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 |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | −1−6.7% | Reduced |
| Bank of Montreal | 1 | $8 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 15 | $122 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 18 | $147 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 38 | $309 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $488 | 0.00% | +40+200.0% | Added |
| GAMMA Investing LLC | 65 | $529 | 0.00% | −7−9.7% | Reduced |
| Capital Performance Advisors LLP | 83 | $676 | 0.00% | +83 | New |
| Lindbrook Capital, LLC | 113 | $920 | 0.00% | +113 | New |
| Valued Wealth Advisors LLC | 128 | $1.04K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 136 | $1.11K | 0.00% | +64+88.9% | Added |
| Spire Wealth Management | 150 | $1.22K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 175 | $1.43K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 190 | $1.55K | 0.00% | +190 | New |
| Parallel Advisors, LLC | 231 | $1.88K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 236 | $1.92K | 0.00% | −29−10.9% | Reduced |
| Continuum Advisory, LLC | 332 | $2.81K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 416 | $3.39K | 0.00% | −1,390−77.0% | Reduced |
| US Bancorp | 478 | $3.89K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 499 | $4.06K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 647 | $5.27K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 761 | $6.19K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 867 | $7.06K | 0.00% | +136+18.6% | Added |
| Smartleaf Asset Management LLC | 931 | $7.74K | 0.00% | +884+1,880.9% | Added |
| CWM, LLC | 991 | $8.00K | 0.00% | −53−5.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,000 | $8.14K | 0.00% | +1,000 | New |
| Advisor Group Holdings, Inc. | 1,200 | $9.77K | 0.00% | −402−25.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,200 | $9.77K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,250 | $10.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,500 | $12.2K | 0.00% | +1,500 | New |
| Amalgamated Bank | 1,894 | $15.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,100 | $17.1K | 0.00% | +2,000+2,000.0% | Added |
| The PNC Financial Services Group, Inc. | 2,117 | $17.2K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,649 | $29.7K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 4,182 | $34.0K | 0.00% | +4,182 | New |
| California State Teachers Retirement System | 4,233 | $34.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,546 | $45.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 6,479 | $52.7K | 0.00% | +112+1.8% | Added |
| nVerses Capital, LLC | 7,300 | $59.4K | 0.03% | +7,300 | New |
| Quarry LP | 8,125 | $66.1K | 0.02% | +1,123+16.0% | Added |
| Public Employees Retirement Association of Colorado | 8,404 | $68.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,281 | $75.5K | 0.00% | −13,700−59.6% | Reduced |
| HRT Financial LP | 10,026 | $81.0K | 0.00% | +10,026 | New |
| Merriman Wealth Management, LLC | 10,000 | $81.4K | 0.00% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 10,000 | $81.4K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 10,292 | $83.8K | 0.00% | +10,292 | New |
| ProShare Advisors LLC | 11,039 | $89.9K | 0.00% | +11,039 | New |
| Harbor Capital Advisors, Inc. | 11,764 | $96.0K | 0.00% | +2,064+21.3% | Added |
| Cornerstone Investment Partners, LLC | 12,081 | $98.3K | 0.00% | +387+3.3% | Added |
| Vista Wealth Management Group, LLC | 12,477 | $101.6K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 13,121 | $106.8K | 0.00% | +1,271+10.7% | Added |
| Cigna Investments Inc | 13,999 | $114.0K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 14,648 | $119.2K | 0.01% | +14,648 | New |
