Cerity Partners LLC

Position in HQY — Healthequity, Inc.

CIK 1566475 NEW YORK, NY

Position in HQY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,823,696

+$1,577,253 QoQ

Shares Held

42,335

+57.5% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#149

of 496 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 13% Shared 26% None 60%

Healthcare · as of Jun 30, 2026

Cerity Partners LLC holds $40,164,295 across 18 Health Information Services names. HQY ranks #2 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	119,178	$21,150,518
2	HQY	Healthequity, Inc. This page	42,335	$3,823,696
3	TXG	10x Genomics, Inc.	81,712	$3,132,837
4	WAY	Waystar Holding Corp.	130,072	$2,670,377
5	HSTM	Healthstream Inc	73,617	$2,006,062
6	PHR	Phreesia, Inc.	153,479	$1,579,298
7	TEM	Tempus AI, Inc.	21,017	$1,217,513
8	DOCS	Doximity, Inc.	56,239	$1,166,395

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,823,696	42,335	+57.5%	Shares	Sole	2026-08-14
2026-03-31	$2,246,443	26,881	-10.9%	Shares	Other	2026-05-15
2025-12-31	$2,763,872	30,170	-16.3%	Shares	Other	2026-02-11
2025-09-30	$3,414,278	36,027	+31.5%	Shares	Sole	2025-10-22
2025-06-30	$2,870,843	27,404	+82.4%	Shares	Sole	2025-08-13
2025-03-31	$1,327,582	15,023	-7.3%	Shares	Sole	2025-04-30
2024-12-31	$1,554,390	16,200	-6.1%	Shares	Sole	2025-02-13
2024-09-30	$1,412,649	17,259	+15.1%	Shares	Sole	2024-11-12
2024-06-30	$1,293,086	15,001	-7.0%	Shares	Sole	2024-08-13
2024-03-31	$1,316,610	16,129	+5.0%	Shares	Defined	2024-05-14
2023-12-31	$1,018,500	15,362	-2.5%	Shares	Sole	2024-01-26
2023-09-30	$1,150,975	15,756	-6.8%	Shares	Sole	2023-11-14
2023-06-30	$1,067,192	16,902	+3.3%	Shares	Sole	2023-08-14
2023-03-31	$960,260	16,356	-23.3%	Shares	Sole	2023-05-11
2022-12-31	$1,315,027	21,334	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.