YOUSIF CAPITAL MANAGEMENT, LLC
Position in HQY — Healthequity, Inc.
CIK 1858789
BLOOMFIELD HILLS, MI
Position in HQY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,179,150
+$29,312 QoQ
Shares Held
24,127
-6.2% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#194
of 497 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $11,579,672 across 9 Health Information Services names. HQY ranks #3 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
17,893 | $3,175,470 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
43,186 | $3,011,791 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
24,127 | $2,179,150 | |
| 4 | PRVA |
Privia Health Group, Inc.
|
31,782 | $817,750 | |
| 5 | DOCS |
Doximity, Inc.
|
38,039 | $788,928 | |
| 6 | WAY |
Waystar Holding Corp.
|
31,245 | $641,459 | |
| 7 | OMCL |
Omnicell, Inc.
|
12,186 | $505,962 | |
| 8 | SDGR |
Schrodinger, Inc.
|
15,192 | $246,870 |
All Filings in HQY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,179,150 | 24,127 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,149,838 | 25,725 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,523,580 | 27,547 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,643,040 | 27,889 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,151,914 | 30,087 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,725,065 | 30,837 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,047,659 | 31,763 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,699,904 | 32,986 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,221,121 | 37,368 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,248,792 | 39,799 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,688,067 | 40,544 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,984,019 | 40,849 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,716,219 | 43,019 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,587,701 | 44,076 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,716,844 | 44,076 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $2,904,497 | 43,241 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,907,246 | 47,357 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,988,401 | 44,312 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,942,224 | 43,902 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||