Position in HQY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$351,254
+$88,845 QoQ
Shares Held
3,889
+23.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#336
of 491 holders
Holding Since
Dec 2020
23 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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $1,535,159 across 5 Health Information Services names. HQY ranks #2 (22.9% of the industry book) .
All Filings in HQY
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,254 | 3,889 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $262,409 | 3,140 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $718,405 | 7,842 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $743,565 | 7,846 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $840,594 | 8,024 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $721,894 | 8,169 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $444,728 | 4,635 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $288,684 | 3,527 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $431,775 | 5,009 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $426,026 | 5,219 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $332,958 | 5,022 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $452,983 | 6,201 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $319,488 | 5,060 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $287,679 | 4,900 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $446,273 | 7,240 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $500,819 | 7,456 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $464,783 | 7,571 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $507,890 | 7,531 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $330,782 | 7,477 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $484,210 | 7,477 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $477,407 | 5,932 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $383,248 | 5,636 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $269,847 | 3,871 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||