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Capital Performance Advisors’s Health Catalyst HCAT Stock Holding History

Capital Performance Advisors’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 		$36.5K Buy
+18,366
New +$26.5K ﹤0.01% 309
2024
Q4 		– Sell
-83
Closed -$676 – 1216
2024
Q3 		$676 Buy
+83
New +$600 ﹤0.01% 2109

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
PVM
Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Performance Advisors's HCAT Position: Q2 2026 in Review

Capital Performance Advisors opened a new position in Health Catalyst (HCAT) in Q2 2026: 18,366 shares worth $36.5K. The stake represents ﹤0.01% of the portfolio and ranks #309 among its holdings. This is a return to the name: Capital Performance Advisors previously reported a position in HCAT as recently as Q3 2024.

Capital Performance Advisors first reported a position in HCAT in Q3 2024 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

  • Capital Performance Advisors held 18,366 shares of Health Catalyst worth $36.5K as of Q2 2026.
  • Health Catalyst was a new Capital Performance Advisors position in Q2 2026.
  • Health Catalyst made up ﹤0.01% of Capital Performance Advisors's portfolio in Q2 2026, its #309 holding.
  • Capital Performance Advisors first reported a position in Health Catalyst in Q3 2024 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.