Farther Finance Advisors, LLC HCAT — HEALTH CATALYST INC COM

Ownership history in Farther Finance Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported HEALTH CATALYST INC COM (HCAT) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows HCAT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HCAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in HEALTH CATALYST INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HCAT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HCAT stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held HCAT — position size vs. price
% of Fund (quarterly)    HCAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 139 +79 +131.7% 0.00% $161 2026-04-07 $1.10
2025 Q4 REDUCED 76.3% -46.9% ✅ 60 -193 -76.3% 0.00% $143 2026-01-23 $2.25
2025 Q3 ADDED — — — 253 +243 +2430.0% 0.00% $721 2025-10-14 $2.90
2025 Q2 UNCHANGED — — — 10 — 0% 0.00% $38 2025-07-11 $3.89
2025 Q1 REDUCED 33.3% -16.8% ✅ 10 -5 -33.3% 0.00% $43 2025-04-14 $3.84
2024 Q4 UNCHANGED — — — 15 — 0% 0.00% $106 2025-02-10 $5.75
2024 Q3 UNCHANGED — — — 15 — 0% 0.00% $122 2024-10-29 $7.91
2024 Q2 UNCHANGED — — — 15 — 0% 0.00% $91 2024-07-31 $7.37
2024 Q1 ADDED — — — 15 +1 +7.1% 0.00% $109 2024-05-14 $6.84
2023 Q4 INITIATED — — — 14 — — 0.00% $130 2024-02-15 $10.03

🏢 Other funds also holding HCAT

As of 2026 Q1 — sorted by position size

CDC Financial, Inc. 5.09% Whetstone Capital Advisors, LLC 3Y 7Y 1.88% Palogic Value Management, L.P. 3Y 1.55% First Light Asset Management, LLC 3Y 7Y 1.47% Nepsis Inc. 3Y 7Y 0.8% Whetstone Capital Advisors, LLC 3Y 7Y 0.67% HighMark Wealth Management LLC 3Y 0.46% MARTIN & CO INC /TN/ 3Y 7Y 0.11% PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.09% Veradace Capital Management LLC 0.06%

FAQ About Farther Finance Advisors, LLC and HCAT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning HCAT?

Farther Finance Advisors, LLC reported HCAT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HCAT position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for HCAT was 0.00% in 2025 Q3.

What is the latest reported HCAT position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 139 shares, equal to 0.00% of portfolio, with an estimated market value of $161.

What does the chart on this HCAT ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly HCAT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their HCAT position?

Based on 13F filing dates vs. subsequent HCAT price moves, Farther Finance Advisors, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on HCAT relative to SPY over the holding period was -69.0%.

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