Position in HQY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$307,900
+$100,730 QoQ
Shares Held
3,409
+37.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#350
of 496 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Ethic Inc. holds $3,807,302 across 3 Health Information Services names. HQY ranks #3 (8.1% of the industry book) .
All Filings in HQY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,900 | 3,409 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $207,170 | 2,479 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $354,255 | 3,867 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $356,145 | 3,758 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $719,701 | 6,870 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $445,738 | 5,044 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $341,006 | 3,554 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||