Position in HQY
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$134,547
+$122,455 QoQ
Shares Held
1,610
+1119.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $462,558 across 30 Health Information Services names. HQY ranks #2 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
1,268 | $222,736 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
1,610 | $134,547 | |
| 3 | WAY |
Waystar Holding Corp.
|
808 | $19,480 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
450 | $19,174 | |
| 5 | TEM |
Tempus AI, Inc.
|
248 | $11,214 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
385 | $7,919 | |
| 7 | TXG |
10x Genomics, Inc.
|
371 | $7,876 | |
| 8 | PHR |
Phreesia, Inc.
|
934 | $7,826 |
All Filings in HQY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $134,547 | 1,610 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $12,092 | 132 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,088 | 117 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $16,761 | 160 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,371 | 140 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $9,595 | 100 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,729 | 70 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,017 | 35 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $816 | 10 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||