AG
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Algert Global’s Health Catalyst HCAT Stock Holding History

Algert Global’s Portfolio HCAT Stock Details HCAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-31,126
Closed -$141K – 1239
2025
Q1 		$141K Buy
+31,126
New +$165K ﹤0.01% 1110
2024
Q4 		– Sell
-46,586
Closed -$379K – 1233
2024
Q3 		$379K Buy
46,586
+6,214
+15% +$44.9K 0.01% 951
2024
Q2 		$258K Sell
40,372
-45,056
-53% -$289K 0.01% 1180
2024
Q1 		$643K Sell
85,428
-135,100
-61% -$1.23M 0.03% 719
2023
Q4 		$2.04M Buy
220,528
+111,410
+102% +$910K 0.08% 411
2023
Q3 		$1.1M Sell
109,118
-106,230
-49% -$1.27M 0.05% 549
2023
Q2 		$2.69M Buy
215,348
+99,220
+85% +$1.18M 0.12% 278
2023
Q1 		$1.36M Buy
116,128
+85,398
+278% +$1.09M 0.06% 507
2022
Q4 		$327K Buy
+30,730
New +$297K 0.02% 920

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Algert Global's HCAT Position: Q2 2025 in Review

Algert Global sold out of Health Catalyst (HCAT) in Q2 2025, closing a stake of 31,126 shares — an estimated $141K sold.

Algert Global first reported a position in HCAT in Q4 2022 and held it in 9 quarters. The position peaked at $2.69M in Q2 2023. 145 funds tracked by Wall St. Rank hold HCAT as of Q2 2025.

  • Algert Global reported no remaining Health Catalyst position as of Q2 2025 after selling out during the quarter.
  • Algert Global sold 31,126 Health Catalyst shares in Q2 2025, an estimated $141K.
  • Algert Global first reported a position in Health Catalyst in Q4 2022 and held it in 9 quarters.
  • Algert Global's Health Catalyst position peaked at $2.69M in Q2 2023.
  • 145 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2025.

Based on Algert Global's 13F filing for Q2 2025, filed 14 Aug 2025.