NewEdge Advisors, LLC

Position in HQY — Healthequity, Inc.

CIK 1633516 NEW ORLEANS, LA

Position in HQY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,578,251

+$489,585 QoQ

Shares Held

17,474

+34.1% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#227

of 497 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Healthcare · as of Jun 30, 2026

NewEdge Advisors, LLC holds $6,070,163 across 9 Health Information Services names. HQY ranks #3 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TEM	Tempus AI, Inc.	42,447	$2,458,954
2	VEEV	Veeva Systems Inc	10,822	$1,920,580
3	HQY	Healthequity, Inc. This page	17,474	$1,578,251
4			11,791	$61,313
5	DOCS	Doximity, Inc.	1,082	$22,440
6	CCLD	CareCloud, Inc.	7,102	$15,056
7	TDOC	Teladoc Health, Inc.	920	$7,801
8	AMWL	American Well Corp	468	$4,268

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,578,251	17,474	+34.1%	Shares	Sole	2026-08-12
2026-03-31	$1,088,666	13,027	+6.5%	Shares	Sole	2026-06-03
2025-12-31	$1,120,481	12,231	-2.9%	Shares	Sole	2026-02-18
2025-09-30	$1,194,196	12,601	+7.9%	Shares	Sole	2025-11-17
2025-06-30	$1,223,701	11,681	-7.5%	Shares	Sole	2025-08-14
2025-03-31	$1,115,406	12,622	-2.8%	Shares	Sole	2025-05-15
2024-12-31	$1,245,718	12,983	+3.0%	Shares	Sole	2025-02-13
2024-09-30	$1,031,228	12,599	+12.0%	Shares	Sole	2024-11-14
2024-06-30	$969,922	11,252	-21.5%	Shares	Sole	2024-08-16
2024-03-31	$1,169,594	14,328	-7.7%	Shares	Sole	2024-05-14
2023-12-31	$1,029,639	15,530	+35.0%	Shares	Sole	2024-02-13
2023-09-30	$840,513	11,506	-13.5%	Shares	Sole	2023-11-14
2023-06-30	$839,635	13,298	+2.6%	Shares	Sole	2023-08-14
2023-03-31	$761,233	12,966	-10.6%	Shares	Sole	2023-05-12
2022-12-31	$132,056	14,509	+15.8%	Shares	Sole	2023-02-14
2022-09-30	$841,237	12,524	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.