Position in HQY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$259,150
-$36,200 QoQ
Shares Held
3,101
-3.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 18.92937762012254.ToString("F0")%
Shared 0.ToString("F0")%
None 81.07062237987745.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Cresset Asset Management, LLC holds $2,363,159 across 8 Health Information Services names. HQY ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
4,721 | $829,290 | |
| 2 | DOCS |
Doximity, Inc.
|
24,310 | $566,423 | |
| 3 | TXG |
10x Genomics, Inc.
|
23,476 | $498,395 | |
| 4 | HQY |
Healthequity, Inc.
This page
|
3,101 | $259,150 | |
| 5 | WEAV |
Weave Communications, Inc.
|
23,679 | $109,396 | |
| 6 | TDOC |
Teladoc Health, Inc.
|
11,182 | $60,941 | |
| 7 | EVH |
Evolent Health, Inc.
|
11,446 | $26,096 | |
| 8 | HCAT |
Health Catalyst, Inc.
|
10,605 | $13,468 |
All Filings in HQY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $259,150 | 3,101 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $295,350 | 3,224 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $285,636 | 3,014 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $269,337 | 2,571 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $472,514 | 5,347 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $386,678 | 4,030 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $353,428 | 4,318 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $310,061 | 3,597 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $203,666 | 2,495 | Shares | Defined | 2024-05-15 | |
| 2022-12-31 | $206,494 | 3,350 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||