Position in HQY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,069,298
+$375,333 QoQ
Shares Held
11,839
+42.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#253
of 496 holders
Holding Since
Jun 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 Jun 30, 2026Tower Research Capital LLC (TRC) holds $4,956,734 across 39 Health Information Services names. HQY ranks #1 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
11,839 | $1,069,298 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
12,580 | $877,328 | |
| 3 | TEM |
Tempus AI, Inc.
|
12,187 | $705,992 | |
| 4 | VEEV |
Veeva Systems Inc
|
1,739 | $308,619 | |
| 5 | TXG |
10x Genomics, Inc.
|
7,589 | $290,961 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
11,124 | $286,220 | |
| 7 | DOCS |
Doximity, Inc.
|
13,800 | $286,211 | |
| 8 | HNGE |
Hinge Health, Inc.
|
2,898 | $240,534 |
All Filings in HQY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,069,298 | 11,839 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $693,965 | 8,304 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $553,507 | 6,042 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $518,675 | 5,473 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,479,315 | 14,121 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $386,972 | 4,379 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $791,299 | 8,247 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $328,218 | 4,010 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,346,012 | 15,615 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $252,399 | 3,092 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $803,224 | 12,115 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $402,359 | 5,508 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $391,278 | 6,197 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $281,396 | 4,793 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $234,416 | 3,803 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $624,210 | 9,293 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $376,503 | 6,133 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $202,184 | 2,998 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $264,067 | 5,969 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $304,112 | 4,696 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $707,258 | 8,788 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $746,912 | 10,984 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $416,377 | 5,973 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $3,874,838 | 75,430 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,349,292 | 22,998 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||