OPPENHEIMER ASSET MANAGEMENT INC.

Position in HQY — Healthequity, Inc.

CIK 1269119 NEW YORK, NY

Position in HQY

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$21,078,698

+$6,549,722 QoQ

Shares Held

233,378

+34.2% QoQ

Ownership

0.282%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#59

of 498 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Healthcare · as of Jun 30, 2026

OPPENHEIMER ASSET MANAGEMENT INC. holds $32,124,051 across 4 Health Information Services names. HQY ranks #1 (65.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HQY	Healthequity, Inc. This page	233,378	$21,078,698
2	PRVA	Privia Health Group, Inc.	226,999	$5,840,684
3	VEEV	Veeva Systems Inc	27,979	$4,965,431
4	OMCL	Omnicell, Inc.	5,762	$239,238

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,078,698	233,378	+34.2%	Shares	Other	2026-08-03
2026-03-31	$14,528,976	173,854	+7.5%	Shares	Other	2026-04-24
2025-12-31	$14,813,518	161,702	+4.0%	Shares	Other	2026-02-02
2025-09-30	$14,740,807	155,543	+45.5%	Shares	Other	2025-11-06
2025-06-30	$11,201,146	106,922	+42.2%	Shares	Other	2025-07-31
2025-03-31	$6,645,951	75,206	+6.5%	Shares	Other	2025-04-23
2024-12-31	$6,773,301	70,592	+2.1%	Shares	Other	2025-02-05
2024-09-30	$5,659,026	69,139	+7.7%	Shares	Other	2024-11-05
2024-06-30	$5,535,245	64,214	+29.4%	Shares	Other	2024-08-08
2024-03-31	$4,052,193	49,641	-14.5%	Shares	Other	2024-05-07
2023-12-31	$3,847,718	58,035	-6.2%	Shares	Other	2024-02-13
2023-09-30	$4,521,502	61,896	+11.9%	Shares	Other	2023-11-08
2023-06-30	$3,491,829	55,303	+3.8%	Shares	Other	2023-08-03
2023-03-31	$3,128,418	53,286	+13.1%	Shares	Other	2023-05-10
2022-12-31	$2,902,871	47,094	-2.7%	Shares	Other	2023-02-07
2022-09-30	$3,250,286	48,389	-5.0%	Shares	Other	2022-11-14
2022-06-30	$3,128,432	50,960	-13.0%	Shares	Other	2022-08-08
2022-03-31	$3,948,745	58,552	+18.0%	Shares	Other	2022-05-12
2021-12-31	$2,194,390	49,602	+21.9%	Shares	Other	2022-02-02
2021-09-30	$2,634,434	40,680	+6.4%	Shares	Other	2021-11-12
2021-06-30	$3,076,346	38,225	+2.3%	Shares	Other	2021-08-03
2021-03-31	$2,540,616	37,362	+13.8%	Shares	Other	2021-05-17
2020-12-31	$2,288,507	32,829	+29.9%	Shares	Other	2021-02-11
2020-09-30	$1,298,375	25,275	+25.2%	Shares	Other	2020-11-13
2020-06-30	$1,184,838	20,195	+42.6%	Shares	Other	2020-08-11
2020-03-31	$716,353	14,160	—	Shares	Other	2020-05-08
No filing history on record for this holder in this stock.