KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Position in HQY — Healthequity, Inc.

CIK 1021223 LOS ANGELES, CA

Back to HQY Full portfolio

Position in HQY

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$40,568,554

-$12,572,024 QoQ

Shares Held

485,444

-16.3% QoQ

Ownership

0.581%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 62.41379026211056.ToString("F0")% Shared 37.24816868681042.ToString("F0")% None 0.33804105107901217.ToString("F0")%

Common Shares in HQY Over Time

Shares Held

Position Value (USD)

Position in Health Information Services

Healthcare · as of Mar 31, 2026

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $103,928,208 across 6 Health Information Services names. HQY ranks #2 (39.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NRC	Nrc Health	2,636,355	$44,765,307
2	HQY	Healthequity, Inc. This page	485,444	$40,568,554
3	HNGE	Hinge Health, Inc.	363,102	$14,001,212
4	VEEV	Veeva Systems Inc	25,789	$4,530,095
5	CCLD	CareCloud, Inc.	12,456	$45,464
6	SLP	Simulations Plus, Inc.	1,487	$17,576

All Filings in HQY

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$40,568,554	485,444	-16.3%	Shares	Defined	2026-05-14
2025-12-31	$53,140,578	580,074	-11.1%	Shares	Defined	2026-02-13
2025-09-30	$61,813,352	652,246	-5.0%	Shares	Defined	2025-11-13
2025-06-30	$71,935,757	686,672	-5.4%	Shares	Defined	2025-08-13
2025-03-31	$64,116,941	725,551	-6.1%	Shares	Defined	2025-05-14
2024-12-31	$74,148,336	772,781	+35.8%	Shares	Defined	2025-02-21
2024-09-30	$46,586,073	569,164	-2.1%	Shares	Defined	2024-11-13
2024-06-30	$50,127,799	581,529	+1.5%	Shares	Defined	2024-08-13
2024-03-31	$46,768,683	572,935	-1.4%	Shares	Defined	2024-05-14
2023-12-31	$38,542,974	581,342	+3.5%	Shares	Defined	2024-02-13
2023-09-30	$41,029,408	561,662	-25.2%	Shares	Defined	2023-11-13
2023-06-30	$47,430,072	751,189	-1.9%	Shares	Defined	2023-08-11
2023-03-31	$44,971,800	765,999	-0.3%	Shares	Defined	2023-05-16
2022-12-31	$47,355,422	768,258	-47.8%	Shares	Defined	2023-02-14
2022-09-30	$98,818,623	1,471,172	+4.3%	Shares	Defined	2022-11-16
2022-06-30	$86,573,773	1,410,226	+2.2%	Shares	Defined	2022-08-12
2022-03-31	$93,022,688	1,379,340	+2.2%	Shares	Defined	2022-05-16
2021-12-31	$59,711,126	1,349,709	-3.3%	Shares	Defined	2022-02-14
2021-09-30	$90,382,940	1,395,660	+0.5%	Shares	Defined	2021-11-12
2021-06-30	$111,790,099	1,389,042	+13.4%	Shares	Defined	2021-08-13
2021-03-31	$83,319,040	1,225,280	+2.8%	Shares	Sole	2021-05-17
2020-12-31	$83,093,761	1,191,992	+39.9%	Shares	Sole	2021-02-12
2020-09-30	$43,770,835	852,070	+17.9%	Shares	Defined	2020-11-16
2020-06-30	$42,392,887	722,565	+105.1%	Shares	Defined	2020-08-14
2020-03-31	$17,824,931	352,341	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.