Position in HQY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$36,579
+$12,929 QoQ
Shares Held
405
+43.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#406
of 491 holders
Holding Since
Dec 2024
7 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, 2026Larson Financial Group LLC holds $2,587,433 across 19 Health Information Services names. HQY ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAY |
Waystar Holding Corp.
|
69,759 | $1,432,152 | |
| 2 | VEEV |
Veeva Systems Inc
|
3,716 | $659,478 | |
| 3 | TXG |
10x Genomics, Inc.
|
8,231 | $315,576 | |
| 4 | HQY |
Healthequity, Inc.
This page
|
405 | $36,579 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
320 | $22,316 | |
| 6 | DOCS |
Doximity, Inc.
|
1,062 | $22,025 | |
| 7 | CERT |
Certara, Inc.
|
3,188 | $20,881 | |
| 8 | SPOK |
Spok Holdings, Inc
|
2,000 | $20,480 |
All Filings in HQY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,579 | 405 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $23,650 | 283 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,001 | 262 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $59,515 | 628 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $52,903 | 505 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $60,886 | 689 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,509 | 47 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||