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, Q4 2024
Institutional positions in Health Catalyst, Inc. as of Dec 31, 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
- 168
- +11 vs. Q3 2024
- Shares held
- 51.8M
- +255.4K (+0.5%) vs. Q3 2024
- Total value
- $375.6M
- −$44.1M (−10.5%) vs. Q3 2024
- New holders
- 31
- 61 more added
- Sold out
- 20
- 48 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,583,876 | $39.5M | 0.00% | +45,767+0.8% | Added |
| First Light Asset Management, LLC | 5,241,121 | $37.1M | 3.55% | +944,631+22.0% | Added |
| Vanguard Group Inc | 4,394,731 | $31.1M | 0.00% | −185,832−4.1% | Reduced |
| Impax Asset Management Group plc | 2,750,000 | $19.4M | 0.09% | +195,525+7.7% | Added |
| Daventry Group, LP | 2,509,480 | $17.7M | 6.78% | +91,878+3.8% | Added |
| Alyeska Investment Group, L.P. | 2,019,380 | $14.3M | 0.05% | +861,150+74.4% | Added |
| Millennium Management LLC | 1,985,692 | $14.0M | 0.01% | +258,853+15.0% | Added |
| Wellington Management Group LLP | 1,959,128 | $13.9M | 0.00% | +98,447+5.3% | Added |
| Primecap Management Co | 1,932,617 | $13.7M | 0.01% | −471,845−19.6% | Reduced |
| Kennedy Capital Management, Inc. | 1,891,000 | $13.4M | 0.30% | +565,445+42.7% | Added |
| Dimensional Fund Advisors LP | 1,591,565 | $11.3M | 0.00% | +235,686+17.4% | Added |
| Geode Capital Management, LLC | 1,446,600 | $10.2M | 0.00% | +3,564+0.2% | Added |
| Bank of New York Mellon Corp | 1,437,006 | $10.2M | 0.00% | −865,743−37.6% | Reduced |
| Nepsis, Inc. | 96,257 | $10.1M | 2.68% | −2,008,271−95.4% | Reduced |
| JPMorgan Chase & Co | 1,238,616 | $8.76M | 0.00% | −62,565−4.8% | Reduced |
| State Street Corp | 1,212,389 | $8.57M | 0.00% | +48,635+4.2% | Added |
| Goldman Sachs Group Inc | 886,667 | $6.27M | 0.00% | +263,749+42.3% | Added |
| Portolan Capital Management, LLC | 749,029 | $5.30M | 0.36% | +85,427+12.9% | Added |
| American Century Companies Inc | 710,481 | $5.02M | 0.00% | +12,682+1.8% | Added |
| Nuveen Asset Management, LLC | 593,643 | $4.20M | 0.00% | −35,645−5.7% | Reduced |
| Northern Trust Corp | 526,607 | $3.72M | 0.00% | +41,298+8.5% | Added |
| Schroder Investment Management Group | 519,924 | $3.64M | 0.00% | −6,285−1.2% | Reduced |
| Charles Schwab Investment Management Inc | 497,295 | $3.52M | 0.00% | −75,766−13.2% | Reduced |
| Penn Capital Management Co Inc | 495,945 | $3.51M | 0.34% | +495,945 | New |
| Granahan Investment Management Inc | 493,364 | $3.49M | 0.15% | −539,119−52.2% | Reduced |
| Acadian Asset Management LLC | 492,693 | $3.48M | 0.01% | +15,426+3.2% | Added |
| Martin & Co Inc | 490,998 | $3.47M | 0.86% | +218,293+80.0% | Added |
| Fred Alger Management, LLC | 372,865 | $2.64M | 0.01% | −469,644−55.7% | Reduced |
| Palogic Value Management, L.P. | 320,000 | $2.26M | 0.90% | +320,000 | New |
| Massachusetts Financial Services Co | 314,615 | $2.22M | 0.00% | −9,387−2.9% | Reduced |
| Essex Investment Management Co LLC | 295,112 | $2.09M | 0.38% | +47,951+19.4% | Added |
| Raymond James Financial Inc | 289,117 | $2.04M | 0.00% | +289,117 | New |
| Citadel Advisors LLC | 284,928 | $2.01M | 0.00% | +109,237+62.2% | Added |
| Zacks Investment Management | 266,506 | $1.88M | 0.02% | −29,615−10.0% | Reduced |
| Morgan Stanley | 255,292 | $1.80M | 0.00% | −51,095−16.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 254,762 | $1.80M | 0.01% | +123,230+93.7% | Added |
| FMR LLC | 230,711 | $1.63M | 0.00% | +19,103+9.0% | Added |
| UBS Group AG | 228,255 | $1.61M | 0.00% | +124,922+120.9% | Added |
| Deutsche Bank AG | 225,768 | $1.60M | 0.00% | +19,659+9.5% | Added |
| Point72 Asset Management, L.P. | 215,160 | $1.52M | 0.00% | −301,774−58.4% | Reduced |
| Barclays PLC | 174,807 | $1.24M | 0.00% | +14,656+9.2% | Added |
| Royal Bank of Canada | 171,898 | $1.22M | 0.00% | +4,810+2.9% | Added |
| Pier 88 Investment Partners LLC | 170,890 | $1.21M | 0.24% | +7,450+4.6% | Added |
| Bank of America Corp | 160,882 | $1.14M | 0.00% | −85,333−34.7% | Reduced |
| Sectoral Asset Management Inc | 160,000 | $1.13M | 0.76% | +160,000 | New |
| Qube Research & Technologies Ltd | 142,440 | $1.01M | 0.00% | +48,888+52.3% | Added |
| Cubist Systematic Strategies, LLC | 137,670 | $973.3K | 0.02% | +35,584+34.9% | Added |
