Vanguard Personalized Indexing Management, LLC
Position in HQY — Healthequity, Inc.
CIK 1767306
OAKLAND, CA
Position in HQY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,190,036
+$129,009 QoQ
Shares Held
14,240
+22.9% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 53.342696629213485.ToString("F0")%
Shared 0.ToString("F0")%
None 46.657303370786515.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Vanguard Personalized Indexing Management, LLC holds $7,485,117 across 16 Health Information Services names. HQY ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
14,545 | $2,554,974 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
14,240 | $1,190,036 | |
| 3 | DOCS |
Doximity, Inc.
|
34,269 | $798,467 | |
| 4 | TXG |
10x Genomics, Inc.
|
27,929 | $592,932 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
22,954 | $472,163 | |
| 6 | WAY |
Waystar Holding Corp.
|
16,540 | $398,779 | |
| 7 | BTSG |
BrightSpring Health Services, Inc.
|
8,918 | $379,995 | |
| 8 | TEM |
Tempus AI, Inc.
|
6,670 | $301,617 |
All Filings in HQY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,190,036 | 14,240 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,061,027 | 11,582 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,018,019 | 10,742 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,114,541 | 10,639 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $740,187 | 8,376 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $765,585 | 7,979 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $613,629 | 7,497 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $666,326 | 7,730 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $579,899 | 7,104 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $589,937 | 8,898 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $603,904 | 8,267 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $491,860 | 7,790 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $500,444 | 8,524 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $213,520 | 3,464 | Shares | Sole | 2023-02-10 | |
| 2021-06-30 | $239,588 | 2,977 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||