Position in HQY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,282,432
+$201,292 QoQ
Shares Held
47,414
-2.9% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#140
of 498 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)
Position in Health Information Services
Healthcare · as of Jun 30, 2026HighTower Advisors, LLC holds $15,514,849 across 10 Health Information Services names. HQY ranks #1 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
47,414 | $4,282,432 | |
| 2 | SPOK |
Spok Holdings, Inc
|
339,892 | $3,480,494 | |
| 3 | VEEV |
Veeva Systems Inc
|
15,432 | $2,738,717 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
35,677 | $2,488,113 | |
| 5 | TEM |
Tempus AI, Inc.
|
13,571 | $786,168 | |
| 6 | DOCS |
Doximity, Inc.
|
36,715 | $761,469 | |
| 7 | AMWL |
American Well Corp
|
37,632 | $343,203 | |
| 8 | PRVA |
Privia Health Group, Inc.
|
12,697 | $326,693 |
All Filings in HQY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,282,432 | 47,414 | Shares | Sole | 2026-08-05 | |
| 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. | ||||||