Franklin Resources
HCAT icon

Franklin Resources’s Health Catalyst HCAT Stock Holding History

Franklin Resources’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
Q3 		– Sell
-80,973
Closed -$305K – 3185
2025
Q2 		$305K Sell
80,973
-37,542
-32% -$148K ﹤0.01% 2554
2025
Q1 		$537K Buy
118,515
+15,309
+15% +$81K ﹤0.01% 2238
2024
Q4 		$730K Sell
103,206
-935
-0.9% -$7.45K ﹤0.01% 2128
2024
Q3 		$857K Buy
104,141
+5,687
+6% +$41.1K ﹤0.01% 2052
2024
Q2 		$629K Sell
98,454
-1,280
-1% -$8.22K ﹤0.01% 2131
2024
Q1 		$751K Buy
99,734
+69,516
+230% +$635K ﹤0.01% 2075
2023
Q4 		$280K Sell
30,218
-274
-0.9% -$2.24K ﹤0.01% 2211
2023
Q3 		$309K Hold
30,492
– – ﹤0.01% 2143
2023
Q2 		$381K Buy
+30,492
New +$363K ﹤0.01% 2102

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return