OSAIC HOLDINGS, INC.

Position in HQY — Healthequity, Inc.

CIK 1677044 SCOTTSDALE, AZ

Position in HQY

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

Position Value

$790,488

-$1,509,104 QoQ

Shares Held

9,459

-62.3% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Healthcare · as of Mar 31, 2026

OSAIC HOLDINGS, INC. holds $9,122,978 across 37 Health Information Services names. HQY ranks #4 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	19,459	$3,418,164
2	TEM	Tempus AI, Inc.	33,854	$1,530,877
3	BTSG	BrightSpring Health Services, Inc.	28,830	$1,228,446
4	HQY	Healthequity, Inc. This page	9,459	$790,488
5	TXG	10x Genomics, Inc.	34,920	$741,350
6	NRC	Nrc Health	18,050	$306,489
7	DOCS	Doximity, Inc.	10,199	$237,636
8	SLP	Simulations Plus, Inc.	16,073	$189,982

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$790,488	9,459	-62.3%	Shares	Defined	2026-05-15
2025-12-31	$2,299,592	25,102	-13.1%	Shares	Sole	2026-02-17
2025-09-30	$2,738,661	28,898	+132.3%	Shares	Sole	2025-11-14
2025-06-30	$1,303,318	12,441	+2.2%	Shares	Defined	2025-09-04
2025-03-31	$1,075,284	12,168	+965.5%	Shares	Defined	2025-05-12
2024-12-31	$109,573	1,142	+39.8%	Shares	Defined	2025-06-06
2024-09-30	$66,868	817	-53.3%	Shares	Defined	2024-11-13
2024-06-30	$150,848	1,750	-44.7%	Shares	Defined	2024-08-13
2024-03-31	$258,275	3,164	-47.6%	Shares	Defined	2024-05-10
2023-12-31	$400,384	6,039	-34.3%	Shares	Defined	2024-02-12
2023-09-30	$671,253	9,189	+6.9%	Shares	Defined	2023-11-13
2023-06-30	$542,495	8,592	-4.9%	Shares	Defined	2023-08-21
2023-03-31	$530,325	9,033	-19.8%	Shares	Defined	2023-05-12
2022-12-31	$694,000	11,259	+21.8%	Shares	Defined	2023-02-10
2022-09-30	$621,050	9,246	+11.0%	Shares	Defined	2022-11-14
2022-06-30	$511,437	8,331	+27.6%	Shares	Defined	2022-08-10
2022-03-31	$440,381	6,530	+8.6%	Shares	Defined	2022-05-04
2021-12-31	$266,012	6,013	-11.0%	Shares	Defined	2022-02-03
2021-09-30	$437,645	6,758	+21.6%	Shares	Defined	2021-11-05
2021-06-30	$447,386	5,559	+29.4%	Shares	Defined	2021-08-02
2021-03-31	$292,128	4,296	+38.5%	Shares	Defined	2021-05-13
2020-12-31	$216,237	3,102	-35.5%	Shares	Defined	2021-02-10
2020-09-30	$247,035	4,809	-74.6%	Shares	Defined	2020-11-12
2020-06-30	$1,112,908	18,969	-68.9%	Shares	Defined	2020-08-14
2020-03-31	$3,082,142	60,924	—	Shares	Defined	2020-05-18
No filing history on record for this holder in this stock.