Position in HQY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,893,739
+$198,438 QoQ
Shares Held
20,967
+3.4% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#208
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, 2026CHOREO, LLC holds $4,371,866 across 5 Health Information Services names. HQY ranks #1 (43.3% of the industry book) .
All Filings in HQY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,893,739 | 20,967 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,695,301 | 20,286 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,845,575 | 20,146 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,919,945 | 20,259 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,129,770 | 20,330 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,819,361 | 20,588 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,195,240 | 22,879 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,747,170 | 21,346 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,770,289 | 20,537 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,041,353 | 12,757 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||