Position in HQY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$569,016
-$63,441 QoQ
Shares Held
6,300
-16.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#302
of 498 holders
Holding Since
Mar 2020
19 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, 2026Janney Montgomery Scott LLC holds $12,626,355 across 11 Health Information Services names. HQY ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
21,710 | $3,852,873 | |
| 2 | TEM |
Tempus AI, Inc.
|
59,915 | $3,470,875 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
16,634 | $1,160,055 | |
| 4 | PRVA |
Privia Health Group, Inc.
|
41,545 | $1,068,952 | |
| 5 | OPRX |
OptimizeRx Corp
|
135,969 | $777,742 | |
| 6 | PHR |
Phreesia, Inc.
|
70,109 | $721,421 | |
| 7 | HNGE |
Hinge Health, Inc.
|
7,700 | $639,100 | |
| 8 | HQY |
Healthequity, Inc.
This page
|
6,300 | $569,016 |
All Filings in HQY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,016 | 6,300 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $632,457 | 7,568 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $733,704 | 8,009 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $510,525 | 5,387 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $567,589 | 5,418 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $554,610 | 6,276 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $513,524 | 5,352 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $403,684 | 4,932 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $370,918 | 4,303 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $324,071 | 3,970 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $206,524 | 3,115 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $217,323 | 2,975 | Shares | Sole | 2023-11-08 | |
| 2023-03-31 | $256,562 | 4,370 | Shares | Sole | 2023-04-28 | |
| 2021-12-31 | $219,563 | 4,963 | Shares | Sole | 2022-01-27 | |
| 2021-03-31 | $310,964 | 4,573 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $396,161 | 5,683 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $310,685 | 6,048 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $396,022 | 6,750 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $793,908 | 15,693 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||