Position in HQY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$204,032
-$37,986 QoQ
Shares Held
2,259
-22.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#382
of 497 holders
Holding Since
Sep 2025
3 quarters on record
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $7,954,731 across 9 Health Information Services names. HQY ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
20,309 | $3,604,238 | |
| 2 | TEM |
Tempus AI, Inc.
|
25,271 | $1,463,949 | |
| 3 | WAY |
Waystar Holding Corp.
|
69,578 | $1,428,436 | |
| 4 | TDOC |
Teladoc Health, Inc.
|
99,235 | $841,512 | |
| 5 | DOCS |
Doximity, Inc.
|
16,530 | $342,832 | |
| 6 | HQY |
Healthequity, Inc.
This page
|
2,259 | $204,032 | |
| 7 | CCLD |
CareCloud, Inc.
|
25,410 | $53,869 | |
| 8 | BEATW |
HeartBeam, Inc.
|
10,723 | $8,042 |
All Filings in HQY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,032 | 2,259 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $242,018 | 2,896 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $3,576,714 | 37,741 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||