Clearstead Trust, LLC

Position in HQY — Healthequity, Inc.

CIK 1708001 PORTLAND, ME

Position in HQY

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,432

-$579 QoQ

Shares Held

-20.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#456

of 496 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Clearstead Trust, LLC holds $41,680 across 4 Health Information Services names. HQY ranks #2 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	205	$36,381
2	HQY	Healthequity, Inc. This page	38	$3,432
3	TXG	10x Genomics, Inc.	46	$1,763
4	CERT	Certara, Inc.	16	$104

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,432	38	-20.8%	Shares	Sole	2026-08-06
2026-03-31	$4,011	48	+336.4%	Shares	Sole	2026-05-06
2025-12-31	$1,007	11	0.0%	Shares	Sole	2026-02-09
2025-09-30	$1,042	11	-42.1%	Shares	Sole	2025-11-10
2025-06-30	$1,990	19	+533.3%	Shares	Sole	2025-08-08
2025-03-31	$265	3	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.