Position in HQY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$50,398
+$30,258 QoQ
Shares Held
558
+131.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#90
of 131 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, 2026True Wealth Design, LLC holds $382,907 across 25 Health Information Services names. HQY ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXG |
10x Genomics, Inc.
|
4,385 | $168,120 | |
| 2 | VEEV |
Veeva Systems Inc
|
615 | $109,144 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
558 | $50,398 | |
| 4 | TDOC |
Teladoc Health, Inc.
|
2,578 | $21,861 | |
| 5 | PHR |
Phreesia, Inc.
|
806 | $8,293 | |
| 6 | WEAV |
Weave Communications, Inc.
|
893 | $5,349 | |
| 7 | HTFL |
Heartflow, Inc.
|
173 | $5,075 | |
| 8 | OMDA |
Omada Health, Inc.
|
106 | $2,326 |
All Filings in HQY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,398 | 558 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $20,140 | 241 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $19,329 | 211 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $30,895 | 326 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $942 | 9 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $265 | 3 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $95 | 1 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $81 | 1 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||