Position in HQY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$866,370
+$413,465 QoQ
Shares Held
10,367
+116.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026State of Wyoming holds $6,089,227 across 22 Health Information Services names. HQY ranks #1 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
10,367 | $866,370 | |
| 2 | TDOC |
Teladoc Health, Inc.
|
94,572 | $515,417 | |
| 3 | LFMD |
LifeMD, Inc.
|
142,499 | $514,421 | |
| 4 | PRVA |
Privia Health Group, Inc.
|
24,106 | $495,860 | |
| 5 | OMCL |
Omnicell, Inc.
|
11,362 | $379,263 | |
| 6 | VEEV |
Veeva Systems Inc
|
2,100 | $368,886 | |
| 7 | BTSG |
BrightSpring Health Services, Inc.
|
7,776 | $331,335 | |
| 8 | GDRX |
GoodRx Holdings, Inc.
|
160,396 | $314,376 |
All Filings in HQY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $866,370 | 10,367 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $452,905 | 4,779 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $321,717 | 3,071 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $522,708 | 5,915 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $551,328 | 5,746 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $469,164 | 5,732 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $441,688 | 5,124 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $389,211 | 4,768 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $486,045 | 7,331 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $354,292 | 4,850 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $212,971 | 3,373 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $128,163 | 2,183 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $233,800 | 3,793 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $139,444 | 2,076 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $140,767 | 2,293 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $210,210 | 3,117 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $122,854 | 2,777 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $138,103 | 1,716 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||