Position in HQY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$62,679,589
-$6,579,861 QoQ
Shares Held
750,025
-0.8% QoQ
Ownership
0.897%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026BAMCO INC /NY/ holds $325,646,093 across 6 Health Information Services names. HQY ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTFL |
Heartflow, Inc.
|
3,827,531 | $93,123,829 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
750,025 | $62,679,589 | |
| 3 | WAY |
Waystar Holding Corp.
|
2,325,569 | $56,069,468 | |
| 4 | HNGE |
Hinge Health, Inc.
|
1,130,053 | $43,574,843 | |
| 5 | TEM |
Tempus AI, Inc.
|
899,278 | $40,665,351 | |
| 6 | VEEV |
Veeva Systems Inc
|
168,126 | $29,533,013 |
All Filings in HQY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,679,589 | 750,025 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $69,259,450 | 756,025 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $71,980,184 | 759,525 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $81,712,800 | 780,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $69,370,450 | 785,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $74,841,000 | 780,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $61,387,500 | 750,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $68,960,000 | 800,000 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $65,304,000 | 800,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $53,040,000 | 800,000 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $58,440,000 | 800,000 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $50,512,000 | 800,000 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $46,968,000 | 800,000 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $49,312,000 | 800,000 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $53,736,000 | 800,000 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $49,112,000 | 800,000 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $53,952,000 | 800,000 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $35,392,000 | 800,000 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $55,225,903 | 852,778 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $80,590,338 | 1,001,371 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $67,413,228 | 991,371 | Shares | Defined | 2021-05-19 | |
| 2020-12-31 | $73,151,652 | 1,049,371 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $54,115,007 | 1,053,436 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $62,063,238 | 1,057,836 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $53,515,923 | 1,057,836 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||