Steward Partners Investment Advisory, LLC
Position in HQY — Healthequity, Inc.
CIK 1723397
STAMFORD, CT
Position in HQY
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$801,854
+$64,669 QoQ
Shares Held
9,595
+19.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
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")%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $6,330,661 across 21 Health Information Services names. HQY ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
14,303 | $2,512,464 | |
| 2 | OMDA |
Omada Health, Inc.
|
135,556 | $1,703,938 | |
| 3 | TEM |
Tempus AI, Inc.
|
26,056 | $1,178,252 | |
| 4 | HQY |
Healthequity, Inc.
This page
|
9,595 | $801,854 | |
| 5 | DOCS |
Doximity, Inc.
|
3,628 | $84,532 | |
| 6 | WEAV |
Weave Communications, Inc.
|
2,650 | $12,243 | |
| 7 | GDRX |
GoodRx Holdings, Inc.
|
5,406 | $10,595 | |
| 8 | OPRX |
OptimizeRx Corp
|
1,000 | $6,280 |
All Filings in HQY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $801,854 | 9,595 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $737,185 | 8,047 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $641,971 | 6,774 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $90,303 | 862 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,329,173 | 15,041 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,469,282 | 15,313 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,513,820 | 42,930 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $69,046 | 801 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $65,385 | 801 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $53,106 | 801 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $63,626 | 871 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $54,994 | 871 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $110,844 | 1,888 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $95,233 | 1,545 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $107,807 | 1,605 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $91,102 | 1,484 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $92,460 | 1,371 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $46,673 | 1,055 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $86,066 | 1,329 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $104,543 | 1,299 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $131,716 | 1,937 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $126,593 | 1,816 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $192,791 | 3,753 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $236,498 | 4,031 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $237,418 | 4,693 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||