Position in HQY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,382,149
+$1,885,089 QoQ
Shares Held
137,092
+9.1% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#79
of 498 holders
Holding Since
Sep 2024
8 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, 2026GDS Wealth Management holds $12,382,149 across 1 Health Information Services name. HQY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
137,092 | $12,382,149 |
All Filings in HQY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,382,149 | 137,092 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,497,060 | 125,608 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,088,276 | 110,122 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $9,568,832 | 100,969 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $9,144,186 | 87,287 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,009,778 | 68,007 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,946,519 | 41,131 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,344,020 | 28,638 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||