Position in HQY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$15,822,438
+$4,217,240 QoQ
Shares Held
175,182
+26.2% QoQ
Ownership
0.212%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#69
of 498 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $124,284,925 across 15 Health Information Services names. HQY ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
379,949 | $67,429,549 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
175,182 | $15,822,438 | |
| 3 | PRVA |
Privia Health Group, Inc.
|
544,771 | $14,016,957 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
112,947 | $7,876,923 | |
| 5 | HSTM |
Healthstream Inc
|
189,539 | $5,164,937 | |
| 6 | TEM |
Tempus AI, Inc.
|
68,699 | $3,979,733 | |
| 7 | SLP |
Simulations Plus, Inc.
|
130,749 | $2,394,014 | |
| 8 | WAY |
Waystar Holding Corp.
|
96,033 | $1,971,557 |
All Filings in HQY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,822,438 | 175,182 | Shares | Sole | 2026-08-03 | |
| 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. | ||||||