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Invesco Ltd.

Position in HQY — Healthequity, Inc.

CIK 914208 Atlanta, GA

Position in HQY

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$37,835,729
-$42,030,047 QoQ
Shares Held
452,743
-48.1% QoQ
Ownership
0.542%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 91.37192623629741.ToString("F0")% None 8.628073763702586.ToString("F0")%

Common Shares in HQY Over Time

Shares Held

Position Value (USD)

Position in Health Information Services

Healthcare · as of Mar 31, 2026

Invesco Ltd. holds $711,000,966 across 28 Health Information Services names. HQY ranks #4 (5.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 HQY
Healthequity, Inc.
This page
452,743 $37,835,729

All Filings in HQY

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $37,835,729 452,743
2025-12-31 $79,865,776 871,802
2025-09-30 $201,779,921 2,129,154
2025-06-30 $247,847,490 2,365,860
2025-03-31 $216,170,511 2,446,198
2024-12-31 $155,896,965 1,624,773
2024-09-30 $131,970,680 1,612,348
2024-06-30 $134,177,365 1,556,582
2024-03-31 $117,947,345 1,444,902
2023-12-31 $40,784,376 615,149
2023-09-30 $35,359,339 484,043
2023-06-30 $11,552,407 182,965
2023-03-31 $11,026,616 187,815
2022-12-31 $56,280,830 913,057
2022-09-30 $56,412,854 839,852
2022-06-30 $33,127,330 539,621
2022-03-31 $9,140,208 135,531
2021-12-31 $5,675,725 128,294
2021-09-30 $12,485,208 192,792
2021-06-30 $24,838,781 308,633
2021-03-31 $19,603,108 288,281
2020-12-31 $18,574,297 266,451
2020-09-30 $10,022,182 195,098
2020-06-30 $10,992,644 187,364
2020-03-31 $34,892,222 689,706