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 |
|---|---|---|---|---|---|
| Covestor Ltd | 39 | $0 | 0.00% | +25+178.6% | Added |
| Avion Wealth | 256 | $0 | 0.00% | +256 | New |
| Huntington National Bank | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 0 | $1 | 0.00% | 0 | New |
| SJS Investment Consulting Inc. | 9 | $12 | 0.00% | +9 | New |
| IFP Advisors, Inc | 10 | $13 | 0.00% | +10 | New |
| Leonteq Securities AG | 23 | $29 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 38 | $48 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 43 | $54 | 0.00% | +43 | New |
| Sunbelt Securities, Inc. | 53 | $67 | 0.00% | +53 | New |
| Fifth Third Bancorp | 58 | $74 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 68 | $87 | 0.00% | −22−24.4% | Reduced |
| Signaturefd, LLC | 72 | $91 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 139 | $161 | 0.00% | +79+131.7% | Added |
| SRS Capital Advisors, Inc. | 127 | $161 | 0.00% | +90+243.2% | Added |
| MAI Capital Management | 147 | $187 | 0.00% | +147 | New |
| Steward Partners Investment Advisory, LLC | 211 | $268 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 300 | $381 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 307 | $390 | 0.00% | −40−11.5% | Reduced |
| Rothschild Investment LLC | 337 | $428 | 0.00% | +335+16,750.0% | Added |
| Root Financial Partners, LLC | 345 | $438 | 0.00% | +345 | New |
| North Star Investment Management Corp. | 346 | $439 | 0.00% | +346 | New |
| Allworth Financial LP | 358 | $455 | 0.00% | +358 | New |
| Advisor Group Holdings, Inc. | 450 | $571 | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 523 | $664 | 0.00% | +523 | New |
| EverSource Wealth Advisors, LLC | 587 | $745 | 0.00% | +566+2,695.2% | Added |
| Valued Wealth Advisors LLC | 606 | $770 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 672 | $853 | 0.00% | −512−43.2% | Reduced |
| SBI Securities Co., Ltd. | 1,226 | $1.56K | 0.00% | −84−6.4% | Reduced |
| First Horizon Corp | 1,500 | $1.91K | 0.00% | 00.0% | Unchanged |
| Archetype Wealth Partners | 1,772 | $2.00K | 0.00% | +1,772 | New |
| Advisory Services Network, LLC | 1,578 | $2.00K | 0.00% | +1,578 | New |
| Smartleaf Asset Management LLC | 1,918 | $2.26K | 0.00% | +570+42.3% | Added |
| Sterling Capital Management LLC | 2,115 | $2.69K | 0.00% | −1,783−45.7% | Reduced |
| Citigroup Inc | 2,965 | $3.77K | 0.00% | +1,435+93.8% | Added |
| Federated Hermes, Inc. | 3,527 | $4.48K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 3,659 | $4.65K | 0.00% | −500−12.0% | Reduced |
| Essential Partners LLC | 5,141 | $6.53K | 0.00% | +5,138+171,266.7% | Added |
| Ameritas Investment Partners, Inc. | 5,546 | $7.04K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,600 | $7.11K | 0.00% | +4,506+411.9% | Added |
| Russell Investments Group, Ltd. | 5,982 | $7.60K | 0.00% | +267+4.7% | Added |
| Legal & General Group Plc | 6,140 | $7.80K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,281 | $11.8K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,453 | $13.3K | 0.00% | +10,453 | New |
| Cresset Asset Management, LLC | 10,605 | $13.5K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 10,655 | $13.5K | 0.00% | +10,655 | New |
| Tower Research Capital LLC (TRC) | 10,727 | $13.6K | 0.00% | +6,182+136.0% | Added |
| DGS Capital Management, LLC | 11,013 | $14.0K | 0.00% | +11,013 | New |
| Probity Advisors, Inc. | 11,650 | $14.8K | 0.00% | −11,725−50.2% | Reduced |
| Callan Family Office, LLC | 12,094 | $15.4K | 0.00% | +12,094 | New |
| CWM, LLC | 12,381 | $15.7K | 0.00% | +11,206+953.7% | Added |
