Position in HQY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$61,685,037
+$39,218,747 QoQ
Shares Held
682,961
+154.0% QoQ
Ownership
0.826%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#35
of 496 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Derivatives in HQY
reported options exposure · as of Jun 30, 2026CallValue
$1,101,904
CallShares
12,200
PutValue
$216,768
PutShares
2,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Health Information Services
Healthcare · as of Jun 30, 2026CITADEL ADVISORS LLC holds $554,752,852 across 39 Health Information Services names. HQY ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
2,512,401 | $145,543,389 | |
| 2 | TXG |
10x Genomics, Inc.
|
2,779,213 | $106,555,026 | |
| 3 | HNGE |
Hinge Health, Inc.
|
758,110 | $62,923,130 | |
| 4 | HQY |
Healthequity, Inc.
This page
|
682,961 | $61,685,037 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
517,146 | $36,065,761 | |
| 6 | DOCS |
Doximity, Inc.
|
1,561,482 | $32,385,135 | |
| 7 | HTFL |
Heartflow, Inc.
|
799,883 | $23,468,566 | |
| 8 | SDGR |
Schrodinger, Inc.
|
895,780 | $14,556,424 |
All Filings in HQY
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,101,904 | 12,200 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $216,768 | 2,400 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $61,685,037 | 682,961 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,972,415 | 59,500 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $22,466,290 | 268,832 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $1,571,116 | 18,800 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $1,749,751 | 19,100 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $19,720,609 | 215,267 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $384,762 | 4,200 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $5,942,079 | 62,700 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $40,449,162 | 426,814 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $2,388,204 | 25,200 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $126,800,037 | 1,210,386 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $1,759,968 | 16,800 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $1,917,108 | 18,300 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $2,430,175 | 27,500 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $1,732,052 | 19,600 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $38,285,242 | 433,238 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $31,894,355 | 332,406 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $3,780,430 | 39,400 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $642,865 | 6,700 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $9,163,516 | 111,955 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $2,545,535 | 31,100 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $1,325,970 | 16,200 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $1,810,200 | 21,000 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $7,934,623 | 92,049 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $603,400 | 7,000 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $3,052,962 | 37,400 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $3,103,246 | 38,016 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $7,020,180 | 86,000 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $1,571,310 | 23,700 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $682,890 | 10,300 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $12,756,318 | 192,403 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $460,215 | 6,300 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $1,592,490 | 21,800 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $7,886,623 | 107,962 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $808,192 | 12,800 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $177,422 | 2,810 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $1,275,428 | 20,200 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $2,054,850 | 35,000 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $3,082,275 | 52,500 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $21,411,008 | 364,691 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $21,300,503 | 345,563 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $6,885,188 | 111,700 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $7,396,800 | 120,000 | Put | Defined | 2023-02-14 | |
| 2022-09-30 | $1,343,400 | 20,000 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $46,649,632 | 694,501 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $5,716,167 | 85,100 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $1,123,437 | 18,300 | Put | Defined | 2022-08-15 | |
| 2022-06-30 | $32,647,631 | 531,807 | Shares | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||