Position in HQY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,619,243
+$6,693,055 QoQ
Shares Held
228,291
+37.0% QoQ
Ownership
0.276%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#60
of 498 holders
Holding Since
Dec 2023
11 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, 2026OBERWEIS ASSET MANAGEMENT INC/ holds $229,935,980 across 5 Health Information Services names. HQY ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTSG |
BrightSpring Health Services, Inc.
|
1,185,280 | $82,661,427 | |
| 2 | HNGE |
Hinge Health, Inc.
|
855,476 | $71,004,508 | |
| 3 | WAY |
Waystar Holding Corp.
|
1,589,364 | $32,629,642 | |
| 4 | OMDA |
Omada Health, Inc.
|
1,048,800 | $23,021,160 | |
| 5 | HQY |
Healthequity, Inc.
This page
|
228,291 | $20,619,243 |
All Filings in HQY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,619,243 | 228,291 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,926,188 | 166,641 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,970,143 | 141,580 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,275,381 | 140,080 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $11,923,783 | 113,820 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,358,383 | 105,900 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,779,425 | 91,500 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,908,140 | 84,400 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,568,520 | 64,600 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,187,619 | 51,300 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,565,810 | 38,700 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||