Position in HQY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,702,645
+$201,980 QoQ
Shares Held
29,923
0.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#179
of 496 holders
Holding Since
Jun 2025
5 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, 2026One Capital Management, LLC holds $4,388,937 across 2 Health Information Services names. HQY ranks #1 (61.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
29,923 | $2,702,645 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
65,538 | $1,686,292 |
All Filings in HQY
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,702,645 | 29,923 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||