Position in HQY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,057
+$7,525 QoQ
Shares Held
211
+52.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#429
of 496 holders
Holding Since
Dec 2025
3 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, 2026Basecamp Wealth Advisors LLC holds $85,818 across 8 Health Information Services names. HQY ranks #3 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
226 | $40,108 | |
| 2 | NRC |
Nrc Health
|
1,135 | $24,481 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
211 | $19,057 | |
| 4 | EVH |
Evolent Health, Inc.
|
294 | $1,593 | |
| 5 | SLP |
Simulations Plus, Inc.
|
19 | $347 | |
| 6 | OPRX |
OptimizeRx Corp
|
26 | $148 | |
| 7 | DH |
Definitive Healthcare Corp.
|
54 | $44 | |
| 8 | SPOK |
Spok Holdings, Inc
|
4 | $40 |
All Filings in HQY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,057 | 211 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,532 | 138 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $12,642 | 138 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||