Portolan Capital Management’s Health Catalyst HCAT Stock Holding History

Portolan 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
2025 Q3	–	Sell	-1,980,409	Closed	-$7.47M	–	136
2025 Q2	$7.47M	Buy	1,980,409 +663,330	+50%	+$2.61M	0.47%	69
2025 Q1	$5.97M	Buy	1,317,079 +568,050	+76%	+$3.01M	0.45%	66
2024 Q4	$5.3M	Buy	749,029 +85,427	+13%	+$680K	0.36%	86
2024 Q3	$5.4M	Buy	+663,602	New	+$4.8M	0.39%	78
2022 Q4	–	Sell	-303,602	Closed	-$2.94M	–	143
2022 Q3	$2.94M	Sell	303,602 -253,625	-46%	-$3.36M	0.31%	99
2022 Q2	$8.07M	Buy	557,227 +279,820	+101%	+$4.77M	0.81%	46
2022 Q1	$7.25M	Buy	+277,407	New	+$7.87M	0.58%	69

Other funds holding HCAT

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Portolan Capital Management's HCAT Position: Q3 2025 in Review

Portolan Capital Management sold out of Health Catalyst (HCAT) in Q3 2025, closing a stake of 1,980,409 shares — an estimated $7.47M sold.

Portolan Capital Management first reported a position in HCAT in Q1 2022 and held it in 7 quarters. The position peaked at $8.07M in Q2 2022. 145 funds tracked by Wall St. Rank hold HCAT as of Q3 2025.

Portolan Capital Management reported no remaining Health Catalyst position as of Q3 2025 after selling out during the quarter.
Portolan Capital Management sold 1,980,409 Health Catalyst shares in Q3 2025, an estimated $7.47M.
Portolan Capital Management first reported a position in Health Catalyst in Q1 2022 and held it in 7 quarters.
Portolan Capital Management's Health Catalyst position peaked at $8.07M in Q2 2022.
145 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2025.

Based on Portolan Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.