Summit Global Investments’s Health Catalyst HCAT Stock Holding History

Summit Global 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
2025 Q4	–	Sell	-27,116	Closed	-$77K	–	509
2025 Q3	$77K	Hold	27,116	–	–	﹤0.01%	460
2025 Q2	$102K	Buy	27,116 +377	+1%	+$1.48K	0.01%	455
2025 Q1	$121K	Buy	+26,739	New	+$141K	0.01%	421
2024 Q4	–	Sell	-66,544	Closed	-$542K	–	577
2024 Q3	$542K	Buy	66,544 +4,991	+8%	+$36.1K	0.03%	349
2024 Q2	$393K	Sell	61,553 -519	-0.8%	-$3.33K	0.03%	386
2024 Q1	$467K	Sell	62,072 -13,000	-17%	-$119K	0.03%	337
2023 Q4	$695K	Buy	75,072 +57,581	+329%	+$471K	0.05%	286
2023 Q3	$177K	Buy	+17,491	New	+$209K	0.01%	491
2023 Q2	–	Sell	-17,800	Closed	-$208K	–	575
2023 Q1	$208K	Buy	+17,800	New	+$227K	0.02%	482
2022 Q1	–	Sell	-14,500	Closed	-$574K	–	507
2021 Q4	$574K	Buy	14,500 +8,700	+150%	+$396K	0.04%	322
2021 Q3	$290K	Buy	+5,800	New	+$316K	0.02%	394

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

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 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

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

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

Summit Global Investments's HCAT Position: Q4 2025 in Review

Summit Global Investments sold out of Health Catalyst (HCAT) in Q4 2025, closing a stake of 27,116 shares — an estimated $77K sold.

Summit Global Investments first reported a position in HCAT in Q3 2021 and held it in 11 quarters. The position peaked at $695K in Q4 2023. 136 funds tracked by Wall St. Rank hold HCAT as of Q4 2025.

Summit Global Investments reported no remaining Health Catalyst position as of Q4 2025 after selling out during the quarter.
Summit Global Investments sold 27,116 Health Catalyst shares in Q4 2025, an estimated $77K.
Summit Global Investments first reported a position in Health Catalyst in Q3 2021 and held it in 11 quarters.
Summit Global Investments's Health Catalyst position peaked at $695K in Q4 2023.
136 funds tracked by Wall St. Rank held Health Catalyst as of Q4 2025.

Based on Summit Global Investments's 13F filing for Q4 2025, filed 18 Feb 2026.