Position in HQY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$33,196,427
-$6,465,114 QoQ
Shares Held
397,229
-8.2% QoQ
Ownership
0.475%
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Aristotle Capital Boston, LLC holds $33,196,427 across 1 Health Information Services name. HQY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
397,229 | $33,196,427 |
All Filings in HQY
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,196,427 | 397,229 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $39,661,541 | 432,939 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $41,322,942 | 436,034 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $46,442,727 | 443,325 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $42,209,135 | 477,641 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $55,021,663 | 573,441 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $44,060,919 | 538,313 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $46,676,610 | 541,492 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $47,562,780 | 582,663 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $39,739,689 | 599,392 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $45,366,533 | 621,034 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $37,455,279 | 593,210 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $34,516,665 | 587,918 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $34,867,344 | 565,661 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $36,252,320 | 539,710 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $35,983,011 | 586,138 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $38,769,300 | 574,871 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $26,009,713 | 587,923 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $39,001,839 | 602,252 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $40,972,850 | 509,106 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $36,515,524 | 536,993 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $33,164,532 | 475,750 | Shares | Sole | 2021-02-22 | |
| 2020-09-30 | $24,075,372 | 468,666 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||