Position in HQY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$22,760
+$4,960 QoQ
Shares Held
252
+18.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#423
of 496 holders
Holding Since
Sep 2024
8 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, 2026WHITTIER TRUST CO OF NEVADA INC holds $3,368,912 across 7 Health Information Services names. HQY ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCS |
Doximity, Inc.
|
94,559 | $1,961,153 | |
| 2 | VEEV |
Veeva Systems Inc
|
7,417 | $1,316,294 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
346 | $24,130 | |
| 4 | PRVA |
Privia Health Group, Inc.
|
892 | $22,951 | |
| 5 | HQY |
Healthequity, Inc.
This page
|
252 | $22,760 | |
| 6 | WAY |
Waystar Holding Corp.
|
936 | $19,216 | |
| 7 | OMCL |
Omnicell, Inc.
|
58 | $2,408 |
All Filings in HQY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,760 | 252 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $17,800 | 213 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $19,512 | 213 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $20,565 | 217 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $23,256 | 222 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $19,618 | 222 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $21,300 | 222 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $18,170 | 222 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||