BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in HQY — Healthequity, Inc.
CIK 1654599
MORRISTOWN, NJ
Position in HQY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$8,511,485
+$3,692,338 QoQ
Shares Held
94,237
+63.4% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#8
of 106 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $8,530,487 across 3 Health Information Services names. HQY ranks #1 (99.8% of the industry book) .
All Filings in HQY
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,511,485 | 94,237 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,819,147 | 57,666 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||