Position in HQY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$20,141
+$16,632 QoQ
Shares Held
223
+431.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#86
of 117 holders
Holding Since
Mar 2022
17 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, 2026SJS Investment Consulting Inc. holds $387,788 across 30 Health Information Services names. HQY ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
1,451 | $257,508 | |
| 2 | TXG |
10x Genomics, Inc.
|
1,577 | $60,462 | |
| 3 | CERT |
Certara, Inc.
|
3,267 | $21,398 | |
| 4 | HQY |
Healthequity, Inc.
This page
|
223 | $20,141 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
164 | $4,219 | |
| 6 | SDGR |
Schrodinger, Inc.
|
220 | $3,575 | |
| 7 | OMCL |
Omnicell, Inc.
|
78 | $3,238 | |
| 8 | OMDA |
Omada Health, Inc.
|
122 | $2,677 |
All Filings in HQY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,141 | 223 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $3,509 | 42 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $8,518 | 93 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $758 | 8 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $838 | 8 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $972 | 11 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $1,055 | 11 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $1,064 | 13 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $1,120 | 13 | Shares | Defined | 2024-07-16 | |
| 2024-03-31 | $1,061 | 13 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 | $861 | 13 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $949 | 13 | Shares | Defined | 2023-10-17 | |
| 2023-06-30 | $505 | 8 | Shares | Defined | 2023-07-13 | |
| 2023-03-31 | $469 | 8 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $862 | 14 | Shares | Defined | 2023-01-23 | |
| 2022-09-30 | $872 | 13 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $134 | 2 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||