Position in HQY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,786
+$357 QoQ
Shares Held
53
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#449
of 496 holders
Holding Since
Mar 2023
14 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, 2026Bogart Wealth, LLC holds $6,240,465 across 9 Health Information Services names. HQY ranks #3 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
34,948 | $6,202,221 | |
| 2 | TEM |
Tempus AI, Inc.
|
492 | $28,501 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
53 | $4,786 | |
| 4 | OPRX |
OptimizeRx Corp
|
285 | $1,630 | |
| 5 | EVH |
Evolent Health, Inc.
|
188 | $1,018 | |
| 6 | TXG |
10x Genomics, Inc.
|
17 | $651 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
72 | $610 | |
| 8 | BTSG |
BrightSpring Health Services, Inc.
|
8 | $557 |
All Filings in HQY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,786 | 53 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,429 | 53 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,214 | 46 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,359 | 46 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,818 | 46 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,065 | 46 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,413 | 46 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,765 | 46 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,965 | 46 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,754 | 46 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,049 | 46 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,360 | 46 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,904 | 46 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,700 | 46 | Shares | Sole | 2023-04-21 | |
| No filing history on record for this holder in this stock. | ||||||