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Investors Portfolio Services LLC

Position in HQY — Healthequity, Inc.

CIK 2073833 PUYALLUP, WA

Position in HQY

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$361
+$27 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#484
of 496 holders
Holding Since
Mar 2026
2 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, 2026

Investors Portfolio Services LLC holds $6,247 across 9 Health Information Services names. HQY ranks #7 (5.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 HQY
Healthequity, Inc.
This page
4 $361

All Filings in HQY

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $361 4
2026-03-31 $334 4