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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 69,375 | $314.3K | 0.01% | +6,367+10.1% | Added |
| Price T Rowe Associates Inc | 75,206 | $341.0K | 0.00% | +12,763+20.4% | Added |
| CWM Advisors, LLC | 75,912 | $343.9K | 0.04% | +19,533+34.6% | Added |
| Credit Agricole S A | 80,100 | $362.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 80,825 | $366.0K | 0.00% | +53,443+195.2% | Added |
| Lazard Asset Management LLC | 87,526 | $396.0K | 0.00% | −10,030−10.3% | Reduced |
| Winton Group Ltd | 87,802 | $397.7K | 0.02% | +87,802 | New |
| Rhumbline Advisers | 89,859 | $407.0K | 0.00% | −582−0.6% | Reduced |
| Gsa Capital Partners LLP | 92,571 | $419.0K | 0.04% | +92,571 | New |
| Petrus Trust Company, LTA | 95,386 | $432.1K | 0.04% | +95,386 | New |
| ExodusPoint Capital Management, LP | 97,117 | $440.0K | 0.01% | +82,003+542.6% | Added |
| Invesco Ltd. | 97,599 | $442.1K | 0.00% | +17,725+22.2% | Added |
| Graham Capital Management, L.P. | 103,401 | $468.4K | 0.01% | +52,070+101.4% | Added |
| Susquehanna International Group, LLP | 105,624 | $478.5K | 0.00% | +2,174+2.1% | Added |
| Los Angeles Capital Management LLC | 106,460 | $482.3K | 0.00% | −14,890−12.3% | Reduced |
| BNP Paribas Arbitrage, SA | 113,745 | $515.3K | 0.00% | +9,744+9.4% | Added |
| American Century Companies Inc | 117,974 | $534.4K | 0.00% | −592,507−83.4% | Reduced |
| HSBC Holdings PLC | 120,367 | $536.8K | 0.00% | +46,580+63.1% | Added |
| Franklin Resources Inc | 118,515 | $536.9K | 0.00% | +15,309+14.8% | Added |
| Balyasny Asset Management LLC | 148,140 | $671.1K | 0.00% | +148,140 | New |
| Bank of America Corp | 153,317 | $694.5K | 0.00% | −7,565−4.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 159,280 | $721.5K | 0.00% | +85,000+114.4% | Added |
| Citadel Advisors LLC | 162,241 | $735.0K | 0.00% | −122,687−43.1% | Reduced |
| Cubist Systematic Strategies, LLC | 164,250 | $744.1K | 0.01% | +26,580+19.3% | Added |
| Royal Bank of Canada | 166,463 | $754.0K | 0.00% | −5,435−3.2% | Reduced |
| Qube Research & Technologies Ltd | 167,655 | $759.5K | 0.00% | +25,215+17.7% | Added |
| AQR Capital Management LLC | 168,344 | $762.6K | 0.00% | +149,981+816.8% | Added |
| UBS Group AG | 180,847 | $819.2K | 0.00% | −47,408−20.8% | Reduced |
| Morgan Stanley | 189,026 | $856.3K | 0.00% | −66,266−26.0% | Reduced |
| Bank of New York Mellon Corp | 198,800 | $900.6K | 0.00% | −1,238,206−86.2% | Reduced |
| D. E. Shaw & Co., Inc. | 208,651 | $945.2K | 0.00% | +195,686+1,509.3% | Added |
| Raymond James Financial Inc | 210,431 | $953.3K | 0.00% | −78,686−27.2% | Reduced |
| Moore Capital Management, LP | 218,334 | $989.1K | 0.03% | +218,334 | New |
| Deutsche Bank AG | 219,438 | $994.1K | 0.00% | −6,330−2.8% | Reduced |
| Pier 88 Investment Partners LLC | 229,870 | $1.04M | 0.20% | +58,980+34.5% | Added |
| FMR LLC | 237,051 | $1.07M | 0.00% | +6,340+2.7% | Added |
| AMH Equity Ltd | 252,500 | $1.14M | 1.77% | +252,500 | New |
| Barclays PLC | 265,353 | $1.20M | 0.00% | +90,546+51.8% | Added |
| Zacks Investment Management | 279,457 | $1.27M | 0.01% | +12,951+4.9% | Added |
| Massachusetts Financial Services Co | 307,607 | $1.39M | 0.00% | −7,008−2.2% | Reduced |
| Fred Alger Management, LLC | 308,541 | $1.40M | 0.01% | −64,324−17.3% | Reduced |
| Alyeska Investment Group, L.P. | 349,194 | $1.58M | 0.01% | −1,670,186−82.7% | Reduced |
| Charles Schwab Investment Management Inc | 484,579 | $2.20M | 0.00% | −12,716−2.6% | Reduced |
