Position in HQY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,369,661
-$41,950,838 QoQ
Shares Held
125,882
-80.3% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 496 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 92%
None 8%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $309,877,910 across 23 Health Information Services names. HQY ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTSG |
BrightSpring Health Services, Inc.
|
1,821,601 | $130,700,281 | |
| 2 | VEEV |
Veeva Systems Inc
|
354,644 | $62,938,668 | |
| 3 | OMCL |
Omnicell, Inc.
|
486,490 | $20,199,063 | |
| 4 | TDOC |
Teladoc Health, Inc.
|
2,004,550 | $16,998,583 | |
| 5 | GDRX |
GoodRx Holdings, Inc.
|
4,746,330 | $13,669,430 | |
| 6 | CERT |
Certara, Inc.
|
2,030,844 | $13,302,027 | |
| 7 | SOPH |
SOPHiA GENETICS SA
|
2,216,752 | $12,790,658 | |
| 8 | HQY |
Healthequity, Inc.
This page
|
125,882 | $11,369,661 |
All Filings in HQY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,369,661 | 125,882 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $53,320,499 | 638,034 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $61,671,027 | 673,191 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $65,445,222 | 690,569 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $76,729,783 | 732,434 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $59,202,507 | 669,939 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $25,910,528 | 270,042 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $14,136,558 | 172,713 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,220,087 | 199,769 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $18,196,305 | 222,912 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $15,171,694 | 228,834 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $15,966,245 | 218,566 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $13,857,714 | 219,476 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $13,280,142 | 226,199 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $16,170,945 | 262,345 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $16,533,491 | 246,144 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $13,007,435 | 211,882 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $13,695,917 | 203,083 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,849,680 | 200,038 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $72,247,227 | 1,115,615 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $102,518,642 | 1,273,840 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $93,603,836 | 1,376,527 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $75,522,279 | 1,083,378 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $58,873,717 | 1,146,072 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $59,253,942 | 1,009,953 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $49,251,337 | 973,539 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||