Position in HQY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,092,579
+$1,561,495 QoQ
Shares Held
45,312
+49.6% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#145
of 497 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $27,080,282 across 15 Health Information Services names. HQY ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
283,009 | $16,394,711 | |
| 2 | VEEV |
Veeva Systems Inc
|
24,413 | $4,332,575 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
45,312 | $4,092,579 | |
| 4 | PHR |
Phreesia, Inc.
|
39,679 | $408,296 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
5,586 | $389,567 | |
| 6 | SDGR |
Schrodinger, Inc.
|
23,711 | $385,303 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
38,374 | $325,411 | |
| 8 | DOCS |
Doximity, Inc.
|
10,073 | $208,914 |
All Filings in HQY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,092,579 | 45,312 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,531,084 | 30,287 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,502,235 | 27,314 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,875,416 | 30,341 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $3,375,681 | 32,223 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,711,815 | 19,371 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,106,966 | 21,959 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $825,702 | 10,088 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $974,491 | 11,305 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $855,645 | 10,482 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $778,560 | 11,743 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $895,300 | 12,256 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $462,689 | 7,328 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $438,681 | 7,472 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $355,601 | 5,769 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $598,216 | 8,906 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $117,316 | 1,911 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $79,309 | 1,176 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $27,030 | 611 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $36,330 | 561 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $35,491 | 441 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $92,752 | 1,364 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $78,702 | 1,129 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $268,870 | 5,234 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $155,299 | 2,647 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $357,974 | 7,076 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||