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 $113.8M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Health Catalyst, Inc. as of Jun 30, 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
- 146
- −17 vs. Q1 2025
- Shares held
- 54.2M
- +1.08M (+2.0%) vs. Q1 2025
- Total value
- $204.2M
- −$36.2M (−15.1%) vs. Q1 2025
- New holders
- 14
- 55 more added
- Sold out
- 31
- 45 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $113.8M |
| Q1 2026 | 132 | $70.9M |
| Q4 2025 | 136 | $132.2M |
| Q3 2025 | 145 | $156.6M |
| Q2 2025 | 146 | $204.2M |
| Q1 2025 | 166 | $241.0M |
| Q4 2024 | 168 | $376.1M |
| Q3 2024 | 159 | $433.7M |
| Q2 2024 | 161 | $333.3M |
| Q1 2024 | 174 | $391.8M |
| Q4 2023 | 167 | $476.9M |
| Q3 2023 | 159 | $499.7M |
| Q2 2023 | 154 | $610.2M |
| Q1 2023 | 162 | $571.1M |
| Q4 2022 | 167 | $519.4M |
| Q3 2022 | 172 | $484.0M |
| Q2 2022 | 181 | $766.6M |
| Q1 2022 | 185 | $1.39B |
| Q4 2021 | 186 | $2.20B |
| Q3 2021 | 198 | $2.70B |
| Q2 2021 | 198 | $2.71B |
| Q1 2021 | 190 | $2.05B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Light Asset Management, LLC | 12,230,181 | $46.1M | 5.98% | +1,793,374+17.2% | Added |
| BlackRock, Inc. | 5,651,573 | $21.3M | 0.00% | −110,422−1.9% | Reduced |
| Vanguard Group Inc | 4,176,574 | $15.7M | 0.00% | +44,921+1.1% | Added |
| Whetstone Capital Advisors, LLC | 3,731,350 | $14.1M | 3.97% | +2,026,278+118.8% | Added |
| Impax Asset Management Group plc | 2,750,000 | $10.4M | 0.06% | 00.0% | Unchanged |
| Primecap Management Co | 1,986,687 | $7.49M | 0.01% | −18,429−0.9% | Reduced |
| Dimensional Fund Advisors LP | 1,982,937 | $7.48M | 0.00% | +145,921+7.9% | Added |
| Portolan Capital Management, LLC | 1,980,409 | $7.47M | 0.47% | +663,330+50.4% | Added |
| Nepsis, Inc. | 1,725,065 | $6.50M | 1.81% | −365,747−17.5% | Reduced |
| Geode Capital Management, LLC | 1,662,455 | $6.27M | 0.00% | +169,580+11.4% | Added |
| State Street Corp | 1,226,874 | $4.63M | 0.00% | +40,722+3.4% | Added |
| Acadian Asset Management LLC | 1,163,785 | $4.38M | 0.01% | +233,556+25.1% | Added |
| Kennedy Capital Management, Inc. | 1,070,195 | $4.03M | 0.10% | −58,333−5.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,066,396 | $4.02M | 0.01% | +372,035+53.6% | Added |
| JPMorgan Chase & Co | 909,436 | $3.43M | 0.00% | −53,098−5.5% | Reduced |
| Palogic Value Management, L.P. | 730,100 | $2.75M | 1.16% | +80,100+12.3% | Added |
| Charles Schwab Investment Management Inc | 598,630 | $2.26M | 0.00% | +114,051+23.5% | Added |
| Northern Trust Corp | 526,970 | $1.99M | 0.00% | +27,830+5.6% | Added |
| Martin & Co Inc | 509,160 | $1.92M | 0.35% | −2,525−0.5% | Reduced |
| Schroder Investment Management Group | 468,692 | $1.79M | 0.00% | −27,408−5.5% | Reduced |
| AMH Equity Ltd | 427,149 | $1.61M | 2.37% | +174,649+69.2% | Added |
| Goldman Sachs Group Inc | 413,912 | $1.56M | 0.00% | −142,013−25.5% | Reduced |
| Alyeska Investment Group, L.P. | 346,089 | $1.30M | 0.00% | −3,105−0.9% | Reduced |
