Janney Montgomery Scott
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Janney Montgomery Scott’s Health Catalyst HCAT Stock Holding History

Janney Montgomery Scott’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
Q2 		$24K Buy
+12,042
New +$17.4K ﹤0.01% 3098
2025
Q1 		– Sell
-49,496
Closed -$350K – 2745
2024
Q4 		$350K Sell
49,496
-60,744
-55% -$484K ﹤0.01% 2212
2024
Q3 		$897K Buy
+110,240
New +$797K ﹤0.01% 1575

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
PVM
Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janney Montgomery Scott's HCAT Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Health Catalyst (HCAT) in Q2 2026: 12,042 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #3098 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in HCAT as recently as Q4 2024.

Janney Montgomery Scott first reported a position in HCAT in Q3 2024 and has held it in 3 quarters since. The position peaked at $897K in Q3 2024. 127 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

  • Janney Montgomery Scott held 12,042 shares of Health Catalyst worth $24K as of Q2 2026.
  • Health Catalyst was a new Janney Montgomery Scott position in Q2 2026.
  • Health Catalyst made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #3098 holding.
  • Janney Montgomery Scott first reported a position in Health Catalyst in Q3 2024 and has held it in 3 quarters since.
  • Janney Montgomery Scott's Health Catalyst position peaked at $897K in Q3 2024.
  • 127 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.