HCAT — HEALTH CATALYST INC
Reported value held$69.88M
Funds holding (latest)46
SectorInformation Technology
Funds holding (Q2 2026)23
Institutional value$13.61M · 6.91M sh
New / Add / Cut / Exit4 / 5 / 14 / 3
Top-5 / Top-10 concentration64.4% / 91.8%
Institutional holdings change
Reducing -35.0%
(-3.71M sh)
Institutional value change
Up +1.9%
As of Q2 2026, 23 SEC-registered investment managers reported holding HCAT (HEALTH CATALYST INC) in their latest 13F filings, with a combined reported value of $13.61M across 6.91M shares. That is -35.0% by share count (-3.71M shares) versus the previous quarter, while reported value moved +1.9%. Ownership is concentrated: the five largest holders account for 64.4% of reported value and the top ten for 91.8%.
Compared with the prior quarter, 4 opened new positions, 5 added to existing stakes, 14 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
HCAT is classified in the Information Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Marshall Wace history | Q2 2023 | 20.00M | $19.13M | 0.04% | Reduce |
| Vanguard Group history | Q4 2025 | 4.43M | $10.60M | 0.00% | Add |
| Capital Research Global Investors history | Q1 2023 | 568.78K | $6.64M | 0.00% | Hold |
| Fidelity International (FIL) history | Q4 2021 | 112.57K | $4.46M | 0.01% | Add |
| BlackRock Inc history | Q2 2026 | 1.84M | $3.65M | 0.00% | Reduce |
| Norges Bank Investment Management history | Q4 2022 | 240.10K | $2.55M | 0.00% | New |
| Wellington Management Group history | Q1 2025 | 2.28M | $2.29M | 0.00% | Hold |
| Tiger Global Management history | Q4 2021 | 50.00K | $1.98M | 0.00% | Hold |
| Geode Capital Management history | Q2 2026 | 891.36K | $1.77M | 0.00% | Reduce |
| Point72 Asset Management history | Q4 2024 | 215.16K | $1.52M | 0.00% | Reduce |
| Bridgewater Associates history | Q2 2023 | 107.22K | $1.34M | 0.01% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 615.50K | $1.22M | 0.00% | Add |
| MFS Investment Management history | Q2 2025 | 311.45K | $1.17M | 0.00% | Add |
| Moore Capital Management history | Q3 2025 | 398.86K | $1.14M | 0.02% | Add |
| Citadel Advisors history | Q2 2026 | 546.71K | $1.09M | 0.00% | Add |
| Millennium Management history | Q2 2026 | 516.08K | $1.03M | 0.00% | New |
| First Eagle Investment Management history | Q2 2023 | 82.12K | $1.03M | 0.00% | Reduce |
| Baillie Gifford & Co history | Q3 2024 | 121.86K | $991.90K | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 480.97K | $957.13K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 410.64K | $817.17K | 0.00% | Add |
New Positions (Q2 2026)
- Millennium Management 516.08K sh · $1.03M
- CPP Investments 67.40K sh · $134.13K
- Two Sigma Investments 13.71K sh · $27.29K
- JPMorgan Chase & Co 1.95K sh · $3.82K
Fully Exited (vs previous quarter)
- Manulife Financial sold 22.01K sh · $27.96K
- Prudential Financial sold 10.65K sh · $13.53K
- Legal & General Investment Management America sold 6.14K sh · $7.80K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 5.54M | 5.58M | 5.76M | 5.65M | 5.50M | 5.19M | 5.14M | 1.84M |
| Geode Capital Management | 860.89K | 917.86K | 983.51K | 1.10M | 1.03M | 1.05M | 1.08M | 1.13M | 1.18M | 1.26M | 1.32M | 1.38M | 1.44M | 1.45M | 1.49M | 1.66M | 1.74M | 1.67M | 1.50M | 891.36K |
| Charles Schwab Investment Management | 353.16K | 369.00K | 377.50K | 386.61K | 398.06K | 408.17K | 408.20K | 418.20K | 435.58K | 521.36K | 484.24K | 606.77K | 573.06K | 497.30K | 484.58K | 598.63K | 622.69K | 546.97K | 606.86K | 615.50K |
