Position in HQY
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$21,171,289
+$13,872,080 QoQ
Shares Held
253,336
+218.0% QoQ
Ownership
0.303%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026CITIGROUP INC holds $139,561,334 across 41 Health Information Services names. HQY ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
174,315 | $30,620,171 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
253,336 | $21,171,289 | |
| 3 | DOCS |
Doximity, Inc.
|
835,267 | $19,461,720 | |
| 4 | WAY |
Waystar Holding Corp.
|
774,121 | $18,664,057 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
425,610 | $18,135,241 | |
| 6 | TEM |
Tempus AI, Inc.
|
122,190 | $5,525,431 | |
| 7 | HNGE |
Hinge Health, Inc.
|
142,519 | $5,495,532 | |
| 8 | TALK |
Talkspace, Inc.
|
931,071 | $4,818,291 |
All Filings in HQY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,171,289 | 253,336 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $7,299,209 | 79,677 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,109,467 | 85,570 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $14,417,488 | 137,624 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $17,169,051 | 194,286 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $17,701,622 | 184,488 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $8,357,456 | 102,107 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $5,087,780 | 59,023 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $2,146,948 | 26,301 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,132,667 | 17,084 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $618,877 | 8,472 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $2,218,232 | 35,132 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $733,815 | 12,499 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $865,361 | 14,039 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,612,951 | 24,013 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $700,580 | 11,412 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $533,920 | 7,917 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,198,416 | 27,089 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $1,034,928 | 15,981 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $1,282,768 | 15,939 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,095,956 | 16,117 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,794,682 | 25,745 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $766,233 | 14,916 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,972,718 | 33,624 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $2,523,123 | 49,874 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||