Position in HQY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$756,809
+$222,632 QoQ
Shares Held
9,056
+55.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 14.686395759717314.ToString("F0")%
Shared 0.ToString("F0")%
None 85.31360424028269.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $14,019,316 across 19 Health Information Services names. HQY ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
32,835 | $5,767,796 | |
| 2 | TXG |
10x Genomics, Inc.
|
114,972 | $2,440,855 | |
| 3 | DOCS |
Doximity, Inc.
|
62,223 | $1,449,795 | |
| 4 | WAY |
Waystar Holding Corp.
|
38,097 | $918,518 | |
| 5 | HQY |
Healthequity, Inc.
This page
|
9,056 | $756,809 | |
| 6 | OMCL |
Omnicell, Inc.
|
14,920 | $498,029 | |
| 7 | PHR |
Phreesia, Inc.
|
48,643 | $407,628 | |
| 8 | HTFL |
Heartflow, Inc.
|
10,778 | $262,228 |
All Filings in HQY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $756,809 | 9,056 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $534,177 | 5,831 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $668,602 | 7,055 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $336,593 | 3,213 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||