BROWN ADVISORY INC

Position in HQY — Healthequity, Inc.

CIK 1345929 BALTIMORE, MD

Back to HQY Full portfolio

Position in HQY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$118,066,356

-$20,746,518 QoQ

Shares Held

1,412,784

-6.8% QoQ

Ownership

1.69%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 86.37031563211362.ToString("F0")% Shared 0.ToString("F0")% None 13.629684367886385.ToString("F0")%

Common Shares in HQY Over Time

Shares Held

Position Value (USD)

Position in Health Information Services

Healthcare · as of Mar 31, 2026

BROWN ADVISORY INC holds $218,507,554 across 4 Health Information Services names. HQY ranks #1 (54.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HQY	Healthequity, Inc. This page	1,412,784	$118,066,356
2	BTSG	BrightSpring Health Services, Inc.	2,166,725	$92,324,150
3	VEEV	Veeva Systems Inc	45,420	$7,978,477
4	EVH	Evolent Health, Inc.	60,777	$138,571

All Filings in HQY

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$118,066,356	1,412,784	-6.8%	Shares	Defined	2026-05-15
2025-12-31	$138,812,874	1,515,259	-5.6%	Shares	Defined	2026-02-13
2025-09-30	$152,131,720	1,605,273	-1.3%	Shares	Defined	2025-11-14
2025-06-30	$170,447,031	1,627,024	-15.8%	Shares	Defined	2025-08-13
2025-03-31	$170,813,022	1,932,930	-7.3%	Shares	Defined	2025-04-30
2024-12-31	$200,154,192	2,086,026	+12.0%	Shares	Defined	2025-02-14
2024-09-30	$152,405,516	1,862,010	+7.5%	Shares	Defined	2024-11-13
2024-06-30	$149,315,207	1,732,195	-7.2%	Shares	Defined	2024-08-14
2024-03-31	$152,361,495	1,866,489	+2.9%	Shares	Defined	2024-04-24
2023-12-31	$120,294,918	1,814,403	-12.3%	Shares	Defined	2024-02-08
2023-09-30	$151,213,571	2,070,001	-1.8%	Shares	Defined	2023-10-25
2023-06-30	$133,067,233	2,107,495	-0.6%	Shares	Defined	2023-07-31
2023-03-31	$124,516,570	2,120,875	+6.8%	Shares	Defined	2023-05-08
2022-12-31	$122,402,800	1,985,769	-3.6%	Shares	Defined	2023-02-13
2022-09-30	$138,329,629	2,059,396	+12.7%	Shares	Defined	2022-11-14
2022-06-30	$112,141,419	1,826,705	+0.2%	Shares	Defined	2022-11-14
2022-03-31	$122,944,063	1,823,014	+6.7%	Shares	Defined	2022-11-14
2021-12-31	$75,589,790	1,708,630	+7.2%	Shares	Defined	2022-01-27
2021-09-30	$103,239,938	1,594,193	+4.0%	Shares	Defined	2021-11-12
2021-06-30	$123,416,159	1,533,501	+5.7%	Shares	Defined	2021-07-29
2021-03-31	$98,684,864	1,451,248	+6.2%	Shares	Defined	2021-05-14
2020-12-31	$95,256,414	1,366,467	+18.6%	Shares	Defined	2021-02-12
2020-09-30	$59,204,282	1,152,507	+27.4%	Shares	Defined	2020-11-16
2020-06-30	$53,058,037	904,347	+9.4%	Shares	Defined	2020-08-14
2020-03-31	$41,832,769	826,898	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.