Position in HQY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$98,897,654
-$7,856,483 QoQ
Shares Held
1,183,411
+1.6% QoQ
Ownership
1.42%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 83.36478197346484.ToString("F0")%
Shared 0.ToString("F0")%
None 16.63521802653516.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026JPMORGAN CHASE & CO holds $925,182,487 across 35 Health Information Services names. HQY ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
2,428,378 | $426,568,870 | |
| 2 | TEM |
Tempus AI, Inc.
|
4,933,193 | $223,078,981 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
1,183,411 | $98,897,654 | |
| 4 | DOCS |
Doximity, Inc.
|
1,497,177 | $34,884,221 | |
| 5 | HNGE |
Hinge Health, Inc.
|
804,431 | $31,018,856 | |
| 6 | WAY |
Waystar Holding Corp.
|
1,029,208 | $24,814,203 | |
| 7 | TXG |
10x Genomics, Inc.
|
785,505 | $16,676,269 | |
| 8 | OMCL |
Omnicell, Inc.
|
378,468 | $12,633,259 |
All Filings in HQY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $98,897,654 | 1,183,411 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $106,754,137 | 1,165,311 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $114,205,143 | 1,205,077 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $113,223,976 | 1,080,794 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $79,918,200 | 904,359 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $102,883,919 | 1,072,266 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $99,474,019 | 1,215,321 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $126,504,100 | 1,467,565 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $125,421,061 | 1,536,458 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $138,696,147 | 2,091,948 | Shares | Sole | 2024-12-26 | |
| 2023-09-30 | $170,287,219 | 2,331,105 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $158,735,157 | 2,514,019 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $145,273,782 | 2,474,430 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $132,075,715 | 2,142,695 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $144,496,773 | 2,151,210 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $150,835,901 | 2,457,011 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $180,044,902 | 2,669,705 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $114,486,304 | 2,587,846 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $129,412,300 | 1,998,337 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $158,646,923 | 1,971,259 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $137,088,204 | 2,016,003 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $144,997,772 | 2,080,014 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $98,127,434 | 1,910,209 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $78,018,954 | 1,329,793 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $63,412,641 | 1,253,462 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||