| Colony Group, LLC | 12,989 | $17.0K | 0.00% | −2,814−17.8% | Reduced |
| Simplex Trading, LLC | 13,621 | $17.3K | 0.00% | +13,621 | New |
| Visionary Wealth Advisors | 13,650 | $17.3K | 0.00% | +13,650 | New |
| Cigna Investments Inc | 13,999 | $18.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 15,559 | $19.8K | 0.00% | −14,501−48.2% | Reduced |
| Harbor Capital Advisors, Inc. | 15,617 | $20.0K | 0.00% | +15,617 | New |
| Lunt Capital Management, Inc. | 17,337 | $22.0K | 0.01% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 18,451 | $23.4K | 0.00% | +18,451 | New |
| Sig Brokerage, LP | 19,037 | $24.2K | 0.01% | +19,037 | New |
| Police & Firemen's Retirement System of New Jersey | 20,438 | $26.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 22,014 | $28.0K | 0.00% | −1,572−6.7% | Reduced |
| Nine Masts Capital Ltd | 22,587 | $28.7K | 0.00% | +22,587 | New |
| 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 |
| Avanza Fonder AB | 26,050 | $33.1K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 26,568 | $33.7K | 0.00% | −269,476−91.0% | Reduced |
| Wells Fargo & Company | 26,627 | $33.8K | 0.00% | −53,705−66.9% | Reduced |
| State of Wyoming | 28,384 | $36.0K | 0.00% | −39,189−58.0% | Reduced |
| Sepio Capital, LP | 29,474 | $37.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 29,736 | $37.8K | 0.00% | +12,074+68.4% | Added |
| Squarepoint Ops LLC | 30,438 | $38.7K | 0.00% | −158,240−83.9% | Reduced |
| Williams & Novak, LLC | 34,165 | $39.6K | 0.03% | +3,930+13.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 32,104 | $40.8K | 0.00% | +739+2.4% | Added |
| Gsa Capital Partners LLP | 34,532 | $44.0K | 0.00% | −107,805−75.7% | Reduced |
| Net Worth Advisory Group | 36,372 | $46.2K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 38,653 | $49.1K | 0.00% | +124+0.3% | Added |
| JustInvest LLC | 46,054 | $58.5K | 0.00% | +46,054 | New |
| Jain Global LLC | 46,552 | $59.1K | 0.00% | −5,497−10.6% | Reduced |
| Veradace Capital Management LLC | 50,000 | $63.5K | 0.06% | +50,000 | New |
| SageView Advisory Group, LLC | 55,442 | $70.4K | 0.00% | +38+0.1% | Added |
| XTX Topco Ltd | 56,130 | $71.3K | 0.00% | +44,128+367.7% | Added |
| Barclays PLC | 66,139 | $84.0K | 0.00% | −82,047−55.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 67,629 | $85.9K | 0.02% | +58,468+638.2% | Added |
| MCF Advisors LLC | 70,000 | $88.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 81,154 | $103.1K | 0.00% | +53,830+197.0% | Added |
| Rhumbline Advisers | 85,596 | $108.7K | 0.00% | −4,459−5.0% | Reduced |
| Creative Planning | 91,322 | $116.0K | 0.00% | +57,540+170.3% | Added |
| Bank of America Corp | 95,730 | $121.6K | 0.00% | −87,077−47.6% | Reduced |
| HSBC Holdings PLC | 98,868 | $123.1K | 0.00% | +17,332+21.3% | Added |
| Price T Rowe Associates Inc | 99,210 | $126.0K | 0.00% | +11,782+13.5% | Added |
| Acadian Asset Management LLC | 113,190 | $142.0K | 0.00% | −819,525−87.9% | Reduced |
| American Century Companies Inc | 112,810 | $143.3K | 0.00% | −19,327−14.6% | Reduced |
| Invesco Ltd. | 118,130 | $150.0K | 0.00% | −461−0.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 129,052 | $163.9K | 0.00% | −5,181−3.9% | Reduced |
| Morgan Stanley | 134,180 | $170.4K | 0.00% | −199,775−59.8% | Reduced |
| Alliancebernstein L.P. | 83,770 | $200.2K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 169,327 | $215.0K | 0.00% | +73,421+76.6% | Added |
| Vanguard Global Advisers, LLC | 173,164 | $219.9K | 0.00% | +173,164 | New |
| Nuveen, LLC | 184,377 | $234.2K | 0.00% | +60,725+49.1% | Added |