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LOOMIS SAYLES & CO L P

Position in HQY — Healthequity, Inc.

CIK 312348 BOSTON, MA

Position in HQY

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$82,060,596
+$4,181,213 QoQ
Shares Held
908,554
-2.5% QoQ
Ownership
1.10%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#25
of 496 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority Sole 88% Shared 0% None 12%

Common Shares in HQY Over Time

Shares Held

Position Value (USD)

Position in Health Information Services

Healthcare · as of Jun 30, 2026

LOOMIS SAYLES & CO L P holds $302,386,952 across 8 Health Information Services names. HQY ranks #1 (27.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HQY
Healthequity, Inc.
This page
908,554 $82,060,596

All Filings in HQY

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $82,060,596 908,554
2026-03-31 $77,879,383 931,906
2025-12-31 $87,310,925 953,072
2025-09-30 $93,358,400 985,105
2025-06-30 $108,041,920 1,031,328
2025-03-31 $98,351,126 1,112,947
2024-12-31 $106,267,119 1,107,526
2024-09-30 $92,215,893 1,126,645
2024-06-30 $94,990,675 1,101,980
2024-03-31 $75,986,591 930,866
2023-12-31 $58,387,360 880,654
2023-09-30 $29,196,842 399,683
2023-06-30 $15,994,055 253,311
2021-12-31 $24,825,098 561,146
2021-09-30 $56,766,996 876,575
2021-06-30 $71,642,329 890,188
2021-03-31 $52,638,800 774,100
2020-12-31 $37,593,627 539,286
2020-09-30 $23,560,747 458,648
2020-06-30 $26,397,862 449,938
2020-03-31 $15,577,469 307,916