Position in HQY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$109,919
+$1,362 QoQ
Shares Held
1,217
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#394
of 496 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026SIGNATUREFD, LLC holds $985,227 across 19 Health Information Services names. HQY ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
1,163 | $206,397 | |
| 2 | EVH |
Evolent Health, Inc.
|
24,928 | $135,109 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
1,217 | $109,919 | |
| 4 | TXG |
10x Genomics, Inc.
|
2,697 | $103,402 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
4,008 | $103,125 | |
| 6 | DOCS |
Doximity, Inc.
|
3,808 | $78,977 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
7,463 | $63,286 | |
| 8 | TEM |
Tempus AI, Inc.
|
920 | $53,295 |
All Filings in HQY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,919 | 1,217 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $108,557 | 1,299 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $98,022 | 1,070 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $116,472 | 1,229 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $134,721 | 1,286 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $94,025 | 1,064 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $111,302 | 1,160 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $109,106 | 1,333 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $154,039 | 1,787 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $90,446 | 1,108 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $64,708 | 976 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $63,918 | 875 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $52,469 | 831 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $65,285 | 1,112 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $68,297 | 1,108 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $82,887 | 1,234 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $76,430 | 1,245 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $64,337 | 954 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $29,242 | 661 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $42,806 | 661 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $53,760 | 668 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $42,364 | 623 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $41,198 | 591 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $31,078 | 605 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $44,471 | 758 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $36,728 | 726 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||