BANK OF MONTREAL /CAN/

Bank

Position in HQY — Healthequity, Inc.

CIK 927971 TORONTO, A6

Position in HQY

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,187,360

+$93,081 QoQ

Shares Held

14,208

+18.9% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 87.40850225225225.ToString("F0")% Shared 0.ToString("F0")% None 12.591497747747749.ToString("F0")%

Healthcare · as of Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $103,059,255 across 13 Health Information Services names. HQY ranks #6 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WAY	Waystar Holding Corp.	3,453,757	$83,270,080
2	OMCL	Omnicell, Inc.	179,261	$5,983,730
3	VEEV	Veeva Systems Inc	31,062	$5,456,348
4	TEM	Tempus AI, Inc.	49,273	$2,228,123
5	BTSG	BrightSpring Health Services, Inc.	51,949	$2,213,545
6	HQY	Healthequity, Inc. This page	14,208	$1,187,360
7	PRVA	Privia Health Group, Inc.	35,927	$739,017
8	HTFL	Heartflow, Inc.	27,439	$667,590

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,187,360	14,208	+18.9%	Shares	Defined	2026-05-13
2025-12-31	$1,094,279	11,945	-9.3%	Shares	Defined	2026-02-12
2025-09-30	$1,248,688	13,176	-14.6%	Shares	Defined	2025-11-13
2025-06-30	$1,615,607	15,422	-16.3%	Shares	Defined	2025-08-05
2025-03-31	$1,627,773	18,420	+44.4%	Shares	Defined	2025-05-13
2024-12-31	$1,223,936	12,756	+11.7%	Shares	Defined	2025-02-13
2024-09-30	$934,562	11,418	+1.0%	Shares	Defined	2024-11-13
2024-06-30	$974,749	11,308	+10.5%	Shares	Defined	2024-08-14
2024-03-31	$835,155	10,231	+11.9%	Shares	Defined	2024-05-13
2023-12-31	$606,445	9,147	+9.5%	Shares	Defined	2024-02-08
2023-09-30	$610,039	8,351	+0.3%	Shares	Defined	2023-11-01
2023-06-30	$525,450	8,322	-43.3%	Shares	Defined	2023-08-02
2023-03-31	$862,155	14,685	+30.2%	Shares	Defined	2024-06-13
2022-12-31	$695,359	11,281	+28.0%	Shares	Defined	2023-02-01
2022-09-30	$591,968	8,813	+22.3%	Shares	Defined	2022-11-10
2022-06-30	$442,437	7,207	-12.3%	Shares	Defined	2022-08-11
2022-03-31	$554,220	8,218	+44.5%	Shares	Defined	2022-05-12
2021-12-31	$251,548	5,686	-21.0%	Shares	Defined	2022-02-11
2021-09-30	$466,076	7,197	+23.0%	Shares	Defined	2021-11-12
2021-06-30	$470,806	5,850	-25.4%	Shares	Defined	2021-08-12
2021-03-31	$533,392	7,844	-90.2%	Shares	Defined	2021-05-13
2020-12-31	$5,558,395	79,736	-45.9%	Shares	Defined	2021-02-12
2020-09-30	$7,565,515	147,275	-2.4%	Shares	Defined	2020-11-12
2020-06-30	$8,856,410	150,953	+4.5%	Shares	Defined	2020-08-12
2020-03-31	$7,304,940	144,395	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.