Position in HQY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,245
-$184 QoQ
Shares Held
47
-11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#454
of 496 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $26,734 across 11 Health Information Services names. HQY ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRVA |
Privia Health Group, Inc.
|
288 | $7,410 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
47 | $4,245 | |
| 3 | TEM |
Tempus AI, Inc.
|
53 | $3,070 | |
| 4 | VEEV |
Veeva Systems Inc
|
17 | $3,016 | |
| 5 | TXG |
10x Genomics, Inc.
|
61 | $2,338 | |
| 6 | DOCS |
Doximity, Inc.
|
70 | $1,451 | |
| 7 | OMCL |
Omnicell, Inc.
|
34 | $1,411 | |
| 8 | WAY |
Waystar Holding Corp.
|
68 | $1,396 |
All Filings in HQY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,245 | 47 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,429 | 53 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $8,428 | 92 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $4,454 | 47 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $4,923 | 47 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,153 | 47 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $4,509 | 47 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,846 | 47 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,051 | 47 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,836 | 47 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,116 | 47 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,652 | 50 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,040 | 64 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,170 | 54 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,835 | 46 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,627 | 54 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,823 | 46 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $796 | 18 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,072 | 32 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||