Schroder Investment Management Group
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Schroder Investment Management Group’s Health Catalyst HCAT Stock Holding History

Schroder Investment Management Group’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
-468,692
Closed -$1.79M – 1215
2025
Q2 		$1.79M Sell
468,692
-27,408
-6% -$108K ﹤0.01% 926
2025
Q1 		$2.26M Sell
496,100
-23,824
-5% -$126K ﹤0.01% 892
2024
Q4 		$3.64M Sell
519,924
-6,285
-1% -$50.1K ﹤0.01% 830
2024
Q3 		$4.37M Buy
526,209
+317,897
+153% +$2.3M ﹤0.01% 807
2024
Q2 		$1.33M Hold
208,312
– – ﹤0.01% 983
2024
Q1 		$1.57M Sell
208,312
-171,346
-45% -$1.56M ﹤0.01% 957
2023
Q4 		$3.52M Buy
379,658
+153,942
+68% +$1.26M ﹤0.01% 829
2023
Q3 		$2.28M Hold
225,716
– – ﹤0.01% 898
2023
Q2 		$2.82M Buy
225,716
+92,425
+69% +$1.1M ﹤0.01% 884
2023
Q1 		$1.56M Hold
133,291
– – ﹤0.01% 995
2022
Q4 		$1.42M Sell
133,291
-78,319
-37% -$756K ﹤0.01% 1004
2022
Q3 		$2.05M Hold
211,610
– – ﹤0.01% 933
2022
Q2 		$3.07M Sell
211,610
-129,220
-38% -$2.2M ﹤0.01% 894
2022
Q1 		$9.07M Buy
340,830
+228,654
+204% +$6.49M 0.01% 687
2021
Q4 		$4.44M Sell
112,176
-66,893
-37% -$3.05M 0.01% 786
2021
Q3 		$8.96M Buy
179,069
+17,306
+11% +$944K 0.01% 656
2021
Q2 		$8.98M Buy
161,763
+30,970
+24% +$1.65M 0.01% 704
2021
Q1 		$6.12M Buy
130,793
+43,954
+51% +$2.13M 0.01% 772
2020
Q4 		$3.78M Buy
86,839
+8,736
+11% +$322K 0.01% 865
2020
Q3 		$2.83M Buy
78,103
+6,574
+9% +$223K ﹤0.01% 836
2020
Q2 		$2.09M Buy
71,529
+12,809
+22% +$354K ﹤0.01% 818
2020
Q1 		$1.63M Buy
58,720
+19,971
+52% +$610K ﹤0.01% 830
2019
Q4 		$1.34M Buy
38,749
+21,795
+129% +$721K ﹤0.01% 933
2019
Q3 		$536K Buy
+16,954
New +$667K ﹤0.01% 1036

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Schroder Investment Management Group's HCAT Position: Q3 2025 in Review

Schroder Investment Management Group sold out of Health Catalyst (HCAT) in Q3 2025, closing a stake of 468,692 shares — an estimated $1.79M sold.

Schroder Investment Management Group first reported a position in HCAT in Q3 2019 and held it in 24 quarters. The position peaked at $9.07M in Q1 2022. 145 funds tracked by Wall St. Rank hold HCAT as of Q3 2025.

  • Schroder Investment Management Group reported no remaining Health Catalyst position as of Q3 2025 after selling out during the quarter.
  • Schroder Investment Management Group sold 468,692 Health Catalyst shares in Q3 2025, an estimated $1.79M.
  • Schroder Investment Management Group first reported a position in Health Catalyst in Q3 2019 and held it in 24 quarters.
  • Schroder Investment Management Group's Health Catalyst position peaked at $9.07M in Q1 2022.
  • 145 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2025.

Based on Schroder Investment Management Group's 13F filing for Q3 2025, filed 13 Nov 2025.