Position in HQY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$75,507
+$30,344 QoQ
Shares Held
836
+69.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#398
of 496 holders
Holding Since
Mar 2020
24 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $359,083 across 7 Health Information Services names. HQY ranks #3 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
575 | $102,045 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
1,300 | $90,662 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
836 | $75,507 | |
| 4 | PRVA |
Privia Health Group, Inc.
|
2,700 | $69,471 | |
| 5 | EVH |
Evolent Health, Inc.
|
1,658 | $8,986 | |
| 6 | SLP |
Simulations Plus, Inc.
|
400 | $7,324 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
600 | $5,088 |
All Filings in HQY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,507 | 836 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $45,163 | 493 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $67,097 | 708 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $97,112 | 927 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $81,918 | 927 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $88,945 | 927 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $75,874 | 927 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $79,907 | 927 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $95,262 | 1,167 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $77,372 | 1,167 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $85,249 | 1,167 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $73,684 | 1,167 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $68,514 | 1,167 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $71,933 | 1,167 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $91,552 | 1,363 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $83,674 | 1,363 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $108,443 | 1,608 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $66,625 | 1,506 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $124,015 | 1,915 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $48,288 | 600 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $13,600 | 200 | Shares | Sole | 2021-04-16 | |
| 2020-09-30 | $25,685 | 500 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $150,781 | 2,570 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $132,545 | 2,620 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||