| Massachusetts Financial Services Co | 311,455 | $1.17M | 0.00% | +3,848+1.3% | Added |
| Fred Alger Management, LLC | 308,318 | $1.16M | 0.01% | −223−0.1% | Reduced |
| Qube Research & Technologies Ltd | 282,281 | $1.06M | 0.00% | +114,626+68.4% | Added |
| Zacks Investment Management | 275,238 | $1.04M | 0.01% | −4,219−1.5% | Reduced |
| Deutsche Bank AG | 274,808 | $1.04M | 0.00% | +55,370+25.2% | Added |
| FMR LLC | 259,861 | $979.7K | 0.00% | +22,810+9.6% | Added |
| Morgan Stanley | 231,589 | $873.1K | 0.00% | +42,563+22.5% | Added |
| Bank of New York Mellon Corp | 214,606 | $809.1K | 0.00% | +15,806+8.0% | Added |
| UBS Group AG | 179,427 | $676.4K | 0.00% | −1,420−0.8% | Reduced |
| Moore Capital Management, LP | 172,834 | $651.6K | 0.01% | −45,500−20.8% | Reduced |
| Signal Advisors Wealth, LLC | 171,207 | $645.5K | 0.05% | +171,207 | New |
| Winton Group Ltd | 170,138 | $641.4K | 0.03% | +82,336+93.8% | Added |
| HighMark Wealth Management LLC | 164,750 | $621.1K | 0.30% | +163,500+13,080.0% | Added |
| Barclays PLC | 156,001 | $588.1K | 0.00% | −109,352−41.2% | Reduced |
| Susquehanna International Group, LLP | 155,183 | $585.0K | 0.00% | +49,559+46.9% | Added |
| American Century Companies Inc | 148,858 | $561.2K | 0.00% | +30,884+26.2% | Added |
| Pier 88 Investment Partners LLC | 134,060 | $505.4K | 0.09% | −95,810−41.7% | Reduced |
| Nuveen, LLC | 123,652 | $466.2K | 0.00% | −466,725−79.1% | Reduced |
| AQR Capital Management LLC | 115,014 | $433.6K | 0.00% | −53,330−31.7% | Reduced |
| Balyasny Asset Management LLC | 110,491 | $416.6K | 0.00% | −37,649−25.4% | Reduced |
| Gsa Capital Partners LLP | 108,383 | $409.0K | 0.03% | +15,812+17.1% | Added |
| Invesco Ltd. | 106,368 | $401.0K | 0.00% | +8,769+9.0% | Added |
| CWM Advisors, LLC | 103,494 | $390.2K | 0.04% | +27,582+36.3% | Added |
| Rhumbline Advisers | 101,986 | $384.5K | 0.00% | +12,127+13.5% | Added |
| Stonepine Capital Management, LLC | 100,000 | $377.0K | 0.37% | +100,000 | New |
| Engineers Gate Manager LP | 99,240 | $374.1K | 0.00% | +29,865+43.0% | Added |
| Bank of America Corp | 98,188 | $370.2K | 0.00% | −55,129−36.0% | Reduced |
| Raymond James Financial Inc | 90,432 | $340.9K | 0.00% | −119,999−57.0% | Reduced |
| Price T Rowe Associates Inc | 82,328 | $311.0K | 0.00% | +7,122+9.5% | Added |
| Lazard Asset Management LLC | 81,537 | $307.0K | 0.00% | −5,989−6.8% | Reduced |
| Franklin Resources Inc | 80,973 | $305.3K | 0.00% | −37,542−31.7% | Reduced |
| HSBC Holdings PLC | 80,263 | $305.0K | 0.00% | −40,104−33.3% | Reduced |
| Petrus Trust Company, LTA | 73,563 | $277.3K | 0.03% | −21,823−22.9% | Reduced |
| Alliancebernstein L.P. | 68,770 | $259.3K | 0.00% | +6,100+9.7% | Added |
| Principal Financial Group Inc | 62,791 | $236.7K | 0.00% | +62,791 | New |
| Millennium Management LLC | 60,826 | $229.3K | 0.00% | −437,255−87.8% | Reduced |
| SageView Advisory Group, LLC | 54,660 | $223.6K | 0.01% | +330+0.6% | Added |
| Citadel Advisors LLC | 57,426 | $216.5K | 0.00% | −104,815−64.6% | Reduced |
