Cambridge Investment Research Advisors, Inc.
Position in HQY — Healthequity, Inc.
CIK 1419186
FAIRFIELD, IA
Position in HQY
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$2,696,720
+$112,494 QoQ
Shares Held
32,269
+14.4% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Cambridge Investment Research Advisors, Inc. holds $15,281,102 across 9 Health Information Services names. HQY ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
44,868 | $7,881,512 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
32,269 | $2,696,720 | |
| 3 | TXG |
10x Genomics, Inc.
|
88,043 | $1,869,152 | |
| 4 | TEM |
Tempus AI, Inc.
|
38,153 | $1,725,278 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
9,453 | $402,792 | |
| 6 | TDOC |
Teladoc Health, Inc.
|
44,183 | $240,797 | |
| 7 | CCLD |
CareCloud, Inc.
|
51,695 | $188,686 | |
| 8 | TALK |
Talkspace, Inc.
|
35,577 | $184,110 |
All Filings in HQY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,696,720 | 32,269 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,584,226 | 28,209 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,722,836 | 28,731 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||