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 |
|---|---|---|---|---|---|
| Covestor Ltd | 15 | $0 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $7 | 0.00% | +2 | New |
| Farther Finance Advisors, LLC | 10 | $43 | 0.00% | −5−33.3% | Reduced |
| True Wealth Design, LLC | 17 | $78 | 0.00% | +17 | New |
| IFP Advisors, Inc | 0 | $82 | 0.00% | 0 | Unchanged |
| Leonteq Securities AG | 23 | $104 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 38 | $172 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 48 | $217 | 0.00% | −2,099−97.8% | Reduced |
| Signaturefd, LLC | 72 | $326 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 91 | $412 | 0.00% | +76+506.7% | Added |
| Rothschild Investment LLC | 100 | $453 | 0.00% | −20−16.7% | Reduced |
| Coldstream Capital Management Inc | 100 | $453 | 0.00% | +100 | New |
| Valued Wealth Advisors LLC | 128 | $580 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 135 | $612 | 0.00% | −96−41.6% | Reduced |
| Spire Wealth Management | 150 | $680 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 175 | $697 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 169 | $766 | 0.00% | −61−26.5% | Reduced |
| Rise Advisors, LLC | 202 | $915 | 0.00% | +202 | New |
| SRS Capital Advisors, Inc. | 223 | $1.01K | 0.00% | −440−66.4% | Reduced |
| Huntington National Bank | 267 | $1.21K | 0.00% | +87+48.3% | Added |
| US Bancorp | 279 | $1.26K | 0.00% | −199−41.6% | Reduced |
| UMA Financial Services, Inc. | 300 | $1.36K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 350 | $1.59K | 0.00% | +18+5.4% | Added |
| Smartleaf Asset Management LLC | 424 | $1.93K | 0.00% | −47−10.0% | Reduced |
| Sterling Capital Management LLC | 946 | $4.29K | 0.00% | −764−44.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,119 | $5.07K | 0.00% | +139+14.2% | Added |
| Newbridge Financial Services Group, Inc. | 1,200 | $5.44K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,250 | $5.66K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,310 | $5.93K | 0.00% | −39−2.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,390 | $6.30K | 0.00% | −5,085−78.5% | Reduced |
| Advisor Group Holdings, Inc. | 1,408 | $6.38K | 0.00% | +26+1.9% | Added |
| First Horizon Advisors, Inc. | 1,500 | $6.79K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,945 | $8.81K | 0.00% | +1,529+367.5% | Added |
| Amalgamated Bank | 1,894 | $9.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,086 | $9.45K | 0.00% | −2,274−52.2% | Reduced |
| Versant Capital Management, Inc | 2,109 | $9.55K | 0.00% | +2,109 | New |
| High Note Wealth, LLC | 2,568 | $11.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,556 | $16.1K | 0.00% | +2,020+131.5% | Added |
| Manchester Capital Management LLC | 3,649 | $16.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,839 | $17.0K | 0.00% | +2,846+286.6% | Added |
| California State Teachers Retirement System | 4,408 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,546 | $25.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 5,613 | $25.4K | 0.00% | −78,607−93.3% | Reduced |
| Public Employees Retirement Association of Colorado | 8,404 | $38.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,281 | $42.0K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 10,198 | $46.2K | 0.00% | +10,198 | New |
| Stoneridge Investment Partners LLC | 10,893 | $49.0K | 0.04% | 00.0% | Unchanged |
| Martin Worley Group | 11,000 | $49.8K | 0.03% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 11,600 | $52.5K | 0.05% | +11,600 | New |
| XTX Topco Ltd | 11,845 | $53.7K | 0.00% | +11,845 | New |
