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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 1,578 | $2.00K | 0.00% | +1,578 | New |
| Archetype Wealth Partners | 1,772 | $2.00K | 0.00% | +1,772 | New |
| First Horizon Corp | 1,500 | $1.91K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,226 | $1.56K | 0.00% | −84−6.4% | Reduced |
| Optiver Holding B.V. | 672 | $853 | 0.00% | −512−43.2% | Reduced |
| Valued Wealth Advisors LLC | 606 | $770 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 587 | $745 | 0.00% | +566+2,695.2% | Added |
| UBS Asset Management Americas Inc | 523 | $664 | 0.00% | +523 | New |
| Advisor Group Holdings, Inc. | 450 | $571 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 358 | $455 | 0.00% | +358 | New |
| North Star Investment Management Corp. | 346 | $439 | 0.00% | +346 | New |
| Root Financial Partners, LLC | 345 | $438 | 0.00% | +345 | New |
| Rothschild Investment LLC | 337 | $428 | 0.00% | +335+16,750.0% | Added |
| GAMMA Investing LLC | 307 | $390 | 0.00% | −40−11.5% | Reduced |
| UMA Financial Services, Inc. | 300 | $381 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 211 | $268 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 147 | $187 | 0.00% | +147 | New |
| Farther Finance Advisors, LLC | 139 | $161 | 0.00% | +79+131.7% | Added |
| SRS Capital Advisors, Inc. | 127 | $161 | 0.00% | +90+243.2% | Added |
| Signaturefd, LLC | 72 | $91 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 68 | $87 | 0.00% | −22−24.4% | Reduced |
| Fifth Third Bancorp | 58 | $74 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 53 | $67 | 0.00% | +53 | New |
| Transamerica Financial Advisors, Inc. | 43 | $54 | 0.00% | +43 | New |
| McIlrath & Eck, LLC | 38 | $48 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 23 | $29 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10 | $13 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 9 | $12 | 0.00% | +9 | New |
| Huntington National Bank | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 0 | $1 | 0.00% | 0 | New |
| Covestor Ltd | 39 | $0 | 0.00% | +25+178.6% | Added |
| Avion Wealth | 256 | $0 | 0.00% | +256 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −1,084,843−100.0% | Sold out |
| Ra Capital Management, L.P. | 0 | $0 | 0.00% | −793,749−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −581,361−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −136,587−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −129,600−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −113,641−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −100,097−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −83,957−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −80,100−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −59,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −38,841−100.0% | Sold out |
| CVS Health Corp | 0 | $0 | 0.00% | −32,273−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −31,633−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −31,100−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −26,888−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −18,979−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −14,910−100.0% | Sold out |
| Omnia Family Wealth, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −12,901−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −12,357−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −12,278−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −12,260−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −10,341−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −2,125−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −1,305−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −962−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Divergent Planning, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |