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Fortitude Family Office, LLC

Family Office

Position in HQY — Healthequity, Inc.

CIK 1950506 SCOTTSDALE, AZ

Position in HQY

as of Mar 31, 2026 · filed Apr 16, 2026
Position Value
$2,757
+$742 QoQ
Shares Held
33
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in HQY Over Time

Shares Held

Position Value (USD)

Position in Health Information Services

Healthcare · as of Mar 31, 2026

Fortitude Family Office, LLC holds $16,727 across 9 Health Information Services names. HQY ranks #3 (16.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 HQY
Healthequity, Inc.
This page
33 $2,757

All Filings in HQY

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,757 33
2025-12-31 $2,015 22
2025-09-30 $1,800 19
2025-06-30 $1,990 19