Position in HQY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,858,152
-$117,609 QoQ
Shares Held
20,573
-13.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#210
of 496 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $34,989,912 across 21 Health Information Services names. HQY ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
82,942 | $14,719,714 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
135,521 | $3,486,954 | |
| 3 | GDRX |
GoodRx Holdings, Inc.
|
868,790 | $2,502,115 | |
| 4 | HSTM |
Healthstream Inc
|
79,196 | $2,158,089 | |
| 5 | HQY |
Healthequity, Inc.
This page
|
20,573 | $1,858,152 | |
| 6 | TEM |
Tempus AI, Inc.
|
29,069 | $1,683,967 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
182,763 | $1,549,829 | |
| 8 | TXG |
10x Genomics, Inc.
|
39,056 | $1,497,405 |
All Filings in HQY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,858,152 | 20,573 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,975,761 | 23,642 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,187,462 | 23,878 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,852,373 | 19,546 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,148,483 | 10,963 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,326,786 | 15,014 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,133,159 | 22,232 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,577,084 | 19,268 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,848,041 | 21,439 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,725,575 | 21,139 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,255,788 | 18,941 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,580,582 | 21,637 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,081,525 | 17,129 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $983,862 | 16,758 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,025,874 | 16,643 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,491,979 | 22,212 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,409,575 | 22,961 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,634,610 | 24,238 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $888,294 | 20,079 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,702,215 | 26,285 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,493,350 | 30,981 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,124,184 | 31,238 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,892,067 | 27,142 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $957,896 | 18,647 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,074,305 | 18,311 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,010,636 | 19,977 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||