Position in HQY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,125,206
+$664,819 QoQ
Shares Held
12,458
+126.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#252
of 496 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Focus Partners Wealth holds $32,424,390 across 13 Health Information Services names. HQY ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXG |
10x Genomics, Inc.
|
214,296 | $8,216,108 | |
| 2 | VEEV |
Veeva Systems Inc
|
41,022 | $7,280,174 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
100,299 | $6,994,852 | |
| 4 | PRVA |
Privia Health Group, Inc.
|
200,770 | $5,165,812 | |
| 5 | HNGE |
Hinge Health, Inc.
|
16,453 | $1,365,599 | |
| 6 | HQY |
Healthequity, Inc.
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|
12,458 | $1,125,206 | |
| 7 | SDGR |
Schrodinger, Inc.
|
32,589 | $529,571 | |
| 8 | GDRX |
GoodRx Holdings, Inc.
|
140,348 | $404,202 |
All Filings in HQY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,125,206 | 12,458 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $460,387 | 5,509 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $312,298 | 3,409 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $212,663 | 2,244 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||