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, 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 | $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, 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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 103,494 | $390.2K | 0.04% | +27,582+36.3% | Added |
| Invesco Ltd. | 106,368 | $401.0K | 0.00% | +8,769+9.0% | Added |
| Gsa Capital Partners LLP | 108,383 | $409.0K | 0.03% | +15,812+17.1% | Added |
| Balyasny Asset Management LLC | 110,491 | $416.6K | 0.00% | −37,649−25.4% | Reduced |
| AQR Capital Management LLC | 115,014 | $433.6K | 0.00% | −53,330−31.7% | Reduced |
| Nuveen, LLC | 123,652 | $466.2K | 0.00% | −466,725−79.1% | Reduced |
| Pier 88 Investment Partners LLC | 134,060 | $505.4K | 0.09% | −95,810−41.7% | Reduced |
| American Century Companies Inc | 148,858 | $561.2K | 0.00% | +30,884+26.2% | Added |
| Susquehanna International Group, LLP | 155,183 | $585.0K | 0.00% | +49,559+46.9% | Added |
| Barclays PLC | 156,001 | $588.1K | 0.00% | −109,352−41.2% | Reduced |
| HighMark Wealth Management LLC | 164,750 | $621.1K | 0.30% | +163,500+13,080.0% | Added |
| Winton Group Ltd | 170,138 | $641.4K | 0.03% | +82,336+93.8% | Added |
| Signal Advisors Wealth, LLC | 171,207 | $645.5K | 0.05% | +171,207 | New |
| Moore Capital Management, LP | 172,834 | $651.6K | 0.01% | −45,500−20.8% | Reduced |
| UBS Group AG | 179,427 | $676.4K | 0.00% | −1,420−0.8% | Reduced |
| Bank of New York Mellon Corp | 214,606 | $809.1K | 0.00% | +15,806+8.0% | Added |
| Morgan Stanley | 231,589 | $873.1K | 0.00% | +42,563+22.5% | Added |
| FMR LLC | 259,861 | $979.7K | 0.00% | +22,810+9.6% | Added |
| Deutsche Bank AG | 274,808 | $1.04M | 0.00% | +55,370+25.2% | Added |
| Zacks Investment Management | 275,238 | $1.04M | 0.01% | −4,219−1.5% | Reduced |
| Qube Research & Technologies Ltd | 282,281 | $1.06M | 0.00% | +114,626+68.4% | Added |
| Fred Alger Management, LLC | 308,318 | $1.16M | 0.01% | −223−0.1% | Reduced |
| Massachusetts Financial Services Co | 311,455 | $1.17M | 0.00% | +3,848+1.3% | Added |
| Alyeska Investment Group, L.P. | 346,089 | $1.30M | 0.00% | −3,105−0.9% | Reduced |
| Goldman Sachs Group Inc | 413,912 | $1.56M | 0.00% | −142,013−25.5% | Reduced |
| AMH Equity Ltd | 427,149 | $1.61M | 2.37% | +174,649+69.2% | Added |
| Schroder Investment Management Group | 468,692 | $1.79M | 0.00% | −27,408−5.5% | Reduced |
| Martin & Co Inc | 509,160 | $1.92M | 0.35% | −2,525−0.5% | Reduced |
| Northern Trust Corp | 526,970 | $1.99M | 0.00% | +27,830+5.6% | Added |
| Charles Schwab Investment Management Inc | 598,630 | $2.26M | 0.00% | +114,051+23.5% | Added |
| Palogic Value Management, L.P. | 730,100 | $2.75M | 1.16% | +80,100+12.3% | Added |
| JPMorgan Chase & Co | 909,436 | $3.43M | 0.00% | −53,098−5.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,066,396 | $4.02M | 0.01% | +372,035+53.6% | Added |
| Kennedy Capital Management, Inc. | 1,070,195 | $4.03M | 0.10% | −58,333−5.2% | Reduced |
| Acadian Asset Management LLC | 1,163,785 | $4.38M | 0.01% | +233,556+25.1% | Added |
| State Street Corp | 1,226,874 | $4.63M | 0.00% | +40,722+3.4% | Added |
| Geode Capital Management, LLC | 1,662,455 | $6.27M | 0.00% | +169,580+11.4% | Added |
| Nepsis, Inc. | 1,725,065 | $6.50M | 1.81% | −365,747−17.5% | Reduced |
| Portolan Capital Management, LLC | 1,980,409 | $7.47M | 0.47% | +663,330+50.4% | Added |
| Dimensional Fund Advisors LP | 1,982,937 | $7.48M | 0.00% | +145,921+7.9% | Added |
| Primecap Management Co | 1,986,687 | $7.49M | 0.01% | −18,429−0.9% | Reduced |
| Impax Asset Management Group plc | 2,750,000 | $10.4M | 0.06% | 00.0% | Unchanged |
| Whetstone Capital Advisors, LLC | 3,731,350 | $14.1M | 3.97% | +2,026,278+118.8% | Added |
| Vanguard Group Inc | 4,176,574 | $15.7M | 0.00% | +44,921+1.1% | Added |
| BlackRock, Inc. | 5,651,573 | $21.3M | 0.00% | −110,422−1.9% | Reduced |
| First Light Asset Management, LLC | 12,230,181 | $46.1M | 5.98% | +1,793,374+17.2% | Added |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −2,085,392−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −208,651−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −164,250−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −159,280−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −106,460−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −103,401−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −97,117−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −36,047−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −31,931−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −31,126−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −30,551−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −29,488−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −29,317−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −18,545−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −17,806−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −14,394−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,865−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −13,279−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,845−100.0% | Sold out |
| Martin Worley Group | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −2,568−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −2,109−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,945−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −223−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Credit Agricole S A | – | – | – | – | Not filed |
| Vista Wealth Management Group, LLC | – | – | – | – | Not filed |
| Pilgrim Partners Asia Pte Ltd | – | – | – | – | Not filed |