Position in HQY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$34,411
+$28,562 QoQ
Shares Held
381
+444.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#414
of 496 holders
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Clearstead Advisors, LLC holds $647,619 across 27 Health Information Services names. HQY ranks #2 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
3,068 | $544,477 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
381 | $34,411 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
257 | $17,923 | |
| 4 | DOCS |
Doximity, Inc.
|
536 | $11,116 | |
| 5 | TDOC |
Teladoc Health, Inc.
|
1,132 | $9,599 | |
| 6 | TEM |
Tempus AI, Inc.
|
160 | $9,268 | |
| 7 | OMCL |
Omnicell, Inc.
|
136 | $5,646 | |
| 8 | SDGR |
Schrodinger, Inc.
|
216 | $3,510 |
All Filings in HQY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,411 | 381 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,849 | 70 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $239,102 | 2,610 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $78,374 | 827 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $101,617 | 970 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $25,715 | 291 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $26,482 | 276 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $22,590 | 276 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $32,066 | 372 | Shares | Sole | 2024-08-12 | |
| 2023-03-31 | $52,839 | 900 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $55,476 | 900 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $60,453 | 900 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $55,251 | 900 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $64,742 | 960 | Shares | Sole | 2022-05-04 | |
| 2021-09-30 | $17,614 | 272 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||