Baird Financial Group
HCAT icon

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
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 $1.12B AUM 114.45% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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 $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baird Financial Group's HCAT Position: Q1 2026 in Review

Baird Financial Group reduced its Health Catalyst (HCAT) stake by 25% in Q1 2026, selling an estimated $232K and leaving 370,309 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Baird Financial Group first reported a position in HCAT in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.76M in Q3 2025. 130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

  • Baird Financial Group held 370,309 shares of Health Catalyst worth $470K as of Q1 2026.
  • Baird Financial Group sold 123,437 Health Catalyst shares in Q1 2026, an estimated $232K.
  • Health Catalyst made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1501 holding.
  • Baird Financial Group first reported a position in Health Catalyst in Q4 2021 and has held it in 6 quarters since.
  • Baird Financial Group's Health Catalyst position peaked at $1.76M in Q3 2025.
  • 130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.