Position in HQY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,285,523
+$103,342 QoQ
Shares Held
14,233
+0.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#245
of 496 holders
Holding Since
Jun 2025
5 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, 2026BENJAMIN EDWARDS INC holds $7,355,645 across 5 Health Information Services names. HQY ranks #3 (17.5% of the industry book) .
All Filings in HQY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,285,523 | 14,233 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,182,181 | 14,146 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,117,458 | 12,198 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,227,934 | 12,957 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $625,625 | 5,972 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||