Position in HQY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$209,341
-$1,711 QoQ
Shares Held
2,505
+12.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Vident Advisory, LLC holds $2,472,443 across 8 Health Information Services names. HQY ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
5,613 | $985,978 | |
| 2 | TALK |
Talkspace, Inc.
|
97,190 | $502,958 | |
| 3 | DOCS |
Doximity, Inc.
|
11,386 | $265,292 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
5,346 | $227,792 | |
| 5 | HQY |
Healthequity, Inc.
This page
|
2,505 | $209,341 | |
| 6 | NRC |
Nrc Health
|
10,705 | $181,770 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
10,028 | $54,652 | |
| 8 | EVH |
Evolent Health, Inc.
|
19,588 | $44,660 |
All Filings in HQY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,341 | 2,505 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $211,052 | 2,227 | Shares | Defined | 2025-11-14 | |
| 2024-03-31 | $225,379 | 2,761 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||