ZIM
HCAT icon

Zacks Investment Management’s Health Catalyst HCAT Stock Holding History

Zacks Investment Management’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 		– Sell
-83,957
Closed -$201K – 750
2025
Q4 		$201K Sell
83,957
-203,347
-71% -$556K ﹤0.01% 679
2025
Q3 		$819K Buy
287,304
+12,066
+4% +$41.3K 0.01% 426
2025
Q2 		$1.04M Sell
275,238
-4,219
-2% -$16.6K 0.01% 402
2025
Q1 		$1.27M Buy
279,457
+12,951
+5% +$68.5K 0.01% 381
2024
Q4 		$1.88M Sell
266,506
-29,615
-10% -$236K 0.02% 344
2024
Q3 		$2.41M Buy
296,121
+18,677
+7% +$135K 0.02% 309
2024
Q2 		$1.77M Buy
277,444
+174,552
+170% +$1.12M 0.02% 307
2024
Q1 		$775K Buy
102,892
+25,564
+33% +$233K 0.01% 419
2023
Q4 		$716K Sell
77,328
-11,875
-13% -$97K 0.01% 417
2023
Q3 		$903K Buy
89,203
+4,132
+5% +$49.3K 0.01% 384
2023
Q2 		$1.06M Sell
85,071
-2,819
-3% -$33.6K 0.01% 364
2023
Q1 		$1.03M Buy
+87,890
New +$1.12M 0.01% 362

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

Zacks Investment Management's HCAT Position: Q1 2026 in Review

Zacks Investment Management sold out of Health Catalyst (HCAT) in Q1 2026, closing a stake of 83,957 shares — an estimated $201K sold.

Zacks Investment Management first reported a position in HCAT in Q1 2023 and held it in 12 quarters. The position peaked at $2.41M in Q3 2024. 130 funds tracked by Wall St. Rank hold HCAT as of Q1 2026.

  • Zacks Investment Management reported no remaining Health Catalyst position as of Q1 2026 after selling out during the quarter.
  • Zacks Investment Management sold 83,957 Health Catalyst shares in Q1 2026, an estimated $201K.
  • Zacks Investment Management first reported a position in Health Catalyst in Q1 2023 and held it in 12 quarters.
  • Zacks Investment Management's Health Catalyst position peaked at $2.41M in Q3 2024.
  • 130 funds tracked by Wall St. Rank held Health Catalyst as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.