MAI Capital Management

Position in HQY — Healthequity, Inc.

CIK 1040197 INDEPENDENCE, OH

Position in HQY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$445,457

+$339,407 QoQ

Shares Held

4,932

+288.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#323

of 498 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

MAI Capital Management holds $5,986,943 across 5 Health Information Services names. HQY ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOCS	Doximity, Inc.	168,439	$3,493,424
2	VEEV	Veeva Systems Inc	8,136	$1,443,895
3	HQY	Healthequity, Inc. This page	4,932	$445,457
4	LFMD	LifeMD, Inc.	101,627	$419,719
5	TEM	Tempus AI, Inc.	3,184	$184,448

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$445,457	4,932	+288.7%	Shares	Sole	2026-08-14
2026-03-31	$106,050	1,269	+459.0%	Shares	Sole	2026-05-15
2025-12-31	$20,795	227	-30.6%	Shares	Sole	2026-02-13
2025-09-30	$30,989	327	-11.1%	Shares	Sole	2025-11-10
2025-06-30	$38,551	368	+4.2%	Shares	Sole	2025-08-12
2025-03-31	$31,194	353	+0.9%	Shares	Sole	2025-05-15
2024-12-31	$33,582	350	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.