Position in HQY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$143,428
+$8,463 QoQ
Shares Held
1,588
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#389
of 496 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 76%
None 24%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Aviso Financial Inc. holds $220,756 across 2 Health Information Services names. HQY ranks #1 (65.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
1,588 | $143,428 | |
| 2 | NRC |
Nrc Health
|
3,585 | $77,328 |
All Filings in HQY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,428 | 1,588 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $134,965 | 1,615 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $153,355 | 1,674 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $166,321 | 1,755 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $197,158 | 1,882 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $158,447 | 1,793 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||