Position in HQY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,494,556
+$3,719,789 QoQ
Shares Held
101,646
+55.5% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
6 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 Mar 31, 2026Portolan Capital Management, LLC holds $8,494,556 across 1 Health Information Services name. HQY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
101,646 | $8,494,556 |
All Filings in HQY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,494,556 | 101,646 | Shares | Sole | 2026-05-15 | |
| 2023-09-30 | $4,774,767 | 65,363 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $7,283,034 | 124,051 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $3,909,697 | 58,206 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,442,678 | 121,236 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,649,921 | 128,261 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||