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 2026
Institutional positions in Health Catalyst, Inc. as of Mar 31, 2026. 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
- 132
- 0 vs. Q4 2025
- Shares held
- 55.8M
- +5.03M (+9.9%) vs. Q4 2025
- Total value
- $70.9M
- −$50.5M (−41.6%) vs. Q4 2025
- New holders
- 31
- 40 more added
- Sold out
- 31
- 36 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Light Asset Management, LLC | 12,878,700 | $16.4M | 1.47% | −32,241−0.2% | Reduced |
| CDC Financial, Inc. | 6,307,054 | $8.01M | 6.63% | +2,305,008+57.6% | Added |
| BlackRock, Inc. | 5,138,022 | $6.53M | 0.00% | −55,063−1.1% | Reduced |
| Whetstone Capital Advisors, LLC | 4,268,141 | $5.42M | 2.04% | +517,764+13.8% | Added |
| Palogic Value Management, L.P. | 2,896,600 | $3.68M | 1.61% | +1,626,559+128.1% | Added |
| Vanguard Capital Management LLC | 2,885,653 | $3.66M | 0.00% | +2,885,653 | New |
| Impax Asset Management Group plc | 2,750,000 | $3.49M | 0.02% | 00.0% | Unchanged |
| Nepsis, Inc. | 1,876,289 | $2.38M | 0.80% | −39,505−2.1% | Reduced |
| Geode Capital Management, LLC | 1,501,433 | $1.91M | 0.00% | −167,046−10.0% | Reduced |
| State Street Corp | 1,324,849 | $1.68M | 0.00% | −3,073−0.2% | Reduced |
| Dimensional Fund Advisors LP | 1,234,870 | $1.57M | 0.00% | −406,658−24.8% | Reduced |
| HighMark Wealth Management LLC | 903,082 | $1.13M | 0.46% | +161,600+21.8% | Added |
| Caption Management, LLC | 771,886 | $980.3K | 0.05% | +771,886 | New |
| Prescott Group Capital Management, L.L.C. | 710,803 | $902.7K | 0.09% | +397,518+126.9% | Added |
| JPMorgan Chase & Co | 677,949 | $800.0K | 0.00% | −74,857−9.9% | Reduced |
| Charles Schwab Investment Management Inc | 606,858 | $770.7K | 0.00% | +59,891+10.9% | Added |
| AQR Capital Management LLC | 543,244 | $689.9K | 0.00% | +458,307+539.6% | Added |
| Vanguard Portfolio Management LLC | 531,014 | $674.4K | 0.00% | +531,014 | New |
| Martin & Co Inc | 526,186 | $668.3K | 0.11% | +13,033+2.5% | Added |
| Kennedy Capital Management, Inc. | 509,782 | $647.4K | 0.01% | −455,007−47.2% | Reduced |
| Northern Trust Corp | 493,846 | $627.2K | 0.00% | +17,799+3.7% | Added |
| Vanguard Fiduciary Trust Co | 443,665 | $563.5K | 0.00% | +443,665 | New |
| Goldman Sachs Group Inc | 387,172 | $491.7K | 0.00% | +70,370+22.2% | Added |
| Baird Financial Group, Inc. | 370,309 | $470.3K | 0.00% | −123,437−25.0% | Reduced |
| FMR LLC | 367,473 | $466.7K | 0.00% | +18,757+5.4% | Added |
| Primecap Management Co | 340,418 | $432.3K | 0.00% | 00.0% | Unchanged |
| 71 West Capital Partners | 339,515 | $431.2K | 0.02% | +179,466+112.1% | Added |
| UBS Group AG | 287,095 | $364.6K | 0.00% | +23,608+9.0% | Added |
| Bank of New York Mellon Corp | 266,653 | $338.6K | 0.00% | +444+0.2% | Added |
| HRT Financial LP | 243,191 | $308.0K | 0.00% | +230,553+1,824.3% | Added |
| Deutsche Bank AG | 224,493 | $285.1K | 0.00% | −36,789−14.1% | Reduced |
| Renaissance Technologies LLC | 217,069 | $275.7K | 0.00% | +217,069 | New |
| Nuveen, LLC | 184,377 | $234.2K | 0.00% | +60,725+49.1% | Added |
| Vanguard Global Advisers, LLC | 173,164 | $219.9K | 0.00% | +173,164 | New |
| SEI Investments Co | 169,327 | $215.0K | 0.00% | +73,421+76.6% | Added |
| Alliancebernstein L.P. | 83,770 | $200.2K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 134,180 | $170.4K | 0.00% | −199,775−59.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 129,052 | $163.9K | 0.00% | −5,181−3.9% | Reduced |
| Invesco Ltd. | 118,130 | $150.0K | 0.00% | −461−0.4% | Reduced |
| American Century Companies Inc | 112,810 | $143.3K | 0.00% | −19,327−14.6% | Reduced |
| Acadian Asset Management LLC | 113,190 | $142.0K | 0.00% | −819,525−87.9% | Reduced |
| Price T Rowe Associates Inc | 99,210 | $126.0K | 0.00% | +11,782+13.5% | Added |
| HSBC Holdings PLC | 98,868 | $123.1K | 0.00% | +17,332+21.3% | Added |
| Bank of America Corp | 95,730 | $121.6K | 0.00% | −87,077−47.6% | Reduced |
| Creative Planning | 91,322 | $116.0K | 0.00% | +57,540+170.3% | Added |
| Rhumbline Advisers | 85,596 | $108.7K | 0.00% | −4,459−5.0% | Reduced |
