Position in HQY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,406,806
+$11,959,373 QoQ
Shares Held
137,365
+2465.7% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#78
of 497 holders
Holding Since
Mar 2020
19 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, 2026NEUBERGER BERMAN GROUP LLC holds $117,196,806 across 13 Health Information Services names. HQY ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAY |
Waystar Holding Corp.
|
3,634,210 | $74,610,331 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
328,958 | $22,941,530 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
137,365 | $12,406,806 | |
| 4 | HTFL |
Heartflow, Inc.
|
106,115 | $3,113,413 | |
| 5 | VEEV |
Veeva Systems Inc
|
9,590 | $1,701,937 | |
| 6 | TEM |
Tempus AI, Inc.
|
15,864 | $919,000 | |
| 7 | HSTM |
Healthstream Inc
|
26,001 | $708,526 | |
| 8 | CERT |
Certara, Inc.
|
52,286 | $342,473 |
All Filings in HQY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,406,806 | 137,365 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $447,433 | 5,354 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $361,400 | 3,945 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $327,809 | 3,459 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $8,859,761 | 84,572 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $10,920,587 | 123,578 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,921,517 | 103,403 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,072,898 | 61,978 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,529,212 | 64,144 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $3,885,668 | 47,601 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $3,110,265 | 46,912 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $3,734,972 | 51,129 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,179,098 | 50,350 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,326,911 | 39,634 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,289,987 | 37,151 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,511,217 | 37,386 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $3,813,791 | 62,124 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,973,766 | 58,923 | Shares | Defined | 2022-05-23 | |
| 2020-03-31 | $1,770,650 | 35,000 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||