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Farther Finance Advisors, LLC

Position in HQY — Healthequity, Inc.

CIK 1992825 SAN FRANCISCO, CA

Position in HQY

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$113,803
+$78,537 QoQ
Shares Held
1,260
+198.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 117 holders
Holding Since
Jun 2023
13 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, 2026

Farther Finance Advisors, LLC holds $4,090,982 across 32 Health Information Services names. HQY ranks #5 (2.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 HQY
Healthequity, Inc.
This page
1,260 $113,803

All Filings in HQY

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $113,803 1,260
2026-03-31 $35,266 422
2025-12-31 $77,960 851
2025-09-30 $37,149 392
2025-06-30 $25,770 246
2025-03-31 $6,539 74
2024-12-31 $6,812 71
2024-09-30 $23,982 293
2024-06-30 $4,827 56
2024-03-31 $2,857 35
2023-12-31 $2,121 32
2023-09-30 $1,534 21
2023-06-30 $631 10