UBS Group
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UBS Group’s Health Catalyst HCAT Stock Holding History

UBS 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
2026
Q1 		$365K Buy
287,095
+23,608
+9% +$44.4K ﹤0.01% 6296
2025
Q4 		$630K Buy
263,487
+66,173
+34% +$181K ﹤0.01% 5942
2025
Q3 		$562K Buy
197,314
+17,887
+10% +$61.2K ﹤0.01% 6007
2025
Q2 		$676K Sell
179,427
-1,420
-0.8% -$5.59K ﹤0.01% 5765
2025
Q1 		$819K Sell
180,847
-47,408
-21% -$251K ﹤0.01% 5455
2024
Q4 		$1.61M Buy
228,255
+124,922
+121% +$995K ﹤0.01% 4933
2024
Q3 		$841K Sell
103,333
-6,366
-6% -$46K ﹤0.01% 4804
2024
Q2 		$701K Sell
109,699
-42,289
-28% -$271K ﹤0.01% 4733
2024
Q1 		$1.14M Buy
151,988
+50,833
+50% +$464K ﹤0.01% 4488
2023
Q4 		$937K Buy
101,155
+36,244
+56% +$296K ﹤0.01% 4557
2023
Q3 		$657K Buy
64,911
+22,611
+53% +$270K ﹤0.01% 4441
2023
Q2 		$529K Buy
42,300
+17,036
+67% +$203K ﹤0.01% 4782
2023
Q1 		$295K Buy
25,264
+542
+2% +$6.91K ﹤0.01% 5094
2022
Q4 		$263K Buy
24,722
+18,597
+304% +$180K ﹤0.01% 5233
2022
Q3 		$59K Buy
6,125
+2,801
+84% +$37.1K ﹤0.01% 6179
2022
Q2 		$48K Sell
3,324
-20,021
-86% -$341K ﹤0.01% 5951
2022
Q1 		$610K Sell
23,345
-22,437
-49% -$637K ﹤0.01% 4552
2021
Q4 		$1.81M Buy
45,782
+30,388
+197% +$1.38M ﹤0.01% 3820
2021
Q3 		$770K Buy
15,394
+5,683
+59% +$310K ﹤0.01% 4401
2021
Q2 		$539K Sell
9,711
-21,021
-68% -$1.12M ﹤0.01% 4667
2021
Q1 		$1.44M Sell
30,732
-2,402
-7% -$116K ﹤0.01% 3884
2020
Q4 		$1.44M Buy
33,134
+26,485
+398% +$977K ﹤0.01% 3705
2020
Q3 		$244K Sell
6,649
-804
-11% -$27.3K ﹤0.01% 4678
2020
Q2 		$218K Sell
7,453
-10,722
-59% -$296K ﹤0.01% 4751
2020
Q1 		$476K Sell
18,175
-1,011
-5% -$30.9K ﹤0.01% 4004
2019
Q4 		$666K Sell
19,186
-10,949
-36% -$362K ﹤0.01% 4577
2019
Q3 		$954K Buy
+30,135
New +$1.19M ﹤0.01% 4003

Other funds holding HCAT

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM
BlackRock
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
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group's HCAT Position: Q1 2026 in Review

UBS Group increased its Health Catalyst (HCAT) stake by 9% in Q1 2026, buying an estimated $44.4K and bringing the position to 287,095 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #6296.

UBS Group first reported a position in HCAT in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.81M in Q4 2021. 130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

  • UBS Group held 287,095 shares of Health Catalyst worth $365K as of Q1 2026.
  • UBS Group bought 23,608 Health Catalyst shares in Q1 2026, an estimated $44.4K.
  • Health Catalyst made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6296 holding.
  • UBS Group first reported a position in Health Catalyst in Q3 2019 and has held it in 27 quarters since.
  • UBS Group's Health Catalyst position peaked at $1.81M in Q4 2021.
  • 130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.