MORGAN STANLEY

Position in HQY — Healthequity, Inc.

CIK 895421 NEW YORK, NY

Back to HQY Full portfolio

Position in HQY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$207,747,743

+$71,610,068 QoQ

Shares Held

2,485,913

+67.3% QoQ

Ownership

2.97%

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 88.99221332363602.ToString("F0")% Shared 0.ToString("F0")% None 11.007786676363976.ToString("F0")%

Common Shares in HQY Over Time

Shares Held

Position Value (USD)

Position in Health Information Services

Healthcare · as of Mar 31, 2026

MORGAN STANLEY holds $969,071,483 across 39 Health Information Services names. HQY ranks #2 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	1,398,621	$245,681,757
2	HQY	Healthequity, Inc. This page	2,485,913	$207,747,743
3	TEM	Tempus AI, Inc.	2,083,435	$94,212,926
4	TXG	10x Genomics, Inc.	2,656,353	$56,394,368
5	DOCS	Doximity, Inc.	2,194,749	$51,137,648
6	BTSG	BrightSpring Health Services, Inc.	1,064,015	$45,337,673
7	HNGE	Hinge Health, Inc.	989,589	$38,158,549
8	WAY	Waystar Holding Corp.	959,167	$23,125,512

All Filings in HQY

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$207,747,743	2,485,913	+67.3%	Shares	Defined	2026-05-15
2025-12-31	$136,137,675	1,486,057	+14.1%	Shares	Defined	2026-05-27
2025-09-30	$123,429,579	1,302,412	-7.2%	Shares	Defined	2026-05-27
2025-06-30	$147,100,634	1,404,168	-0.2%	Shares	Defined	2025-08-15
2025-03-31	$124,362,567	1,407,294	+76.7%	Shares	Defined	2025-05-15
2024-12-31	$76,438,273	796,647	+13.0%	Shares	Defined	2025-05-15
2024-09-30	$57,725,115	705,255	+10.5%	Shares	Defined	2025-05-14
2024-06-30	$55,022,662	638,314	-0.4%	Shares	Defined	2025-05-14
2024-03-31	$52,329,315	641,055	-19.1%	Shares	Defined	2024-10-17
2023-12-31	$52,564,891	792,834	+13.1%	Shares	Defined	2024-08-16
2023-09-30	$51,209,215	701,016	+8.6%	Shares	Defined	2023-11-15
2023-06-30	$40,770,756	645,720	+13.8%	Shares	Defined	2023-08-14
2023-03-31	$33,300,837	567,209	+12.4%	Shares	Defined	2023-05-15
2022-12-31	$31,118,024	504,835	-9.6%	Shares	Defined	2023-02-14
2022-09-30	$37,502,215	558,318	-2.1%	Shares	Defined	2022-11-14
2022-06-30	$35,022,744	570,496	+296.5%	Shares	Defined	2022-10-27
2022-03-31	$9,704,411	143,897	-15.9%	Shares	Defined	2022-10-27
2021-12-31	$7,565,922	171,020	-56.3%	Shares	Defined	2022-02-14
2021-09-30	$25,318,954	390,966	-42.2%	Shares	Defined	2021-11-15
2021-06-30	$54,457,756	676,662	+133.3%	Shares	Defined	2021-08-23
2021-03-31	$19,719,932	289,999	+7.3%	Shares	Defined	2021-05-17
2020-12-31	$18,847,770	270,374	+15.8%	Shares	Defined	2021-02-16
2020-09-30	$11,996,280	233,527	-20.4%	Shares	Defined	2020-11-13
2020-06-30	$17,206,384	293,274	+67.6%	Shares	Defined	2020-08-14
2020-03-31	$8,851,782	174,971	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.