CWM, LLC

Position in HQY — Healthequity, Inc.

CIK 1535847 OMAHA, NE

Position in HQY

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,085,407

+$407,035 QoQ

Shares Held

12,988

+75.4% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 2.186633815829997.ToString("F0")% Shared 0.ToString("F0")% None 97.81336618417001.ToString("F0")%

Healthcare · as of Mar 31, 2026

CWM, LLC holds $32,899,136 across 32 Health Information Services names. HQY ranks #6 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TEM	Tempus AI, Inc.	259,765	$11,746,573
2	VEEV	Veeva Systems Inc	61,013	$10,717,543
3	TXG	10x Genomics, Inc.	124,804	$2,649,588
4	DOCS	Doximity, Inc.	69,432	$1,617,765
5	WAY	Waystar Holding Corp.	62,317	$1,502,462
6	HQY	Healthequity, Inc. This page	12,988	$1,085,407
7	PHR	Phreesia, Inc.	88,565	$742,174
8	OMDA	Omada Health, Inc.	34,609	$435,035

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,085,407	12,988	+75.4%	Shares	Sole	2026-05-14
2025-12-31	$678,372	7,405	+15.2%	Shares	Sole	2026-01-26
2025-09-30	$608,992	6,426	+98.1%	Shares	Sole	2025-10-15
2025-06-30	$339,736	3,243	-1.3%	Shares	Sole	2025-07-25
2025-03-31	$290,472	3,287	+14.3%	Shares	Sole	2025-05-01
2024-12-31	$276,048	2,877	-20.9%	Shares	Sole	2025-02-04
2024-09-30	$297,524	3,635	-8.2%	Shares	Sole	2024-10-08
2024-06-30	$341,179	3,958	+6.9%	Shares	Sole	2024-07-10
2024-03-31	$302,275	3,703	+7.0%	Shares	Sole	2024-04-05
2023-12-31	$229,464	3,461	-21.8%	Shares	Sole	2024-02-01
2023-09-30	$323,465	4,428	-6.9%	Shares	Sole	2023-10-11
2023-06-30	$300,420	4,758	-94.6%	Shares	Sole	2023-08-03
2023-03-31	$5,128,905	87,360	-5.4%	Shares	Sole	2023-05-01
2022-12-31	$5,691,714	92,338	-14.2%	Shares	Sole	2023-02-01
2022-09-30	$7,229,842	107,635	-3.4%	Shares	Sole	2022-10-27
2022-06-30	$6,839,705	111,414	-12.7%	Shares	Sole	2022-07-28
2022-03-31	$8,607,906	127,638	-8.9%	Shares	Sole	2022-04-21
2021-12-31	$6,200,855	140,164	-9.2%	Shares	Sole	2022-01-31
2021-06-30	$12,424,180	154,376	0.0%	Shares	Sole	2021-09-15
2021-03-31	$10,497,568	154,376	0.0%	Shares	Sole	2021-09-15
2020-12-31	$10,761,550	154,376	0.0%	Shares	Sole	2021-09-15
2020-09-30	$7,930,295	154,376	0.0%	Shares	Sole	2021-09-15
2020-06-30	$9,057,239	154,376	0.0%	Shares	Sole	2021-09-15
2020-03-31	$7,809,881	154,376	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.