Position in HQY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$180
-$70 QoQ
Shares Held
2
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#491
of 496 holders
Holding Since
Mar 2025
3 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, 2026Hughes Financial Services, LLC holds $9,250 across 9 Health Information Services names. HQY ranks #3 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
47 | $8,341 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
8 | $557 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
2 | $180 | |
| 4 | OMCL |
Omnicell, Inc.
|
1 | $41 | |
| 5 | DOCS |
Doximity, Inc.
|
2 | $41 | |
| 6 | SDGR |
Schrodinger, Inc.
|
2 | $32 | |
| 7 | HSTM |
Healthstream Inc
|
1 | $27 | |
| 8 | PRVA |
Privia Health Group, Inc.
|
1 | $25 |
All Filings in HQY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $180 | 2 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $250 | 3 | Shares | Sole | 2026-04-29 | |
| 2025-03-31 | $618 | 7 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||