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Equibles

BAMCO INC /NY/

Position in HQY — Healthequity, Inc.

CIK 1017918 NEW YORK, NY
Back to HQY Full portfolio

Position in HQY

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$67,775,586
+$5,095,997 QoQ
Shares Held
750,394
+0.0% QoQ
Ownership
0.907%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#30
of 498 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in HQY Over Time

Shares Held

Position Value (USD)

Position in Health Information Services

Healthcare · as of Jun 30, 2026

BAMCO INC /NY/ holds $374,008,872 across 6 Health Information Services names. HQY ranks #3 (18.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HTFL
Heartflow, Inc.
 3,225,133 $94,625,402
2 HNGE
Hinge Health, Inc.
 1,117,678 $92,767,274
3 HQY
Healthequity, Inc.
This page 		750,394 $67,775,586
4 TEM
Tempus AI, Inc.
 904,259 $52,383,723
5 WAY
Waystar Holding Corp.
 1,787,600 $36,699,428
6 VEEV
Veeva Systems Inc
 167,676 $29,757,459

All Filings in HQY

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $67,775,586 750,394
2026-03-31 $62,679,589 750,025
2025-12-31 $69,259,450 756,025
2025-09-30 $71,980,184 759,525
2025-06-30 $81,712,800 780,000
2025-03-31 $69,370,450 785,000
2024-12-31 $74,841,000 780,000
2024-09-30 $61,387,500 750,000
2024-06-30 $68,960,000 800,000
2024-03-31 $65,304,000 800,000
2023-12-31 $53,040,000 800,000
2023-09-30 $58,440,000 800,000
2023-06-30 $50,512,000 800,000
2023-03-31 $46,968,000 800,000
2022-12-31 $49,312,000 800,000
2022-09-30 $53,736,000 800,000
2022-06-30 $49,112,000 800,000
2022-03-31 $53,952,000 800,000
2021-12-31 $35,392,000 800,000
2021-09-30 $55,225,903 852,778
2021-06-30 $80,590,338 1,001,371
2021-03-31 $67,413,228 991,371
2020-12-31 $73,151,652 1,049,371
2020-09-30 $54,115,007 1,053,436
2020-06-30 $62,063,238 1,057,836
2020-03-31 $53,515,923 1,057,836