UBS Group
HCAT icon

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
2025
Q2 		– Sell
-450,936
Closed -$2.04M – 10493
2025
Q1 		$2.04M Sell
450,936
-2,054,264
-82% -$10.9M ﹤0.01% 4687
2024
Q4 		$17.7M Hold
2,505,200
– – ﹤0.01% 2459
2024
Q3 		$20.4M Hold
2,505,200
– – ﹤0.01% 1810
2024
Q2 		$16M Hold
2,505,200
– – ﹤0.01% 1864
2024
Q1 		$18.9M Buy
+2,505,200
New +$22.9M ﹤0.01% 1742

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.