Position in HCAT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$784
+$459 QoQ
Shares Held
394
+53.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#105
of 128 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HCAT Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Avion Wealth holds $15,844 across 11 Health Information Services names. HCAT ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
30 | $5,324 | |
| 2 | EVH |
Evolent Health, Inc.
|
475 | $2,574 | |
| 3 | TXG |
10x Genomics, Inc.
|
62 | $2,377 | |
| 4 | NRC |
Nrc Health
|
44 | $949 | |
| 5 | TDOC |
Teladoc Health, Inc.
|
98 | $831 | |
| 6 | HCAT |
Health Catalyst, Inc.
This page
|
394 | $784 | |
| 7 | SLP |
Simulations Plus, Inc.
|
41 | $750 | |
| 8 | HQY |
Healthequity, Inc.
|
7 | $632 |
All Filings in HCAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784 | 394 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $325 | 256 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $399 | 140 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||