Position in HQY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,203,813
+$1,865,471 QoQ
Shares Held
122,099
+34.1% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Granahan Investment Management, LLC holds $18,479,959 across 2 Health Information Services names. HQY ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
122,099 | $10,203,813 | |
| 2 | PHR |
Phreesia, Inc.
|
987,607 | $8,276,146 |
All Filings in HQY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,203,813 | 122,099 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,338,342 | 91,020 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $10,519,684 | 100,417 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,261,461 | 59,539 | Shares | Sole | 2025-05-15 | |
| 2023-09-30 | $35,749,720 | 489,387 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $30,989,364 | 490,804 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $30,088,933 | 512,501 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $37,923,270 | 615,238 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $46,492,790 | 692,166 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $53,044,459 | 864,057 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $55,907,760 | 829,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $36,341,700 | 821,467 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $49,839,684 | 769,606 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $67,177,058 | 834,705 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $53,571,624 | 787,818 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $39,064,159 | 560,381 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $25,032,087 | 487,290 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $48,369,366 | 824,431 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $21,789,011 | 430,698 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||