Position in HQY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,366,992
+$179,632 QoQ
Shares Held
15,135
+6.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#237
of 496 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $147,593,366 across 13 Health Information Services names. HQY ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAY |
Waystar Holding Corp.
|
5,189,386 | $106,538,093 | |
| 2 | VEEV |
Veeva Systems Inc
|
131,381 | $23,316,182 | |
| 3 | OMCL |
Omnicell, Inc.
|
192,749 | $8,002,936 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
55,769 | $3,889,328 | |
| 5 | TEM |
Tempus AI, Inc.
|
40,670 | $2,356,011 | |
| 6 | HQY |
Healthequity, Inc.
This page
|
15,135 | $1,366,992 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
31,981 | $822,869 | |
| 8 | HTFL |
Heartflow, Inc.
|
27,439 | $805,060 |
All Filings in HQY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,366,992 | 15,135 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,187,360 | 14,208 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,094,279 | 11,945 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,248,688 | 13,176 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,615,607 | 15,422 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $1,627,773 | 18,420 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,223,936 | 12,756 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $934,562 | 11,418 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $974,749 | 11,308 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $835,155 | 10,231 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $606,445 | 9,147 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $610,039 | 8,351 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $525,450 | 8,322 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $862,155 | 14,685 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $695,359 | 11,281 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $591,968 | 8,813 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $442,437 | 7,207 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $554,220 | 8,218 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $251,548 | 5,686 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $466,076 | 7,197 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $470,806 | 5,850 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $533,392 | 7,844 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,558,395 | 79,736 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $7,565,515 | 147,275 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $8,856,410 | 150,953 | 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. | ||||||