Position in HQY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,979,633
-$8,054,867 QoQ
Shares Held
21,918
-81.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#203
of 497 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026LPL Financial LLC holds $68,436,510 across 18 Health Information Services names. HQY ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
198,847 | $35,289,377 | |
| 2 | TEM |
Tempus AI, Inc.
|
300,000 | $17,379,000 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
80,323 | $5,601,726 | |
| 4 | HQY |
Healthequity, Inc.
This page
|
21,918 | $1,979,633 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
65,611 | $1,688,171 | |
| 6 | SDGR |
Schrodinger, Inc.
|
67,365 | $1,094,681 | |
| 7 | PHR |
Phreesia, Inc.
|
93,181 | $958,832 | |
| 8 | HNGE |
Hinge Health, Inc.
|
10,874 | $902,542 |
All Filings in HQY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,979,633 | 21,918 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||