Position in HQY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$249,825
+$8,726 QoQ
Shares Held
2,766
-4.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#363
of 496 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $553,612 across 2 Health Information Services names. HQY ranks #2 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTSG |
BrightSpring Health Services, Inc.
|
4,356 | $303,787 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
2,766 | $249,825 |
All Filings in HQY
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,825 | 2,766 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $241,099 | 2,885 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $264,294 | 2,885 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $294,166 | 3,104 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $325,175 | 3,104 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $280,751 | 3,177 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $314,524 | 3,278 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $281,564 | 3,440 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $308,768 | 3,582 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $305,459 | 3,742 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $248,094 | 3,742 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $304,764 | 4,172 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $263,420 | 4,172 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $256,151 | 4,363 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $268,935 | 4,363 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $293,062 | 4,363 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $267,844 | 4,363 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $294,240 | 4,363 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $282,547 | 4,363 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $351,134 | 4,363 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $280,772 | 4,129 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $287,832 | 4,129 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $212,106 | 4,129 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $242,248 | 4,129 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $227,806 | 4,503 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||