HCAT β€” HEALTH CATALYST INC

Ownership history in MARTIN & CO INC /TN/  Β·  6 quarters on record

AI Ownership Summary

MARTIN & CO INC /TN/ reported HEALTH CATALYST INC (HCAT) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.86% in 2024 Q4. The latest visible filing shows HCAT at 0.21% 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 MARTIN & CO INC /TN/'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 Q4

HCAT was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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 MARTIN & CO INC /TN/ held HCAT β€” position size vs. price
% of Fund (quarterly)    HCAT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 513,153 +1,026 +0.2% 0.21% $1.2M 2026-02-14 (Est.) $1.84
2025 Q3 ADDED 512,127 +2,967 +0.6% 0.26% $1.5M 2025-11-07 $2.83
2025 Q2 REDUCED 509,160 -2,525 -0.5% 0.35% $1.9M 2025-08-13 $3.22
2025 Q1 ADDED 511,685 +20,687 +4.2% 0.45% $2.3M 2025-05-15 $4.11
2024 Q4 ADDED 490,998 +218,293 +80.0% 0.86% $3.5M 2025-01-31 $5.63
2024 Q3 INITIATED 272,705 β€” β€” 0.52% $2.2M 2024-11-05 $7.76

FAQ About MARTIN & CO INC /TN/ and HCAT

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

How long has MARTIN & CO INC /TN/ reported owning HCAT?

MARTIN & CO INC /TN/ reported HCAT across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported HCAT position in MARTIN & CO INC /TN/'s portfolio?

The largest reported portfolio weight for HCAT was 0.86% in 2024 Q4.

What is the latest reported HCAT position on this page?

The most recent filing on this page is 2025 Q4, when MARTIN & CO INC /TN/ reported 513,153 shares, equal to 0.21% of portfolio, with an estimated market value of $1.2M.

What does the chart on this HCAT ownership page compare?

The chart compares MARTIN & CO INC /TN/'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.

← Back to MARTIN & CO INC /TN/ Holdings