UBS Group AG

Position in HQY — Healthequity, Inc.

CIK 1610520 ZURICH, V8

Back to HQY Full portfolio

Position in HQY

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$65,741,760

+$9,150,508 QoQ

Shares Held

786,667

+27.3% QoQ

Ownership

0.941%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 93.47856208535504.ToString("F0")% Shared 0.ToString("F0")% None 6.521437914644951.ToString("F0")%

Common Shares in HQY Over Time

Shares Held

Position Value (USD)

Derivatives in HQY

reported options exposure · as of Mar 31, 2026

CallValue

$1,637,972

CallShares

19,600

PutValue

$5,615,904

PutShares

67,200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Health Information Services

Healthcare · as of Mar 31, 2026

UBS Group AG holds $592,914,921 across 45 Health Information Services names. HQY ranks #3 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	894,762	$157,173,891
2	TEM	Tempus AI, Inc.	3,234,387	$146,258,979
3	HQY	Healthequity, Inc. This page	786,667	$65,741,760
4	WAY	Waystar Holding Corp.	2,152,949	$51,907,598
5	BTSG	BrightSpring Health Services, Inc.	553,660	$23,591,452
6	HNGE	Hinge Health, Inc.	592,032	$22,828,753
7	CERT	Certara, Inc.	3,420,632	$19,497,601
8	EVH	Evolent Health, Inc.	8,150,361	$18,582,822

All Filings in HQY

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48 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,637,972	19,600	-97.5%	Call	Defined	2026-05-05
2026-03-31	$65,741,760	786,667	+1070.6%	Shares	Defined	2026-05-05
2026-03-31	$5,615,904	67,200	-89.1%	Put	Defined	2026-05-05
2025-12-31	$56,591,252	617,741	+6268.5%	Shares	Defined	2026-01-29
2025-12-31	$888,617	9,700	+21.2%	Put	Defined	2026-01-29
2025-12-31	$732,880	8,000	-47.0%	Call	Defined	2026-01-29
2025-09-30	$1,431,027	15,100	-97.3%	Put	Defined	2025-11-13
2025-09-30	$52,049,293	549,217	+6765.2%	Shares	Defined	2025-11-13
2025-09-30	$758,160	8,000	-98.7%	Call	Defined	2025-11-13
2025-06-30	$66,090,674	630,877	+2105.9%	Shares	Defined	2025-08-14
2025-03-31	$2,527,382	28,600	+120.0%	Put	Defined	2025-05-13
2025-03-31	$1,148,810	13,000	-98.0%	Call	Defined	2025-05-13
2025-03-31	$57,534,171	651,060	+36.5%	Shares	Defined	2025-05-13
2024-12-31	$45,751,933	476,831	+66.4%	Shares	Defined	2025-02-14
2024-09-30	$23,455,262	286,564	-1.1%	Shares	Defined	2024-11-14
2024-06-30	$24,966,880	289,639	-22.6%	Shares	Defined	2024-08-14
2024-03-31	$30,558,597	374,355	+312.3%	Shares	Defined	2024-05-13
2023-12-31	$6,020,040	90,800	+25.8%	Put	Defined	2024-02-09
2023-12-31	$4,786,860	72,200	+144.6%	Call	Defined	2024-02-09
2023-12-31	$1,956,778	29,514	+195.1%	Shares	Defined	2024-02-09
2023-09-30	$730,500	10,000	-37.5%	Put	Defined	2023-11-09
2023-09-30	$1,168,800	16,000	-85.6%	Call	Defined	2023-11-09
2023-09-30	$8,097,664	110,851	-12.0%	Shares	Defined	2023-11-09
2023-06-30	$7,956,650	126,016	+1160.2%	Shares	Defined	2023-08-11
2023-06-30	$631,400	10,000	-88.1%	Put	Defined	2023-08-11
2023-03-31	$4,913,556	83,692	+457.9%	Shares	Defined	2023-05-12
2022-12-31	$924,600	15,000	-62.4%	Call	Defined	2023-02-08
2022-12-31	$2,459,436	39,900	-9.0%	Put	Defined	2023-02-08
2022-12-31	$2,703,530	43,860	+34.6%	Shares	Defined	2023-02-08
2022-09-30	$2,189,204	32,592	-50.6%	Shares	Defined	2022-11-10
2022-06-30	$4,053,765	66,033	+100.7%	Shares	Defined	2022-08-10
2022-03-31	$2,219,314	32,908	+1.6%	Shares	Defined	2022-05-16
2021-12-31	$1,433,154	32,395	-26.3%	Shares	Defined	2022-02-14
2021-09-30	$2,846,201	43,950	+339.5%	Shares	Defined	2021-11-15
2021-09-30	$647,600	10,000	-75.2%	Put	Defined	2021-11-15
2021-06-30	$3,247,207	40,348	-46.2%	Shares	Defined	2021-08-13
2021-03-31	$5,100,000	75,000	+80.5%	Call	Defined	2021-05-12
2021-03-31	$2,826,080	41,560	-53.8%	Shares	Defined	2021-05-12
2021-03-31	$6,120,000	90,000	-0.4%	Put	Defined	2021-05-12
2020-12-31	$6,301,784	90,400	-0.2%	Put	Defined	2021-02-11
2020-12-31	$6,315,238	90,593	+110.1%	Call	Defined	2021-02-11
2020-12-31	$3,005,545	43,115	+20.4%	Shares	Defined	2021-02-11
2020-09-30	$1,839,046	35,800	-27.3%	Put	Defined	2020-11-12
2020-09-30	$2,531,255	49,275	+37.6%	Shares	Defined	2020-11-12
2020-06-30	$2,100,386	35,800	-29.2%	Put	Defined	2020-07-31
2020-06-30	$2,968,114	50,590	+124.8%	Shares	Defined	2020-07-31
2020-03-31	$1,138,275	22,500	-57.2%	Call	Defined	2020-05-01
2020-03-31	$2,660,477	52,589	—	Shares	Defined	2020-05-01
No filing history on record for this holder in this stock.