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Equibles

BROWN ADVISORY INC

Position in HQY — Healthequity, Inc.

CIK 1345929 BALTIMORE, MD
Back to HQY Full portfolio

Position in HQY

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$123,975,398
+$5,909,042 QoQ
Shares Held
1,372,624
-2.8% QoQ
Ownership
1.66%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#12
of 498 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 85% Shared 0% None 15%

Common Shares in HQY Over Time

Shares Held

Position Value (USD)

Position in Health Information Services

Healthcare · as of Jun 30, 2026

BROWN ADVISORY INC holds $264,097,098 across 4 Health Information Services names. HQY ranks #2 (46.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BTSG
BrightSpring Health Services, Inc.
 1,958,436 $136,581,325
2 HQY
Healthequity, Inc.
This page 		1,372,624 $123,975,398
3 VEEV
Veeva Systems Inc
 18,093 $3,210,964
4 EVH
Evolent Health, Inc.
 60,777 $329,411

All Filings in HQY

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $123,975,398 1,372,624
2026-03-31 $118,066,356 1,412,784
2025-12-31 $138,812,874 1,515,259
2025-09-30 $152,131,720 1,605,273
2025-06-30 $170,447,031 1,627,024
2025-03-31 $170,813,022 1,932,930
2024-12-31 $200,154,192 2,086,026
2024-09-30 $152,405,516 1,862,010
2024-06-30 $149,315,207 1,732,195
2024-03-31 $152,361,495 1,866,489
2023-12-31 $120,294,918 1,814,403
2023-09-30 $151,213,571 2,070,001
2023-06-30 $133,067,233 2,107,495
2023-03-31 $124,516,570 2,120,875
2022-12-31 $122,402,800 1,985,769
2022-09-30 $138,329,629 2,059,396
2022-06-30 $112,141,419 1,826,705
2022-03-31 $122,944,063 1,823,014
2021-12-31 $75,589,790 1,708,630
2021-09-30 $103,239,938 1,594,193
2021-06-30 $123,416,159 1,533,501
2021-03-31 $98,684,864 1,451,248
2020-12-31 $95,256,414 1,366,467
2020-09-30 $59,204,282 1,152,507
2020-06-30 $53,058,037 904,347
2020-03-31 $41,832,769 826,898