Position in HQY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,163,547
+$87,419 QoQ
Shares Held
35,026
-4.8% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#165
of 491 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026ADVISORY RESEARCH INC holds $3,201,047 across 2 Health Information Services names. HQY ranks #1 (98.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
35,026 | $3,163,547 | |
| 2 | BEATW |
HeartBeam, Inc.
|
50,000 | $37,500 |
All Filings in HQY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,163,547 | 35,026 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,076,128 | 36,809 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,930,130 | 21,069 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,112,612 | 22,292 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,335,309 | 22,292 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $2,568,738 | 29,068 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,790,705 | 29,085 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,378,151 | 29,055 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,648,926 | 30,730 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,507,673 | 30,720 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,742,695 | 26,285 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $4,500,536 | 61,609 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $1,639,429 | 25,965 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,454,246 | 24,770 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $1,549,321 | 25,135 | Shares | Other | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||