CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in HQY — Healthequity, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in HQY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$107,381,628
+$9,158,548 QoQ
Shares Held
1,188,902
+1.2% QoQ
Ownership
1.44%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#14
of 496 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $792,411,339 across 30 Health Information Services names. HQY ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
1,282,294 | $227,568,715 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
1,889,829 | $131,796,674 | |
| 3 | HQY |
Healthequity, Inc.
This page
|
1,188,902 | $107,381,628 | |
| 4 | TEM |
Tempus AI, Inc.
|
852,916 | $49,409,423 | |
| 5 | TXG |
10x Genomics, Inc.
|
1,087,150 | $41,681,331 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
1,374,828 | $35,374,324 | |
| 7 | OMCL |
Omnicell, Inc.
|
639,443 | $26,549,673 | |
| 8 | WAY |
Waystar Holding Corp.
|
1,281,944 | $26,318,310 |
All Filings in HQY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,381,628 | 1,188,902 | Shares | Other | 2026-08-14 | |
| 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. | ||||||