Position in HQY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,432,890
+$105,370 QoQ
Shares Held
17,146
+18.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Rockefeller Capital Management L.P. holds $11,129,925 across 23 Health Information Services names. HQY ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLP |
Simulations Plus, Inc.
|
587,636 | $6,945,855 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
17,146 | $1,432,890 | |
| 3 | VEEV |
Veeva Systems Inc
|
6,375 | $1,119,830 | |
| 4 | TEM |
Tempus AI, Inc.
|
13,395 | $605,721 | |
| 5 | TXG |
10x Genomics, Inc.
|
21,831 | $463,471 | |
| 6 | OMCL |
Omnicell, Inc.
|
5,963 | $199,043 | |
| 7 | DOCS |
Doximity, Inc.
|
2,829 | $65,915 | |
| 8 | HNGE |
Hinge Health, Inc.
|
1,420 | $54,755 |
All Filings in HQY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,432,890 | 17,146 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,327,520 | 14,491 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $848,191 | 8,950 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $886,969 | 10,037 | Shares | Defined | 2025-05-14 | |
| 2023-06-30 | $477,590 | 7,564 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $446,019 | 7,597 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $476,292 | 7,727 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $507,805 | 7,560 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $495,723 | 8,075 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,034,395 | 30,166 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,332,862 | 30,128 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,972,524 | 30,459 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,440,797 | 30,328 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $2,877,964 | 42,323 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $23,701 | 340 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,797 | 35 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,640 | 45 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $2,128,574 | 42,075 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||