Position in HQY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,926,188
+$956,045 QoQ
Shares Held
166,641
+17.7% QoQ
Ownership
0.199%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026OBERWEIS ASSET MANAGEMENT INC/ holds $109,754,107 across 5 Health Information Services names. HQY ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTSG |
BrightSpring Health Services, Inc.
|
1,158,970 | $49,383,711 | |
| 2 | WAY |
Waystar Holding Corp.
|
1,167,474 | $28,147,798 | |
| 3 | HNGE |
Hinge Health, Inc.
|
465,766 | $17,959,936 | |
| 4 | HQY |
Healthequity, Inc.
This page
|
166,641 | $13,926,188 | |
| 5 | WEAV |
Weave Communications, Inc.
|
72,830 | $336,474 |
All Filings in HQY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||