Baird Financial Group’s Health Catalyst HCAT Stock Holding History

Baird Financial Group’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
2026 Q2	$491K	Sell	246,872 -123,437	-33%	-$178K	﹤0.01%	1550
2026 Q1	$470K	Sell	370,309 -123,437	-25%	-$232K	﹤0.01%	1501
2025 Q4	$1.18M	Sell	493,746 -123,437	-20%	-$338K	﹤0.01%	1199
2025 Q3	$1.76M	Buy	+617,183	New	+$2.11M	﹤0.01%	1096
2022 Q3	–	Sell	-15,971	Closed	-$231K	–	1758
2022 Q2	$231K	Buy	15,971 +4,878	+44%	+$83.2K	﹤0.01%	1656
2022 Q1	$290K	Buy	11,093 +2,906	+35%	+$82.5K	﹤0.01%	1627
2021 Q4	$324K	Buy	+8,187	New	+$373K	﹤0.01%	1641

Other funds holding HCAT

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

CDC Financial Chicago, Illinois $239M AUM

PVM

Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baird Financial Group's HCAT Position: Q2 2026 in Review

Baird Financial Group reduced its Health Catalyst (HCAT) stake by 33% in Q2 2026, selling an estimated $178K and leaving 246,872 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Baird Financial Group first reported a position in HCAT in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.76M in Q3 2025. 127 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

Baird Financial Group held 246,872 shares of Health Catalyst worth $491K as of Q2 2026.
Baird Financial Group sold 123,437 Health Catalyst shares in Q2 2026, an estimated $178K.
Health Catalyst made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1550 holding.
Baird Financial Group first reported a position in Health Catalyst in Q4 2021 and has held it in 7 quarters since.
Baird Financial Group's Health Catalyst position peaked at $1.76M in Q3 2025.
127 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.