Position in HQY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,291,907
+$2,073,509 QoQ
Shares Held
27,425
+1050.4% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 97.41464666837801.ToString("F0")%
Shared 0.2236972386226118.ToString("F0")%
None 2.3616560929993766.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Corient Private Wealth LLC holds $41,664,955 across 17 Health Information Services names. HQY ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
142,726 | $25,071,248 | |
| 2 | TXG |
10x Genomics, Inc.
|
211,270 | $4,485,261 | |
| 3 | WAY |
Waystar Holding Corp.
|
134,039 | $3,231,680 | |
| 4 | HQY |
Healthequity, Inc.
This page
|
27,425 | $2,291,907 | |
| 5 | TDOC |
Teladoc Health, Inc.
|
273,003 | $1,487,866 | |
| 6 | OMCL |
Omnicell, Inc.
|
42,809 | $1,428,964 | |
| 7 | HTFL |
Heartflow, Inc.
|
50,321 | $1,224,309 | |
| 8 | OMDA |
Omada Health, Inc.
|
41,163 | $517,418 |
All Filings in HQY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,291,907 | 27,425 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $218,398 | 2,384 | Shares | Sole | 2026-03-09 | |
| 2025-06-30 | $514,685 | 4,913 | Shares | Sole | 2025-09-26 | |
| No filing history on record for this holder in this stock. | ||||||