Position in HQY
as of Mar 31, 2026
· filed May 22, 2026
Position Value
$14,127,424
-$2,161,566 QoQ
Shares Held
169,049
-4.9% QoQ
Ownership
0.202%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026SEGALL BRYANT & HAMILL, LLC holds $19,156,367 across 4 Health Information Services names. HQY ranks #1 (73.7% of the industry book) .
All Filings in HQY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,127,424 | 169,049 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $16,288,990 | 177,808 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,096,589 | 169,849 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17,363,131 | 165,742 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,889,226 | 100,591 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,404,374 | 66,747 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,536,661 | 67,644 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,068,652 | 70,402 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||