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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 89,399 | $727.7K | 0.00% | −1,712−1.9% | Reduced |
| Legal & General Group Plc | 90,547 | $737.1K | 0.00% | −14,658−13.9% | Reduced |
| D. E. Shaw & Co., Inc. | 92,306 | $751.4K | 0.00% | +49,865+117.5% | Added |
| Qube Research & Technologies Ltd | 93,552 | $761.5K | 0.00% | −73,039−43.8% | Reduced |
| Cubist Systematic Strategies, LLC | 102,086 | $831.0K | 0.01% | −18,277−15.2% | Reduced |
| UBS Group AG | 103,333 | $841.1K | 0.00% | −6,366−5.8% | Reduced |
| Franklin Resources Inc | 104,141 | $857.1K | 0.00% | +5,687+5.8% | Added |
| Janney Montgomery Scott LLC | 110,240 | $897.0K | 0.00% | +110,240 | New |
| Jacobs Levy Equity Management, Inc | 112,165 | $913.0K | 0.00% | −688,905−86.0% | Reduced |
| Baillie Gifford & Co | 121,855 | $991.9K | 0.00% | −308,742−71.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 124,280 | $1.01M | 0.00% | −74,683−37.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 131,532 | $1.07M | 0.01% | +71,201+118.0% | Added |
| Susquehanna International Group, LLP | 134,373 | $1.09M | 0.00% | +102,125+316.7% | Added |
| Trexquant Investment LP | 136,810 | $1.11M | 0.01% | −119,594−46.6% | Reduced |
| Ameriprise Financial Inc | 144,138 | $1.17M | 0.00% | −167,522−53.8% | Reduced |
| Jane Street Group, LLC | 151,721 | $1.24M | 0.00% | −57,048−27.3% | Reduced |
| Barclays PLC | 160,151 | $1.30M | 0.00% | +56,369+54.3% | Added |
| Los Angeles Capital Management LLC | 161,728 | $1.32M | 0.01% | −51,965−24.3% | Reduced |
| Pier 88 Investment Partners LLC | 163,440 | $1.33M | 0.29% | +33,200+25.5% | Added |
| Royal Bank of Canada | 167,088 | $1.36M | 0.00% | −49,518−22.9% | Reduced |
| Citadel Advisors LLC | 175,691 | $1.43M | 0.00% | +16,399+10.3% | Added |
| Millrace Asset Group, Inc. | 192,616 | $1.57M | 1.59% | +192,616 | New |
| Deutsche Bank AG | 206,109 | $1.68M | 0.00% | +9,760+5.0% | Added |
| Lazard Asset Management LLC | 211,277 | $1.72M | 0.00% | −29,903−12.4% | Reduced |
| FMR LLC | 211,608 | $1.72M | 0.00% | +45,902+27.7% | Added |
| ClariVest Asset Management LLC | 285,627 | $1.83M | 0.19% | 00.0% | Unchanged |
| Bank of America Corp | 246,215 | $2.00M | 0.00% | +65,192+36.0% | Added |
| Essex Investment Management Co LLC | 247,161 | $2.01M | 0.35% | +247,161 | New |
| Martin & Co Inc | 272,705 | $2.22M | 0.52% | +272,705 | New |
| Zacks Investment Management | 296,121 | $2.41M | 0.02% | +18,677+6.7% | Added |
| Morgan Stanley | 306,387 | $2.49M | 0.00% | −136,756−30.9% | Reduced |
| Massachusetts Financial Services Co | 324,002 | $2.64M | 0.00% | −7,845−2.4% | Reduced |
| Acadian Asset Management LLC | 477,267 | $3.88M | 0.01% | −256,990−35.0% | Reduced |
| Northern Trust Corp | 485,309 | $3.95M | 0.00% | +1,382+0.3% | Added |
| Point72 Asset Management, L.P. | 516,934 | $4.21M | 0.01% | +211,805+69.4% | Added |
| Schroder Investment Management Group | 526,209 | $4.37M | 0.00% | +317,897+152.6% | Added |
| Charles Schwab Investment Management Inc | 573,061 | $4.66M | 0.00% | −33,710−5.6% | Reduced |
| Goldman Sachs Group Inc | 622,918 | $5.07M | 0.00% | −265,256−29.9% | Reduced |
| Nuveen Asset Management, LLC | 629,288 | $5.12M | 0.00% | +1,103+0.2% | Added |
| Portolan Capital Management, LLC | 663,602 | $5.40M | 0.39% | +663,602 | New |
| American Century Companies Inc | 697,799 | $5.68M | 0.00% | +14,335+2.1% | Added |
| Fred Alger Management, LLC | 842,509 | $6.86M | 0.03% | +842,509 | New |
| Granahan Investment Management Inc | 1,032,483 | $8.40M | 0.33% | −10,250−1.0% | Reduced |
| Alyeska Investment Group, L.P. | 1,158,230 | $9.43M | 0.05% | +173,670+17.6% | Added |
| State Street Corp | 1,163,754 | $9.47M | 0.00% | +28,251+2.5% | Added |
| JPMorgan Chase & Co | 1,301,181 | $10.6M | 0.00% | +119,078+10.1% | Added |
| Kennedy Capital Management, Inc. | 1,325,555 | $10.8M | 0.24% | +50,711+4.0% | Added |
| Dimensional Fund Advisors LP | 1,355,879 | $11.0M | 0.00% | −44,558−3.2% | Reduced |
| Geode Capital Management, LLC | 1,443,036 | $11.7M | 0.00% | +66,896+4.9% | Added |
| Millennium Management LLC | 1,726,839 | $14.1M | 0.01% | −686,441−28.4% | Reduced |
| Wellington Management Group LLP | 1,860,681 | $15.1M | 0.00% | −25,177−1.3% | Reduced |
| Nepsis, Inc. | 2,104,528 | $17.1M | 4.06% | +851,448+67.9% | Added |
| Bank of New York Mellon Corp | 2,302,749 | $18.7M | 0.00% | +72,947+3.3% | Added |
| Primecap Management Co | 2,404,462 | $19.6M | 0.01% | +25,000+1.1% | Added |
| Daventry Group, LP | 2,417,602 | $19.7M | 7.83% | +170,549+7.6% | Added |
| Impax Asset Management Group plc | 2,554,475 | $20.8M | 0.08% | +360,201+16.4% | Added |
| First Light Asset Management, LLC | 4,296,490 | $35.0M | 2.91% | +340,401+8.6% | Added |
| Vanguard Group Inc | 4,580,563 | $37.3M | 0.00% | +53,583+1.2% | Added |
| BlackRock, Inc. | 5,538,109 | $45.1M | 0.00% | +5,538,109 | New |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −850,581−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −109,228−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −79,864−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −63,854−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −58,451−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −31,273−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −29,469−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −25,858−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −21,806−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −21,176−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −18,987−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −18,227−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −17,893−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −13,508−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −10,922−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,195−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,879−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,380−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −2,272−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −624−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |