EverSource Wealth Advisors, LLC

Position in HQY — Healthequity, Inc.

CIK 1710537 BIRMINGHAM, AL

Position in HQY

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$5,506,422

+$527,881 QoQ

Shares Held

65,890

+21.2% QoQ

Ownership

0.079%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

14 quarters on record

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

Healthcare · as of Mar 31, 2026

EverSource Wealth Advisors, LLC holds $6,707,453 across 30 Health Information Services names. HQY ranks #1 (82.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HQY	Healthequity, Inc. This page	65,890	$5,506,422
2	VEEV	Veeva Systems Inc	2,487	$436,859
3	BTSG	BrightSpring Health Services, Inc.	4,718	$201,032
4	TXG	10x Genomics, Inc.	7,186	$152,556
5	WAY	Waystar Holding Corp.	5,998	$144,606
6	DOCS	Doximity, Inc.	2,833	$66,004
7	TDOC	Teladoc Health, Inc.	5,657	$30,826
8	PHR	Phreesia, Inc.	3,269	$27,392

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,506,422	65,890	+21.2%	Shares	Sole	2026-05-18
2025-12-31	$4,978,541	54,345	+10.3%	Shares	Sole	2026-02-06
2025-09-30	$4,668,747	49,264	+50.8%	Shares	Sole	2025-11-10
2025-06-30	$3,423,135	32,676	+20981.3%	Shares	Sole	2025-08-13
2025-03-31	$13,696	155	+11.5%	Shares	Sole	2025-05-13
2024-12-31	$13,335	139	+135.6%	Shares	Sole	2025-02-10
2024-09-30	$4,827	59	+3.5%	Shares	Sole	2024-11-08
2024-06-30	$4,912	57	+256.2%	Shares	Sole	2024-08-13
2024-03-31	$1,305	16	-65.2%	Shares	Sole	2024-06-11
2023-12-31	$3,049	46	+360.0%	Shares	Sole	2024-02-09
2023-09-30	$730	10	0.0%	Shares	Sole	2023-11-03
2023-06-30	$631	10	-91.2%	Shares	Sole	2023-08-04
2023-03-31	$6,633	113	+841.7%	Shares	Sole	2023-05-11
2022-09-30	$806	12	—	Shares	Sole	2022-11-07
No filing history on record for this holder in this stock.