| Wells Fargo & Company | 49,400 | $186.2K | 0.00% | +9,105+22.6% | Added |
| Dynamic Advisor Solutions LLC | 48,700 | $183.6K | 0.01% | +3,115+6.8% | Added |
| Jane Street Group, LLC | 45,979 | $173.3K | 0.00% | +45,979 | New |
| Squarepoint Ops LLC | 44,327 | $167.1K | 0.00% | +7,784+21.3% | Added |
| Verition Fund Management LLC | 43,051 | $162.3K | 0.00% | −8,802−17.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 43,051 | $162.3K | 0.01% | +3,808+9.7% | Added |
| Two Sigma Investments, LP | 42,426 | $159.9K | 0.00% | +42,426 | New |
| Intech Investment Management LLC | 42,010 | $158.4K | 0.00% | −3,575−7.8% | Reduced |
| State of Wyoming | 41,563 | $156.7K | 0.02% | +1,365+3.4% | Added |
| MetLife Investment Management | 40,995 | $154.6K | 0.00% | +21,352+108.7% | Added |
| Two Sigma Advisers, LP | 40,700 | $153.4K | 0.00% | +25,900+175.0% | Added |
| Perigon Wealth Management, LLC | 38,529 | $145.3K | 0.00% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 37,490 | $141.3K | 0.02% | +1,177+3.2% | Added |
| Forest Hill Capital, LLC | 37,000 | $139.5K | 0.10% | 00.0% | Unchanged |
| Net Worth Advisory Group | 36,543 | $137.8K | 0.03% | +36,543 | New |
| Omnia Family Wealth, LLC | 34,595 | $130.4K | 0.05% | 00.0% | Unchanged |
| CVS Health Corp | 32,273 | $121.7K | 0.06% | 00.0% | Unchanged |
| Sepio Capital, LP | 28,940 | $109.1K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 27,923 | $105.3K | 0.00% | +355+1.3% | Added |
| Summit Global Investments | 27,116 | $102.0K | 0.01% | +377+1.4% | Added |
| Manufacturers Life Insurance Company, The | 26,491 | $99.9K | 0.00% | +4,341+19.6% | Added |
| Avanza Fonder AB | 26,050 | $98.2K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 25,305 | $95.4K | 0.01% | −19,405−43.4% | Reduced |
| MCF Advisors LLC | 25,000 | $94.3K | 0.01% | 00.0% | Unchanged |
| Man Group plc | 24,247 | $91.4K | 0.00% | −42,821−63.8% | Reduced |
| EntryPoint Capital, LLC | 23,768 | $89.6K | 0.04% | +23,768 | New |
| Citigroup Inc | 22,760 | $85.8K | 0.00% | −21,164−48.2% | Reduced |
| Colony Group, LLC | 22,515 | $84.9K | 0.00% | +12,317+120.8% | Added |
| Voya Investment Management LLC | 22,128 | $83.4K | 0.00% | +2,727+14.1% | Added |
| Susquehanna Fundamental Investments, LLC | 21,673 | $81.7K | 0.00% | −41,226−65.5% | Reduced |
| OneAscent Financial Services LLC | 19,537 | $74.0K | 0.01% | −1,075−5.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 19,447 | $73.0K | 0.01% | +19,447 | New |
| Envestnet Asset Management Inc | 19,319 | $72.8K | 0.00% | −1,199−5.8% | Reduced |
| Virtu Financial LLC | 18,166 | $68.0K | 0.00% | +18,166 | New |
| Lunt Capital Management, Inc. | 17,337 | $65.4K | 0.03% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 15,934 | $60.1K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 15,513 | $58.0K | 0.00% | +15,513 | New |
| SG Americas Securities, LLC | 14,335 | $54.0K | 0.00% | −66,490−82.3% | Reduced |
| Blair William & Co | 14,256 | $53.7K | 0.00% | +1,247+9.6% | Added |