Position in HQY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,403,643
+$168,656 QoQ
Shares Held
93,043
-5.6% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#100
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, 2026Motley Fool Asset Management LLC holds $8,832,765 across 2 Health Information Services names. HQY ranks #1 (95.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
93,043 | $8,403,643 | |
| 2 | VEEV |
Veeva Systems Inc
|
2,418 | $429,122 |
All Filings in HQY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,403,643 | 93,043 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,234,987 | 98,540 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,296,124 | 101,475 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,171,000 | 107,323 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,002,038 | 114,567 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $10,463,803 | 118,409 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $11,762,702 | 122,592 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $9,147,310 | 111,757 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,587,681 | 111,226 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $9,696,011 | 118,780 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $8,043,250 | 121,316 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $8,791,786 | 120,353 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,942,484 | 94,116 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,716,005 | 97,360 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,748,238 | 93,255 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,579,771 | 97,957 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,180,376 | 100,674 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,184,990 | 106,539 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,937,408 | 179,417 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $11,929,957 | 184,218 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,943,445 | 185,679 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $12,957,332 | 190,549 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $12,264,707 | 175,939 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $8,287,470 | 161,329 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,514,421 | 76,946 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,938,406 | 38,316 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||