Position in HQY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,199,185
+$5,490,444 QoQ
Shares Held
190,425
+35.9% QoQ
Ownership
0.230%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 496 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $165,413,383 across 36 Health Information Services names. HQY ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
294,419 | $52,250,538 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
362,457 | $25,277,749 | |
| 3 | TEM |
Tempus AI, Inc.
|
320,724 | $18,579,539 | |
| 4 | HQY |
Healthequity, Inc.
This page
|
190,425 | $17,199,185 | |
| 5 | TXG |
10x Genomics, Inc.
|
249,644 | $9,571,349 | |
| 6 | OMCL |
Omnicell, Inc.
|
174,906 | $7,262,095 | |
| 7 | HNGE |
Hinge Health, Inc.
|
71,838 | $5,962,554 | |
| 8 | DOCS |
Doximity, Inc.
|
188,005 | $3,899,223 |
All Filings in HQY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,199,185 | 190,425 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $11,708,741 | 140,107 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $19,790,873 | 216,034 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $16,898,437 | 178,310 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $19,950,388 | 190,439 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,465,725 | 163,695 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $11,987,992 | 124,940 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $9,768,469 | 119,346 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $10,148,669 | 117,734 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,877,570 | 84,253 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $5,463,118 | 82,400 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $5,935,676 | 81,255 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,127,155 | 81,203 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $3,888,890 | 66,239 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,900,714 | 47,059 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,005,559 | 29,858 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,667,105 | 27,156 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,927,839 | 102,726 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,557,117 | 125,613 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $112,605,333 | 1,738,810 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $123,612,207 | 1,535,937 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $108,442,592 | 1,594,744 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $98,140,593 | 1,407,841 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $79,018,514 | 1,538,223 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $88,322,636 | 1,505,414 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $76,210,442 | 1,506,433 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||