Position in HQY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$434,564
-$37,319 QoQ
Shares Held
5,200
+1.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 99.46153846153845.ToString("F0")%
Shared 0.ToString("F0")%
None 0.5384615384615384.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026EP Wealth Advisors, LLC holds $2,723,538 across 9 Health Information Services names. HQY ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
4,936 | $867,057 | |
| 2 | TEM |
Tempus AI, Inc.
|
11,713 | $529,661 | |
| 3 | HQY |
Healthequity, Inc.
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|
5,200 | $434,564 | |
| 4 | TXG |
10x Genomics, Inc.
|
18,007 | $382,288 | |
| 5 | OMCL |
Omnicell, Inc.
|
6,968 | $232,591 | |
| 6 | HNGE |
Hinge Health, Inc.
|
5,192 | $200,203 | |
| 7 | GDRX |
GoodRx Holdings, Inc.
|
16,799 | $32,926 | |
| 8 | DH |
Definitive Healthcare Corp.
|
25,182 | $30,973 |
All Filings in HQY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $434,564 | 5,200 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $471,883 | 5,151 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $540,980 | 5,164 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $474,723 | 5,372 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $437,052 | 4,555 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $339,841 | 4,152 | Shares | Sole | 2024-11-15 | |
| 2021-09-30 | $516,914 | 7,982 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $349,766 | 4,346 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $286,960 | 4,220 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||