Position in HQY
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$1,088,666
-$31,815 QoQ
Shares Held
13,027
+6.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 6.878022568511553.ToString("F0")%
Shared 0.ToString("F0")%
None 93.12197743148845.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026NewEdge Advisors, LLC holds $5,019,044 across 11 Health Information Services names. HQY ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
42,996 | $1,944,279 | |
| 2 | HQY |
Healthequity, Inc.
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|
13,027 | $1,088,666 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
21,129 | $900,306 | |
| 4 | VEEV |
Veeva Systems Inc
|
4,305 | $756,216 | |
| 5 | PHR |
Phreesia, Inc.
|
23,951 | $200,709 | |
| 6 | TALK |
Talkspace, Inc.
|
11,782 | $60,971 | |
| 7 | CCLD |
CareCloud, Inc.
|
7,102 | $25,922 | |
| 8 | DOCS |
Doximity, Inc.
|
1,064 | $24,791 |
All Filings in HQY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,088,666 | 13,027 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,120,481 | 12,231 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,194,196 | 12,601 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,223,701 | 11,681 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,115,406 | 12,622 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,245,718 | 12,983 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,031,228 | 12,599 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $969,922 | 11,252 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,169,594 | 14,328 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,029,639 | 15,530 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $840,513 | 11,506 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $839,635 | 13,298 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $761,233 | 12,966 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $894,334 | 14,509 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $841,237 | 12,524 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||