CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in HQY — Healthequity, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in HQY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$98,223,080
-$5,547,597 QoQ
Shares Held
1,175,339
+3.8% QoQ
Ownership
1.41%
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 99.99965967265615.ToString("F0")%
Shared 0.ToString("F0")%
None 0.0003403273438556876.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $551,891,165 across 31 Health Information Services names. HQY ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
861,470 | $151,325,820 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
1,175,339 | $98,223,080 | |
| 3 | BTSG |
BrightSpring Health Services, Inc.
|
1,587,596 | $67,647,465 | |
| 4 | TEM |
Tempus AI, Inc.
|
780,392 | $35,289,326 | |
| 5 | WAY |
Waystar Holding Corp.
|
1,247,808 | $30,084,650 | |
| 6 | DOCS |
Doximity, Inc.
|
1,256,270 | $29,271,091 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
1,319,106 | $27,134,010 | |
| 8 | TXG |
10x Genomics, Inc.
|
1,127,056 | $23,927,398 |
All Filings in HQY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $98,223,080 | 1,175,339 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $103,770,677 | 1,132,744 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $108,226,107 | 1,141,987 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $118,286,087 | 1,129,115 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $97,292,718 | 1,100,970 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $104,279,515 | 1,086,811 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $86,908,902 | 1,061,807 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $90,275,105 | 1,047,275 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $86,582,165 | 1,060,666 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $66,451,362 | 1,002,283 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $71,626,766 | 980,517 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $60,213,397 | 953,649 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $55,047,083 | 937,610 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $57,553,761 | 933,708 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $60,085,512 | 894,529 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $53,043,170 | 864,036 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $57,250,288 | 848,907 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $36,019,942 | 814,194 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $51,663,131 | 797,763 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $63,056,160 | 783,501 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $51,921,196 | 763,547 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $49,891,168 | 715,696 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $36,268,709 | 706,029 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $39,166,097 | 667,566 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $31,957,804 | 631,702 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||