Position in HQY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$222,548
+$136,054 QoQ
Shares Held
2,464
+138.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#375
of 497 holders
Holding Since
Dec 2020
19 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, 2026Allworth Financial LP holds $1,350,887 across 29 Health Information Services names. HQY ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
3,340 | $592,749 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
2,464 | $222,548 | |
| 3 | SDGR |
Schrodinger, Inc.
|
5,270 | $85,637 | |
| 4 | PHR |
Phreesia, Inc.
|
5,613 | $57,757 | |
| 5 | TEM |
Tempus AI, Inc.
|
837 | $48,487 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
1,879 | $48,346 | |
| 7 | DOCS |
Doximity, Inc.
|
2,043 | $42,371 | |
| 8 | EVH |
Evolent Health, Inc.
|
5,225 | $28,319 |
All Filings in HQY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,548 | 2,464 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $86,494 | 1,035 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $64,676 | 706 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $35,538 | 375 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $78,255 | 747 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $17,232 | 195 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $15,543 | 162 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $8,594 | 105 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $10,085 | 117 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $5,632 | 69 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,116 | 47 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,483 | 34 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,325 | 21 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,230 | 38 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,157 | 35 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,149 | 32 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $245 | 4 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $269 | 4 | Shares | Sole | 2022-04-22 | |
| 2020-12-31 | $1,533 | 22 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||