Position in HQY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$41,577,745
-$28,722,943 QoQ
Shares Held
497,520
-35.2% QoQ
Ownership
0.595%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 80.34591574208072.ToString("F0")%
None 19.65408425791928.ToString("F0")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026WELLINGTON MANAGEMENT GROUP LLP holds $813,930,521 across 9 Health Information Services names. HQY ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTFL |
Heartflow, Inc.
|
11,982,283 | $291,528,944 | |
| 2 | VEEV |
Veeva Systems Inc
|
1,544,257 | $271,264,182 | |
| 3 | OMCL |
Omnicell, Inc.
|
2,707,046 | $90,361,192 | |
| 4 | DOCS |
Doximity, Inc.
|
2,513,649 | $58,568,020 | |
| 5 | HQY |
Healthequity, Inc.
This page
|
497,520 | $41,577,745 | |
| 6 | TEM |
Tempus AI, Inc.
|
513,989 | $23,242,582 | |
| 7 | HNGE |
Hinge Health, Inc.
|
446,990 | $17,235,933 | |
| 8 | WAY |
Waystar Holding Corp.
|
644,635 | $15,542,147 |
All Filings in HQY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,577,745 | 497,520 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $70,300,688 | 767,391 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $75,460,516 | 796,249 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $96,894,826 | 924,922 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $75,020,826 | 848,940 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $65,207,907 | 679,603 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $56,512,431 | 690,439 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $61,642,051 | 715,105 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $53,863,392 | 659,848 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $44,241,194 | 667,288 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $50,111,642 | 685,991 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $43,557,192 | 689,851 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $39,085,243 | 665,734 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $38,880,169 | 630,762 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $12,141,716 | 180,761 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,905,933 | 177,650 | Shares | Defined | 2022-08-15 | |
| 2021-09-30 | $20,519,465 | 316,854 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,001,973 | 124,279 | Shares | Defined | 2021-08-16 | |
| 2020-03-31 | $513,336 | 10,147 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||