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Equibles

Rockefeller Capital Management L.P.

Position in HQY — Healthequity, Inc.

CIK 1739439 NEW YORK, NY
Back to HQY Full portfolio

Position in HQY

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,515,388
+$82,498 QoQ
Shares Held
16,778
-2.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#232
of 498 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority Sole 95% Shared 0% None 5%

Common Shares in HQY Over Time

Shares Held

Position Value (USD)

Position in Health Information Services

Healthcare · as of Jun 30, 2026

Rockefeller Capital Management L.P. holds $8,633,873 across 23 Health Information Services names. HQY ranks #3 (17.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SLP
Simulations Plus, Inc.
 168,716 $3,089,189
2 VEEV
Veeva Systems Inc
 10,109 $1,794,042
3 HQY
Healthequity, Inc.
This page 		16,778 $1,515,388
4 TEM
Tempus AI, Inc.
 19,985 $1,157,730
5 HNGE
Hinge Health, Inc.
 4,327 $359,141
6 OMCL
Omnicell, Inc.
 5,588 $232,011
7 BTSG
BrightSpring Health Services, Inc.
 2,678 $186,763
8 TDOC
Teladoc Health, Inc.
 11,789 $99,969

All Filings in HQY

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,515,388 16,778
2026-03-31 $1,432,890 17,146
2025-12-31 $1,327,520 14,491
2025-09-30 $848,191 8,950
2025-03-31 $886,969 10,037
2023-06-30 $477,590 7,564
2023-03-31 $446,019 7,597
2022-12-31 $476,292 7,727
2022-09-30 $507,805 7,560
2022-06-30 $495,723 8,075
2022-03-31 $2,034,395 30,166
2021-12-31 $1,332,862 30,128
2021-09-30 $1,972,524 30,459
2021-06-30 $2,440,797 30,328
2021-03-31 $2,877,964 42,323
2020-12-31 $23,701 340
2020-09-30 $1,797 35
2020-06-30 $2,640 45
2020-03-31 $2,128,574 42,075