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 Q3	–	Sell	-17,094	Closed	-$34K	–	1778
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

Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Cigna Investments Bloomfield, Connecticut $770M AUM 34.25% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Y-Intercept (HK)'s HCAT Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Health Catalyst (HCAT) in Q3 2026, closing a stake of 17,094 shares — an estimated $34K sold.

Y-Intercept (HK) first reported a position in HCAT in Q4 2020 and held it in 5 quarters. The position peaked at $510K in Q2 2024. 11 funds tracked by Wall St. Rank hold HCAT as of Q3 2026.

Y-Intercept (HK) reported no remaining Health Catalyst position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 17,094 Health Catalyst shares in Q3 2026, an estimated $34K.
Y-Intercept (HK) first reported a position in Health Catalyst in Q4 2020 and held it in 5 quarters.
Y-Intercept (HK)'s Health Catalyst position peaked at $510K in Q2 2024.
11 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.