Position in HQY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,366,202
+$62,263 QoQ
Shares Held
26,198
-5.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#187
of 496 holders
Holding Since
Mar 2025
6 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, 2026Baird Financial Group, Inc. holds $34,657,007 across 5 Health Information Services names. HQY ranks #2 (6.8% of the industry book) .
All Filings in HQY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,366,202 | 26,198 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,303,939 | 27,569 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,502,340 | 38,231 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,901,964 | 41,173 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,739,760 | 45,244 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $848,174 | 9,598 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||