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Equibles

GW&K Investment Management, LLC

Position in HQY — Healthequity, Inc.

CIK 1082917 BOSTON, MA
Back to HQY Full portfolio

Position in HQY

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$57,116,741
+$18,313,938 QoQ
Shares Held
632,382
+36.2% QoQ
Ownership
0.765%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#38
of 498 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 95% Shared 5% None 0%

Common Shares in HQY Over Time

Shares Held

Position Value (USD)

Position in Health Information Services

Healthcare · as of Jun 30, 2026

GW&K Investment Management, LLC holds $68,084,583 across 3 Health Information Services names. HQY ranks #1 (83.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HQY
Healthequity, Inc.
This page 		632,382 $57,116,741
2 PHR
Phreesia, Inc.
 1,063,080 $10,939,092
3 VEEV
Veeva Systems Inc
 162 $28,750

All Filings in HQY

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $57,116,741 632,382
2026-03-31 $38,802,803 464,315
2025-12-31 $42,405,443 462,891
2025-09-30 $42,361,525 446,993
2025-06-30 $52,264,553 498,898
2025-03-31 $52,009,985 588,548
2024-12-31 $57,998,991 604,471
2024-09-30 $64,735,819 790,908
2024-06-30 $67,981,802 788,652
2024-03-31 $64,874,952 794,744
2023-12-31 $53,652,280 809,235
2023-09-30 $62,399,163 854,198
2023-06-30 $59,300,582 939,192
2023-03-31 $55,606,412 947,137
2022-12-31 $51,207,737 830,755
2022-09-30 $56,426,291 840,052
2022-06-30 $52,278,680 851,583
2022-03-31 $54,377,950 806,316
2021-12-31 $33,607,844 759,671
2021-09-30 $43,016,376 664,243
2021-06-30 $53,737,220 667,709
2021-03-31 $45,310,304 666,328
2020-12-31 $45,879,008 658,141
2020-09-30 $33,972,161 661,323
2020-06-30 $27,670,355 471,627
2020-03-31 $14,719,817 290,963