WCA
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Whetstone Capital Advisors’s Health Catalyst HCAT Stock Holding History

Whetstone Capital Advisors’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 		$5.42M Buy
4,268,141
+517,764
+14% +$974K 2.04% 14
2025
Q4 		$8.96M Buy
3,750,377
+19,027
+0.5% +$52K 2.8% 10
2025
Q3 		$10.6M Hold
3,731,350
– – 2.94% 10
2025
Q2 		$14.1M Buy
3,731,350
+2,026,278
+119% +$7.97M 3.97% 8
2025
Q1 		$7.72M Buy
+1,705,072
New +$9.02M 3.41% 10

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CF
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PVM
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VCM
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Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
NI
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return