Position in HQY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,966,537
+$97,327 QoQ
Shares Held
21,773
-2.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#205
of 496 holders
Holding Since
Dec 2024
7 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, 2026New Age Alpha Advisors, LLC holds $3,395,993 across 7 Health Information Services names. HQY ranks #1 (57.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
21,773 | $1,966,537 | |
| 2 | DOCS |
Doximity, Inc.
|
31,357 | $650,344 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
5,073 | $353,791 | |
| 4 | OMCL |
Omnicell, Inc.
|
3,205 | $133,071 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
5,156 | $132,663 | |
| 6 | WAY |
Waystar Holding Corp.
|
4,853 | $99,632 | |
| 7 | SPOK |
Spok Holdings, Inc
|
5,855 | $59,955 |
All Filings in HQY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,966,537 | 21,773 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,869,210 | 22,367 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,094,571 | 22,864 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,234,202 | 23,575 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,622,457 | 25,033 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,959,604 | 22,175 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $248,606 | 2,591 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||