Position in HQY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$286,585
+$21,669 QoQ
Shares Held
3,173
+0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#355
of 491 holders
Holding Since
Dec 2025
3 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $442,728 across 2 Health Information Services names. HQY ranks #1 (64.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
3,173 | $286,585 | |
| 2 | BEATW |
HeartBeam, Inc.
|
208,191 | $156,143 |
All Filings in HQY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,585 | 3,173 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $264,916 | 3,170 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $222,795 | 2,432 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||