Position in HQY
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$29,083
+$10,364 QoQ
Shares Held
322
+43.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#417
of 496 holders
Holding Since
Mar 2020
21 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, 2026MassMutual Private Wealth & Trust, FSB holds $239,565 across 18 Health Information Services names. HQY ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
575 | $102,045 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
322 | $29,083 | |
| 3 | HSTM |
Healthstream Inc
|
1,025 | $27,931 | |
| 4 | DOCS |
Doximity, Inc.
|
882 | $18,292 | |
| 5 | TXG |
10x Genomics, Inc.
|
410 | $15,719 | |
| 6 | SDGR |
Schrodinger, Inc.
|
794 | $12,902 | |
| 7 | BTSG |
BrightSpring Health Services, Inc.
|
113 | $7,880 | |
| 8 | WAY |
Waystar Holding Corp.
|
316 | $6,487 |
All Filings in HQY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,083 | 322 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $18,719 | 224 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $14,107 | 154 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $14,499 | 153 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $23,361 | 223 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $14,934 | 169 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $15,352 | 160 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $11,786 | 144 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $12,326 | 143 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $11,264 | 138 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $9,547 | 144 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $11,907 | 163 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $9,092 | 144 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $10,098 | 172 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $12,019 | 195 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $10,747 | 160 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $3,867 | 63 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $4,383 | 65 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $619 | 14 | Shares | Sole | 2022-02-09 | |
| 2020-06-30 | $5,456 | 93 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,704 | 93 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||