Position in HQY
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$15,878
-$1,527 QoQ
Shares Held
190
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026Red Tortoise LLC holds $23,470 across 3 Health Information Services names. HQY ranks #1 (67.7% of the industry book) .
All Filings in HQY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,878 | 190 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $17,405 | 190 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $18,006 | 190 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $19,904 | 190 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $16,790 | 190 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $18,230 | 190 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $15,551 | 190 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $16,378 | 190 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $15,509 | 190 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||