FRANKLIN RESOURCES INC

Position in HQY — Healthequity, Inc.

CIK 38777 San Mateo, CA

Back to HQY Full portfolio

Position in HQY

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$28,529,793

-$2,773,341 QoQ

Shares Held

341,388

-0.1% QoQ

Ownership

0.408%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.70034096101796.ToString("F0")% Shared 0.ToString("F0")% None 0.29965903898203805.ToString("F0")%

Common Shares in HQY Over Time

Shares Held

Position Value (USD)

Position in Health Information Services

Healthcare · as of Mar 31, 2026

FRANKLIN RESOURCES INC holds $401,933,353 across 21 Health Information Services names. HQY ranks #6 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TEM	Tempus AI, Inc.	2,581,644	$116,741,941
2	VEEV	Veeva Systems Inc	513,937	$90,278,169
3	BTSG	BrightSpring Health Services, Inc.	1,263,288	$53,828,699
4	HNGE	Hinge Health, Inc.	958,533	$36,961,031
5	PRVA	Privia Health Group, Inc.	1,478,758	$30,418,051
6	HQY	Healthequity, Inc. This page	341,388	$28,529,793
7	HTFL	Heartflow, Inc.	793,721	$19,311,231
8	PHR	Phreesia, Inc.	735,963	$6,167,368

All Filings in HQY

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,529,793	341,388	-0.1%	Shares	Defined	2026-05-13
2025-12-31	$31,303,134	341,700	-59.3%	Shares	Defined	2026-02-11
2025-09-30	$79,630,300	840,248	+0.8%	Shares	Defined	2025-11-13
2025-06-30	$87,364,495	833,949	-40.2%	Shares	Defined	2025-08-12
2025-03-31	$123,246,720	1,394,667	+2.7%	Shares	Defined	2025-05-13
2024-12-31	$130,246,078	1,357,437	-17.2%	Shares	Defined	2025-02-12
2024-09-30	$134,251,597	1,640,215	+0.7%	Shares	Defined	2024-11-27
2024-06-30	$140,381,525	1,628,556	+4.4%	Shares	Defined	2024-08-14
2024-03-31	$127,292,839	1,559,388	+5.3%	Shares	Defined	2024-05-13
2023-12-31	$98,167,424	1,480,655	+7.0%	Shares	Defined	2024-02-09
2023-09-30	$101,106,459	1,384,072	-4.2%	Shares	Defined	2023-11-13
2023-06-30	$91,261,608	1,445,385	+23.4%	Shares	Defined	2023-08-11
2023-03-31	$68,756,277	1,171,117	-0.1%	Shares	Defined	2023-05-12
2022-12-31	$72,228,641	1,171,782	+1.6%	Shares	Defined	2023-02-10
2022-09-30	$77,452,516	1,153,082	+1.0%	Shares	Defined	2022-11-14
2022-06-30	$70,074,167	1,141,459	-2.1%	Shares	Defined	2022-08-11
2022-03-31	$78,630,048	1,165,926	+0.2%	Shares	Defined	2022-05-13
2021-12-31	$51,474,212	1,163,522	+36.1%	Shares	Defined	2022-02-11
2021-09-30	$55,367,857	854,970	-0.3%	Shares	Defined	2021-11-12
2021-06-30	$69,040,411	857,858	-0.1%	Shares	Defined	2021-08-13
2021-03-31	$58,381,468	858,551	-20.3%	Shares	Defined	2021-05-13
2020-12-31	$75,110,084	1,077,465	-0.0%	Shares	Defined	2021-02-10
2020-09-30	$55,357,903	1,077,631	+24.9%	Shares	Defined	2020-11-12
2020-06-30	$50,622,353	862,832	-3.8%	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.