Position in HQY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$294,172
+$35,022 QoQ
Shares Held
3,257
+5.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#357
of 496 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Cresset Asset Management, LLC holds $5,451,179 across 7 Health Information Services names. HQY ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCS |
Doximity, Inc.
|
151,847 | $3,149,306 | |
| 2 | VEEV |
Veeva Systems Inc
|
5,089 | $903,144 | |
| 3 | TXG |
10x Genomics, Inc.
|
22,206 | $851,378 | |
| 4 | HQY |
Healthequity, Inc.
This page
|
3,257 | $294,172 | |
| 5 | WEAV |
Weave Communications, Inc.
|
23,404 | $140,189 | |
| 6 | EVH |
Evolent Health, Inc.
|
11,446 | $62,037 | |
| 7 | HCAT |
Health Catalyst, Inc.
|
25,605 | $50,953 |
All Filings in HQY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,172 | 3,257 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $259,150 | 3,101 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $295,350 | 3,224 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $285,636 | 3,014 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $269,337 | 2,571 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $472,514 | 5,347 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $386,678 | 4,030 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $353,428 | 4,318 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $310,061 | 3,597 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $203,666 | 2,495 | Shares | Defined | 2024-05-15 | |
| 2022-12-31 | $206,494 | 3,350 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||