Position in HQY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,938,764
+$755,917 QoQ
Shares Held
43,609
+14.5% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#147
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, 2026FIRST TRUST ADVISORS LP holds $197,581,334 across 14 Health Information Services names. HQY ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
458,849 | $81,431,932 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
731,031 | $50,982,101 | |
| 3 | TXG |
10x Genomics, Inc.
|
414,894 | $15,907,035 | |
| 4 | CERT |
Certara, Inc.
|
2,424,222 | $15,878,654 | |
| 5 | TEM |
Tempus AI, Inc.
|
239,932 | $13,899,260 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
242,430 | $6,237,723 | |
| 7 | OMCL |
Omnicell, Inc.
|
98,409 | $4,085,941 | |
| 8 | HQY |
Healthequity, Inc.
This page
|
43,609 | $3,938,764 |
All Filings in HQY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,938,764 | 43,609 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,182,847 | 38,086 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,807,571 | 30,647 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,108,292 | 53,902 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,376,911 | 51,326 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,985,352 | 146,943 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,089,256 | 84,307 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,941,587 | 145,896 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,332,135 | 177,867 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,761,592 | 107,333 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,793,034 | 117,542 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,524,387 | 89,314 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,585,921 | 72,631 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,155,956 | 53,755 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,154,061 | 116,062 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $16,144,040 | 240,346 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,640,808 | 157,042 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,210,480 | 17,949 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $3,053,434 | 47,150 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,045,979 | 75,124 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $7,647,620 | 112,465 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $887,129 | 12,726 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,706,100 | 33,212 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,705,947 | 29,077 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,637,206 | 52,129 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||