Position in HQY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$72,038,007
+$16,993,409 QoQ
Shares Held
862,008
+43.5% QoQ
Ownership
1.03%
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 23.101293723492127.ToString("F0")%
Shared 0.ToString("F0")%
None 76.89870627650788.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Derivatives in HQY
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$3,678,092
PutShares
71,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Health Information Services
Healthcare · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $628,884,691 across 31 Health Information Services names. HQY ranks #2 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
1,469,469 | $258,126,921 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
862,008 | $72,038,007 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
1,534,154 | $65,370,299 | |
| 4 | WAY |
Waystar Holding Corp.
|
2,065,258 | $49,793,368 | |
| 5 | DOCS |
Doximity, Inc.
|
1,142,530 | $26,620,946 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
1,256,178 | $25,839,580 | |
| 7 | HNGE |
Hinge Health, Inc.
|
617,237 | $23,800,657 | |
| 8 | TXG |
10x Genomics, Inc.
|
964,579 | $20,478,010 |
All Filings in HQY
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,038,007 | 862,008 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $55,044,598 | 600,858 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $64,019,974 | 675,530 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $74,246,970 | 708,734 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $61,554,473 | 696,554 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $58,164,600 | 606,197 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $52,972,909 | 647,195 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $55,986,898 | 649,500 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $52,494,292 | 643,076 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $31,935,381 | 481,680 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $46,021,861 | 630,005 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $54,280,066 | 859,678 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $51,723,096 | 880,993 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $43,496,448 | 705,653 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $26,149,814 | 389,308 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,362,925 | 396,855 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $27,205,225 | 403,399 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $13,094,859 | 295,996 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $19,613,275 | 302,861 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $30,601,631 | 380,239 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $17,133,756 | 251,967 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $15,058,891 | 216,022 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $18,057,425 | 351,517 | Shares | Defined | 2020-11-13 | |
| 2020-09-30 | $3,678,092 | 71,600 | Put | Defined | 2020-11-13 | |
| 2020-06-30 | $4,200,772 | 71,600 | Put | Defined | 2020-08-14 | |
| 2020-06-30 | $22,205,418 | 378,480 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $18,591,214 | 367,488 | Shares | Defined | 2020-05-15 | |
| 2020-03-31 | $2,989,869 | 59,100 | Put | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||