Position in HQY
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,081,140
-$4,076,547 QoQ
Shares Held
48,835
-45.2% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026HighTower Advisors, LLC holds $14,649,936 across 10 Health Information Services names. HQY ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPOK |
Spok Holdings, Inc
|
381,815 | $4,161,783 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
48,835 | $4,081,140 | |
| 3 | VEEV |
Veeva Systems Inc
|
15,840 | $2,782,454 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
35,664 | $1,519,643 | |
| 5 | DOCS |
Doximity, Inc.
|
42,717 | $995,306 | |
| 6 | TEM |
Tempus AI, Inc.
|
8,374 | $378,672 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
16,706 | $343,642 | |
| 8 | AMWL |
American Well Corp
|
37,659 | $198,086 |
All Filings in HQY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,081,140 | 48,835 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,157,687 | 89,048 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,447,134 | 89,133 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,167,757 | 87,512 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,757,648 | 87,786 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,122,446 | 95,075 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,424,204 | 90,705 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,528,979 | 110,545 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,240,825 | 88,703 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,841,494 | 88,107 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,350,967 | 86,940 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,467,924 | 86,600 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,023,227 | 85,560 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,221,955 | 84,717 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,601,104 | 83,387 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,104,087 | 83,142 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,567,711 | 82,558 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,606,842 | 81,529 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $5,482,970 | 84,666 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,755,491 | 83,940 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $5,670,996 | 83,397 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $5,799,523 | 83,195 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $4,274,805 | 83,216 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,904,342 | 83,592 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,276,828 | 84,539 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||