Position in HQY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$28,772,790
+$3,363,416 QoQ
Shares Held
318,565
+4.8% QoQ
Ownership
0.385%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#52
of 496 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,145,706,894 across 17 Health Information Services names. HQY ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
4,979,210 | $883,660,397 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
2,587,878 | $66,586,100 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
948,971 | $66,181,236 | |
| 4 | HQY |
Healthequity, Inc.
This page
|
318,565 | $28,772,790 | |
| 5 | HNGE |
Hinge Health, Inc.
|
226,502 | $18,799,666 | |
| 6 | WAY |
Waystar Holding Corp.
|
845,102 | $17,349,943 | |
| 7 | SOPH |
SOPHiA GENETICS SA
|
2,364,256 | $13,641,757 | |
| 8 | OMCL |
Omnicell, Inc.
|
288,824 | $11,991,972 |
All Filings in HQY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,772,790 | 318,565 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $25,409,374 | 304,049 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $25,414,171 | 277,417 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $24,050,729 | 253,780 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $26,059,468 | 248,754 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $23,580,738 | 266,841 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $25,231,779 | 262,968 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $19,840,849 | 242,405 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $29,098,188 | 337,566 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $29,717,482 | 364,051 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $23,249,155 | 350,666 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $24,891,056 | 340,740 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $21,423,780 | 339,306 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $20,461,139 | 348,512 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $23,460,677 | 380,608 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $22,933,785 | 341,429 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $21,232,283 | 345,859 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $20,278,465 | 300,689 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $13,361,319 | 302,019 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $19,358,770 | 298,931 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $23,851,132 | 296,361 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $21,346,288 | 313,916 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $17,987,271 | 258,030 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $12,768,886 | 248,567 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $14,114,769 | 240,579 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $11,122,868 | 219,863 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||