Position in HQY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$107,108,075
-$241,072 QoQ
Shares Held
1,281,657
+9.4% QoQ
Ownership
1.53%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026MACKENZIE FINANCIAL CORP holds $128,280,520 across 7 Health Information Services names. HQY ranks #1 (83.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
1,281,657 | $107,108,075 | |
| 2 | CERT |
Certara, Inc.
|
2,720,040 | $15,504,228 | |
| 3 | VEEV |
Veeva Systems Inc
|
14,496 | $2,546,367 | |
| 4 | TDOC |
Teladoc Health, Inc.
|
208,692 | $1,137,371 | |
| 5 | PHR |
Phreesia, Inc.
|
89,888 | $753,261 | |
| 6 | GDRX |
GoodRx Holdings, Inc.
|
348,989 | $684,018 | |
| 7 | DOCS |
Doximity, Inc.
|
23,485 | $547,200 |
All Filings in HQY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $107,108,075 | 1,281,657 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $107,349,147 | 1,171,806 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $120,144,857 | 1,267,752 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $132,748,519 | 1,267,168 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $147,275,497 | 1,666,578 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $185,678,026 | 1,935,154 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $192,964,321 | 2,357,536 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $203,821,710 | 2,364,521 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $166,412,142 | 2,038,615 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $119,831,084 | 1,807,407 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $83,454,365 | 1,142,428 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $72,363,870 | 1,146,086 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $67,743,531 | 1,153,867 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $78,531,394 | 1,274,033 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $127,068,914 | 1,891,751 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $126,083,518 | 2,053,812 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $138,992,019 | 2,060,973 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $100,331,807 | 2,267,898 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $119,509,010 | 1,845,414 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $140,836,619 | 1,749,958 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $112,116,496 | 1,648,772 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $70,567,920 | 1,012,307 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||