Position in HQY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,022,558
+$349,929 QoQ
Shares Held
36,168
+24.0% QoQ
Ownership
0.043%
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 37.42258349922584.ToString("F0")%
Shared 0.ToString("F0")%
None 62.57741650077416.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Ameritas Investment Partners, Inc. holds $5,842,581 across 26 Health Information Services names. HQY ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
36,168 | $3,022,558 | |
| 2 | WAY |
Waystar Holding Corp.
|
31,607 | $762,044 | |
| 3 | DOCS |
Doximity, Inc.
|
24,651 | $574,368 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
10,593 | $451,367 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
9,611 | $197,698 | |
| 6 | TXG |
10x Genomics, Inc.
|
8,961 | $190,242 | |
| 7 | OMCL |
Omnicell, Inc.
|
3,653 | $121,937 | |
| 8 | TDOC |
Teladoc Health, Inc.
|
14,694 | $80,082 |
All Filings in HQY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,022,558 | 36,168 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,672,629 | 29,174 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,866,981 | 30,252 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $3,453,937 | 32,970 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,941,925 | 33,291 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $3,248,483 | 33,856 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,763,910 | 33,768 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $2,956,832 | 34,302 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $2,848,887 | 34,900 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $2,313,870 | 34,900 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $2,010,628 | 27,524 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $1,786,167 | 28,289 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,665,250 | 28,364 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,738,617 | 28,206 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,894,597 | 28,206 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,763,427 | 28,725 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,922,309 | 28,504 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,261,016 | 28,504 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $1,845,919 | 28,504 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $2,336,978 | 29,038 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $1,982,336 | 29,152 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $1,920,859 | 27,555 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,460,705 | 28,435 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,567,662 | 26,720 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $1,316,655 | 26,026 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||