| Millennium Management LLC | 498,081 | $2.26M | 0.00% | −1,487,611−74.9% | Reduced |
| Schroder Investment Management Group | 496,100 | $2.26M | 0.00% | −23,824−4.6% | Reduced |
| Northern Trust Corp | 499,140 | $2.26M | 0.00% | −27,467−5.2% | Reduced |
| Martin & Co Inc | 511,685 | $2.32M | 0.45% | +20,687+4.2% | Added |
| Goldman Sachs Group Inc | 555,925 | $2.52M | 0.00% | −330,742−37.3% | Reduced |
| Nuveen, LLC | 590,377 | $2.67M | 0.00% | +590,377 | New |
| Palogic Value Management, L.P. | 650,000 | $2.94M | 1.30% | +330,000+103.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 694,361 | $3.15M | 0.01% | +439,599+172.6% | Added |
| Acadian Asset Management LLC | 930,229 | $4.21M | 0.01% | +437,536+88.8% | Added |
| JPMorgan Chase & Co | 962,534 | $4.36M | 0.00% | −276,082−22.3% | Reduced |
| Kennedy Capital Management, Inc. | 1,128,528 | $5.11M | 0.12% | −762,472−40.3% | Reduced |
| State Street Corp | 1,186,152 | $5.37M | 0.00% | −26,237−2.2% | Reduced |
| Portolan Capital Management, LLC | 1,317,079 | $5.97M | 0.45% | +568,050+75.8% | Added |
| Geode Capital Management, LLC | 1,492,875 | $6.76M | 0.00% | +46,275+3.2% | Added |
| Whetstone Capital Advisors, LLC | 1,705,072 | $7.72M | 3.41% | +1,705,072 | New |
| Dimensional Fund Advisors LP | 1,837,016 | $8.32M | 0.00% | +245,451+15.4% | Added |
| Primecap Management Co | 2,005,116 | $9.08M | 0.01% | +72,499+3.8% | Added |
| Wellington Management Group LLP | 2,085,392 | $9.45M | 0.00% | +126,264+6.4% | Added |
| Nepsis, Inc. | 2,090,812 | $9.47M | 2.34% | +1,994,555+2,072.1% | Added |
| Impax Asset Management Group plc | 2,750,000 | $12.5M | 0.08% | 00.0% | Unchanged |
| Vanguard Group Inc | 4,131,653 | $18.7M | 0.00% | −263,078−6.0% | Reduced |
| BlackRock, Inc. | 5,761,995 | $26.1M | 0.00% | +178,119+3.2% | Added |
| First Light Asset Management, LLC | 10,436,807 | $47.3M | 5.40% | +5,195,686+99.1% | Added |
| Daventry Group, LP | 0 | $0 | 0.00% | −2,509,480−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −495,945−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −493,364−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −295,112−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −215,160−100.0% | Sold out |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −87,992−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −70,208−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −67,607−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −60,296−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −49,496−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −49,477−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −45,137−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −35,094−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −32,845−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −30,576−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −26,109−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −17,510−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −15,843−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,497−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −14,767−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −10,886−100.0% | Sold out |
| Perfromance Wealth Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −8,956−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −6,960−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,131−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −761−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Merriman Wealth Management, LLC | – | – | – | – | Not filed |