| Citadel Advisors | 1.50M | 43.91K | 473.54K | 853.57K | 1.05M | 880.76K | 496.55K | 36.20K | 117.38K | 248.01K | 229.29K | 166.99K | 196.59K | 295.63K | 169.14K | 57.43K | — | — | 66.80K | 546.71K |
| Millennium Management | 135.46K | 332.97K | 464.11K | 617.29K | 1.94M | 1.80M | 1.60M | 416.50K | 249.92K | 1.03M | 1.23M | 2.41M | 2.06M | 2.44M | 498.08K | 60.83K | 1.59M | 1.08M | — | 516.08K |
| Goldman Sachs Group | 182.79K | 127.20K | 266.63K | 225.00K | 1.88M | 1.44M | 1.56M | 1.25M | 884.80K | 1.22M | 1.28M | 888.17K | 622.92K | 886.67K | 555.92K | 413.91K | 559.65K | 316.80K | 387.17K | 480.97K |
| Fidelity Management & Research (FMR) | 1.80M | 1.80M | 4.95M | 88.77K | 54.89K | 192.51K | 254.14K | 93.52K | 79.94K | 78.60K | 83.83K | 165.71K | 211.61K | 230.71K | 237.05K | 259.86K | 272.93K | 348.72K | 367.47K | 410.64K |
| AQR Capital Management | — | — | — | 23.34K | 75.38K | 118.04K | 26.32K | — | — | — | — | 88.33K | 30.18K | 18.36K | 168.34K | 115.01K | 99.76K | 84.94K | 543.24K | 376.59K |
| Renaissance Technologies | 200.07K | 279.37K | 337.07K | 58.40K | 156.87K | 188.36K | 267.07K | 154.60K | 159.47K | 99.27K | 66.90K | 14.70K | — | — | — | — | 45.87K | — | 217.07K | 349.27K |
| UBS Group AG | 15.39K | 45.78K | 7.00K | 11.00K | 9.00K | 24.72K | 25.26K | 42.30K | 64.91K | 101.16K | 2.66M | 2.61M | 2.61M | 2.63M | 631.78K | 179.43K | 197.31K | 263.49K | 287.10K | 254.65K |
| Northern Trust Corp | 596.49K | 598.02K | 565.47K | 504.01K | 489.53K | 515.43K | 504.49K | 526.64K | 527.18K | 521.12K | 512.10K | 483.93K | 485.31K | 526.61K | 499.14K | 526.97K | 528.81K | 476.05K | 493.85K | 177.16K |
| Morgan Stanley | 332.00K | 262.75K | 120.04K | 444.82K | 30.00K | 30.00K | 30.00K | 455.21K | 11.00K | 686.66K | 475.64K | 443.14K | 306.39K | 255.29K | 189.03K | 231.59K | 242.32K | 333.95K | 134.18K | 106.13K |
| BNY Mellon | 730.60K | 715.37K | 750.40K | 799.43K | 880.07K | 189.65K | 187.98K | 381.57K | 854.90K | 1.22M | 2.49M | 2.23M | 2.30M | 1.44M | 198.80K | 214.61K | 229.26K | 266.21K | 266.65K | 79.83K |
| CPP Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 67.40K |
| Bank of America Corp | 201.16K | 249.61K | 220.31K | 24.00K | 137.79K | 78.63K | 128.43K | 105.59K | 206.61K | 27.11K | 140.07K | 160.00K | 246.22K | 13.00K | 13.00K | 98.19K | 80.35K | 182.81K | 95.73K | 52.46K |
| Invesco Ltd | 634.79K | 683.78K | 744.43K | 844.28K | 98.25K | 95.40K | 118.58K | 65.32K | 77.26K | 66.59K | 81.61K | 78.95K | 78.25K | 79.87K | 97.60K | 106.37K | 111.41K | 118.59K | 118.13K | 37.28K |
| Deutsche Bank AG | 8.25M | 61.33K | 231.28K | 249.01K | 203.27K | 208.85K | 217.57K | 206.45K | 33.73K | 206.85K | 207.70K | 196.35K | 206.11K | 225.77K | 219.44K | 274.81K | 211.62K | 261.28K | 224.49K | 21.59K |
| Two Sigma Investments | — | — | 136.11K | 426.62K | 310.80K | 359.90K | 420.48K | 264.38K | 115.42K | 207.84K | 62.46K | — | — | 70.21K | — | 42.43K | 177.09K | 100.10K | — | 13.71K |
| PNC Financial Services | 4.59K | 3.81K | 4.27K | 4.09K | 5.83K | 1.44K | 1.01K | 630 | 746 | 73 | 2.19K | 2.12K | 2.12K | 2.15K | 48 | 74 | 396 | 1.09K | 5.60K | 2.31K |
| JPMorgan Chase & Co | 363.00K | 513.00K | 4.00K | 1.36M | 45.90K | 462.00K | 1.16M | 104.00K | 1.98M | 5.00K | 5.00K | 5.00K | 5.00K | 5.00K | 5.00K | 909.44K | 810.77K | 752.81K | — | 1.95K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details