Position in HQY
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$10,626,426
+$1,338,822 QoQ
Shares Held
127,156
+25.4% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Private Advisory Group LLC holds $10,883,727 across 2 Health Information Services names. HQY ranks #1 (97.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
127,156 | $10,626,426 | |
| 2 | TEM |
Tempus AI, Inc.
|
5,690 | $257,301 |
All Filings in HQY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,626,426 | 127,156 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $9,287,604 | 101,382 | Shares | Other | 2026-01-15 | |
| 2025-09-30 | $9,051,197 | 95,507 | Shares | Other | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||