| Los Angeles Capital Management LLC | 121,350 | $857.9K | 0.00% | −40,378−25.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 114,000 | $806.0K | 0.01% | +114,000 | New |
| BNP Paribas Arbitrage, SA | 104,001 | $735.3K | 0.00% | +104,001 | New |
| Susquehanna International Group, LLP | 103,450 | $731.4K | 0.00% | −30,923−23.0% | Reduced |
| Franklin Resources Inc | 103,206 | $729.7K | 0.00% | −935−0.9% | Reduced |
| Lazard Asset Management LLC | 97,556 | $689.0K | 0.00% | −113,721−53.8% | Reduced |
| Rhumbline Advisers | 90,441 | $639.4K | 0.00% | +1,042+1.2% | Added |
| Legato Capital Management LLC | 87,992 | $622.1K | 0.08% | +3,171+3.7% | Added |
| Quest Partners LLC | 87,395 | $617.9K | 0.08% | +83,213+1,989.8% | Added |
| Legal & General Group Plc | 84,220 | $595.4K | 0.00% | −6,327−7.0% | Reduced |
| Credit Agricole S A | 80,100 | $566.3K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 79,874 | $564.7K | 0.00% | +1,623+2.1% | Added |
| Russell Investments Group, Ltd. | 78,290 | $553.5K | 0.00% | +62,216+387.1% | Added |
| Adage Capital Partners GP, L.L.C. | 74,280 | $525.2K | 0.00% | −50,000−40.2% | Reduced |
| HSBC Holdings PLC | 73,787 | $522.0K | 0.00% | −473−0.6% | Reduced |
| Two Sigma Investments, LP | 70,208 | $496.4K | 0.00% | +70,208 | New |
| Ameriprise Financial Inc | 67,607 | $478.0K | 0.00% | −76,531−53.1% | Reduced |
| Engineers Gate Manager LP | 63,008 | $445.5K | 0.01% | +5,907+10.3% | Added |
| Alliancebernstein L.P. | 62,670 | $443.1K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 62,443 | $442.0K | 0.00% | +4,798+8.3% | Added |
| Exchange Traded Concepts, LLC | 60,296 | $426.3K | 0.01% | −9,786−14.0% | Reduced |
| CWM Advisors, LLC | 56,379 | $398.6K | 0.04% | +7,019+14.2% | Added |
| Verition Fund Management LLC | 55,355 | $391.4K | 0.00% | +55,355 | New |
| SageView Advisory Group, LLC | 53,360 | $377.3K | 0.02% | +53,360 | New |
| Graham Capital Management, L.P. | 51,331 | $362.9K | 0.01% | +30,668+148.4% | Added |
| Janney Montgomery Scott LLC | 49,496 | $350.0K | 0.00% | −60,744−55.1% | Reduced |
| Jane Street Group, LLC | 49,477 | $349.8K | 0.00% | −102,244−67.4% | Reduced |
| Nebula Research & Development LLC | 48,573 | $343.4K | 0.04% | −7,428−13.3% | Reduced |
| Citigroup Inc | 47,959 | $339.1K | 0.00% | +3,797+8.6% | Added |
| Caption Management, LLC | 45,137 | $319.1K | 0.01% | +27,637+157.9% | Added |
| Campbell & CO Investment Adviser LLC | 43,255 | $305.8K | 0.02% | −16,091−27.1% | Reduced |
| Wells Fargo & Company | 39,355 | $278.2K | 0.00% | +8,451+27.3% | Added |
| Mackenzie Financial Corp | 35,094 | $248.1K | 0.00% | +35,094 | New |
| MetLife Investment Management | 34,974 | $247.3K | 0.00% | +507+1.5% | Added |
| Centiva Capital, LP | 34,681 | $245.2K | 0.01% | −5,164−13.0% | Reduced |
| Sherbrooke Park Advisers LLC | 34,097 | $241.1K | 0.08% | −14,173−29.4% | Reduced |
| Envestnet Asset Management Inc | 33,773 | $238.8K | 0.00% | +16,208+92.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 33,423 | $236.3K | 0.00% | +1,444+4.5% | Added |
| Dynamic Technology Lab Private Ltd | 32,845 | $232.0K | 0.04% | +32,845 | New |
| CVS Health Corp | 32,273 | $228.2K | 0.10% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 30,692 | $217.0K | 0.04% | +7,647+33.2% | Added |
| Fox Run Management, L.L.C. | 30,576 | $216.2K | 0.04% | +30,576 | New |
| Sepio Capital, LP | 29,998 | $212.1K | 0.02% | −612−2.0% | Reduced |
| Perigon Wealth Management, LLC | 38,529 | $211.9K | 0.01% | −2,000−4.9% | Reduced |
| Corebridge Financial, Inc. | 29,753 | $210.4K | 0.00% | −1,485−4.8% | Reduced |
| Two Sigma Advisers, LP | 29,700 | $210.0K | 0.00% | +12,500+72.7% | Added |
| Pathstone Holdings, LLC | 28,516 | $201.6K | 0.00% | +28,516 | New |
| Intech Investment Management LLC | 28,386 | $200.7K | 0.00% | +10,611+59.7% | Added |
| SG Americas Securities, LLC | 27,382 | $194.0K | 0.00% | +4,874+21.7% | Added |
| PharVision Advisers, LLC | 26,109 | $184.6K | 0.16% | +26,109 | New |
| Avanza Fonder AB | 26,050 | $184.2K | 0.01% | +26,050 | New |
| Dynamic Advisor Solutions LLC | 25,469 | $180.1K | 0.01% | +25,469 | New |
| Manufacturers Life Insurance Company, The | 21,982 | $155.4K | 0.00% | −471−2.1% | Reduced |