Position in HQY
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$3,931,884
-$377,816 QoQ
Shares Held
47,049
+0.0% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
3.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Physician Wealth Advisors, Inc. holds $3,968,776 across 16 Health Information Services names. HQY ranks #1 (99.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
47,049 | $3,931,884 | |
| 2 | VEEV |
Veeva Systems Inc
|
56 | $9,836 | |
| 3 | TXG |
10x Genomics, Inc.
|
260 | $5,519 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
119 | $5,070 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
163 | $3,352 | |
| 6 | TDOC |
Teladoc Health, Inc.
|
495 | $2,697 | |
| 7 | CERT |
Certara, Inc.
|
295 | $1,681 | |
| 8 | DOCS |
Doximity, Inc.
|
60 | $1,398 |
All Filings in HQY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,931,884 | 47,049 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,309,700 | 47,044 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,075,596 | 53,557 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,611,259 | 53,563 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,732,743 | 53,556 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $5,138,026 | 53,549 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,553,113 | 67,845 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $5,848,928 | 67,853 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $5,538,840 | 67,853 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $4,500,046 | 67,874 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $4,956,077 | 67,845 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,105,931 | 65,029 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $3,817,852 | 65,029 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $4,008,387 | 65,029 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $4,367,997 | 65,029 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $3,992,130 | 65,029 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,396,278 | 65,188 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,883,917 | 65,188 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $4,221,574 | 65,188 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $5,246,330 | 65,188 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $4,432,784 | 65,188 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $4,544,255 | 65,188 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $3,348,707 | 65,188 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $3,830,446 | 65,288 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $3,303,982 | 65,309 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||