Position in HQY
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$10,034,500
-$3,143,415 QoQ
Shares Held
120,073
-16.5% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 17.009652461419304.ToString("F0")%
Shared 0.ToString("F0")%
None 82.99034753858069.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026LPL Financial LLC holds $63,022,676 across 21 Health Information Services names. HQY ranks #3 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
173,247 | $30,432,568 | |
| 2 | TEM |
Tempus AI, Inc.
|
237,926 | $10,759,013 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
120,073 | $10,034,500 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
63,743 | $2,716,089 | |
| 5 | DOCS |
Doximity, Inc.
|
83,120 | $1,936,696 | |
| 6 | TXG |
10x Genomics, Inc.
|
63,249 | $1,342,776 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
62,133 | $1,278,075 | |
| 8 | OPRX |
OptimizeRx Corp
|
129,608 | $813,938 |
All Filings in HQY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,034,500 | 120,073 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,177,915 | 143,848 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $13,772,450 | 145,325 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,127,753 | 39,402 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,710,126 | 41,984 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,054,463 | 42,256 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,094,339 | 37,805 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,037,429 | 35,237 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,968,311 | 36,363 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,477,896 | 37,374 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,624,029 | 35,921 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,065,877 | 32,719 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,189,413 | 37,292 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,626,295 | 42,607 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,770,359 | 41,244 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,482,243 | 40,434 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,596,440 | 38,500 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,506,902 | 34,062 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,193,680 | 33,874 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,423,574 | 30,114 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,566,244 | 23,033 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,538,429 | 22,069 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,118,324 | 21,770 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,276,013 | 21,749 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $977,247 | 19,317 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||