Position in HQY
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,096,937
-$284,173 QoQ
Shares Held
13,126
-12.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 69.02331250952308.ToString("F0")%
Shared 0.6094773731525217.ToString("F0")%
None 30.367210117324394.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026PNC FINANCIAL SERVICES GROUP, INC. holds $8,305,819 across 29 Health Information Services names. HQY ranks #2 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
22,801 | $4,005,223 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
13,126 | $1,096,937 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
13,612 | $580,003 | |
| 4 | WAY |
Waystar Holding Corp.
|
21,514 | $518,701 | |
| 5 | HNGE |
Hinge Health, Inc.
|
9,898 | $381,665 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
10,361 | $213,123 | |
| 7 | DOCS |
Doximity, Inc.
|
9,112 | $212,307 | |
| 8 | TXG |
10x Genomics, Inc.
|
8,094 | $171,832 |
All Filings in HQY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,096,937 | 13,126 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,381,110 | 15,076 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $1,438,889 | 15,183 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,402,734 | 13,390 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,154,374 | 13,063 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $852,033 | 8,880 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $851,974 | 10,409 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $942,078 | 10,929 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $682,915 | 8,366 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $589,205 | 8,887 | Shares | Defined | 2024-03-22 | |
| 2023-09-30 | $673,446 | 9,219 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $697,947 | 11,054 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $673,108 | 11,465 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $778,818 | 12,635 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $944,474 | 14,061 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $872,226 | 14,208 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $913,607 | 13,547 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $454,830 | 10,281 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $344,974 | 5,327 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $453,181 | 5,631 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $385,016 | 5,662 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $387,025 | 5,552 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $261,677 | 5,094 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $279,325 | 4,761 | Shares | Defined | 2020-08-28 | |
| 2020-03-31 | $164,971 | 3,261 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||