Sowell Financial Services LLC

Position in HQY — Healthequity, Inc.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in HQY

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$312,687

+$97,244 QoQ

Shares Held

3,462

+34.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#348

of 496 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Sowell Financial Services LLC holds $900,495 across 3 Health Information Services names. HQY ranks #2 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	2,013	$357,247
2	HQY	Healthequity, Inc. This page	3,462	$312,687
3	TEM	Tempus AI, Inc.	3,980	$230,561

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$312,687	3,462	+34.3%	Shares	Sole	2026-07-20
2026-03-31	$215,443	2,578	+7.5%	Shares	Sole	2026-04-20
2025-12-31	$219,772	2,399	-2.3%	Shares	Sole	2026-01-21
2025-09-30	$232,660	2,455	+3991.7%	Shares	Sole	2025-10-17
2021-03-31	$4,080	60	-36.8%	Shares	Sole	2021-05-07
2020-12-31	$6,622	95	+11.8%	Shares	Sole	2021-01-13
2020-09-30	$4,366	85	-48.5%	Shares	Sole	2020-11-12
2020-06-30	$9,680	165	0.0%	Shares	Sole	2020-08-13
2020-03-31	$8,347	165	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.