Position in HQY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,877
-$4,225 QoQ
Shares Held
54
-47.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#444
of 491 holders
Holding Since
Jun 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Blue Trust, Inc. holds $101,658 across 8 Health Information Services names. HQY ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
288 | $51,110 | |
| 2 | TEM |
Tempus AI, Inc.
|
378 | $21,897 | |
| 3 | DOCS |
Doximity, Inc.
|
1,005 | $20,843 | |
| 4 | HQY |
Healthequity, Inc.
This page
|
54 | $4,877 | |
| 5 | BEATW |
HeartBeam, Inc.
|
1,928 | $1,446 | |
| 6 | TDOC |
Teladoc Health, Inc.
|
138 | $1,170 | |
| 7 | SDGR |
Schrodinger, Inc.
|
15 | $243 | |
| 8 | GDRX |
GoodRx Holdings, Inc.
|
25 | $72 |
All Filings in HQY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,877 | 54 | Shares | Other | 2026-07-21 | |
| 2025-03-31 | $9,102 | 103 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $9,882 | 103 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $22,263 | 272 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1 | 9 | Shares | Defined | 2024-01-18 | |
| 2023-03-31 | $3,052 | 52 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $369 | 6 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $470 | 7 | Shares | Other | 2022-10-21 | |
| 2022-06-30 | $429 | 7 | Shares | Other | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||