Position in HQY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,445
+$944 QoQ
Shares Held
16
+166.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#465
of 496 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026Rialto Wealth Management, LLC holds $8,919 across 7 Health Information Services names. HQY ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTSG |
BrightSpring Health Services, Inc.
|
37 | $2,580 | |
| 2 | TXG |
10x Genomics, Inc.
|
60 | $2,300 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
16 | $1,445 | |
| 4 | HNGE |
Hinge Health, Inc.
|
9 | $747 | |
| 5 | VEEV |
Veeva Systems Inc
|
4 | $709 | |
| 6 | HSTM |
Healthstream Inc
|
21 | $572 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
22 | $566 |
All Filings in HQY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,445 | 16 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $501 | 6 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,923 | 21 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $379 | 4 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $419 | 4 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||