Position in HQY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,439,487
-$24,590 QoQ
Shares Held
65,089
+9.1% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0.5500161317580543.ToString("F0")%
Shared 0.ToString("F0")%
None 99.44998386824194.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Creative Planning holds $41,457,073 across 23 Health Information Services names. HQY ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
64,797 | $11,382,241 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
65,089 | $5,439,487 | |
| 3 | HSTM |
Healthstream Inc
|
218,186 | $4,518,632 | |
| 4 | WAY |
Waystar Holding Corp.
|
133,688 | $3,223,217 | |
| 5 | DOCS |
Doximity, Inc.
|
129,961 | $3,028,091 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
113,314 | $2,330,868 | |
| 7 | TXG |
10x Genomics, Inc.
|
91,311 | $1,938,532 | |
| 8 | BTSG |
BrightSpring Health Services, Inc.
|
35,708 | $1,521,517 |
All Filings in HQY
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,439,487 | 65,089 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,464,077 | 59,645 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,777,734 | 50,414 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,139,944 | 49,064 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,068,736 | 34,726 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,283,504 | 34,221 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,934,278 | 23,632 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,717,619 | 19,926 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,301,426 | 15,943 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $636,611 | 9,602 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $500,976 | 6,858 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $333,063 | 5,275 | Shares | Sole | 2023-07-21 | |
| 2021-03-31 | $241,128 | 3,546 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $245,727 | 3,525 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $241,075 | 4,109 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $212,478 | 4,200 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||