YIH
HCAT icon

Y-Intercept (HK)’s Health Catalyst HCAT Stock Holding History

Y-Intercept (HK)’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
Q2 		$34K Buy
+17,094
New +$24.7K ﹤0.01% 1635
2024
Q3 		– Sell
-79,864
Closed -$510K – 1513
2024
Q2 		$510K Buy
79,864
+31,406
+65% +$202K 0.03% 796
2024
Q1 		$365K Buy
48,458
+32,403
+202% +$296K 0.03% 868
2023
Q4 		$149K Buy
+16,055
New +$131K 0.01% 1053
2021
Q1 		– Sell
-8,449
Closed -$365K – 684
2020
Q4 		$365K Buy
+8,449
New +$312K 0.15% 251

Other funds holding HCAT

NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Y-Intercept (HK)'s HCAT Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Health Catalyst (HCAT) in Q2 2026: 17,094 shares worth $34K. The stake represents ﹤0.01% of the portfolio and ranks #1635 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in HCAT as recently as Q2 2024.

Y-Intercept (HK) first reported a position in HCAT in Q4 2020 and has held it in 5 quarters since. The position peaked at $510K in Q2 2024. 7 funds tracked by Wall St. Rank hold HCAT as of Q2 2026.

  • Y-Intercept (HK) held 17,094 shares of Health Catalyst worth $34K as of Q2 2026.
  • Health Catalyst was a new Y-Intercept (HK) position in Q2 2026.
  • Health Catalyst made up ﹤0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1635 holding.
  • Y-Intercept (HK) first reported a position in Health Catalyst in Q4 2020 and has held it in 5 quarters since.
  • Y-Intercept (HK)'s Health Catalyst position peaked at $510K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Health Catalyst as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.