GENEVA CAPITAL MANAGEMENT LLC

Position in HQY — Healthequity, Inc.

CIK 1009232 MILWAUKEE, WI

Position in HQY

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$98,117,029

-$4,355,716 QoQ

Shares Held

1,174,070

+5.0% QoQ

Ownership

1.40%

of shares outstanding

% of Portfolio

2.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Healthcare · as of Mar 31, 2026

GENEVA CAPITAL MANAGEMENT LLC holds $119,463,660 across 3 Health Information Services names. HQY ranks #1 (82.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HQY	Healthequity, Inc. This page	1,174,070	$98,117,029
2	CERT	Certara, Inc.	2,743,484	$15,637,858
3	VEEV	Veeva Systems Inc	32,499	$5,708,773

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$98,117,029	1,174,070	+5.0%	Shares	Other	2026-05-06
2025-12-31	$102,472,745	1,118,576	+1.9%	Shares	Sole	2026-02-12
2025-09-30	$104,020,214	1,097,607	-1.0%	Shares	Sole	2025-11-13
2025-06-30	$116,099,326	1,108,241	+6.2%	Shares	Sole	2025-08-05
2025-03-31	$92,236,540	1,043,754	-0.5%	Shares	Sole	2025-05-09
2024-12-31	$100,642,242	1,048,903	+24.6%	Shares	Other	2025-02-06
2024-09-30	$68,918,436	842,009	+0.1%	Shares	Other	2024-11-05
2024-06-30	$72,526,007	841,369	-2.8%	Shares	Other	2024-08-14
2024-03-31	$70,656,152	865,566	-0.6%	Shares	Sole	2024-05-03
2023-12-31	$57,729,730	870,735	-0.6%	Shares	Sole	2024-02-07
2023-09-30	$64,017,220	876,348	+0.3%	Shares	Sole	2023-11-13
2023-06-30	$55,172,552	873,813	-0.9%	Shares	Sole	2023-08-01
2023-03-31	$51,748,226	881,421	+1.6%	Shares	Sole	2023-05-15
2022-12-31	$53,491,067	867,798	-1.0%	Shares	Sole	2023-02-07
2022-09-30	$58,887,332	876,691	+3.1%	Shares	Sole	2022-11-02
2022-06-30	$52,198,504	850,277	-0.9%	Shares	Sole	2022-08-02
2022-03-31	$57,857,988	857,918	+4.4%	Shares	Sole	2022-05-02
2021-12-31	$36,338,647	821,398	-7.5%	Shares	Sole	2022-02-02
2021-09-30	$57,499,755	887,890	-16.1%	Shares	Sole	2021-11-08
2021-06-30	$85,190,653	1,058,532	-2.4%	Shares	Sole	2021-08-11
2021-03-31	$73,726,076	1,084,207	-2.1%	Shares	Sole	2021-05-03
2020-12-31	$77,191,485	1,107,323	-1.8%	Shares	Sole	2021-02-02
2020-09-30	$57,926,506	1,127,633	+0.1%	Shares	Sole	2020-11-12
2020-06-30	$66,114,636	1,126,890	+1.6%	Shares	Sole	2020-08-13
2020-03-31	$56,116,349	1,109,238	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.