SEI Investments’s Health Catalyst HCAT Stock Holding History

SEI Investments’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	$215K	Buy	169,327 +73,421	+77%	+$138K	﹤0.01%	2955
2025 Q4	$229K	Buy	+95,906	New	+$262K	﹤0.01%	2842
2024 Q3	–	Sell	-17,893	Closed	-$114K	–	2719
2024 Q2	$114K	Sell	17,893 -3,931	-18%	-$25.2K	﹤0.01%	2518
2024 Q1	$164K	Buy	21,824 +1,648	+8%	+$15K	﹤0.01%	2455
2023 Q4	$187K	Sell	20,176 -2,889	-13%	-$23.6K	﹤0.01%	2449
2023 Q3	$233K	Sell	23,065 -30,575	-57%	-$365K	﹤0.01%	2393
2023 Q2	$670K	Buy	53,640 +40,822	+318%	+$486K	﹤0.01%	2026
2023 Q1	$150K	Buy	+12,818	New	+$163K	﹤0.01%	2535
2022 Q4	–	Sell	-21,484	Closed	-$208K	–	2599
2022 Q3	$208K	Buy	21,484 +5,012	+30%	+$66.4K	﹤0.01%	2432
2022 Q2	$228K	Buy	+16,472	New	+$281K	﹤0.01%	2442

Other funds holding HCAT

FLAM

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

CDC Financial Chicago, Illinois $157M AUM

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SEI Investments's HCAT Position: Q1 2026 in Review

SEI Investments increased its Health Catalyst (HCAT) stake by 77% in Q1 2026, buying an estimated $138K and bringing the position to 169,327 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #2955.

SEI Investments first reported a position in HCAT in Q2 2022 and has held it in 10 quarters since. The position peaked at $670K in Q2 2023. 130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

SEI Investments held 169,327 shares of Health Catalyst worth $215K as of Q1 2026.
SEI Investments bought 73,421 Health Catalyst shares in Q1 2026, an estimated $138K.
Health Catalyst made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #2955 holding.
SEI Investments first reported a position in Health Catalyst in Q2 2022 and has held it in 10 quarters since.
SEI Investments's Health Catalyst position peaked at $670K in Q2 2023.
130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.