UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in HQY — Healthequity, Inc.
CIK 861177
NEW YORK, NY
Position in HQY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$16,284,529
-$1,140,237 QoQ
Shares Held
194,861
+2.4% QoQ
Ownership
0.233%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 46.39101718660994.ToString("F0")%
Shared 0.ToString("F0")%
None 53.60898281339006.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $505,406,998 across 27 Health Information Services names. HQY ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
1,553,323 | $272,856,715 | |
| 2 | DOCS |
Doximity, Inc.
|
1,831,887 | $42,682,963 | |
| 3 | PRVA |
Privia Health Group, Inc.
|
2,051,659 | $42,202,622 | |
| 4 | TEM |
Tempus AI, Inc.
|
762,101 | $34,462,202 | |
| 5 | HTFL |
Heartflow, Inc.
|
1,414,828 | $34,422,764 | |
| 6 | SDGR |
Schrodinger, Inc.
|
2,660,283 | $30,220,810 | |
| 7 | HQY |
Healthequity, Inc.
This page
|
194,861 | $16,284,529 | |
| 8 | BTSG |
BrightSpring Health Services, Inc.
|
270,501 | $11,526,045 |
All Filings in HQY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,284,529 | 194,861 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $17,424,766 | 190,206 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $18,346,140 | 193,586 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $43,761,285 | 417,729 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $32,939,471 | 372,745 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $35,189,947 | 366,753 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $26,967,688 | 329,477 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $27,866,732 | 323,280 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,524,864 | 104,433 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,875,904 | 103,709 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,794,652 | 106,703 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,866,242 | 140,422 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,244,172 | 140,422 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $24,880,920 | 403,649 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,927,737 | 118,025 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,359,877 | 103,598 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,013,285 | 103,993 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,998,364 | 90,379 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,875,089 | 90,721 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,288,587 | 90,564 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,766,332 | 84,799 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,862,190 | 84,094 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $4,208,023 | 81,916 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,538,065 | 77,349 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,872,713 | 76,551 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||