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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 60,296 | $426.3K | 0.01% | −9,786−14.0% | Reduced |
| Price T Rowe Associates Inc | 62,443 | $442.0K | 0.00% | +4,798+8.3% | Added |
| Alliancebernstein L.P. | 62,670 | $443.1K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 63,008 | $445.5K | 0.01% | +5,907+10.3% | Added |
| Ameriprise Financial Inc | 67,607 | $478.0K | 0.00% | −76,531−53.1% | Reduced |
| Two Sigma Investments, LP | 70,208 | $496.4K | 0.00% | +70,208 | New |
| HSBC Holdings PLC | 73,787 | $522.0K | 0.00% | −473−0.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 74,280 | $525.2K | 0.00% | −50,000−40.2% | Reduced |
| Russell Investments Group, Ltd. | 78,290 | $553.5K | 0.00% | +62,216+387.1% | Added |
| Invesco Ltd. | 79,874 | $564.7K | 0.00% | +1,623+2.1% | Added |
| Credit Agricole S A | 80,100 | $566.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 84,220 | $595.4K | 0.00% | −6,327−7.0% | Reduced |
| Quest Partners LLC | 87,395 | $617.9K | 0.08% | +83,213+1,989.8% | Added |
| Legato Capital Management LLC | 87,992 | $622.1K | 0.08% | +3,171+3.7% | Added |
| Rhumbline Advisers | 90,441 | $639.4K | 0.00% | +1,042+1.2% | Added |
| Lazard Asset Management LLC | 97,556 | $689.0K | 0.00% | −113,721−53.8% | Reduced |
| Franklin Resources Inc | 103,206 | $729.7K | 0.00% | −935−0.9% | Reduced |
| Susquehanna International Group, LLP | 103,450 | $731.4K | 0.00% | −30,923−23.0% | Reduced |
| BNP Paribas Arbitrage, SA | 104,001 | $735.3K | 0.00% | +104,001 | New |
| Susquehanna Fundamental Investments, LLC | 114,000 | $806.0K | 0.01% | +114,000 | New |
| Los Angeles Capital Management LLC | 121,350 | $857.9K | 0.00% | −40,378−25.0% | Reduced |
| Cubist Systematic Strategies, LLC | 137,670 | $973.3K | 0.02% | +35,584+34.9% | Added |
| Qube Research & Technologies Ltd | 142,440 | $1.01M | 0.00% | +48,888+52.3% | Added |
| Sectoral Asset Management Inc | 160,000 | $1.13M | 0.76% | +160,000 | New |
| Bank of America Corp | 160,882 | $1.14M | 0.00% | −85,333−34.7% | Reduced |
| Pier 88 Investment Partners LLC | 170,890 | $1.21M | 0.24% | +7,450+4.6% | Added |
| Royal Bank of Canada | 171,898 | $1.22M | 0.00% | +4,810+2.9% | Added |
| Barclays PLC | 174,807 | $1.24M | 0.00% | +14,656+9.2% | Added |
| Point72 Asset Management, L.P. | 215,160 | $1.52M | 0.00% | −301,774−58.4% | Reduced |
| Deutsche Bank AG | 225,768 | $1.60M | 0.00% | +19,659+9.5% | Added |
| UBS Group AG | 228,255 | $1.61M | 0.00% | +124,922+120.9% | Added |
| FMR LLC | 230,711 | $1.63M | 0.00% | +19,103+9.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 254,762 | $1.80M | 0.01% | +123,230+93.7% | Added |
| Morgan Stanley | 255,292 | $1.80M | 0.00% | −51,095−16.7% | Reduced |
| Zacks Investment Management | 266,506 | $1.88M | 0.02% | −29,615−10.0% | Reduced |
| Citadel Advisors LLC | 284,928 | $2.01M | 0.00% | +109,237+62.2% | Added |
| Raymond James Financial Inc | 289,117 | $2.04M | 0.00% | +289,117 | New |
| Essex Investment Management Co LLC | 295,112 | $2.09M | 0.38% | +47,951+19.4% | Added |
| Massachusetts Financial Services Co | 314,615 | $2.22M | 0.00% | −9,387−2.9% | Reduced |
| Palogic Value Management, L.P. | 320,000 | $2.26M | 0.90% | +320,000 | New |
| Fred Alger Management, LLC | 372,865 | $2.64M | 0.01% | −469,644−55.7% | Reduced |
