Position in HQY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,532,051
+$2,025,629 QoQ
Shares Held
83,393
+26.6% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#108
of 496 holders
Holding Since
Sep 2022
15 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, 2026EverSource Wealth Advisors, LLC holds $9,013,345 across 32 Health Information Services names. HQY ranks #1 (83.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
83,393 | $7,532,051 | |
| 2 | VEEV |
Veeva Systems Inc
|
2,350 | $417,051 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
4,624 | $322,474 | |
| 4 | TXG |
10x Genomics, Inc.
|
5,797 | $222,253 | |
| 5 | WAY |
Waystar Holding Corp.
|
6,714 | $137,835 | |
| 6 | PHR |
Phreesia, Inc.
|
4,932 | $50,749 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
5,889 | $49,936 | |
| 8 | SDGR |
Schrodinger, Inc.
|
2,581 | $41,939 |
All Filings in HQY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,532,051 | 83,393 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,506,422 | 65,890 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,978,541 | 54,345 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,668,747 | 49,264 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,423,135 | 32,676 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $13,696 | 155 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,335 | 139 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,827 | 59 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,912 | 57 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,305 | 16 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $3,049 | 46 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $730 | 10 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $631 | 10 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,633 | 113 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $806 | 12 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||