Orion Porfolio Solutions, LLC

Position in HQY — Healthequity, Inc.

CIK 1360533 OMAHA, NE

Position in HQY

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

Position Value

$296,701

+$56,020 QoQ

Shares Held

3,285

+14.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#355

of 496 holders

Holding Since

Sep 2020

16 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Healthcare · as of Jun 30, 2026

Orion Porfolio Solutions, LLC holds $4,180,650 across 5 Health Information Services names. HQY ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WAY	Waystar Holding Corp.	104,997	$2,155,588
2	BTSG	BrightSpring Health Services, Inc.	14,148	$986,681
3	VEEV	Veeva Systems Inc	2,816	$499,755
4	HQY	Healthequity, Inc. This page	3,285	$296,701
5	TXG	10x Genomics, Inc.	6,310	$241,925

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$296,701	3,285	+14.1%	Shares	Sole	2026-08-14
2026-03-31	$240,681	2,880	-16.8%	Shares	Sole	2026-05-13
2025-12-31	$317,062	3,461	-8.2%	Shares	Sole	2026-02-12
2025-09-30	$357,188	3,769	-0.0%	Shares	Sole	2025-11-12
2025-06-30	$394,945	3,770	+14.9%	Shares	Sole	2025-08-27
2025-03-31	$289,853	3,280	+37.0%	Shares	Sole	2025-08-01
2024-12-31	$229,800	2,395	-26.5%	Shares	Sole	2025-08-01
2024-09-30	$266,831	3,260	-1.8%	Shares	Sole	2025-07-31
2024-06-30	$286,097	3,319	-27.7%	Shares	Sole	2025-07-31
2023-09-30	$335,299	4,590	+38.8%	Shares	Sole	2025-07-31
2023-06-30	$208,740	3,306	-25.1%	Shares	Sole	2025-07-31
2022-12-31	$272,140	4,415	+18.1%	Shares	Sole	2023-02-06
2022-09-30	$251,014	3,737	-5.1%	Shares	Sole	2022-11-01
2021-03-31	$267,648	3,936	-59.3%	Shares	Sole	2021-05-12
2020-12-31	$674,862	9,681	+100.1%	Shares	Sole	2021-02-16
2020-09-30	$248,579	4,839	—	Shares	Sole	2020-12-03
No filing history on record for this holder in this stock.