Position in HQY
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$28,541
+$9,488 QoQ
Shares Held
316
+38.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 90 holders
Holding Since
Mar 2024
7 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, 2026CoreCap Advisors, LLC holds $563,789 across 11 Health Information Services names. HQY ranks #3 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
2,568 | $455,742 | |
| 2 | TEM |
Tempus AI, Inc.
|
1,019 | $59,030 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
316 | $28,541 | |
| 4 | WAY |
Waystar Holding Corp.
|
301 | $6,179 | |
| 5 | SLP |
Simulations Plus, Inc.
|
232 | $4,247 | |
| 6 | TDOC |
Teladoc Health, Inc.
|
411 | $3,485 | |
| 7 | SOPH |
SOPHiA GENETICS SA
|
490 | $2,827 | |
| 8 | TXG |
10x Genomics, Inc.
|
52 | $1,993 |
All Filings in HQY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,541 | 316 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $19,053 | 228 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $17,863 | 195 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $18,480 | 195 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $9,533 | 91 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $17,240 | 200 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $489 | 6 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||