Position in HQY
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$242,018
-$3,334,696 QoQ
Shares Held
2,896
-92.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $5,834,055 across 7 Health Information Services names. HQY ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
20,907 | $3,672,523 | |
| 2 | TEM |
Tempus AI, Inc.
|
19,278 | $871,751 | |
| 3 | TDOC |
Teladoc Health, Inc.
|
102,134 | $556,630 | |
| 4 | DOCS |
Doximity, Inc.
|
15,630 | $364,179 | |
| 5 | HQY |
Healthequity, Inc.
This page
|
2,896 | $242,018 | |
| 6 | CCLD |
CareCloud, Inc.
|
26,877 | $98,101 | |
| 7 | GDRX |
GoodRx Holdings, Inc.
|
14,721 | $28,853 |
All Filings in HQY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||