| Police & Firemen's Retirement System of New Jersey | 11,895 | $53.9K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 12,278 | $55.6K | 0.01% | −75,117−86.0% | Reduced |
| Vista Wealth Management Group, LLC | 12,477 | $56.5K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,954 | $58.7K | 0.00% | −3,900−23.1% | Reduced |
| Blair William & Co | 13,009 | $58.9K | 0.00% | −4,225−24.5% | Reduced |
| CIBC World Markets Corp | 13,279 | $60.2K | 0.00% | +13,279 | New |
| Russell Investments Group, Ltd. | 13,455 | $61.0K | 0.00% | −64,835−82.8% | Reduced |
| HRT Financial LP | 13,865 | $62.0K | 0.00% | +13,865 | New |
| Cigna Investments Inc | 13,999 | $63.0K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 14,394 | $65.2K | 0.00% | +14,394 | New |
| Two Sigma Advisers, LP | 14,800 | $67.0K | 0.00% | −14,900−50.2% | Reduced |
| State Board of Administration of Florida Retirement System | 15,934 | $72.2K | 0.00% | 00.0% | Unchanged |
| Lunt Capital Management, Inc. | 17,337 | $78.5K | 0.03% | 00.0% | Unchanged |
| Centiva Capital, LP | 17,806 | $80.7K | 0.00% | −16,875−48.7% | Reduced |
| Massar Capital Management, LP | 18,545 | $84.0K | 0.10% | +18,545 | New |
| Voya Investment Management LLC | 19,401 | $87.9K | 0.00% | −1,033−5.1% | Reduced |
| MetLife Investment Management | 19,643 | $89.0K | 0.00% | −15,331−43.8% | Reduced |
| Envestnet Asset Management Inc | 20,518 | $92.9K | 0.00% | −13,255−39.2% | Reduced |
| OneAscent Financial Services LLC | 20,612 | $93.0K | 0.01% | +6,858+49.9% | Added |
| Manufacturers Life Insurance Company, The | 22,150 | $100.3K | 0.00% | +168+0.8% | Added |
| MCF Advisors LLC | 25,000 | $113.3K | 0.01% | +25,000 | New |
| Avanza Fonder AB | 26,050 | $115.9K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 26,739 | $121.0K | 0.01% | +26,739 | New |
| Pathstone Holdings, LLC | 27,568 | $124.9K | 0.00% | −948−3.3% | Reduced |
| Sepio Capital, LP | 28,940 | $131.1K | 0.01% | −1,058−3.5% | Reduced |
| Corebridge Financial, Inc. | 29,317 | $132.8K | 0.00% | −436−1.5% | Reduced |
| Brevan Howard Capital Management LP | 29,488 | $133.6K | 0.00% | +16,423+125.7% | Added |
| Creative Planning | 30,551 | $138.4K | 0.00% | +8,811+40.5% | Added |
| Algert Global LLC | 31,126 | $141.0K | 0.00% | +31,126 | New |
| Prudential Financial Inc | 31,931 | $144.6K | 0.00% | +31,931 | New |
| CVS Health Corp | 32,273 | $146.2K | 0.08% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 34,595 | $156.7K | 0.07% | +34,595 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 36,047 | $163.3K | 0.00% | +2,624+7.9% | Added |
| Probity Advisors, Inc. | 36,313 | $164.5K | 0.03% | +5,621+18.3% | Added |
| Squarepoint Ops LLC | 36,543 | $165.5K | 0.00% | +36,543 | New |
| Forest Hill Capital, LLC | 37,000 | $167.6K | 0.13% | +37,000 | New |
| Perigon Wealth Management, LLC | 38,529 | $174.5K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 39,243 | $177.8K | 0.01% | −4,012−9.3% | Reduced |
| Sherbrooke Park Advisers LLC | 39,536 | $179.1K | 0.08% | +5,439+16.0% | Added |
| State of Wyoming | 40,198 | $182.1K | 0.02% | +20,721+106.4% | Added |
| Wells Fargo & Company | 40,295 | $182.5K | 0.00% | +940+2.4% | Added |
| Citigroup Inc | 43,924 | $199.0K | 0.00% | −4,035−8.4% | Reduced |
| Nebula Research & Development LLC | 44,710 | $202.5K | 0.02% | −3,863−8.0% | 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 |
| Verition Fund Management LLC | 51,853 | $234.9K | 0.00% | −3,502−6.3% | Reduced |
| SageView Advisory Group, LLC | 54,330 | $246.1K | 0.01% | +970+1.8% | Added |
| Alliancebernstein L.P. | 62,670 | $283.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 62,899 | $284.9K | 0.00% | −51,101−44.8% | Reduced |
| Man Group plc | 67,068 | $303.8K | 0.00% | +67,068 | New |