Position in HQY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$511,572
+$225,847 QoQ
Shares Held
5,664
+65.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#311
of 496 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026HANTZ FINANCIAL SERVICES, INC. holds $1,191,974 across 12 Health Information Services names. HQY ranks #1 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
5,664 | $511,572 | |
| 2 | DOCS |
Doximity, Inc.
|
9,148 | $189,729 | |
| 3 | VEEV |
Veeva Systems Inc
|
824 | $146,235 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
1,450 | $101,123 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
3,149 | $81,023 | |
| 6 | CERT |
Certara, Inc.
|
11,164 | $73,124 | |
| 7 | SDGR |
Schrodinger, Inc.
|
2,976 | $48,360 | |
| 8 | OMCL |
Omnicell, Inc.
|
493 | $20,469 |
All Filings in HQY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,572 | 5,664 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $285,725 | 3,419 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $211,161 | 2,305 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $147,746 | 1,559 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $115,445 | 1,102 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,623 | 41 | Shares | Sole | 2025-05-12 | |
| 2024-03-31 | $7,346 | 90 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||