Position in HQY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$200,510
-$1,027,894 QoQ
Shares Held
2,220
-85.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#384
of 497 holders
Holding Since
Dec 2023
4 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, 2026Edgestream Partners, L.P. holds $5,746,427 across 2 Health Information Services names. HQY ranks #2 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCS |
Doximity, Inc.
|
267,402 | $5,545,917 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
2,220 | $200,510 |
All Filings in HQY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,510 | 2,220 | Shares | Sole | 2026-08-11 | |
| 2024-09-30 | $1,228,404 | 15,008 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $818,340 | 10,025 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $512,233 | 7,726 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||