Position in HQY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$9,061,173
+$2,138,987 QoQ
Shares Held
100,323
+21.1% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#7
of 106 holders
Holding Since
Jun 2025
5 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, 2026TECTONIC ADVISORS LLC holds $9,061,173 across 1 Health Information Services name. HQY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
100,323 | $9,061,173 |
All Filings in HQY
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,061,173 | 100,323 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $6,922,186 | 82,831 | Shares | Other | 2026-04-17 | |
| 2025-12-31 | $7,102,065 | 77,525 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $7,290,750 | 76,931 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $3,619,772 | 34,553 | Shares | Other | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||