Position in HQY
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$135,971,647
-$8,932,652 QoQ
Shares Held
1,627,039
+2.9% QoQ
Ownership
1.95%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 84.72120213467532.ToString("F0")%
Shared 10.615848790348604.ToString("F0")%
None 4.662949074976076.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $801,470,879 across 29 Health Information Services names. HQY ranks #1 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
1,627,039 | $135,971,647 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
2,892,779 | $123,261,310 | |
| 3 | VEEV |
Veeva Systems Inc
|
548,859 | $96,412,570 | |
| 4 | OMCL |
Omnicell, Inc.
|
2,450,385 | $81,793,850 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
2,406,717 | $49,506,166 | |
| 6 | WAY |
Waystar Holding Corp.
|
2,046,396 | $49,338,605 | |
| 7 | CERT |
Certara, Inc.
|
8,562,508 | $48,806,293 | |
| 8 | TXG |
10x Genomics, Inc.
|
2,042,950 | $43,371,826 |
All Filings in HQY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $135,971,647 | 1,627,039 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $144,904,299 | 1,581,752 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $147,747,185 | 1,559,008 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $159,324,663 | 1,520,854 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $135,504,170 | 1,533,373 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $151,871,864 | 1,582,823 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $129,464,026 | 1,581,723 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $133,386,050 | 1,547,402 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $116,858,321 | 1,431,561 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $93,465,760 | 1,409,740 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $95,084,214 | 1,301,632 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $75,163,369 | 1,190,424 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $64,915,644 | 1,105,700 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $59,391,431 | 963,521 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $62,823,897 | 935,297 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $48,139,703 | 784,162 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $47,175,561 | 699,519 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $23,884,689 | 539,889 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $33,205,236 | 512,743 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $34,416,145 | 427,636 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $17,349,792 | 255,144 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,865,419 | 55,450 | Shares | Sole | 2021-03-08 | |
| 2020-09-30 | $2,961,223 | 57,645 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,845,318 | 48,497 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $9,816,483 | 194,040 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||