Mariner, LLC

Position in HQY — Healthequity, Inc.

CIK 1373442 Overland Park, KS

Position in HQY

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$5,772,012

+$1,227,790 QoQ

Shares Held

69,068

+39.2% QoQ

Ownership

0.083%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Healthcare · as of Mar 31, 2026

Mariner, LLC holds $28,001,844 across 14 Health Information Services names. HQY ranks #2 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	88,030	$15,463,348
2	HQY	Healthequity, Inc. This page	69,068	$5,772,012
3	WAY	Waystar Holding Corp.	114,446	$2,759,293
4	DOCS	Doximity, Inc.	43,361	$1,010,311
5	PHR	Phreesia, Inc.	89,416	$749,306
6	EVH	Evolent Health, Inc.	231,594	$528,034
7	HTFL	Heartflow, Inc.	18,623	$453,097
8	PRVA	Privia Health Group, Inc.	17,839	$366,948

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,772,012	69,068	+39.2%	Shares	Sole	2026-05-13
2025-12-31	$4,544,222	49,604	+10.4%	Shares	Sole	2026-02-13
2025-09-30	$4,258,584	44,936	+58.0%	Shares	Sole	2025-11-14
2025-06-30	$2,978,745	28,434	+111.1%	Shares	Sole	2025-08-14
2025-03-31	$1,190,167	13,468	+1.2%	Shares	Sole	2025-05-15
2024-12-31	$1,276,998	13,309	+1.8%	Shares	Sole	2025-02-13
2024-09-30	$1,069,779	13,070	-4.2%	Shares	Sole	2024-11-13
2024-06-30	$1,176,457	13,648	-0.2%	Shares	Sole	2024-08-13
2024-03-31	$1,116,371	13,676	-4.3%	Shares	Sole	2024-05-15
2023-12-31	$947,559	14,292	-4.6%	Shares	Sole	2024-02-14
2023-09-30	$1,094,508	14,983	+2.4%	Shares	Sole	2023-11-13
2023-06-30	$924,243	14,638	-10.2%	Shares	Sole	2023-08-11
2023-03-31	$957,501	16,309	-11.2%	Shares	Sole	2023-05-15
2022-12-31	$1,131,772	18,361	+11.5%	Shares	Sole	2023-02-14
2022-09-30	$1,105,685	16,461	—	Shares	Sole	2022-11-10
No filing history on record for this holder in this stock.