Position in HQY
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$30,503
-$10,080 QoQ
Shares Held
365
-17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Essential Partners LLC holds $1,138,636 across 28 Health Information Services names. HQY ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
2,087 | $366,602 | |
| 2 | DOCS |
Doximity, Inc.
|
8,980 | $209,234 | |
| 3 | TDOC |
Teladoc Health, Inc.
|
20,695 | $112,787 | |
| 4 | TXG |
10x Genomics, Inc.
|
5,228 | $110,990 | |
| 5 | PHR |
Phreesia, Inc.
|
9,313 | $78,042 | |
| 6 | HTFL |
Heartflow, Inc.
|
2,343 | $57,005 | |
| 7 | WAY |
Waystar Holding Corp.
|
1,548 | $37,322 | |
| 8 | HQY |
Healthequity, Inc.
This page
|
365 | $30,503 |
All Filings in HQY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,503 | 365 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $40,583 | 443 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $41,414 | 437 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $419 | 4 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||