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, Q1 2025
Institutional positions in Health Catalyst, Inc. as of Mar 31, 2025. 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
- 166
- 0 vs. Q4 2024
- Shares held
- 53.2M
- +1.97M (+3.9%) vs. Q4 2024
- Total value
- $240.9M
- −$130.5M (−35.1%) vs. Q4 2024
- New holders
- 28
- 52 more added
- Sold out
- 28
- 54 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Light Asset Management, LLC | 10,436,807 | $47.3M | 5.40% | +5,195,686+99.1% | Added |
| BlackRock, Inc. | 5,761,995 | $26.1M | 0.00% | +178,119+3.2% | Added |
| Vanguard Group Inc | 4,131,653 | $18.7M | 0.00% | −263,078−6.0% | Reduced |
| Impax Asset Management Group plc | 2,750,000 | $12.5M | 0.08% | 00.0% | Unchanged |
| Nepsis, Inc. | 2,090,812 | $9.47M | 2.34% | +1,994,555+2,072.1% | Added |
| Wellington Management Group LLP | 2,085,392 | $9.45M | 0.00% | +126,264+6.4% | Added |
| Primecap Management Co | 2,005,116 | $9.08M | 0.01% | +72,499+3.8% | Added |
| Dimensional Fund Advisors LP | 1,837,016 | $8.32M | 0.00% | +245,451+15.4% | Added |
| Whetstone Capital Advisors, LLC | 1,705,072 | $7.72M | 3.41% | +1,705,072 | New |
| Geode Capital Management, LLC | 1,492,875 | $6.76M | 0.00% | +46,275+3.2% | Added |
| Portolan Capital Management, LLC | 1,317,079 | $5.97M | 0.45% | +568,050+75.8% | Added |
| State Street Corp | 1,186,152 | $5.37M | 0.00% | −26,237−2.2% | Reduced |
| Kennedy Capital Management, Inc. | 1,128,528 | $5.11M | 0.12% | −762,472−40.3% | Reduced |
| JPMorgan Chase & Co | 962,534 | $4.36M | 0.00% | −276,082−22.3% | Reduced |
| Acadian Asset Management LLC | 930,229 | $4.21M | 0.01% | +437,536+88.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 694,361 | $3.15M | 0.01% | +439,599+172.6% | Added |
| Palogic Value Management, L.P. | 650,000 | $2.94M | 1.30% | +330,000+103.1% | Added |
| Nuveen, LLC | 590,377 | $2.67M | 0.00% | +590,377 | New |
| Goldman Sachs Group Inc | 555,925 | $2.52M | 0.00% | −330,742−37.3% | Reduced |
| Martin & Co Inc | 511,685 | $2.32M | 0.45% | +20,687+4.2% | Added |
| Northern Trust Corp | 499,140 | $2.26M | 0.00% | −27,467−5.2% | Reduced |
| Schroder Investment Management Group | 496,100 | $2.26M | 0.00% | −23,824−4.6% | Reduced |
| Millennium Management LLC | 498,081 | $2.26M | 0.00% | −1,487,611−74.9% | Reduced |
| Charles Schwab Investment Management Inc | 484,579 | $2.20M | 0.00% | −12,716−2.6% | Reduced |
| Alyeska Investment Group, L.P. | 349,194 | $1.58M | 0.01% | −1,670,186−82.7% | Reduced |
| Fred Alger Management, LLC | 308,541 | $1.40M | 0.01% | −64,324−17.3% | Reduced |
| Massachusetts Financial Services Co | 307,607 | $1.39M | 0.00% | −7,008−2.2% | Reduced |
| Zacks Investment Management | 279,457 | $1.27M | 0.01% | +12,951+4.9% | Added |
| Barclays PLC | 265,353 | $1.20M | 0.00% | +90,546+51.8% | Added |
| AMH Equity Ltd | 252,500 | $1.14M | 1.77% | +252,500 | New |
| FMR LLC | 237,051 | $1.07M | 0.00% | +6,340+2.7% | Added |
| Pier 88 Investment Partners LLC | 229,870 | $1.04M | 0.20% | +58,980+34.5% | Added |
| Deutsche Bank AG | 219,438 | $994.1K | 0.00% | −6,330−2.8% | Reduced |
| Moore Capital Management, LP | 218,334 | $989.1K | 0.03% | +218,334 | New |
| Raymond James Financial Inc | 210,431 | $953.3K | 0.00% | −78,686−27.2% | Reduced |
| D. E. Shaw & Co., Inc. | 208,651 | $945.2K | 0.00% | +195,686+1,509.3% | Added |
| Bank of New York Mellon Corp | 198,800 | $900.6K | 0.00% | −1,238,206−86.2% | Reduced |
| Morgan Stanley | 189,026 | $856.3K | 0.00% | −66,266−26.0% | Reduced |
| UBS Group AG | 180,847 | $819.2K | 0.00% | −47,408−20.8% | Reduced |
| AQR Capital Management LLC | 168,344 | $762.6K | 0.00% | +149,981+816.8% | Added |
| Qube Research & Technologies Ltd | 167,655 | $759.5K | 0.00% | +25,215+17.7% | Added |
| Royal Bank of Canada | 166,463 | $754.0K | 0.00% | −5,435−3.2% | Reduced |
| Cubist Systematic Strategies, LLC | 164,250 | $744.1K | 0.01% | +26,580+19.3% | Added |
| Citadel Advisors LLC | 162,241 | $735.0K | 0.00% | −122,687−43.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 159,280 | $721.5K | 0.00% | +85,000+114.4% | Added |
| Bank of America Corp | 153,317 | $694.5K | 0.00% | −7,565−4.7% | Reduced |
