Position in HCAT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,146,914
-$625,227 QoQ
Shares Held
903,082
+21.8% QoQ
Ownership
1.22%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HCAT Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026HighMark Wealth Management LLC holds $1,253,352 across 9 Health Information Services names. HCAT ranks #1 (91.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCAT |
Health Catalyst, Inc.
This page
|
903,082 | $1,146,914 | |
| 2 | VEEV |
Veeva Systems Inc
|
407 | $71,493 | |
| 3 | EVH |
Evolent Health, Inc.
|
3,975 | $9,063 | |
| 4 | TEM |
Tempus AI, Inc.
|
192 | $8,682 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
150 | $6,391 | |
| 6 | SLP |
Simulations Plus, Inc.
|
367 | $4,337 | |
| 7 | OMCL |
Omnicell, Inc.
|
100 | $3,338 | |
| 8 | HNGE |
Hinge Health, Inc.
|
65 | $2,506 |
All Filings in HCAT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,146,914 | 903,082 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,772,141 | 741,482 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $884,303 | 310,282 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $621,107 | 164,750 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $5,662 | 1,250 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $8,837 | 1,250 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $10,175 | 1,250 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $7,987 | 1,250 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $9,412 | 1,250 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $11,575 | 1,250 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $12,650 | 1,250 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $15,625 | 1,250 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $14,587 | 1,250 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $13,287 | 1,250 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $12,125 | 1,250 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,622 | 250 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $6,532 | 250 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $9,905 | 250 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $32,256 | 645 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $32,806 | 591 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $34,282 | 733 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $39,873 | 916 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $70,564 | 1,928 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $15,022 | 515 | Shares | Sole | 2020-07-22 | |
| No filing history on record for this holder in this stock. | ||||||