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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 4,159 | $9.94K | 0.00% | −252−5.7% | Reduced |
| Sterling Capital Management LLC | 3,898 | $9.32K | 0.00% | −769−16.5% | Reduced |
| Federated Hermes, Inc. | 3,527 | $8.43K | 0.00% | +3,527 | New |
| Amalgamated Bank | 2,125 | $5.00K | 0.00% | +231+12.2% | Added |
| Citigroup Inc | 1,530 | $3.66K | 0.00% | +609+66.1% | Added |
| First Horizon Corp | 1,500 | $3.58K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,348 | $3.21K | 0.00% | +622+85.7% | Added |
| SBI Securities Co., Ltd. | 1,310 | $3.13K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,305 | $3.00K | 0.00% | −2,794−68.2% | Reduced |
| CWM, LLC | 1,175 | $3.00K | 0.00% | −2,232−65.5% | Reduced |
| Optiver Holding B.V. | 1,184 | $2.83K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,094 | $2.62K | 0.00% | +698+176.3% | Added |
| Red Tortoise LLC | 962 | $2.30K | 0.00% | +962 | New |
| Valued Wealth Advisors LLC | 606 | $1.45K | 0.00% | +478+373.4% | Added |
| Advisor Group Holdings, Inc. | 450 | $1.07K | 0.00% | −1,551−77.5% | Reduced |
| GAMMA Investing LLC | 347 | $829 | 0.00% | +347 | New |
| UMA Financial Services, Inc. | 300 | $717 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 211 | $504 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 180 | $430 | 0.00% | +180 | New |
| International Assets Investment Management, LLC | 114 | $272 | 0.00% | +114 | New |
| Quadrant Capital Group LLC | 90 | $216 | 0.00% | −34−27.4% | Reduced |
| Group One Trading, L.P. | 86 | $206 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 72 | $172 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 60 | $144 | 0.00% | −2,667−97.8% | Reduced |
| Farther Finance Advisors, LLC | 60 | $143 | 0.00% | −193−76.3% | Reduced |
| Fifth Third Bancorp | 58 | $139 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 38 | $91 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 37 | $88 | 0.00% | −594−94.1% | Reduced |
| Leonteq Securities AG | 23 | $55 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 21 | $50 | 0.00% | +21 | New |
| Golden State Wealth Management, LLC | 15 | $36 | 0.00% | +15 | New |
| Rockefeller Capital Management L.P. | 11 | $26 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3 | $7 | 0.00% | −1,128−99.7% | Reduced |
| Rothschild Investment LLC | 2 | $5 | 0.00% | −6−75.0% | Reduced |
| Huntington National Bank | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −398,857−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −346,089−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −308,318−100.0% | Sold out |
| Stonepine Capital Management, LLC | 0 | $0 | 0.00% | −155,551−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −123,241−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −45,869−100.0% | Sold out |
| Forest Hill Capital, LLC | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −29,630−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −27,752−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −27,116−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −22,296−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −18,059−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −16,934−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −15,244−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Pilgrim Partners Asia Pte Ltd | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −11,602−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −10,550−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −10,098−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −4,890−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,616−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Shelton Wealth Management, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| AMH Equity Ltd | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |