Pathstone Holdings
HCAT icon

Pathstone Holdings’s Health Catalyst HCAT Stock Holding History

Pathstone Holdings’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
Q4 		– Sell
-27,752
Closed -$79.1K – 2296
2025
Q3 		$79.1K Sell
27,752
-171
-0.6% -$585 ﹤0.01% 2293
2025
Q2 		$105K Buy
27,923
+355
+1% +$1.4K ﹤0.01% 2111
2025
Q1 		$125K Sell
27,568
-948
-3% -$5.02K ﹤0.01% 2132
2024
Q4 		$202K Buy
+28,516
New +$227K ﹤0.01% 2166

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
CF
CDC Financial Chicago, Illinois $157M AUM
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pathstone Holdings's HCAT Position: Q4 2025 in Review

Pathstone Holdings sold out of Health Catalyst (HCAT) in Q4 2025, closing a stake of 27,752 shares — an estimated $79.1K sold.

Pathstone Holdings first reported a position in HCAT in Q4 2024 and held it in 4 quarters. The position peaked at $202K in Q4 2024. 136 funds tracked by Wall St. Rank hold HCAT as of Q4 2025.

  • Pathstone Holdings reported no remaining Health Catalyst position as of Q4 2025 after selling out during the quarter.
  • Pathstone Holdings sold 27,752 Health Catalyst shares in Q4 2025, an estimated $79.1K.
  • Pathstone Holdings first reported a position in Health Catalyst in Q4 2024 and held it in 4 quarters.
  • Pathstone Holdings's Health Catalyst position peaked at $202K in Q4 2024.
  • 136 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2025.

Based on Pathstone Holdings's 13F filing for Q4 2025, filed 13 Feb 2026.