Position in HQY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$308,171
New position
Shares Held
3,412
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#349
of 496 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Health Information Services
Healthcare · as of Jun 30, 2026Vise Technologies, Inc. holds $2,066,976 across 6 Health Information Services names. HQY ranks #2 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTSG |
BrightSpring Health Services, Inc.
|
14,247 | $993,585 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
3,412 | $308,171 | |
| 3 | HSTM |
Healthstream Inc
|
10,372 | $282,637 | |
| 4 | VEEV |
Veeva Systems Inc
|
1,364 | $242,069 | |
| 5 | TDOC |
Teladoc Health, Inc.
|
17,421 | $147,730 | |
| 6 | EVH |
Evolent Health, Inc.
|
17,119 | $92,784 |
All Filings in HQY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,171 | 3,412 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||