Position in HQY
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$16,160,014
-$5,273,061 QoQ
Shares Held
193,371
-17.3% QoQ
Ownership
0.231%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026WCM INVESTMENT MANAGEMENT, LLC holds $26,254,493 across 2 Health Information Services names. HQY ranks #1 (61.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
193,371 | $16,160,014 | |
| 2 | OMCL |
Omnicell, Inc.
|
302,411 | $10,094,479 |
All Filings in HQY
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,160,014 | 193,371 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $21,433,075 | 233,960 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $23,539,162 | 248,382 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $26,080,002 | 248,950 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $20,558,485 | 232,641 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||