Crossmark Global Holdings, Inc.

Position in HQY — Healthequity, Inc.

CIK 1539204 HOUSTON, TX

Position in HQY

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$538,307

+$45,077 QoQ

Shares Held

5,960

+1.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#308

of 496 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Crossmark Global Holdings, Inc. holds $1,933,526 across 4 Health Information Services names. HQY ranks #2 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	4,688	$831,979
2	HQY	Healthequity, Inc. This page	5,960	$538,307
3	OMCL	Omnicell, Inc.	7,769	$322,568
4	BTSG	BrightSpring Health Services, Inc.	3,451	$240,672

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$538,307	5,960	+1.0%	Shares	Sole	2026-07-16
2026-03-31	$493,230	5,902	-0.6%	Shares	Sole	2026-05-11
2025-12-31	$544,071	5,939	+6.9%	Shares	Sole	2026-02-03
2025-09-30	$526,636	5,557	-4.6%	Shares	Sole	2025-11-12
2025-06-30	$610,017	5,823	-7.5%	Shares	Sole	2025-08-08
2025-03-31	$556,377	6,296	+4.3%	Shares	Sole	2025-04-30
2024-12-31	$579,057	6,035	+1.0%	Shares	Sole	2025-01-16
2024-09-30	$489,299	5,978	-47.0%	Shares	Sole	2024-11-04
2024-06-30	$972,421	11,281	-3.9%	Shares	Sole	2024-07-29
2024-03-31	$958,172	11,738	+4.5%	Shares	Sole	2024-05-13
2023-12-31	$744,747	11,233	-24.4%	Shares	Sole	2024-02-13
2023-09-30	$1,085,961	14,866	-1.1%	Shares	Sole	2023-11-08
2023-06-30	$949,499	15,038	-7.1%	Shares	Sole	2023-07-31
2023-03-31	$950,514	16,190	+0.3%	Shares	Sole	2023-05-12
2022-12-31	$995,238	16,146	+3.3%	Shares	Sole	2023-01-19
2022-09-30	$1,049,531	15,625	-3.2%	Shares	Sole	2022-11-01
2022-06-30	$990,895	16,141	-10.0%	Shares	Sole	2022-07-29
2022-03-31	$1,209,940	17,941	+14.6%	Shares	Sole	2022-05-11
2021-12-31	$692,842	15,661	+40.5%	Shares	Sole	2022-01-10
2021-09-30	$721,620	11,143	-0.3%	Shares	Sole	2021-10-21
2021-06-30	$899,766	11,180	-1.9%	Shares	Sole	2021-07-21
2021-03-31	$775,200	11,400	+5.9%	Shares	Sole	2021-04-15
2020-12-31	$750,079	10,760	+66.8%	Shares	Sole	2021-01-14
2020-09-30	$331,336	6,450	+3.0%	Shares	Sole	2020-10-08
2020-06-30	$367,274	6,260	+5.9%	Shares	Sole	2020-08-14
2020-03-31	$298,986	5,910	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.