Position in HQY
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,292,073
-$392,923 QoQ
Shares Held
27,427
-6.4% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Pathstone Holdings, LLC holds $8,161,855 across 13 Health Information Services names. HQY ranks #1 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
27,427 | $2,292,073 | |
| 2 | VEEV |
Veeva Systems Inc
|
9,439 | $1,658,053 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
18,939 | $806,990 | |
| 4 | TEM |
Tempus AI, Inc.
|
13,790 | $623,583 | |
| 5 | TXG |
10x Genomics, Inc.
|
25,296 | $537,034 | |
| 6 | OMCL |
Omnicell, Inc.
|
13,380 | $446,623 | |
| 7 | WAY |
Waystar Holding Corp.
|
18,316 | $441,598 | |
| 8 | PRVA |
Privia Health Group, Inc.
|
21,382 | $439,827 |
All Filings in HQY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,292,073 | 27,427 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,684,996 | 29,309 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,814,478 | 29,698 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,034,058 | 28,962 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,356,120 | 26,662 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,763,848 | 18,383 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,373,278 | 16,778 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,916,915 | 22,238 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $643,814 | 7,887 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $465,027 | 7,014 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||