Position in HQY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$822,634
+$32,146 QoQ
Shares Held
9,108
-3.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#263
of 497 holders
Holding Since
Mar 2020
25 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, 2026OSAIC HOLDINGS, INC. holds $13,793,285 across 35 Health Information Services names. HQY ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
27,742 | $4,923,370 | |
| 2 | HNGE |
Hinge Health, Inc.
|
38,995 | $3,236,585 | |
| 3 | TEM |
Tempus AI, Inc.
|
44,695 | $2,589,180 | |
| 4 | HQY |
Healthequity, Inc.
This page
|
9,108 | $822,634 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
8,358 | $582,886 | |
| 6 | NRC |
Nrc Health
|
18,050 | $389,338 | |
| 7 | SLP |
Simulations Plus, Inc.
|
15,826 | $289,774 | |
| 8 | DOCS |
Doximity, Inc.
|
10,039 | $208,208 |
All Filings in HQY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,634 | 9,108 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $790,488 | 9,459 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,299,592 | 25,102 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,738,661 | 28,898 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,273,042 | 12,152 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,075,284 | 12,168 | Shares | Defined | 2025-05-12 | |
| 2024-09-30 | $66,868 | 817 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $150,848 | 1,750 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $258,275 | 3,164 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $400,384 | 6,039 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $671,253 | 9,189 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $542,495 | 8,592 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $530,325 | 9,033 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $694,000 | 11,259 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $621,050 | 9,246 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $511,437 | 8,331 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $440,381 | 6,530 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $266,012 | 6,013 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $437,645 | 6,758 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $447,386 | 5,559 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $292,128 | 4,296 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $216,237 | 3,102 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $247,035 | 4,809 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,112,908 | 18,969 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $393,183 | 60,924 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||