Position in HQY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,531,084
+$28,849 QoQ
Shares Held
30,287
+10.9% QoQ
Ownership
0.036%
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 18.20583088453792.ToString("F0")%
Shared 0.ToString("F0")%
None 81.79416911546208.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $16,914,822 across 13 Health Information Services names. HQY ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
175,065 | $7,916,439 | |
| 2 | VEEV |
Veeva Systems Inc
|
22,620 | $3,973,429 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
30,287 | $2,531,084 | |
| 4 | TXG |
10x Genomics, Inc.
|
41,349 | $877,839 | |
| 5 | DOCS |
Doximity, Inc.
|
21,732 | $506,355 | |
| 6 | WAY |
Waystar Holding Corp.
|
14,853 | $358,105 | |
| 7 | BTSG |
BrightSpring Health Services, Inc.
|
4,822 | $205,465 | |
| 8 | CCLD |
CareCloud, Inc.
|
49,127 | $179,313 |
All Filings in HQY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,531,084 | 30,287 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,502,235 | 27,314 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,875,416 | 30,341 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $3,375,681 | 32,223 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,711,815 | 19,371 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,106,966 | 21,959 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $825,702 | 10,088 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $974,491 | 11,305 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $855,645 | 10,482 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $778,560 | 11,743 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $895,300 | 12,256 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $462,689 | 7,328 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $438,681 | 7,472 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $355,601 | 5,769 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $598,216 | 8,906 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $117,316 | 1,911 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $79,309 | 1,176 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $27,030 | 611 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $36,330 | 561 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $35,491 | 441 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $92,752 | 1,364 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $78,702 | 1,129 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $268,870 | 5,234 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $155,299 | 2,647 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $357,974 | 7,076 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||