Chicago Partners Investment Group LLC

Position in HQY — Healthequity, Inc.

CIK 1563525 CHICAGO, IL

Position in HQY

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

Position Value

$230,767

New position

Shares Held

2,555

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#371

of 496 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 3% Shared 0% None 97%

Healthcare · as of Jun 30, 2026

Chicago Partners Investment Group LLC holds $2,925,545 across 4 Health Information Services names. HQY ranks #3 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TXG	10x Genomics, Inc.	39,561	$1,516,768
2	VEEV	Veeva Systems Inc	5,917	$1,050,089
3	HQY	Healthequity, Inc. This page	2,555	$230,767
4	CERT	Certara, Inc.	19,530	$127,921

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,767	2,555	—	Shares	Sole	2026-07-30
No filing history on record for this holder in this stock.