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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 17,554 | $142.9K | 0.00% | +6,228+55.0% | Added |
| Caption Management, LLC | 17,500 | $142.4K | 0.02% | +17,500 | New |
| Lunt Capital Management, Inc. | 17,337 | $141.1K | 0.07% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 17,200 | $140.0K | 0.00% | −28,800−62.6% | Reduced |
| Russell Investments Group, Ltd. | 16,074 | $130.8K | 0.00% | −60,229−78.9% | Reduced |
| State Board of Administration of Florida Retirement System | 15,934 | $129.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 14,648 | $119.2K | 0.01% | +14,648 | New |
| Cigna Investments Inc | 13,999 | $114.0K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 13,121 | $106.8K | 0.00% | +1,271+10.7% | Added |
| Vista Wealth Management Group, LLC | 12,477 | $101.6K | 0.01% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 12,081 | $98.3K | 0.00% | +387+3.3% | Added |
| Harbor Capital Advisors, Inc. | 11,764 | $96.0K | 0.00% | +2,064+21.3% | Added |
| ProShare Advisors LLC | 11,039 | $89.9K | 0.00% | +11,039 | New |
| Quadrature Capital Ltd | 10,292 | $83.8K | 0.00% | +10,292 | 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 |
| HRT Financial LP | 10,026 | $81.0K | 0.00% | +10,026 | New |
| New York State Common Retirement Fund | 9,281 | $75.5K | 0.00% | −13,700−59.6% | Reduced |
| Public Employees Retirement Association of Colorado | 8,404 | $68.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 8,125 | $66.1K | 0.02% | +1,123+16.0% | Added |
| nVerses Capital, LLC | 7,300 | $59.4K | 0.03% | +7,300 | New |
| Nisa Investment Advisors, LLC | 6,479 | $52.7K | 0.00% | +112+1.8% | Added |
| Ameritas Investment Partners, Inc. | 5,546 | $45.1K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 4,233 | $34.5K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 4,182 | $34.0K | 0.00% | +4,182 | New |
| Manchester Capital Management LLC | 3,649 | $29.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,117 | $17.2K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,100 | $17.1K | 0.00% | +2,000+2,000.0% | Added |
| Amalgamated Bank | 1,894 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,500 | $12.2K | 0.00% | +1,500 | New |
| HighMark Wealth Management LLC | 1,250 | $10.2K | 0.01% | 00.0% | Unchanged |
| 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 |
| Catalyst Funds Management Pty Ltd | 1,000 | $8.14K | 0.00% | +1,000 | New |
| CWM, LLC | 991 | $8.00K | 0.00% | −53−5.1% | Reduced |
| Smartleaf Asset Management LLC | 931 | $7.74K | 0.00% | +884+1,880.9% | Added |
| Cullen/Frost Bankers, Inc. | 867 | $7.06K | 0.00% | +136+18.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 761 | $6.19K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 647 | $5.27K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 499 | $4.06K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 478 | $3.89K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 416 | $3.39K | 0.00% | −1,390−77.0% | Reduced |
| Continuum Advisory, LLC | 332 | $2.81K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 236 | $1.92K | 0.00% | −29−10.9% | Reduced |
| Parallel Advisors, LLC | 231 | $1.88K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 190 | $1.55K | 0.00% | +190 | New |
| Allworth Financial LP | 175 | $1.43K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 150 | $1.22K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 136 | $1.11K | 0.00% | +64+88.9% | Added |
| Valued Wealth Advisors LLC | 128 | $1.04K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 113 | $920 | 0.00% | +113 | New |
| Capital Performance Advisors LLP | 83 | $676 | 0.00% | +83 | New |
| GAMMA Investing LLC | 65 | $529 | 0.00% | −7−9.7% | Reduced |
| Rothschild Investment LLC | 60 | $488 | 0.00% | +40+200.0% | Added |
| McIlrath & Eck, LLC | 38 | $309 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 18 | $147 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15 | $122 | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 1 | $8 | 0.00% | +1 | New |
| Covestor Ltd | 14 | $0 | 0.00% | −1−6.7% | Reduced |
| 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 |