Position in HQY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$106,050
+$85,255 QoQ
Shares Held
1,269
+459.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026MAI Capital Management holds $1,610,492 across 28 Health Information Services names. HQY ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
3,293 | $578,448 | |
| 2 | LFMD |
LifeMD, Inc.
|
100,072 | $361,259 | |
| 3 | DOCS |
Doximity, Inc.
|
9,401 | $219,043 | |
| 4 | HQY |
Healthequity, Inc.
This page
|
1,269 | $106,050 | |
| 5 | OMCL |
Omnicell, Inc.
|
2,611 | $87,155 | |
| 6 | WAY |
Waystar Holding Corp.
|
3,055 | $73,656 | |
| 7 | TEM |
Tempus AI, Inc.
|
1,006 | $45,491 | |
| 8 | OPRX |
OptimizeRx Corp
|
6,386 | $40,104 |
All Filings in HQY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $106,050 | 1,269 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,795 | 227 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $30,989 | 327 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $38,551 | 368 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $31,194 | 353 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $33,582 | 350 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||