Position in HQY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$61,717,461
+$11,348,068 QoQ
Shares Held
683,320
+13.4% QoQ
Ownership
0.826%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#34
of 498 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026SEI INVESTMENTS CO holds $169,914,262 across 25 Health Information Services names. HQY ranks #1 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
683,320 | $61,717,461 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
503,417 | $35,108,300 | |
| 3 | VEEV |
Veeva Systems Inc
|
149,851 | $26,594,056 | |
| 4 | HNGE |
Hinge Health, Inc.
|
143,004 | $11,869,332 | |
| 5 | OMCL |
Omnicell, Inc.
|
159,700 | $6,630,743 | |
| 6 | WAY |
Waystar Holding Corp.
|
254,049 | $5,215,624 | |
| 7 | HTFL |
Heartflow, Inc.
|
163,009 | $4,782,684 | |
| 8 | HSTM |
Healthstream Inc
|
157,794 | $4,299,886 |
All Filings in HQY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,717,461 | 683,320 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $50,369,393 | 602,721 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $61,282,050 | 668,945 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $59,162,257 | 624,272 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $67,257,281 | 642,013 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $59,143,212 | 669,268 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $63,775,661 | 664,676 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $51,595,702 | 630,369 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $55,620,032 | 645,244 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $46,533,262 | 570,051 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $36,935,265 | 557,093 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $47,568,405 | 651,176 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $37,760,119 | 598,038 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $36,256,066 | 617,545 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $17,520,676 | 284,242 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $31,530,873 | 469,419 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $18,600,248 | 302,985 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $18,811,645 | 278,939 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $12,368,043 | 279,567 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $15,001,070 | 231,641 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $68,139,518 | 846,664 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $56,240,624 | 827,068 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $66,011,814 | 946,949 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $37,341,879 | 726,920 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $26,358,670 | 449,270 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $26,411,621 | 522,072 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||