Position in HQY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,303,939
-$1,198,401 QoQ
Shares Held
27,569
-27.9% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 99.74971888715586.ToString("F0")%
Shared 0.ToString("F0")%
None 0.2502811128441365.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Baird Financial Group, Inc. holds $33,701,501 across 6 Health Information Services names. HQY ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
147,612 | $25,929,523 | |
| 2 | WAY |
Waystar Holding Corp.
|
98,560 | $2,376,281 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
27,569 | $2,303,939 | |
| 4 | TEM |
Tempus AI, Inc.
|
29,440 | $1,331,276 | |
| 5 | DOCS |
Doximity, Inc.
|
55,373 | $1,290,190 | |
| 6 | HCAT |
Health Catalyst, Inc.
|
370,309 | $470,292 |
All Filings in HQY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,303,939 | 27,569 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,502,340 | 38,231 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,901,964 | 41,173 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,739,760 | 45,244 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $848,174 | 9,598 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||