Cambridge Investment Research Advisors, Inc.
Position in HQY — Healthequity, Inc.
CIK 1419186
FAIRFIELD, IA
Position in HQY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,459,075
+$762,355 QoQ
Shares Held
38,298
+18.7% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#157
of 497 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $15,747,236 across 8 Health Information Services names. HQY ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
44,552 | $7,906,643 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
38,298 | $3,459,075 | |
| 3 | TEM |
Tempus AI, Inc.
|
33,700 | $1,952,241 | |
| 4 | HNGE |
Hinge Health, Inc.
|
14,743 | $1,223,669 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
9,652 | $673,130 | |
| 6 | TDOC |
Teladoc Health, Inc.
|
47,873 | $405,963 | |
| 7 | LFMD |
LifeMD, Inc.
|
25,500 | $105,315 | |
| 8 | CCLD |
CareCloud, Inc.
|
10,000 | $21,200 |
All Filings in HQY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,459,075 | 38,298 | Shares | Sole | 2026-07-30 | |
| 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. | ||||||