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&PARTNERS

Position in HQY — Healthequity, Inc.

CIK 107136 NASHVILLE, TN

Position in HQY

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$808,544
+$193,553 QoQ
Shares Held
8,952
+21.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#265
of 496 holders
Holding Since
Mar 2025
6 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, 2026

&PARTNERS holds $3,016,876 across 3 Health Information Services names. HQY ranks #2 (26.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 HQY
Healthequity, Inc.
This page
8,952 $808,544

All Filings in HQY

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $808,544 8,952
2026-03-31 $614,991 7,359
2025-12-31 $868,279 9,478
2025-09-30 $598,472 6,315
2025-06-30 $687,330 6,561
2025-03-31 $331,652 3,753