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, Q4 2025
Institutional positions in Health Catalyst, Inc. as of Dec 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
- 136
- −7 vs. Q3 2025
- Shares held
- 55.2M
- +1.78M (+3.3%) vs. Q3 2025
- Total value
- $132.0M
- −$20.3M (−13.3%) vs. Q3 2025
- New holders
- 22
- 37 more added
- Sold out
- 29
- 47 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Light Asset Management, LLC | 12,910,941 | $30.9M | 2.36% | −525,279−3.9% | Reduced |
| BlackRock, Inc. | 5,193,085 | $12.4M | 0.00% | −310,318−5.6% | Reduced |
| Vanguard Group Inc | 4,434,387 | $10.6M | 0.00% | +138,696+3.2% | Added |
| CDC Financial, Inc. | 4,002,046 | $9.56M | 8.84% | +4,002,046 | New |
| Whetstone Capital Advisors, LLC | 3,750,377 | $8.96M | 2.80% | +19,027+0.5% | Added |
| Impax Asset Management Group plc | 2,750,000 | $6.57M | 0.04% | 00.0% | Unchanged |
| Nepsis, Inc. | 1,915,794 | $4.58M | 1.41% | +402,762+26.6% | Added |
| Geode Capital Management, LLC | 1,668,479 | $3.99M | 0.00% | −70,425−4.0% | Reduced |
| Dimensional Fund Advisors LP | 1,641,528 | $3.92M | 0.00% | −272,568−14.2% | Reduced |
| State Street Corp | 1,327,922 | $3.17M | 0.00% | +54,168+4.3% | Added |
| Palogic Value Management, L.P. | 1,270,041 | $3.04M | 1.30% | +178,222+16.3% | Added |
| Millennium Management LLC | 1,084,843 | $2.59M | 0.00% | −504,693−31.8% | Reduced |
| Kennedy Capital Management, Inc. | 964,789 | $2.31M | 0.05% | +2,108+0.2% | Added |
| Acadian Asset Management LLC | 932,715 | $2.23M | 0.00% | −193,089−17.2% | Reduced |
| Ra Capital Management, L.P. | 793,749 | $1.90M | 0.02% | +793,749 | New |
| JPMorgan Chase & Co | 752,806 | $1.80M | 0.00% | −57,961−7.1% | Reduced |
| HighMark Wealth Management LLC | 741,482 | $1.77M | 0.72% | +431,200+139.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 581,361 | $1.39M | 0.00% | −389,328−40.1% | Reduced |
| Charles Schwab Investment Management Inc | 546,967 | $1.31M | 0.00% | −75,721−12.2% | Reduced |
| Martin & Co Inc | 513,153 | $1.23M | 0.21% | +1,026+0.2% | Added |
| Baird Financial Group, Inc. | 493,746 | $1.18M | 0.00% | −123,437−20.0% | Reduced |
| Northern Trust Corp | 476,047 | $1.14M | 0.00% | −52,764−10.0% | Reduced |
| FMR LLC | 348,716 | $833.4K | 0.00% | +75,783+27.8% | Added |
| Primecap Management Co | 340,418 | $813.6K | 0.00% | −1,028,649−75.1% | Reduced |
| Morgan Stanley | 333,955 | $798.2K | 0.00% | +91,638+37.8% | Added |
| Goldman Sachs Group Inc | 316,802 | $757.2K | 0.00% | −242,850−43.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 313,285 | $748.8K | 0.07% | +313,285 | New |
| Jane Street Group, LLC | 296,044 | $707.5K | 0.00% | +165,631+127.0% | Added |
| Bank of New York Mellon Corp | 266,209 | $636.2K | 0.00% | +36,950+16.1% | Added |
| UBS Group AG | 263,487 | $629.7K | 0.00% | +66,173+33.5% | Added |
| Deutsche Bank AG | 261,282 | $624.5K | 0.00% | +49,657+23.5% | Added |
| Squarepoint Ops LLC | 188,678 | $450.9K | 0.00% | +172,379+1,057.6% | Added |
| Bank of America Corp | 182,807 | $436.9K | 0.00% | +102,459+127.5% | Added |
| 71 West Capital Partners | 160,049 | $382.5K | 0.02% | +160,049 | New |
| Barclays PLC | 148,186 | $354.2K | 0.00% | +10,100+7.3% | Added |
| Gsa Capital Partners LLP | 142,337 | $340.0K | 0.03% | +142,337 | New |
| Wealth Enhancement Advisory Services, LLC | 136,587 | $325.1K | 0.00% | −883−0.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 134,233 | $320.8K | 0.00% | −96,112−41.7% | Reduced |
| American Century Companies Inc | 132,137 | $315.8K | 0.00% | −19,731−13.0% | Reduced |
| Bridgeway Capital Management, LLC | 129,600 | $309.7K | 0.01% | +34,600+36.4% | Added |
| Nuveen, LLC | 123,652 | $295.5K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 118,591 | $283.4K | 0.00% | +7,186+6.5% | Added |
| D. E. Shaw & Co., Inc. | 113,641 | $271.6K | 0.00% | +36,981+48.2% | Added |
| Two Sigma Investments, LP | 100,097 | $239.2K | 0.00% | −76,994−43.5% | Reduced |
| SEI Investments Co | 95,906 | $229.2K | 0.00% | +95,906 | New |
| Rhumbline Advisers | 90,055 | $215.2K | 0.00% | −6,801−7.0% | Reduced |
