Fortitude Family Office, LLC
Family OfficePosition in HQY — Healthequity, Inc.
CIK 1950506
SCOTTSDALE, AZ
Position in HQY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,245
+$1,488 QoQ
Shares Held
47
+42.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#453
of 496 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Fortitude Family Office, LLC holds $30,459 across 20 Health Information Services names. HQY ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTSG |
BrightSpring Health Services, Inc.
|
72 | $5,021 | |
| 2 | PHR |
Phreesia, Inc.
|
430 | $4,424 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
47 | $4,245 | |
| 4 | VEEV |
Veeva Systems Inc
|
14 | $2,484 | |
| 5 | WEAV |
Weave Communications, Inc.
|
380 | $2,276 | |
| 6 | OMDA |
Omada Health, Inc.
|
97 | $2,129 | |
| 7 | HTFL |
Heartflow, Inc.
|
57 | $1,672 | |
| 8 | EVH |
Evolent Health, Inc.
|
277 | $1,501 |
All Filings in HQY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,245 | 47 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,757 | 33 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,015 | 22 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,800 | 19 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,990 | 19 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||