Position in HQY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,683
+$499 QoQ
Shares Held
74
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#442
of 496 holders
Holding Since
Sep 2022
16 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $7,155,724 across 11 Health Information Services names. HQY ranks #2 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NRC |
Nrc Health
|
330,649 | $7,132,098 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
74 | $6,683 | |
| 3 | VEEV |
Veeva Systems Inc
|
33 | $5,856 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
55 | $3,835 | |
| 5 | DOCS |
Doximity, Inc.
|
113 | $2,343 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
60 | $1,543 | |
| 7 | WAY |
Waystar Holding Corp.
|
55 | $1,129 | |
| 8 | OMCL |
Omnicell, Inc.
|
21 | $871 |
All Filings in HQY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,683 | 74 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,184 | 74 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,779 | 74 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,012 | 74 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,228 | 69 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,567 | 63 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,646 | 38 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,110 | 38 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,275 | 38 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,101 | 38 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,519 | 38 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,775 | 38 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,399 | 38 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,230 | 38 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,342 | 38 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,552 | 38 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||