Position in HQY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$663,850
+$426,597 QoQ
Shares Held
7,350
+158.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#287
of 496 holders
Holding Since
Jun 2025
5 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, 2026Merit Financial Group, LLC holds $10,405,872 across 10 Health Information Services names. HQY ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
37,333 | $6,625,485 | |
| 2 | TXG |
10x Genomics, Inc.
|
40,696 | $1,560,282 | |
| 3 | WAY |
Waystar Holding Corp.
|
45,021 | $924,279 | |
| 4 | HQY |
Healthequity, Inc.
This page
|
7,350 | $663,850 | |
| 5 | PHR |
Phreesia, Inc.
|
21,192 | $218,064 | |
| 6 | TDOC |
Teladoc Health, Inc.
|
13,124 | $111,290 | |
| 7 | WEAV |
Weave Communications, Inc.
|
14,795 | $88,620 | |
| 8 | CERT |
Certara, Inc.
|
11,419 | $74,794 |
All Filings in HQY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,850 | 7,350 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $237,253 | 2,839 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $261,728 | 2,857 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $200,152 | 2,112 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $203,234 | 1,940 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||