Sunbelt Securities, Inc.

Broker-Dealer

Position in HQY — Healthequity, Inc.

CIK 1632932 HOUSTON, TX

Position in HQY

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$1,086

-$104 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

Sunbelt Securities, Inc. holds $196,999 across 17 Health Information Services names. HQY ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	905	$158,972
2	TEM	Tempus AI, Inc.	566	$25,594
3	MGRX	Mangoceuticals, Inc.	12,000	$4,320
4	TXG	10x Genomics, Inc.	152	$3,226
5	HQY	Healthequity, Inc. This page	13	$1,086
6	TDOC	Teladoc Health, Inc.	195	$1,062
7	PHR	Phreesia, Inc.	119	$997
8	PRVA	Privia Health Group, Inc.	22	$452

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,086	13	0.0%	Shares	Sole	2026-05-18
2025-12-31	$1,190	13	0.0%	Shares	Sole	2026-02-20
2025-09-30	$1,232	13	0.0%	Shares	Sole	2025-11-19
2025-06-30	$1,361	13	0.0%	Shares	Sole	2025-08-14
2025-03-31	$1,148	13	0.0%	Shares	Sole	2025-04-24
2024-12-31	$1,247	13	0.0%	Shares	Sole	2025-02-18
2024-09-30	$1,064	13	0.0%	Shares	Sole	2024-11-18
2024-06-30	$1,120	13	0.0%	Shares	Sole	2024-08-16
2024-03-31	$1,061	13	0.0%	Shares	Sole	2024-04-15
2023-12-31	$861	13	0.0%	Shares	Sole	2024-02-15
2023-09-30	$949	13	0.0%	Shares	Sole	2023-12-11
2023-06-30	$820	13	0.0%	Shares	Sole	2023-08-16
2023-03-31	$763	13	—	Shares	Sole	2023-05-17
No filing history on record for this holder in this stock.