Position in HQY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$31,797,882
-$5,836,510 QoQ
Shares Held
380,494
-7.4% QoQ
Ownership
0.455%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 34.36479944493212.ToString("F0")%
Shared 0.ToString("F0")%
None 65.63520055506788.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $184,192,930 across 19 Health Information Services names. HQY ranks #3 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
390,324 | $68,564,311 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
970,277 | $41,343,501 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
380,494 | $31,797,882 | |
| 4 | DOCS |
Doximity, Inc.
|
673,554 | $15,693,806 | |
| 5 | CERT |
Certara, Inc.
|
1,598,659 | $9,112,355 | |
| 6 | TEM |
Tempus AI, Inc.
|
166,126 | $7,512,217 | |
| 7 | WAY |
Waystar Holding Corp.
|
149,981 | $3,616,041 | |
| 8 | WEAV |
Weave Communications, Inc.
|
776,123 | $3,585,688 |
All Filings in HQY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,797,882 | 380,494 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $37,634,392 | 410,811 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $39,155,455 | 413,163 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $44,523,521 | 425,005 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $38,319,704 | 433,628 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $45,727,560 | 476,577 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||