Position in HQY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$515,626
+$149,919 QoQ
Shares Held
6,170
+54.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Swiss Life Asset Management Ltd holds $24,092,505 across 12 Health Information Services names. HQY ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCS |
Doximity, Inc.
|
443,073 | $10,323,600 | |
| 2 | VEEV |
Veeva Systems Inc
|
43,648 | $7,667,206 | |
| 3 | HNGE |
Hinge Health, Inc.
|
87,980 | $3,392,508 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
12,655 | $539,229 | |
| 5 | HQY |
Healthequity, Inc.
This page
|
6,170 | $515,626 | |
| 6 | HTFL |
Heartflow, Inc.
|
16,012 | $389,571 | |
| 7 | TXG |
10x Genomics, Inc.
|
14,803 | $314,267 | |
| 8 | WAY |
Waystar Holding Corp.
|
11,543 | $278,301 |
All Filings in HQY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $515,626 | 6,170 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $365,707 | 3,992 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $378,321 | 3,992 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $234,138 | 2,235 | Shares | Sole | 2025-12-02 | |
| No filing history on record for this holder in this stock. | ||||||