Kennedy Capital Management’s Health Catalyst HCAT Stock Holding History

Kennedy Capital 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
2026 Q2	–	Sell	-509,782	Closed	-$647K	–	561
2026 Q1	$647K	Sell	509,782 -455,007	-47%	-$856K	0.01%	509
2025 Q4	$2.31M	Buy	964,789 +2,108	+0.2%	+$5.76K	0.05%	411
2025 Q3	$2.74M	Sell	962,681 -107,514	-10%	-$368K	0.06%	400
2025 Q2	$4.03M	Sell	1,070,195 -58,333	-5%	-$229K	0.1%	330
2025 Q1	$5.11M	Sell	1,128,528 -762,472	-40%	-$4.03M	0.12%	286
2024 Q4	$13.4M	Buy	1,891,000 +565,445	+43%	+$4.5M	0.3%	84
2024 Q3	$10.8M	Buy	1,325,555 +50,711	+4%	+$366K	0.24%	125
2024 Q2	$8.15M	Buy	1,274,844 +108,842	+9%	+$699K	0.17%	201
2024 Q1	$8.78M	Buy	+1,166,002	New	+$10.6M	0.18%	202

Other funds holding HCAT

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

CDC Financial Chicago, Illinois $239M AUM

PVM

Palogic Value Management Dallas, Texas $304M AUM 15.15% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Jane Street New York $1.21T AUM 78.12% 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

Kennedy Capital Management's HCAT Position: Q2 2026 in Review

Kennedy Capital Management sold out of Health Catalyst (HCAT) in Q2 2026, closing a stake of 509,782 shares — an estimated $647K sold.

Kennedy Capital Management first reported a position in HCAT in Q1 2024 and held it in 9 quarters. The position peaked at $13.4M in Q4 2024. 127 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

Kennedy Capital Management reported no remaining Health Catalyst position as of Q2 2026 after selling out during the quarter.
Kennedy Capital Management sold 509,782 Health Catalyst shares in Q2 2026, an estimated $647K.
Kennedy Capital Management first reported a position in Health Catalyst in Q1 2024 and held it in 9 quarters.
Kennedy Capital Management's Health Catalyst position peaked at $13.4M in Q4 2024.
127 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.