Position in HQY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$510,217
+$75,653 QoQ
Shares Held
5,649
+8.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#312
of 496 holders
Holding Since
Mar 2021
10 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, 2026EP Wealth Advisors, LLC holds $3,228,266 across 8 Health Information Services names. HQY ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
18,078 | $1,047,258 | |
| 2 | TXG |
10x Genomics, Inc.
|
17,390 | $666,732 | |
| 3 | HQY |
Healthequity, Inc.
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|
5,649 | $510,217 | |
| 4 | HNGE |
Hinge Health, Inc.
|
5,658 | $469,614 | |
| 5 | OMCL |
Omnicell, Inc.
|
7,319 | $303,884 | |
| 6 | PHR |
Phreesia, Inc.
|
10,314 | $106,131 | |
| 7 | HCAT |
Health Catalyst, Inc.
|
49,937 | $99,374 | |
| 8 | DH |
Definitive Healthcare Corp.
|
30,152 | $25,056 |
All Filings in HQY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,217 | 5,649 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||