SEC 13F Intelligence

Stephens Investment Management Group LLC / HQY

Stephens Investment Management Group LLC’s Healthequity Inc Position

Does Stephens Investment Management Group LLC own Healthequity Inc (HQY)? Yes — 684.6K shares worth $57M (+0.78% of its 13F portfolio) as of Q1 2026, down from 726.2K shares the prior filed quarter.

Position Value
$57M
Q1 2026
Shares
684.6K
% of Portfolio
+0.78%
Quarters Held
30
currently held

Position History HQY

Reported value by quarter
Q4 ’18: $37MQ4 ’18Q1 ’19: $37MQ2 ’19: $30MQ3 ’19: $28MQ4 ’19: $59MQ4 ’19Q1 ’20: $45MQ2 ’20: $46MQ3 ’20: $39MQ4 ’20: $41MQ4 ’20Q1 ’21: $35MQ2 ’21: $56MQ3 ’21: $53MQ4 ’21: $46MQ4 ’21Q1 ’22: $76MQ2 ’22: $70MQ3 ’22: $76MQ4 ’22: $63MQ4 ’22Q1 ’23: $61MQ2 ’23: $71MQ3 ’23: $83MQ4 ’23: $79MQ4 ’23Q1 ’24: $97MQ2 ’24: $111MQ3 ’24: $102MQ4 ’24: $101MQ4 ’24Q1 ’25: $95MQ2 ’25: $106MQ3 ’25: $69MQ4 ’25: $67MQ4 ’25Q1 ’26: $57Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026684.6K$57M+0.78%
Q4 2025726.2K$67M+0.87%
Q3 2025724.2K$69M+0.89%
Q2 20251.02M$106M+1.41%
Q1 20251.07M$95M+1.36%
Q4 20241.05M$101M+1.35%
Q3 20241.25M$102M+1.39%
Q2 20241.29M$111M+1.55%
Q1 20241.18M$97M+1.29%
Q4 20231.19M$79M+1.15%
Q3 20231.13M$83M+1.36%
Q2 20231.13M$71M+1.12%
Q1 20231.04M$61M+1.02%
Q4 20221.03M$63M+1.14%
Q3 20221.14M$76M+1.45%
Q2 20221.14M$70M+1.29%
Q1 20221.13M$76M+1.12%
Q4 20211.05M$46M+0.60%
Q3 2021812.4K$53M+0.72%
Q2 2021695.8K$56M+0.77%
Q1 2021518.3K$35M+0.51%
Q4 2020581.8K$41M+0.60%
Q3 2020755.9K$39M+0.69%
Q2 2020777.8K$46M+0.83%
Q1 2020890.5K$45M+1.09%
Q4 2019802.8K$59M+1.12%
Q3 2019496.5K$28M+0.57%
Q2 2019460.1K$30M+0.57%
Q1 2019493.4K$37M+0.74%
Q4 2018621.7K$37M+0.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stephens Investment Management Group LLC’s full portfolio or all institutional holders of HQY.