Position in HQY
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$11,605,198
+$1,733,213 QoQ
Shares Held
138,868
+28.9% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $125,172,745 across 16 Health Information Services names. HQY ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
433,991 | $76,234,859 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
606,767 | $12,481,197 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
138,868 | $11,605,198 | |
| 4 | HSTM |
Healthstream Inc
|
199,631 | $4,134,358 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
93,668 | $3,991,193 | |
| 6 | TEM |
Tempus AI, Inc.
|
75,125 | $3,397,152 | |
| 7 | DOCS |
Doximity, Inc.
|
124,306 | $2,896,329 | |
| 8 | SLP |
Simulations Plus, Inc.
|
209,465 | $2,475,876 |
All Filings in HQY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,605,198 | 138,868 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,871,985 | 107,761 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $13,166,680 | 138,933 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $14,274,492 | 136,259 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $11,369,419 | 128,657 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,009,207 | 114,739 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,131,267 | 111,561 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $9,965,926 | 115,614 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,813,509 | 107,969 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,333,238 | 80,441 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,181,271 | 84,617 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,784,106 | 59,932 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,435,063 | 58,509 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,883,120 | 79,220 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,273,248 | 78,506 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,277,900 | 69,684 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,552,806 | 67,509 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,097,285 | 47,407 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,953,056 | 45,600 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $3,218,314 | 39,989 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,004,980 | 29,485 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,474,854 | 21,157 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,260,054 | 24,529 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,190,648 | 20,294 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $986,049 | 19,491 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||