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Stoneridge Investment Partners’s Health Catalyst HCAT Stock Holding History

Stoneridge Investment Partners’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
-11,602
Closed -$33K – 143
2025
Q3 		$33K Buy
11,602
+709
+7% +$2.43K 0.02% 122
2025
Q2 		$41K Hold
10,893
– – 0.03% 122
2025
Q1 		$49K Hold
10,893
– – 0.04% 108
2024
Q4 		$77K Buy
+10,893
New +$86.8K 0.03% 124

Other funds holding HCAT

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
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
NI
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Stoneridge Investment Partners's HCAT Position: Q4 2025 in Review

Stoneridge Investment Partners sold out of Health Catalyst (HCAT) in Q4 2025, closing a stake of 11,602 shares — an estimated $33K sold.

Stoneridge Investment Partners first reported a position in HCAT in Q4 2024 and held it in 4 quarters. The position peaked at $77K in Q4 2024. 136 funds tracked by Wall St. Rank hold HCAT as of Q4 2025.

  • Stoneridge Investment Partners reported no remaining Health Catalyst position as of Q4 2025 after selling out during the quarter.
  • Stoneridge Investment Partners sold 11,602 Health Catalyst shares in Q4 2025, an estimated $33K.
  • Stoneridge Investment Partners first reported a position in Health Catalyst in Q4 2024 and held it in 4 quarters.
  • Stoneridge Investment Partners's Health Catalyst position peaked at $77K in Q4 2024.
  • 136 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2025.

Based on Stoneridge Investment Partners's 13F filing for Q4 2025, filed 5 Feb 2026.