Position in HQY
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$2,690,542
+$398,635 QoQ
Shares Held
29,789
+8.6% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#180
of 496 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Corient Private Wealth LLC holds $47,397,307 across 20 Health Information Services names. HQY ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
134,311 | $23,836,172 | |
| 2 | TXG |
10x Genomics, Inc.
|
171,288 | $6,567,181 | |
| 3 | OMDA |
Omada Health, Inc.
|
145,118 | $3,185,340 | |
| 4 | HQY |
Healthequity, Inc.
This page
|
29,789 | $2,690,542 | |
| 5 | OMCL |
Omnicell, Inc.
|
62,809 | $2,607,829 | |
| 6 | HTFL |
Heartflow, Inc.
|
52,724 | $1,546,922 | |
| 7 | PHR |
Phreesia, Inc.
|
148,290 | $1,525,904 | |
| 8 | WAY |
Waystar Holding Corp.
|
59,431 | $1,220,118 |
All Filings in HQY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,690,542 | 29,789 | Shares | Sole | 2026-08-27 | |
| 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. | ||||||