ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
BankPosition in HQY — Healthequity, Inc.
CIK 109380
SALT LAKE CITY, UT
Position in HQY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$512,024
-$405,073 QoQ
Shares Held
5,669
-48.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#310
of 496 holders
Holding Since
Mar 2025
6 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 Jun 30, 2026ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ holds $558,213 across 7 Health Information Services names. HQY ranks #1 (91.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
5,669 | $512,024 | |
| 2 | VEEV |
Veeva Systems Inc
|
138 | $24,490 | |
| 3 | DOCS |
Doximity, Inc.
|
333 | $6,906 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
58 | $4,044 | |
| 5 | PRVA |
Privia Health Group, Inc.
|
141 | $3,627 | |
| 6 | TEM |
Tempus AI, Inc.
|
62 | $3,591 | |
| 7 | WAY |
Waystar Holding Corp.
|
172 | $3,531 |
All Filings in HQY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,024 | 5,669 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $917,097 | 10,974 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,594,014 | 17,400 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,767,081 | 18,646 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,250,140 | 21,479 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,990,269 | 22,522 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||