Position in HQY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,996,400
-$548,830 QoQ
Shares Held
47,821
-3.6% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026CANADA LIFE ASSURANCE Co holds $27,949,196 across 11 Health Information Services names. HQY ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
109,381 | $19,213,866 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
47,821 | $3,996,400 | |
| 3 | DOCS |
Doximity, Inc.
|
76,243 | $1,776,461 | |
| 4 | OMCL |
Omnicell, Inc.
|
37,390 | $1,248,078 | |
| 5 | SDGR |
Schrodinger, Inc.
|
54,614 | $620,415 | |
| 6 | TXG |
10x Genomics, Inc.
|
23,500 | $498,905 | |
| 7 | HSTM |
Healthstream Inc
|
19,013 | $393,759 | |
| 8 | TDOC |
Teladoc Health, Inc.
|
16,127 | $87,892 |
All Filings in HQY
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,996,400 | 47,821 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,545,230 | 49,615 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,342,103 | 66,921 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,010,643 | 66,921 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $6,075,790 | 68,754 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,102,314 | 74,021 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,058,618 | 74,021 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,041,930 | 70,092 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,360,315 | 65,666 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,264,548 | 64,322 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,710,629 | 64,485 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,825,652 | 60,590 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,958,110 | 67,418 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,179,315 | 67,802 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,762,460 | 56,014 | Shares | Sole | 2022-11-01 | |
| 2022-03-31 | $3,052,266 | 45,259 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,864,008 | 42,134 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,532,504 | 39,106 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,581,476 | 32,076 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $2,148,664 | 31,598 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,235,181 | 32,064 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,857,744 | 36,164 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $2,068,586 | 35,258 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $1,865,253 | 36,870 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||