Global Retirement Partners, LLC
PensionPosition in HQY — Healthequity, Inc.
CIK 1749744
San Rafael, CA
Position in HQY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$304,649
+$40,904 QoQ
Shares Held
3,373
+17.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#352
of 496 holders
Holding Since
Mar 2020
24 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, 2026Global Retirement Partners, LLC holds $2,986,172 across 21 Health Information Services names. HQY ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTSG |
BrightSpring Health Services, Inc.
|
28,508 | $1,988,147 | |
| 2 | VEEV |
Veeva Systems Inc
|
2,820 | $500,465 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
3,373 | $304,649 | |
| 4 | TXG |
10x Genomics, Inc.
|
1,014 | $38,876 | |
| 5 | HSTM |
Healthstream Inc
|
1,131 | $30,819 | |
| 6 | CTEV |
Claritev Corp
|
861 | $29,368 | |
| 7 | TEM |
Tempus AI, Inc.
|
301 | $17,436 | |
| 8 | WEAV |
Weave Communications, Inc.
|
2,034 | $12,183 |
All Filings in HQY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,649 | 3,373 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $263,745 | 2,879 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,918 | 73 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,076 | 58 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $6,236 | 65 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $7,939 | 97 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $14,567 | 169 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,448 | 79 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,237 | 79 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $6,574 | 90 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,998 | 95 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $4,696 | 80 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,931 | 80 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,963 | 59 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,928 | 64 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,316 | 64 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $1,681 | 38 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $34,452 | 532 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $42,815 | 532 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $38,760 | 570 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $39,455 | 566 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $27,791 | 541 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $29,393 | 501 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $22,057 | 436 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||