Position in HQY
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$50,079,649
-$6,890,678 QoQ
Shares Held
599,254
-3.6% QoQ
Ownership
0.717%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 95.0338253895677.ToString("F0")%
Shared 0.11697877694600287.ToString("F0")%
None 4.849195833486301.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Bank of New York Mellon Corp holds $362,515,889 across 31 Health Information Services names. HQY ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
613,202 | $107,715,055 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
2,943,493 | $60,547,646 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
599,254 | $50,079,649 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
732,537 | $31,213,397 | |
| 5 | DOCS |
Doximity, Inc.
|
1,040,534 | $24,244,436 | |
| 6 | WAY |
Waystar Holding Corp.
|
699,892 | $16,874,391 | |
| 7 | OMCL |
Omnicell, Inc.
|
433,454 | $14,468,691 | |
| 8 | TEM |
Tempus AI, Inc.
|
299,220 | $13,530,722 |
All Filings in HQY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,079,649 | 599,254 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $56,970,327 | 621,879 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $61,206,534 | 645,843 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $69,095,393 | 659,559 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $58,665,477 | 663,862 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $71,567,373 | 745,882 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $60,968,913 | 744,886 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $77,681,193 | 901,174 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $65,481,949 | 802,180 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $55,062,407 | 830,504 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $62,297,544 | 852,807 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $53,715,087 | 850,730 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $50,119,723 | 853,683 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $55,025,961 | 892,699 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $62,693,112 | 933,350 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $56,483,827 | 920,082 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $62,347,869 | 924,494 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $39,454,643 | 891,832 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $57,342,322 | 885,459 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $75,008,241 | 932,011 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $63,157,380 | 928,785 | Shares | Defined | 2021-05-13 | |
| 2020-09-30 | $47,067,860 | 916,252 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $53,258,567 | 907,765 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $44,143,870 | 872,581 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||