Stephens Investment Management Group LLC
Position in HQY — Healthequity, Inc.
CIK 1314440
LITTLE ROCK, AR
Position in HQY
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$57,213,609
-$9,312,198 QoQ
Shares Held
684,619
-5.7% QoQ
Ownership
0.819%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 93%
None 7%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Stephens Investment Management Group LLC holds $67,203,217 across 2 Health Information Services names. HQY ranks #1 (85.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
684,619 | $57,213,609 | |
| 2 | VEEV |
Veeva Systems Inc
|
56,869 | $9,989,608 |
All Filings in HQY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,213,609 | 684,619 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $66,525,807 | 726,185 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $68,636,603 | 724,244 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $106,471,045 | 1,016,333 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $94,506,943 | 1,069,446 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $100,789,430 | 1,050,437 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $102,237,361 | 1,249,082 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $111,029,823 | 1,288,049 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $96,679,306 | 1,184,360 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $78,664,353 | 1,186,491 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $82,846,589 | 1,134,108 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $71,460,084 | 1,131,772 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $61,168,246 | 1,041,871 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $63,699,762 | 1,033,416 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $76,287,588 | 1,135,739 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $69,992,089 | 1,140,122 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $76,240,987 | 1,130,501 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $46,384,445 | 1,048,473 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $52,608,304 | 812,358 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $55,995,489 | 695,769 | Shares | Defined | 2021-08-09 | |
| 2021-03-31 | $35,244,536 | 518,302 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $40,554,280 | 581,757 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $38,828,630 | 755,862 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $45,633,819 | 777,805 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $45,052,115 | 890,534 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||