Position in HQY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$745,049
-$314,284 QoQ
Shares Held
8,249
-34.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#276
of 496 holders
Holding Since
Jun 2024
9 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, 2026Overbrook Management Corp holds $745,049 across 1 Health Information Services name. HQY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
8,249 | $745,049 |
All Filings in HQY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,049 | 8,249 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,059,333 | 12,676 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,707,548 | 40,471 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $4,261,806 | 44,970 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $4,974,528 | 47,485 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,134,291 | 69,416 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $7,031,503 | 73,283 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $6,019,576 | 73,544 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $12,283,586 | 142,501 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||