| Price T Rowe Associates Inc | 87,428 | $209.0K | 0.00% | +5,100+6.2% | Added |
| AQR Capital Management LLC | 84,937 | $203.0K | 0.00% | −14,821−14.9% | Reduced |
| Zacks Investment Management | 83,957 | $200.7K | 0.00% | −203,347−70.8% | Reduced |
| Alliancebernstein L.P. | 83,770 | $200.2K | 0.00% | +15,000+21.8% | Added |
| HSBC Holdings PLC | 81,536 | $192.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 80,332 | $192.0K | 0.00% | −6,951−8.0% | Reduced |
| Credit Agricole S A | 80,100 | $191.4K | 0.00% | +80,100 | New |
| MCF Advisors LLC | 70,000 | $167.3K | 0.01% | −5,000−6.7% | Reduced |
| State of Wyoming | 67,573 | $161.5K | 0.02% | +33,320+97.3% | Added |
| Jump Financial, LLC | 59,000 | $141.0K | 0.00% | +32,717+124.5% | Added |
| SageView Advisory Group, LLC | 55,404 | $132.4K | 0.00% | +1,184+2.2% | Added |
| Jain Global LLC | 52,049 | $124.4K | 0.00% | +52,049 | New |
| Verition Fund Management LLC | 38,841 | $92.8K | 0.00% | −4,388−10.2% | Reduced |
| Perigon Wealth Management, LLC | 38,529 | $92.1K | 0.00% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 37,205 | $88.9K | 0.01% | −39,540−51.5% | Reduced |
| Strong Retirement Solutions LLC | 37,205 | $88.9K | 0.06% | +37,205 | New |
| Net Worth Advisory Group | 36,372 | $86.9K | 0.02% | +36,372 | New |
| Creative Planning | 33,782 | $80.7K | 0.00% | +33,782 | New |
| CVS Health Corp | 32,273 | $77.1K | 0.06% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 31,633 | $75.6K | 0.00% | +31,633 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 31,365 | $75.0K | 0.00% | −370−1.2% | Reduced |
| Two Sigma Advisers, LP | 31,100 | $74.3K | 0.00% | −103,100−76.8% | Reduced |
| Williams & Novak, LLC | 30,235 | $72.3K | 0.05% | +9,700+47.2% | Added |
| Intech Investment Management LLC | 30,060 | $71.8K | 0.00% | −6,738−18.3% | Reduced |
| Sepio Capital, LP | 29,474 | $70.4K | 0.00% | +534+1.8% | Added |
| Susquehanna International Group, LLP | 27,324 | $65.3K | 0.00% | −17,004−38.4% | Reduced |
| Quadrature Capital Ltd | 26,888 | $64.3K | 0.00% | +26,888 | New |
| Avanza Fonder AB | 26,050 | $62.3K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 23,586 | $56.4K | 0.00% | −1,754−6.9% | Reduced |
| Probity Advisors, Inc. | 23,375 | $55.9K | 0.01% | −21,786−48.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 20,438 | $48.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 18,979 | $45.4K | 0.00% | −19,053−50.1% | Reduced |
| BNP Paribas Arbitrage, SA | 17,662 | $42.2K | 0.00% | +1,307+8.0% | Added |
| Lunt Capital Management, Inc. | 17,337 | $41.4K | 0.02% | 00.0% | Unchanged |
| Colony Group, LLC | 15,803 | $37.8K | 0.00% | +3,281+26.2% | Added |
| Walleye Capital LLC | 14,910 | $35.6K | 0.00% | −611−3.9% | Reduced |
| Omnia Family Wealth, LLC | 14,000 | $33.5K | 0.01% | −10,000−41.7% | Reduced |
| Cigna Investments Inc | 13,999 | $33.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,901 | $30.8K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 12,638 | $30.0K | 0.00% | +968+8.3% | Added |
| ProShare Advisors LLC | 12,357 | $29.5K | 0.00% | +793+6.9% | Added |
| Quest Partners LLC | 12,278 | $29.3K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 12,260 | $29.0K | 0.00% | −1,990−14.0% | Reduced |
| XTX Topco Ltd | 12,002 | $28.7K | 0.00% | −53,417−81.7% | Reduced |
| Cresset Asset Management, LLC | 10,605 | $25.3K | 0.00% | 00.0% | Unchanged |
| Divergent Planning, LLC | 10,998 | $25.1K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 10,341 | $24.7K | 0.06% | +10,341 | New |
| New York State Common Retirement Fund | 9,281 | $22.2K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 9,161 | $21.9K | 0.01% | +9,161 | New |
| Legal & General Group Plc | 6,140 | $14.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,715 | $13.7K | 0.00% | −1,151−16.8% | Reduced |
| Ameritas Investment Partners, Inc. | 5,546 | $13.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,575 | $10.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,545 | $10.9K | 0.00% | +469+11.5% | Added |