Position in HQY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$168,811,328
+$32,839,681 QoQ
Shares Held
1,869,036
+14.9% QoQ
Ownership
2.26%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#9
of 496 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 10%
None 4%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $1,012,206,379 across 27 Health Information Services names. HQY ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTSG |
BrightSpring Health Services, Inc.
|
2,738,751 | $191,000,492 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
1,869,036 | $168,811,328 | |
| 3 | VEEV |
Veeva Systems Inc
|
722,431 | $128,209,827 | |
| 4 | OMCL |
Omnicell, Inc.
|
2,452,443 | $101,825,431 | |
| 5 | TXG |
10x Genomics, Inc.
|
2,225,284 | $85,317,386 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
2,551,861 | $65,659,381 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
7,371,699 | $62,512,006 | |
| 8 | WAY |
Waystar Holding Corp.
|
2,660,854 | $54,627,330 |
All Filings in HQY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,811,328 | 1,869,036 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||