Wealthspire Advisors, LLC

Position in HQY — Healthequity, Inc.

CIK 1646247 NEW YORK, NY

Position in HQY

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$10,114,575

+$6,941,005 QoQ

Shares Held

111,986

+194.9% QoQ

Ownership

0.135%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#89

of 498 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $10,635,984 across 3 Health Information Services names. HQY ranks #1 (95.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HQY	Healthequity, Inc. This page	111,986	$10,114,575
2	VEEV	Veeva Systems Inc	1,503	$266,737
3	LFMD	LifeMD, Inc.	61,664	$254,672

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,114,575	111,986	+194.9%	Shares	Sole	2026-08-11
2026-03-31	$3,173,570	37,975	-0.9%	Shares	Sole	2026-05-01
2025-12-31	$3,512,235	38,339	+10318.2%	Shares	Sole	2026-02-13
2025-09-30	$34,875	368	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.