Dimensional Fund Advisors
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Dimensional Fund Advisors’s Health Catalyst HCAT Stock Holding History

Dimensional Fund 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
Q1 		$1.57M Sell
1,234,870
-406,658
-25% -$765K ﹤0.01% 2754
2025
Q4 		$3.92M Sell
1,641,528
-272,568
-14% -$745K ﹤0.01% 2594
2025
Q3 		$5.46M Sell
1,914,096
-68,841
-3% -$236K ﹤0.01% 2522
2025
Q2 		$7.48M Buy
1,982,937
+145,921
+8% +$574K ﹤0.01% 2387
2025
Q1 		$8.32M Buy
1,837,016
+245,451
+15% +$1.3M ﹤0.01% 2322
2024
Q4 		$11.3M Buy
1,591,565
+235,686
+17% +$1.88M ﹤0.01% 2264
2024
Q3 		$11M Sell
1,355,879
-44,558
-3% -$322K ﹤0.01% 2264
2024
Q2 		$8.95M Sell
1,400,437
-228,756
-14% -$1.47M ﹤0.01% 2312
2024
Q1 		$12.3M Buy
1,629,193
+82,261
+5% +$751K ﹤0.01% 2216
2023
Q4 		$14.3M Buy
1,546,932
+66,613
+4% +$544K ﹤0.01% 2150
2023
Q3 		$15M Buy
1,480,319
+275,695
+23% +$3.29M ﹤0.01% 2070
2023
Q2 		$15.1M Buy
1,204,624
+428,942
+55% +$5.11M ﹤0.01% 2065
2023
Q1 		$9.05M Buy
775,682
+452,460
+140% +$5.77M ﹤0.01% 2273
2022
Q4 		$3.44K Buy
323,222
+186,724
+137% +$1.8M ﹤0.01% 2557
2022
Q3 		$1.32M Sell
136,498
-229,806
-63% -$3.04M ﹤0.01% 2818
2022
Q2 		$5.31M Sell
366,304
-104,169
-22% -$1.78M ﹤0.01% 2428
2022
Q1 		$12.3M Buy
470,473
+64,232
+16% +$1.82M ﹤0.01% 2200
2021
Q4 		$16.1M Buy
406,241
+119,481
+42% +$5.45M ﹤0.01% 2106
2021
Q3 		$14.3M Sell
286,760
-4,273
-1% -$233K ﹤0.01% 2165
2021
Q2 		$16.2M Buy
291,033
+65,158
+29% +$3.47M 0.01% 2147
2021
Q1 		$10.6M Buy
225,875
+187,617
+490% +$9.09M ﹤0.01% 2304
2020
Q4 		$1.67M Buy
+38,258
New +$1.41M ﹤0.01% 2854

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

Dimensional Fund Advisors's HCAT Position: Q1 2026 in Review

Dimensional Fund Advisors reduced its Health Catalyst (HCAT) stake by 25% in Q1 2026, selling an estimated $765K and leaving 1,234,870 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2754.

Dimensional Fund Advisors first reported a position in HCAT in Q4 2020 and has held it in 22 quarters since. The position peaked at $16.2M in Q2 2021. 130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

  • Dimensional Fund Advisors held 1,234,870 shares of Health Catalyst worth $1.57M as of Q1 2026.
  • Dimensional Fund Advisors sold 406,658 Health Catalyst shares in Q1 2026, an estimated $765K.
  • Health Catalyst made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2754 holding.
  • Dimensional Fund Advisors first reported a position in Health Catalyst in Q4 2020 and has held it in 22 quarters since.
  • Dimensional Fund Advisors's Health Catalyst position peaked at $16.2M in Q2 2021.
  • 130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.