Position in HQY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$35,935
-$36,711 QoQ
Shares Held
430
-45.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026Smartleaf Asset Management LLC holds $831,254 across 16 Health Information Services names. HQY ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
2,409 | $423,164 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
12,714 | $261,526 | |
| 3 | PHR |
Phreesia, Inc.
|
7,333 | $61,450 | |
| 4 | HQY |
Healthequity, Inc.
This page
|
430 | $35,935 | |
| 5 | TXG |
10x Genomics, Inc.
|
743 | $15,773 | |
| 6 | BTSG |
BrightSpring Health Services, Inc.
|
190 | $8,095 | |
| 7 | OMCL |
Omnicell, Inc.
|
209 | $6,976 | |
| 8 | DOCS |
Doximity, Inc.
|
260 | $6,058 |
All Filings in HQY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,935 | 430 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $72,646 | 793 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $49,469 | 522 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $43,999 | 420 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $34,552 | 391 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $36,844 | 384 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $23,409 | 286 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,067 | 256 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $1,142 | 14 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $66 | 1 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||