Position in HQY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,108,543
+$221,033 QoQ
Shares Held
34,417
-0.4% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#170
of 498 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, 2026FORMULA GROWTH LTD holds $9,248,233 across 3 Health Information Services names. HQY ranks #2 (33.6% of the industry book) .
All Filings in HQY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,108,543 | 34,417 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,887,510 | 34,552 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,609,434 | 39,400 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,846,714 | 40,590 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,089,372 | 29,490 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,651,100 | 30,000 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||