Position in HQY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$592,137
+$97,905 QoQ
Shares Held
6,556
+10.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#298
of 496 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $1,728,419 across 2 Health Information Services names. HQY ranks #2 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXG |
10x Genomics, Inc.
|
29,637 | $1,136,282 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
6,556 | $592,137 |
All Filings in HQY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,137 | 6,556 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $494,232 | 5,914 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $477,013 | 5,207 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $405,520 | 4,279 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $416,106 | 3,972 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $298,690 | 3,380 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $262,519 | 2,736 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $212,646 | 2,598 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $583,304 | 7,985 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||