| Martin & Co Inc | 490,998 | $3.47M | 0.86% | +218,293+80.0% | Added |
| Acadian Asset Management LLC | 492,693 | $3.48M | 0.01% | +15,426+3.2% | Added |
| Granahan Investment Management Inc | 493,364 | $3.49M | 0.15% | −539,119−52.2% | Reduced |
| Penn Capital Management Co Inc | 495,945 | $3.51M | 0.34% | +495,945 | New |
| Charles Schwab Investment Management Inc | 497,295 | $3.52M | 0.00% | −75,766−13.2% | Reduced |
| Schroder Investment Management Group | 519,924 | $3.64M | 0.00% | −6,285−1.2% | Reduced |
| Northern Trust Corp | 526,607 | $3.72M | 0.00% | +41,298+8.5% | Added |
| Nuveen Asset Management, LLC | 593,643 | $4.20M | 0.00% | −35,645−5.7% | Reduced |
| American Century Companies Inc | 710,481 | $5.02M | 0.00% | +12,682+1.8% | Added |
| Portolan Capital Management, LLC | 749,029 | $5.30M | 0.36% | +85,427+12.9% | Added |
| Goldman Sachs Group Inc | 886,667 | $6.27M | 0.00% | +263,749+42.3% | Added |
| State Street Corp | 1,212,389 | $8.57M | 0.00% | +48,635+4.2% | Added |
| JPMorgan Chase & Co | 1,238,616 | $8.76M | 0.00% | −62,565−4.8% | Reduced |
| Nepsis, Inc. | 96,257 | $10.1M | 2.68% | −2,008,271−95.4% | Reduced |
| Bank of New York Mellon Corp | 1,437,006 | $10.2M | 0.00% | −865,743−37.6% | Reduced |
| Geode Capital Management, LLC | 1,446,600 | $10.2M | 0.00% | +3,564+0.2% | Added |
| Dimensional Fund Advisors LP | 1,591,565 | $11.3M | 0.00% | +235,686+17.4% | Added |
| Kennedy Capital Management, Inc. | 1,891,000 | $13.4M | 0.30% | +565,445+42.7% | Added |
| Primecap Management Co | 1,932,617 | $13.7M | 0.01% | −471,845−19.6% | Reduced |
| Wellington Management Group LLP | 1,959,128 | $13.9M | 0.00% | +98,447+5.3% | Added |
| Millennium Management LLC | 1,985,692 | $14.0M | 0.01% | +258,853+15.0% | Added |
| Alyeska Investment Group, L.P. | 2,019,380 | $14.3M | 0.05% | +861,150+74.4% | Added |
| Daventry Group, LP | 2,509,480 | $17.7M | 6.78% | +91,878+3.8% | Added |
| Impax Asset Management Group plc | 2,750,000 | $19.4M | 0.09% | +195,525+7.7% | Added |
| Vanguard Group Inc | 4,394,731 | $31.1M | 0.00% | −185,832−4.1% | Reduced |
| First Light Asset Management, LLC | 5,241,121 | $37.1M | 3.55% | +944,631+22.0% | Added |
| BlackRock, Inc. | 5,583,876 | $39.5M | 0.00% | +45,767+0.8% | Added |
| Trexquant Investment LP | 0 | $0 | 0.00% | −136,810−100.0% | Sold out |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −121,855−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −112,165−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −66,544−100.0% | Sold out |
| Advent Capital Management | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −46,586−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −38,829−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −23,708−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −22,934−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −18,727−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −18,090−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −13,121−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −12,081−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,292−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,026−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −647−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| Millrace Asset Group, Inc. | – | – | – | – | Not filed |