Fidelity Investments’s Health Catalyst HCAT Stock Holding History

Fidelity Investments’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 Q3	$836K	Buy	483,237 +72,600	+18%	+$139K	﹤0.01%	3100
2026 Q2	$817K	Buy	410,637 +43,164	+12%	+$62.3K	﹤0.01%	3079
2026 Q1	$467K	Buy	367,473 +18,757	+5%	+$35.3K	﹤0.01%	3158
2025 Q4	$833K	Buy	348,716 +75,783	+28%	+$207K	﹤0.01%	2920
2025 Q3	$778K	Buy	272,933 +13,072	+5%	+$44.7K	﹤0.01%	2885
2025 Q2	$980K	Buy	259,861 +22,810	+10%	+$89.7K	﹤0.01%	2726
2025 Q1	$1.07M	Buy	237,051 +6,340	+3%	+$33.5K	﹤0.01%	2654
2024 Q4	$1.63M	Buy	230,711 +19,103	+9%	+$152K	﹤0.01%	2505
2024 Q3	$1.72M	Buy	211,608 +45,902	+28%	+$332K	﹤0.01%	2441
2024 Q2	$1.06M	Buy	165,706 +81,875	+98%	+$526K	﹤0.01%	2504
2024 Q1	$631K	Buy	83,831 +5,231	+7%	+$47.7K	﹤0.01%	2649
2023 Q4	$728K	Sell	78,600 -1,339	-2%	-$10.9K	﹤0.01%	2560
2023 Q3	$809K	Sell	79,939 -13,580	-15%	-$162K	﹤0.01%	2502
2023 Q2	$1.17M	Sell	93,519 -160,623	-63%	-$1.91M	﹤0.01%	2449
2023 Q1	$2.97M	Buy	254,142 +61,627	+32%	+$786K	﹤0.01%	2259
2022 Q4	$2.05M	Buy	192,515 +137,627	+251%	+$1.33M	﹤0.01%	2368
2022 Q3	$532K	Sell	54,888 -33,879	-38%	-$449K	﹤0.01%	2764
2022 Q2	$1.29M	Sell	88,767 -2,861,491	-97%	-$48.8M	﹤0.01%	2616
2022 Q1	$77.1M	Sell	2,950,258 -4,476,328	-60%	-$127M	0.01%	1194
2021 Q4	$294M	Sell	7,426,586 -13,364	-0.2%	-$609K	0.02%	650
2021 Q3	$372M	Buy	7,439,950 +811,839	+12%	+$44.3M	0.03%	544
2021 Q2	$368M	Buy	6,628,111 +1,803,883	+37%	+$96.1M	0.03%	570
2021 Q1	$226M	Buy	4,824,228 +2,723,593	+130%	+$132M	0.02%	737
2020 Q4	$91.4M	Buy	2,100,635 +1,024,776	+95%	+$37.8M	0.01%	1074
2020 Q3	$39.4M	Buy	1,075,859 +541,212	+101%	+$18.4M	﹤0.01%	1285
2020 Q2	$15.6M	Sell	534,647 -554,187	-51%	-$15.3M	﹤0.01%	1646
2020 Q1	$28.5M	Buy	1,088,834 +77,192	+8%	+$2.36M	﹤0.01%	1259
2019 Q4	$35.1M	Sell	1,011,642 -143,642	-12%	-$4.75M	﹤0.01%	1369
2019 Q3	$36.6M	Buy	+1,155,284	New	+$45.5M	﹤0.01%	1326

Other funds holding HCAT

Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Fidelity Investments's HCAT Position: Q3 2026 in Review

Fidelity Investments increased its Health Catalyst (HCAT) stake by 18% in Q3 2026, buying an estimated $139K and bringing the position to 483,237 shares worth $836K. The position accounts for ﹤0.01% of the portfolio, ranked #3100.

Fidelity Investments first reported a position in HCAT in Q3 2019 and has held it in 29 quarters since. The position peaked at $372M in Q3 2021. 44 funds tracked by Wall St. Rank hold HCAT as of Q3 2026.

Fidelity Investments held 483,237 shares of Health Catalyst worth $836K as of Q3 2026.
Fidelity Investments bought 72,600 Health Catalyst shares in Q3 2026, an estimated $139K.
Health Catalyst made up ﹤0.01% of Fidelity Investments's portfolio in Q3 2026, its #3100 holding.
Fidelity Investments first reported a position in Health Catalyst in Q3 2019 and has held it in 29 quarters since.
Fidelity Investments's Health Catalyst position peaked at $372M in Q3 2021.
44 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2026.

Based on Fidelity Investments's 13F filing for Q3 2026, filed 10 Nov 2026.