Position in HQY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$60,176,595
+$10,096,946 QoQ
Shares Held
666,260
+11.2% QoQ
Ownership
0.805%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#37
of 496 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Bank of New York Mellon Corp holds $554,096,004 across 30 Health Information Services names. HQY ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
861,172 | $152,832,185 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
1,694,318 | $118,161,730 | |
| 3 | PRVA |
Privia Health Group, Inc.
|
2,892,536 | $74,424,943 | |
| 4 | HQY |
Healthequity, Inc.
This page
|
666,260 | $60,176,595 | |
| 5 | TEM |
Tempus AI, Inc.
|
378,634 | $21,934,262 | |
| 6 | OMCL |
Omnicell, Inc.
|
466,994 | $19,389,586 | |
| 7 | HTFL |
Heartflow, Inc.
|
650,849 | $19,095,905 | |
| 8 | DOCS |
Doximity, Inc.
|
801,727 | $16,627,811 |
All Filings in HQY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,176,595 | 666,260 | Shares | Defined | 2026-08-06 | |
| 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 | |
| 2020-12-31 | $62,806,057 | 900,962 | Shares | Defined | 2021-02-09 | |
| 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. | ||||||