Position in HQY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,500,665
+$329,967 QoQ
Shares Held
29,923
+26.3% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026One Capital Management, LLC holds $3,848,781 across 2 Health Information Services names. HQY ranks #1 (65.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
29,923 | $2,500,665 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
65,538 | $1,348,116 |
All Filings in HQY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,500,665 | 29,923 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,170,698 | 23,695 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,426,572 | 15,053 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $785,804 | 7,501 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||