Position in HQY
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$422,446
-$45,223 QoQ
Shares Held
5,055
-1.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Mutual Advisors, LLC holds $5,493,201 across 2 Health Information Services names. HQY ranks #2 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HNGE |
Hinge Health, Inc.
|
131,503 | $5,070,755 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
5,055 | $422,446 |
All Filings in HQY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $422,446 | 5,055 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $467,669 | 5,105 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $552,982 | 5,835 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $615,988 | 5,880 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $457,049 | 5,172 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||