Position in HQY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$39,015,256
+$7,217,374 QoQ
Shares Held
431,967
+13.5% QoQ
Ownership
0.522%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#44
of 496 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $205,738,328 across 18 Health Information Services names. HQY ranks #3 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
376,973 | $66,901,396 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
948,736 | $66,164,845 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
431,967 | $39,015,256 | |
| 4 | WAY |
Waystar Holding Corp.
|
458,926 | $9,421,749 | |
| 5 | TEM |
Tempus AI, Inc.
|
133,016 | $7,705,616 | |
| 6 | TXG |
10x Genomics, Inc.
|
102,180 | $3,917,580 | |
| 7 | WEAV |
Weave Communications, Inc.
|
581,399 | $3,482,579 | |
| 8 | HNGE |
Hinge Health, Inc.
|
38,273 | $3,176,659 |
All Filings in HQY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,015,256 | 431,967 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $31,797,882 | 380,494 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $37,634,392 | 410,811 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $39,155,455 | 413,163 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $44,523,521 | 425,005 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $38,319,704 | 433,628 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $45,727,560 | 476,577 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||