Essex Investment Management’s Health Catalyst HCAT Stock Holding History

Essex Investment Management’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 Q1	–	Sell	-295,112	Closed	-$2.09M	–	314
2024 Q4	$2.09M	Buy	295,112 +47,951	+19%	+$382K	0.38%	114
2024 Q3	$2.01M	Buy	+247,161	New	+$1.79M	0.35%	114
2024 Q2	–	Sell	-245,429	Closed	-$1.85M	–	317
2024 Q1	$1.85M	Buy	+245,429	New	+$2.24M	0.36%	111
2022 Q3	–	Sell	-118,007	Closed	-$1.71M	–	418
2022 Q2	$1.71M	Buy	118,007 +85,484	+263%	+$1.46M	0.28%	112
2022 Q1	$850K	Buy	32,523 +2,318	+8%	+$65.8K	0.11%	236
2021 Q4	$1.2M	Sell	30,205 -987	-3%	-$45K	0.14%	213
2021 Q3	$1.56M	Buy	+31,192	New	+$1.7M	0.19%	174

Other funds holding HCAT

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essex Investment Management's HCAT Position: Q1 2025 in Review

Essex Investment Management sold out of Health Catalyst (HCAT) in Q1 2025, closing a stake of 295,112 shares — an estimated $2.09M sold.

Essex Investment Management first reported a position in HCAT in Q3 2021 and held it in 7 quarters. The position peaked at $2.09M in Q4 2024. 165 funds tracked by Wall St. Rank hold HCAT as of Q1 2025.

Essex Investment Management reported no remaining Health Catalyst position as of Q1 2025 after selling out during the quarter.
Essex Investment Management sold 295,112 Health Catalyst shares in Q1 2025, an estimated $2.09M.
Essex Investment Management first reported a position in Health Catalyst in Q3 2021 and held it in 7 quarters.
Essex Investment Management's Health Catalyst position peaked at $2.09M in Q4 2024.
165 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2025.

Based on Essex Investment Management's 13F filing for Q1 2025, filed 7 May 2025.