HCAT β€” HEALTH CATALYST INC

Ownership history in Forest Hill Capital, LLC  Β·  3 quarters on record

AI Ownership Summary

Forest Hill Capital, LLC reported HEALTH CATALYST INC (HCAT) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.13% in 2025 Q1. The latest visible filing shows HCAT at 0.06% 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 Forest Hill Capital, LLC's position in HEALTH CATALYST INC, 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
2025 Q3

HCAT was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2025 Q3

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.

How Forest Hill Capital, LLC held HCAT β€” position size vs. price
% of Fund (quarterly)    HCAT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 37,000 β€” 0% 0.06% $105K 2025-11-14 $2.27
2025 Q2 UNCHANGED 37,000 β€” 0% 0.10% $139K 2025-08-14 $2.92
2025 Q1 INITIATED 37,000 β€” β€” 0.13% $168K 2025-05-15 $4.11

FAQ About Forest Hill Capital, 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 Forest Hill Capital, LLC reported owning HCAT?

Forest Hill Capital, LLC reported HCAT across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported HCAT position in Forest Hill Capital, LLC's portfolio?

The largest reported portfolio weight for HCAT was 0.13% in 2025 Q1.

What is the latest reported HCAT position on this page?

The most recent filing on this page is 2025 Q3, when Forest Hill Capital, LLC reported 37,000 shares, equal to 0.06% of portfolio, with an estimated market value of $105K.

What does the chart on this HCAT ownership page compare?

The chart compares Forest Hill Capital, 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.

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