Position in HQY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,533,633
+$533,635 QoQ
Shares Held
16,980
+41.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#231
of 496 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Three Seasons Wealth, LLC holds $1,741,550 across 2 Health Information Services names. HQY ranks #1 (88.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
16,980 | $1,533,633 | |
| 2 | TXG |
10x Genomics, Inc.
|
5,423 | $207,917 |
All Filings in HQY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,533,633 | 16,980 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $999,998 | 11,966 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $505,778 | 5,521 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $349,227 | 3,685 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||