Position in HQY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,757,108
+$563,312 QoQ
Shares Held
30,526
+16.3% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#175
of 496 holders
Holding Since
Mar 2024
10 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, 2026Cetera Investment Advisers holds $25,071,351 across 13 Health Information Services names. HQY ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
67,035 | $11,896,701 | |
| 2 | TEM |
Tempus AI, Inc.
|
70,977 | $4,111,697 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
30,526 | $2,757,108 | |
| 4 | PRVA |
Privia Health Group, Inc.
|
62,906 | $1,618,571 | |
| 5 | TXG |
10x Genomics, Inc.
|
38,587 | $1,479,425 | |
| 6 | WAY |
Waystar Holding Corp.
|
49,564 | $1,017,548 | |
| 7 | BTSG |
BrightSpring Health Services, Inc.
|
13,446 | $937,724 | |
| 8 | HSTM |
Healthstream Inc
|
26,701 | $727,602 |
All Filings in HQY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,757,108 | 30,526 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,193,796 | 26,251 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,376,638 | 25,943 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,334,943 | 24,638 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $825,613 | 7,881 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $464,826 | 5,260 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $342,733 | 3,572 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $273,951 | 3,347 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $556,248 | 6,453 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $278,276 | 3,409 | Shares | Sole | 2024-05-24 | |
| No filing history on record for this holder in this stock. | ||||||