Position in HQY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$604,692
+$76,112 QoQ
Shares Held
6,695
+5.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#294
of 496 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Sanctuary Advisors, LLC holds $4,783,454 across 10 Health Information Services names. HQY ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
10,541 | $1,870,711 | |
| 2 | TXG |
10x Genomics, Inc.
|
18,002 | $690,196 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
6,695 | $604,692 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
7,226 | $503,941 | |
| 5 | HSTM |
Healthstream Inc
|
12,246 | $333,703 | |
| 6 | TEM |
Tempus AI, Inc.
|
4,614 | $267,289 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
9,045 | $232,727 | |
| 8 | PHR |
Phreesia, Inc.
|
10,640 | $109,485 |
All Filings in HQY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $604,692 | 6,695 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $528,580 | 6,325 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $455,668 | 4,974 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $386,187 | 4,075 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $546,637 | 5,218 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $360,107 | 4,075 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $319,993 | 3,335 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $259,955 | 3,176 | Shares | Sole | 2024-11-25 | |
| No filing history on record for this holder in this stock. | ||||||