Advisory Services Network, LLC

Position in HQY — Healthequity, Inc.

CIK 1573876 Atlanta, GA

Position in HQY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$163,962

-$43,014 QoQ

Shares Held

1,962

-10.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Mar 31, 2026

Advisory Services Network, LLC holds $1,217,452 across 27 Health Information Services names. HQY ranks #2 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	3,708	$651,346
2	HQY	Healthequity, Inc. This page	1,962	$163,962
3	TEM	Tempus AI, Inc.	3,429	$155,059
4	NRC	Nrc Health	7,900	$134,141
5	DOCS	Doximity, Inc.	1,557	$36,276
6	HSTM	Healthstream Inc	1,177	$24,374
7	OMCL	Omnicell, Inc.	427	$14,253
8	OMDA	Omada Health, Inc.	724	$9,100

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$163,962	1,962	-10.2%	Shares	Sole	2026-05-15
2025-09-30	$206,976	2,184	+139.7%	Shares	Sole	2025-11-18
2023-12-31	$60,398	911	-44.2%	Shares	Sole	2024-02-09
2023-03-31	$95,814	1,632	0.0%	Shares	Sole	2023-05-17
2022-12-31	$100,595	1,632	-43.7%	Shares	Sole	2023-02-13
2021-06-30	$233,471	2,901	+206.3%	Shares	Sole	2021-08-12
2020-12-31	$66,014	947	-56.4%	Shares	Sole	2021-02-09
2020-09-30	$111,575	2,172	-92.9%	Shares	Sole	2020-11-16
2020-06-30	$1,797,413	30,636	-5.5%	Shares	Sole	2020-08-10
2020-03-31	$1,639,216	32,402	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.