MC
HCAT icon

Martin & Co’s Health Catalyst HCAT Stock Holding History

Martin & Co’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
Q1 		$668K Buy
526,186
+13,033
+3% +$24.5K 0.11% 99
2025
Q4 		$1.23M Buy
513,153
+1,026
+0.2% +$2.81K 0.21% 91
2025
Q3 		$1.46M Buy
512,127
+2,967
+0.6% +$10.2K 0.26% 85
2025
Q2 		$1.92M Sell
509,160
-2,525
-0.5% -$9.93K 0.35% 75
2025
Q1 		$2.32M Buy
511,685
+20,687
+4% +$109K 0.45% 67
2024
Q4 		$3.47M Buy
490,998
+218,293
+80% +$1.74M 0.86% 42
2024
Q3 		$2.22M Buy
+272,705
New +$1.97M 0.52% 70

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Martin & Co's HCAT Position: Q1 2026 in Review

Martin & Co increased its Health Catalyst (HCAT) stake by 2.5% in Q1 2026, buying an estimated $24.5K and bringing the position to 526,186 shares worth $668K. The position accounts for 0.11% of the portfolio, ranked #99.

Martin & Co first reported a position in HCAT in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.47M in Q4 2024. 130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

  • Martin & Co held 526,186 shares of Health Catalyst worth $668K as of Q1 2026.
  • Martin & Co bought 13,033 Health Catalyst shares in Q1 2026, an estimated $24.5K.
  • Health Catalyst made up 0.11% of Martin & Co's portfolio in Q1 2026, its #99 holding.
  • Martin & Co first reported a position in Health Catalyst in Q3 2024 and has held it in 7 quarters since.
  • Martin & Co's Health Catalyst position peaked at $3.47M in Q4 2024.
  • 130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

Based on Martin & Co's 13F filing for Q1 2026, filed 14 May 2026.