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 $1.65B AUM 203.21% 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

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources's HCAT Position: Q3 2025 in Review

Franklin Resources sold out of Health Catalyst (HCAT) in Q3 2025, closing a stake of 80,973 shares — an estimated $305K sold.

Franklin Resources first reported a position in HCAT in Q2 2023 and held it in 9 quarters. The position peaked at $857K in Q3 2024. 145 funds tracked by Wall St. Rank hold HCAT as of Q3 2025.

Franklin Resources reported no remaining Health Catalyst position as of Q3 2025 after selling out during the quarter.
Franklin Resources sold 80,973 Health Catalyst shares in Q3 2025, an estimated $305K.
Franklin Resources first reported a position in Health Catalyst in Q2 2023 and held it in 9 quarters.
Franklin Resources's Health Catalyst position peaked at $857K in Q3 2024.
145 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2025.

Based on Franklin Resources's 13F filing for Q3 2025, filed 13 Nov 2025.