Position in HQY
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$14,528,976
-$284,542 QoQ
Shares Held
173,854
+7.5% QoQ
Ownership
0.208%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $25,402,471 across 6 Health Information Services names. HQY ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
173,854 | $14,528,976 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
246,896 | $5,078,650 | |
| 3 | VEEV |
Veeva Systems Inc
|
28,015 | $4,921,112 | |
| 4 | CERT |
Certara, Inc.
|
71,027 | $404,853 | |
| 5 | DOCS |
Doximity, Inc.
|
11,495 | $267,833 | |
| 6 | OMCL |
Omnicell, Inc.
|
6,023 | $201,047 |
All Filings in HQY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,528,976 | 173,854 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $14,813,518 | 161,702 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $14,740,807 | 155,543 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $11,201,146 | 106,922 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $6,645,951 | 75,206 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $6,773,301 | 70,592 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $5,659,026 | 69,139 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $5,535,245 | 64,214 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $4,052,193 | 49,641 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $3,847,718 | 58,035 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $4,521,502 | 61,896 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $3,491,829 | 55,303 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $3,128,418 | 53,286 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $2,902,871 | 47,094 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $3,250,286 | 48,389 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $3,128,432 | 50,960 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $3,948,745 | 58,552 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $2,194,390 | 49,602 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $2,634,434 | 40,680 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $3,076,346 | 38,225 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $2,540,616 | 37,362 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $2,288,507 | 32,829 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $1,298,375 | 25,275 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,184,838 | 20,195 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $716,353 | 14,160 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||