| Susquehanna International Group, LLP | 81,154 | $103.1K | 0.00% | +53,830+197.0% | Added |
| MCF Advisors LLC | 70,000 | $88.9K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 67,629 | $85.9K | 0.02% | +58,468+638.2% | Added |
| Barclays PLC | 66,139 | $84.0K | 0.00% | −82,047−55.4% | Reduced |
| XTX Topco Ltd | 56,130 | $71.3K | 0.00% | +44,128+367.7% | Added |
| SageView Advisory Group, LLC | 55,442 | $70.4K | 0.00% | +38+0.1% | Added |
| Veradace Capital Management LLC | 50,000 | $63.5K | 0.06% | +50,000 | New |
| Jain Global LLC | 46,552 | $59.1K | 0.00% | −5,497−10.6% | Reduced |
| JustInvest LLC | 46,054 | $58.5K | 0.00% | +46,054 | New |
| Perigon Wealth Management, LLC | 38,653 | $49.1K | 0.00% | +124+0.3% | Added |
| Net Worth Advisory Group | 36,372 | $46.2K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 34,532 | $44.0K | 0.00% | −107,805−75.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 32,104 | $40.8K | 0.00% | +739+2.4% | Added |
| Williams & Novak, LLC | 34,165 | $39.6K | 0.03% | +3,930+13.0% | Added |
| Squarepoint Ops LLC | 30,438 | $38.7K | 0.00% | −158,240−83.9% | Reduced |
| BNP Paribas Arbitrage, SA | 29,736 | $37.8K | 0.00% | +12,074+68.4% | Added |
| Sepio Capital, LP | 29,474 | $37.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 28,384 | $36.0K | 0.00% | −39,189−58.0% | Reduced |
| Wells Fargo & Company | 26,627 | $33.8K | 0.00% | −53,705−66.9% | Reduced |
| Jane Street Group, LLC | 26,568 | $33.7K | 0.00% | −269,476−91.0% | Reduced |
| Avanza Fonder AB | 26,050 | $33.1K | 0.00% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 23,293 | $29.6K | 0.00% | −13,912−37.4% | Reduced |
| Strong Retirement Solutions LLC | 23,293 | $29.6K | 0.02% | −13,912−37.4% | Reduced |
| Nine Masts Capital Ltd | 22,587 | $28.7K | 0.00% | +22,587 | New |
| Manufacturers Life Insurance Company, The | 22,014 | $28.0K | 0.00% | −1,572−6.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 20,438 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sig Brokerage, LP | 19,037 | $24.2K | 0.01% | +19,037 | New |
| IMC-Chicago, LLC | 18,451 | $23.4K | 0.00% | +18,451 | New |
| Lunt Capital Management, Inc. | 17,337 | $22.0K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 15,617 | $20.0K | 0.00% | +15,617 | New |
| Intech Investment Management LLC | 15,559 | $19.8K | 0.00% | −14,501−48.2% | Reduced |
| Cigna Investments Inc | 13,999 | $18.0K | 0.00% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 13,650 | $17.3K | 0.00% | +13,650 | New |
| Simplex Trading, LLC | 13,621 | $17.3K | 0.00% | +13,621 | New |
| Colony Group, LLC | 12,989 | $17.0K | 0.00% | −2,814−17.8% | Reduced |
| CWM, LLC | 12,381 | $15.7K | 0.00% | +11,206+953.7% | Added |
| Callan Family Office, LLC | 12,094 | $15.4K | 0.00% | +12,094 | New |
| Probity Advisors, Inc. | 11,650 | $14.8K | 0.00% | −11,725−50.2% | Reduced |
| DGS Capital Management, LLC | 11,013 | $14.0K | 0.00% | +11,013 | New |
| Tower Research Capital LLC (TRC) | 10,727 | $13.6K | 0.00% | +6,182+136.0% | Added |
| Prudential Financial Inc | 10,655 | $13.5K | 0.00% | +10,655 | New |
| Cresset Asset Management, LLC | 10,605 | $13.5K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,453 | $13.3K | 0.00% | +10,453 | New |
| New York State Common Retirement Fund | 9,281 | $11.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 6,140 | $7.80K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,982 | $7.60K | 0.00% | +267+4.7% | Added |
| The PNC Financial Services Group, Inc. | 5,600 | $7.11K | 0.00% | +4,506+411.9% | Added |
| Ameritas Investment Partners, Inc. | 5,546 | $7.04K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 5,141 | $6.53K | 0.00% | +5,138+171,266.7% | Added |
| California State Teachers Retirement System | 3,659 | $4.65K | 0.00% | −500−12.0% | Reduced |
| Federated Hermes, Inc. | 3,527 | $4.48K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,965 | $3.77K | 0.00% | +1,435+93.8% | Added |
| Sterling Capital Management LLC | 2,115 | $2.69K | 0.00% | −1,783−45.7% | Reduced |
| Smartleaf Asset Management LLC | 1,918 | $2.26K | 0.00% | +570+42.3% | Added |