Position in HQY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$366,066
+$48,919 QoQ
Shares Held
4,053
+6.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#339
of 496 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 2%
Shared 98%
None 0%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $9,239,507 across 7 Health Information Services names. HQY ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
37,985 | $6,741,197 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
22,656 | $582,938 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
7,794 | $543,553 | |
| 4 | TXG |
10x Genomics, Inc.
|
10,450 | $400,653 | |
| 5 | TDOC |
Teladoc Health, Inc.
|
44,835 | $380,200 | |
| 6 | HQY |
Healthequity, Inc.
This page
|
4,053 | $366,066 | |
| 7 | SDGR |
Schrodinger, Inc.
|
13,840 | $224,900 |
All Filings in HQY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,066 | 4,053 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $317,147 | 3,795 | Shares | Other | 2026-05-14 | |
| 2025-09-30 | $209,631 | 2,212 | Shares | Other | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||