Position in HQY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,102,786
+$960,304 QoQ
Shares Held
45,425
+20.8% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#144
of 496 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Atria Investments, Inc holds $6,618,823 across 4 Health Information Services names. HQY ranks #1 (62.0% of the industry book) .
All Filings in HQY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,102,786 | 45,425 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,142,482 | 37,603 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,507,288 | 38,285 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,576,809 | 37,742 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,346,100 | 22,395 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $697,769 | 7,896 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $802,717 | 8,366 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $739,187 | 9,031 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $967,250 | 11,221 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||