Position in HQY
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$2,608,983
+$1,852,174 QoQ
Shares Held
28,886
+219.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#183
of 496 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $25,584,155 across 27 Health Information Services names. HQY ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
38,105 | $6,762,494 | |
| 2 | TXG |
10x Genomics, Inc.
|
108,692 | $4,167,251 | |
| 3 | TEM |
Tempus AI, Inc.
|
57,967 | $3,358,028 | |
| 4 | HQY |
Healthequity, Inc.
This page
|
28,886 | $2,608,983 | |
| 5 | DOCS |
Doximity, Inc.
|
70,721 | $1,466,753 | |
| 6 | SDGR |
Schrodinger, Inc.
|
65,318 | $1,061,417 | |
| 7 | PHR |
Phreesia, Inc.
|
96,891 | $997,008 | |
| 8 | TDOC |
Teladoc Health, Inc.
|
68,288 | $579,082 |
All Filings in HQY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,608,983 | 28,886 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $756,809 | 9,056 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $534,177 | 5,831 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $668,602 | 7,055 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $336,593 | 3,213 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||