Position in HQY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$205,568
-$5,684 QoQ
Shares Held
2,276
-1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#381
of 496 holders
Holding Since
Dec 2024
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, 2026Grant Private Wealth Management Inc holds $497,872 across 2 Health Information Services names. HQY ranks #2 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXG |
10x Genomics, Inc.
|
7,624 | $292,304 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
2,276 | $205,568 |
All Filings in HQY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,568 | 2,276 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $211,252 | 2,306 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $221,382 | 2,336 | Shares | Sole | 2025-10-07 | |
| 2025-03-31 | $232,501 | 2,631 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $264,726 | 2,759 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||