Position in HQY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$986,926
-$331,306 QoQ
Shares Held
10,927
-30.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#257
of 496 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026GUGGENHEIM CAPITAL LLC holds $7,867,796 across 8 Health Information Services names. HQY ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
17,179 | $3,048,755 | |
| 2 | WAY |
Waystar Holding Corp.
|
70,403 | $1,445,372 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
10,927 | $986,926 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
13,603 | $948,673 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
28,396 | $730,628 | |
| 6 | PHR |
Phreesia, Inc.
|
41,856 | $430,696 | |
| 7 | SPOK |
Spok Holdings, Inc
|
27,026 | $276,746 | |
| 8 | 8,425 | $0 |
All Filings in HQY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $986,926 | 10,927 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,318,232 | 15,774 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,162,805 | 12,693 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,274,277 | 13,446 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,403,469 | 13,397 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,241,598 | 14,050 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,376,594 | 14,347 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $923,430 | 11,282 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $703,564 | 8,162 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $692,874 | 8,488 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $380,097 | 5,733 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $718,957 | 9,842 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $605,322 | 9,587 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $602,775 | 10,267 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $401,769 | 6,518 | Shares | Defined | 2023-02-14 | |
| 2021-09-30 | $823,552 | 12,717 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,101,127 | 13,682 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,200,064 | 17,648 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,305,040 | 18,721 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $221,661 | 4,315 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $789,110 | 13,450 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $747,061 | 14,767 | Shares | Defined | 2020-06-02 | |
| No filing history on record for this holder in this stock. | ||||||