| State Board of Administration of Florida Retirement System | 15,934 | $129.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 16,074 | $130.8K | 0.00% | −60,229−78.9% | Reduced |
| Two Sigma Advisers, LP | 17,200 | $140.0K | 0.00% | −28,800−62.6% | Reduced |
| Lunt Capital Management, Inc. | 17,337 | $141.1K | 0.07% | 00.0% | Unchanged |
| Caption Management, LLC | 17,500 | $142.4K | 0.02% | +17,500 | New |
| Tower Research Capital LLC (TRC) | 17,554 | $142.9K | 0.00% | +6,228+55.0% | Added |
| Envestnet Asset Management Inc | 17,565 | $143.0K | 0.00% | +17,565 | New |
| Intech Investment Management LLC | 17,775 | $144.7K | 0.00% | +17,775 | New |
| Public Employees Retirement System of Ohio | 18,090 | $147.3K | 0.00% | −57,700−76.1% | Reduced |
| Blair William & Co | 18,384 | $149.6K | 0.00% | −210−1.1% | Reduced |
| XTX Topco Ltd | 18,727 | $152.4K | 0.01% | −9,693−34.1% | Reduced |
| Graham Capital Management, L.P. | 20,663 | $168.2K | 0.01% | −4,167−16.8% | Reduced |
| Simplex Trading, LLC | 20,937 | $170.0K | 0.01% | +19,847+1,820.8% | Added |
| Creative Planning | 21,348 | $173.8K | 0.00% | +2,486+13.2% | Added |
| Voya Investment Management LLC | 21,777 | $177.3K | 0.00% | −17,642−44.8% | Reduced |
| Manufacturers Life Insurance Company, The | 22,453 | $182.8K | 0.00% | −709−3.1% | Reduced |
| SG Americas Securities, LLC | 22,508 | $183.0K | 0.00% | −6,786−23.2% | Reduced |
| State of Wyoming | 22,496 | $183.1K | 0.03% | +4,010+21.7% | Added |
| Gsa Capital Partners LLP | 22,934 | $187.0K | 0.01% | −87,851−79.3% | Reduced |
| Probity Advisors, Inc. | 23,045 | $187.6K | 0.04% | +2,699+13.3% | Added |
| Squarepoint Ops LLC | 23,708 | $193.0K | 0.00% | −71,755−75.2% | Reduced |
| AQR Capital Management LLC | 30,176 | $245.6K | 0.00% | −58,152−65.8% | Reduced |
| Sepio Capital, LP | 30,610 | $249.2K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 30,904 | $251.6K | 0.00% | +4,686+17.9% | Added |
| Corebridge Financial, Inc. | 31,238 | $254.3K | 0.00% | −192−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 31,979 | $260.3K | 0.00% | +2,693+9.2% | Added |
| CVS Health Corp | 32,273 | $262.7K | 0.11% | 00.0% | Unchanged |
| MetLife Investment Management | 34,467 | $280.6K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 38,829 | $316.1K | 0.00% | −6,655−14.6% | Reduced |
| Centiva Capital, LP | 39,845 | $324.3K | 0.01% | +39,845 | New |
| Perigon Wealth Management, LLC | 40,529 | $329.9K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 44,162 | $359.5K | 0.00% | +27,401+163.5% | Added |
| Algert Global LLC | 46,586 | $379.2K | 0.01% | +6,214+15.4% | Added |
| Sherbrooke Park Advisers LLC | 48,270 | $392.9K | 0.09% | +28,138+139.8% | Added |
| CWM Advisors, LLC | 49,360 | $401.8K | 0.04% | −5,574−10.1% | Reduced |
| Nebula Research & Development LLC | 56,001 | $455.8K | 0.05% | +19,963+55.4% | Added |
| Engineers Gate Manager LP | 57,101 | $464.8K | 0.01% | +14,345+33.6% | Added |
| Price T Rowe Associates Inc | 57,645 | $470.0K | 0.00% | +557+1.0% | Added |
| Campbell & CO Investment Adviser LLC | 59,346 | $483.1K | 0.04% | −5,164−8.0% | Reduced |
| Alliancebernstein L.P. | 62,670 | $510.1K | 0.00% | 00.0% | Unchanged |
| Advent Capital Management | 65,000 | $529.1K | 0.01% | +65,000 | New |
| Summit Global Investments | 66,544 | $542.0K | 0.03% | +4,991+8.1% | Added |
| Exchange Traded Concepts, LLC | 70,082 | $570.5K | 0.01% | −12,931−15.6% | Reduced |
| HSBC Holdings PLC | 74,260 | $609.7K | 0.00% | −4,067−5.2% | Reduced |
| Invesco Ltd. | 78,251 | $637.0K | 0.00% | −698−0.9% | Reduced |
| Credit Agricole S A | 80,100 | $652.0K | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 84,821 | $690.4K | 0.09% | +84,821 | New |