WASATCH ADVISORS LP

Position in HQY — Healthequity, Inc.

CIK 814133 SALT LAKE CITY, UT

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Position in HQY

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$719,013,585

+$117,064,391 QoQ

Shares Held

7,960,735

+10.5% QoQ

Ownership

9.52%

of shares outstanding

% of Portfolio

4.76%

of 13F equity value

Holder Rank

of 106 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 70% Shared 0% None 30%

Common Shares in HQY Over Time

Shares Held

Position Value (USD)

Position in Health Information Services

Healthcare · as of Jun 30, 2026

WASATCH ADVISORS LP holds $747,170,888 across 2 Health Information Services names. HQY ranks #1 (96.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HQY	Healthequity, Inc. This page	7,960,735	$719,013,585
2	CERT	Certara, Inc.	4,298,825	$28,157,303

All Filings in HQY

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$719,013,585	7,960,735	0.0%	Shares	Sole	2026-07-10
2026-06-30	$719,013,585	7,960,735	+10.5%	Shares	Sole	2026-07-15
2026-03-31	$601,949,194	7,202,934	+9.3%	Shares	Sole	2026-04-21
2025-12-31	$603,677,470	6,589,646	+4.5%	Shares	Sole	2026-02-12
2025-09-30	$597,778,359	6,307,675	+3.4%	Shares	Sole	2025-11-14
2025-06-30	$639,147,464	6,101,064	-15.7%	Shares	Sole	2025-08-14
2025-03-31	$639,271,761	7,234,036	-3.7%	Shares	Sole	2025-05-15
2024-12-31	$720,943,832	7,513,745	-3.2%	Shares	Sole	2025-02-13
2024-09-30	$635,065,146	7,758,890	+6.6%	Shares	Sole	2024-11-14
2024-06-30	$627,158,530	7,275,621	-1.8%	Shares	Sole	2024-08-14
2024-03-31	$604,803,200	7,409,080	+8.3%	Shares	Sole	2024-04-18
2023-12-31	$453,480,795	6,839,831	-5.9%	Shares	Sole	2024-02-14
2023-09-30	$530,910,963	7,267,775	+2.0%	Shares	Sole	2023-11-14
2023-06-30	$450,082,251	7,128,322	-7.6%	Shares	Sole	2023-08-08
2023-03-31	$452,806,100	7,712,589	+34.6%	Shares	Sole	2023-05-12
2022-12-31	$353,315,609	5,731,921	+0.1%	Shares	Sole	2023-02-14
2022-09-30	$384,619,584	5,726,062	-13.6%	Shares	Sole	2022-11-14
2022-06-30	$406,939,023	6,628,751	-13.2%	Shares	Sole	2022-08-12
2022-03-31	$515,169,776	7,638,935	+3.3%	Shares	Sole	2022-05-13
2021-12-31	$327,113,524	7,394,067	+19.3%	Shares	Sole	2022-02-15
2021-09-30	$401,269,797	6,196,260	+6.3%	Shares	Sole	2021-11-12
2021-06-30	$469,307,208	5,831,352	+3.5%	Shares	Sole	2021-08-12
2021-03-31	$383,107,920	5,633,940	+5.9%	Shares	Sole	2021-05-10
2020-12-31	$370,788,326	5,319,012	+33.9%	Shares	Sole	2021-02-12
2020-09-30	$203,996,639	3,971,124	+24.5%	Shares	Sole	2020-11-10
2020-06-30	$187,169,503	3,190,208	+18.2%	Shares	Sole	2020-08-12
2020-03-31	$136,497,536	2,698,113	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.