers Gate Manager LP | 57,101 | $464.8K | 0.01% | +14,345+33.6% | Added |
| Nebula Research & Development LLC | 56,001 | $455.8K | 0.05% | +19,963+55.4% | Added |
| CWM Advisors, LLC | 49,360 | $401.8K | 0.04% | −5,574−10.1% | Reduced |
| Sherbrooke Park Advisers LLC | 48,270 | $392.9K | 0.09% | +28,138+139.8% | Added |
| Algert Global LLC | 46,586 | $379.2K | 0.01% | +6,214+15.4% | Added |
| Citigroup Inc | 44,162 | $359.5K | 0.00% | +27,401+163.5% | Added |
| Perigon Wealth Management, LLC | 40,529 | $329.9K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 39,845 | $324.3K | 0.01% | +39,845 | New |
| Walleye Capital LLC | 38,829 | $316.1K | 0.00% | −6,655−14.6% | Reduced |
| MetLife Investment Management | 34,467 | $280.6K | 0.00% | 00.0% | Unchanged |
| CVS Health Corp | 32,273 | $262.7K | 0.11% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 31,979 | $260.3K | 0.00% | +2,693+9.2% | Added |
| Corebridge Financial, Inc. | 31,238 | $254.3K | 0.00% | −192−0.6% | Reduced |
| Wells Fargo & Company | 30,904 | $251.6K | 0.00% | +4,686+17.9% | Added |
| Sepio Capital, LP | 30,610 | $249.2K | 0.02% | 00.0% | Unchanged |
| AQR Capital Management LLC | 30,176 | $245.6K | 0.00% | −58,152−65.8% | Reduced |
| Squarepoint Ops LLC | 23,708 | $193.0K | 0.00% | −71,755−75.2% | Reduced |
| Probity Advisors, Inc. | 23,045 | $187.6K | 0.04% | +2,699+13.3% | Added |
| Gsa Capital Partners LLP | 22,934 | $187.0K | 0.01% | −87,851−79.3% | Reduced |
| State of Wyoming | 22,496 | $183.1K | 0.03% | +4,010+21.7% | Added |
| SG Americas Securities, LLC | 22,508 | $183.0K | 0.00% | −6,786−23.2% | Reduced |
| Manufacturers Life Insurance Company, The | 22,453 | $182.8K | 0.00% | −709−3.1% | Reduced |
| Voya Investment Management LLC | 21,777 | $177.3K | 0.00% | −17,642−44.8% | Reduced |
| Creative Planning | 21,348 | $173.8K | 0.00% | +2,486+13.2% | Added |
| Simplex Trading, LLC | 20,937 | $170.0K | 0.01% | +19,847+1,820.8% | Added |
| Graham Capital Management, L.P. | 20,663 | $168.2K | 0.01% | −4,167−16.8% | Reduced |
| XTX Topco Ltd | 18,727 | $152.4K | 0.01% | −9,693−34.1% | Reduced |
| Blair William & Co | 18,384 | $149.6K | 0.00% | −210−1.1% | Reduced |
| Public Employees Retirement System of Ohio | 18,090 | $147.3K | 0.00% | −57,700−76.1% | Reduced |
| Intech Investment Management LLC | 17,775 | $144.7K | 0.00% | +17,775 | New |
| Envestnet Asset Management Inc | 17,565 | $143.0K | 0.00% | +17,565 | New |