| Balyasny Asset Management LLC | 148,140 | $671.1K | 0.00% | +148,140 | New |
| Franklin Resources Inc | 118,515 | $536.9K | 0.00% | +15,309+14.8% | Added |
| HSBC Holdings PLC | 120,367 | $536.8K | 0.00% | +46,580+63.1% | Added |
| American Century Companies Inc | 117,974 | $534.4K | 0.00% | −592,507−83.4% | Reduced |
| BNP Paribas Arbitrage, SA | 113,745 | $515.3K | 0.00% | +9,744+9.4% | Added |
| Los Angeles Capital Management LLC | 106,460 | $482.3K | 0.00% | −14,890−12.3% | Reduced |
| Susquehanna International Group, LLP | 105,624 | $478.5K | 0.00% | +2,174+2.1% | Added |
| Graham Capital Management, L.P. | 103,401 | $468.4K | 0.01% | +52,070+101.4% | Added |
| Invesco Ltd. | 97,599 | $442.1K | 0.00% | +17,725+22.2% | Added |
| ExodusPoint Capital Management, LP | 97,117 | $440.0K | 0.01% | +82,003+542.6% | Added |
| Petrus Trust Company, LTA | 95,386 | $432.1K | 0.04% | +95,386 | New |
| Gsa Capital Partners LLP | 92,571 | $419.0K | 0.04% | +92,571 | New |
| Rhumbline Advisers | 89,859 | $407.0K | 0.00% | −582−0.6% | Reduced |
| Winton Group Ltd | 87,802 | $397.7K | 0.02% | +87,802 | New |
| Lazard Asset Management LLC | 87,526 | $396.0K | 0.00% | −10,030−10.3% | Reduced |
| SG Americas Securities, LLC | 80,825 | $366.0K | 0.00% | +53,443+195.2% | Added |
| Credit Agricole S A | 80,100 | $362.9K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 75,912 | $343.9K | 0.04% | +19,533+34.6% | Added |
| Price T Rowe Associates Inc | 75,206 | $341.0K | 0.00% | +12,763+20.4% | Added |
| Engineers Gate Manager LP | 69,375 | $314.3K | 0.01% | +6,367+10.1% | Added |
| Man Group plc | 67,068 | $303.8K | 0.00% | +67,068 | New |
| Susquehanna Fundamental Investments, LLC | 62,899 | $284.9K | 0.00% | −51,101−44.8% | Reduced |
| Alliancebernstein L.P. | 62,670 | $283.9K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 54,330 | $246.1K | 0.01% | +970+1.8% | Added |
| Verition Fund Management LLC | 51,853 | $234.9K | 0.00% | −3,502−6.3% | Reduced |
| Intech Investment Management LLC | 45,585 | $206.5K | 0.00% | +17,199+60.6% | Added |
| Dynamic Advisor Solutions LLC | 45,585 | $206.5K | 0.01% | +20,116+79.0% | Added |
| Nebula Research & Development LLC | 44,710 | $202.5K | 0.02% | −3,863−8.0% | Reduced |
| Citigroup Inc | 43,924 | $199.0K | 0.00% | −4,035−8.4% | Reduced |
| Wells Fargo & Company | 40,295 | $182.5K | 0.00% | +940+2.4% | Added |
| State of Wyoming | 40,198 | $182.1K | 0.02% | +20,721+106.4% | Added |
| Sherbrooke Park Advisers LLC | 39,536 | $179.1K | 0.08% | +5,439+16.0% | Added |
| Campbell & CO Investment Adviser LLC | 39,243 | $177.8K | 0.01% | −4,012−9.3% | Reduced |
| Perigon Wealth Management, LLC | 38,529 | $174.5K | 0.00% | 00.0% | Unchanged |
| Forest Hill Capital, LLC | 37,000 | $167.6K | 0.13% | +37,000 | New |
| Squarepoint Ops LLC | 36,543 | $165.5K | 0.00% | +36,543 | New |
| Probity Advisors, Inc. | 36,313 | $164.5K | 0.03% | +5,621+18.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 36,047 | $163.3K | 0.00% | +2,624+7.9% | Added |
| Omnia Family Wealth, LLC | 34,595 | $156.7K | 0.07% | +34,595 | New |
| CVS Health Corp | 32,273 | $146.2K | 0.08% | 00.0% | Unchanged |
| Prudential Financial Inc | 31,931 | $144.6K | 0.00% | +31,931 | New |
| Algert Global LLC | 31,126 | $141.0K | 0.00% | +31,126 | New |
| Creative Planning | 30,551 | $138.4K | 0.00% | +8,811+40.5% | Added |
| Brevan Howard Capital Management LP | 29,488 | $133.6K | 0.00% | +16,423+125.7% | Added |
| Corebridge Financial, Inc. | 29,317 | $132.8K | 0.00% | −436−1.5% | Reduced |
| Sepio Capital, LP | 28,940 | $131.1K | 0.01% | −1,058−3.5% | Reduced |
| Pathstone Holdings, LLC | 27,568 | $124.9K | 0.00% | −948−3.3% | Reduced |
| Summit Global Investments | 26,739 | $121.0K | 0.01% | +26,739 | New |
| Avanza Fonder AB | 26,050 | $115.9K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 25,000 | $113.3K | 0.01% | +25,000 | New |
| Manufacturers Life Insurance Company, The | 22,150 | $100.3K | 0.00% | +168+0.8% | Added |
| OneAscent Financial Services LLC | 20,612 | $93.0K | 0.01% | +6,858+49.9% | Added |
| Envestnet Asset Management Inc | 20,518 | $92.9K | 0.00% | −13,255−39.2% | Reduced |
| MetLife Investment Management | 19,643 | $89.0K | 0.00% | −15,331−43.8% | Reduced |