Position in HQY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,386
+$776 QoQ
Shares Held
115
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#437
of 496 holders
Holding Since
Mar 2025
6 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, 2026VISION FINANCIAL MARKETS LLC holds $11,036 across 2 Health Information Services names. HQY ranks #1 (94.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
115 | $10,386 | |
| 2 | SDGR |
Schrodinger, Inc.
|
40 | $650 |
All Filings in HQY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,386 | 115 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $9,610 | 115 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $10,535 | 115 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $15,637 | 165 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $17,285 | 165 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $14,581 | 165 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||