Position in HQY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,262,943
+$49,257 QoQ
Shares Held
13,983
-3.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#247
of 496 holders
Holding Since
Sep 2021
20 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, 2026Vontobel Holding Ltd. holds $13,260,428 across 6 Health Information Services names. HQY ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
51,723 | $9,179,279 | |
| 2 | TEM |
Tempus AI, Inc.
|
36,880 | $2,136,458 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
13,983 | $1,262,943 | |
| 4 | TDOC |
Teladoc Health, Inc.
|
46,983 | $398,415 | |
| 5 | OMCL |
Omnicell, Inc.
|
5,627 | $233,633 | |
| 6 | BFRG |
BullFrog AI Holdings, Inc.
|
70,000 | $49,700 |
All Filings in HQY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,262,943 | 13,983 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $1,213,686 | 14,523 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,012,473 | 11,052 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $998,590 | 10,537 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $1,332,127 | 12,716 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $1,309,730 | 14,821 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $1,282,371 | 13,365 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $1,830,329 | 22,362 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $2,175,429 | 25,237 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,361,963 | 28,935 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,771,405 | 41,801 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $1,380,425 | 18,897 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $902,712 | 14,297 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $1,368,823 | 23,315 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $1,124,621 | 18,245 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,410,300 | 20,996 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $1,415,713 | 23,061 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $2,887,645 | 42,818 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,218,546 | 50,148 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,772,310 | 42,809 | Shares | Defined | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||