Hennion & Walsh Asset Management, Inc.
Position in HQY — Healthequity, Inc.
CIK 1861642
Parsippany, NJ
Position in HQY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$298,417
+$18,124 QoQ
Shares Held
3,304
-1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#51
of 90 holders
Holding Since
Mar 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Hennion & Walsh Asset Management, Inc. holds $2,552,931 across 6 Health Information Services names. HQY ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
4,206 | $746,438 | |
| 2 | SOPH |
SOPHiA GENETICS SA
|
98,347 | $567,462 | |
| 3 | SLP |
Simulations Plus, Inc.
|
27,917 | $511,160 | |
| 4 | HQY |
Healthequity, Inc.
This page
|
3,304 | $298,417 | |
| 5 | SDGR |
Schrodinger, Inc.
|
14,813 | $240,711 | |
| 6 | SPOK |
Spok Holdings, Inc
|
18,432 | $188,743 |
All Filings in HQY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,417 | 3,304 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $280,293 | 3,354 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $309,550 | 3,379 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $327,335 | 3,454 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $369,802 | 3,530 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $277,216 | 3,137 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $214,928 | 2,240 | Shares | Sole | 2025-01-15 | |
| 2021-09-30 | $264,285 | 4,081 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $333,026 | 4,138 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $488,920 | 7,190 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||