Position in HQY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$32,574,719
+$4,044,926 QoQ
Shares Held
360,659
+5.6% QoQ
Ownership
0.436%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#48
of 497 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, 2026FRANKLIN RESOURCES INC holds $587,911,371 across 20 Health Information Services names. HQY ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
3,352,768 | $194,225,849 | |
| 2 | HNGE |
Hinge Health, Inc.
|
1,579,056 | $131,061,648 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
1,678,416 | $117,052,729 | |
| 4 | HQY |
Healthequity, Inc.
This page
|
360,659 | $32,574,719 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
1,228,616 | $31,612,288 | |
| 6 | VEEV |
Veeva Systems Inc
|
174,115 | $30,900,185 | |
| 7 | HTFL |
Heartflow, Inc.
|
817,701 | $23,991,347 | |
| 8 | TDOC |
Teladoc Health, Inc.
|
1,145,099 | $9,710,437 |
All Filings in HQY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,574,719 | 360,659 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $28,529,793 | 341,388 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $31,303,134 | 341,700 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $79,630,300 | 840,248 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $87,364,495 | 833,949 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $123,246,720 | 1,394,667 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $130,246,078 | 1,357,437 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $134,251,597 | 1,640,215 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $140,381,525 | 1,628,556 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $127,292,839 | 1,559,388 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $98,167,424 | 1,480,655 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $101,106,459 | 1,384,072 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $91,261,608 | 1,445,385 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $68,756,277 | 1,171,117 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $72,228,641 | 1,171,782 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $77,452,516 | 1,153,082 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $70,074,167 | 1,141,459 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $78,630,048 | 1,165,926 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $51,474,212 | 1,163,522 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $55,367,857 | 854,970 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $69,040,411 | 857,858 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $58,381,468 | 858,551 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $75,110,084 | 1,077,465 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $55,357,903 | 1,077,631 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $50,622,353 | 862,832 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $45,385,958 | 897,133 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||