Financial Management Professionals, Inc.
Position in HQY — Healthequity, Inc.
CIK 1568132
AUSTIN, TX
Position in HQY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$632
+$48 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#108
of 117 holders
Holding Since
Jun 2021
12 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, 2026Financial Management Professionals, Inc. holds $88,709 across 6 Health Information Services names. HQY ranks #5 (0.7% of the industry book) .
All Filings in HQY
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632 | 7 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $584 | 7 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $458 | 5 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $473 | 5 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $523 | 5 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $441 | 5 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $479 | 5 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $409 | 5 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $258 | 3 | Shares | Sole | 2024-07-12 | |
| 2022-09-30 | $268 | 4 | Shares | Sole | 2022-10-27 | |
| 2021-09-30 | $1,813 | 28 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,655 | 33 | Shares | Sole | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||