Position in HQY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$324,519
+$89,082 QoQ
Shares Held
3,593
+39.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#346
of 496 holders
Holding Since
Dec 2025
2 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, 2026NewEdge Wealth, LLC holds $701,642 across 2 Health Information Services names. HQY ranks #2 (46.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
2,125 | $377,123 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
3,593 | $324,519 |
All Filings in HQY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,519 | 3,593 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $235,437 | 2,570 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||