Position in HQY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$28,125,195
+$1,196,603 QoQ
Shares Held
311,395
-3.4% QoQ
Ownership
0.376%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#53
of 498 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026CIBC Bancorp USA Inc. holds $64,532,828 across 8 Health Information Services names. HQY ranks #2 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
190,639 | $33,832,702 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
311,395 | $28,125,195 | |
| 3 | CERT |
Certara, Inc.
|
172,984 | $1,133,044 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
11,622 | $810,516 | |
| 5 | HNGE |
Hinge Health, Inc.
|
4,726 | $392,258 | |
| 6 | WEAV |
Weave Communications, Inc.
|
19,081 | $114,294 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
11,070 | $93,873 | |
| 8 | BEATW |
HeartBeam, Inc.
|
41,262 | $30,946 |
All Filings in HQY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,125,195 | 311,395 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $26,928,592 | 322,228 | Shares | Defined | 2026-05-12 | |
| 2025-09-30 | $862,407 | 9,100 | Shares | Defined | 2025-11-21 | |
| No filing history on record for this holder in this stock. | ||||||