IEQ CAPITAL, LLC

Position in HQY — Healthequity, Inc.

CIK 1779789 Foster City, CA

Position in HQY

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

Position Value

$2,847,608

+$2,280,168 QoQ

Shares Held

31,528

+364.3% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#174

of 497 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

IEQ CAPITAL, LLC holds $33,744,095 across 16 Health Information Services names. HQY ranks #3 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	82,775	$14,690,078
2	PHR	Phreesia, Inc.	358,537	$3,689,345
3	HQY	Healthequity, Inc. This page	31,528	$2,847,608
4	TDOC	Teladoc Health, Inc.	268,062	$2,273,165
5	HTFL	Heartflow, Inc.	69,778	$2,047,285
6	OMDA	Omada Health, Inc.	78,742	$1,728,386
7	WEAV	Weave Communications, Inc.	209,484	$1,254,809
8	SDGR	Schrodinger, Inc.	71,397	$1,160,201

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,847,608	31,528	+364.3%	Shares	Other	2026-08-11
2026-03-31	$567,440	6,790	+140.6%	Shares	Other	2026-05-15
2025-09-30	$267,440	2,822	-0.2%	Shares	Sole	2025-11-14
2025-06-30	$296,261	2,828	-4.0%	Shares	Sole	2025-08-14
2025-03-31	$260,249	2,945	+4.4%	Shares	Sole	2025-05-14
2024-12-31	$270,770	2,822	0.0%	Shares	Sole	2025-02-03
2024-09-30	$230,980	2,822	0.0%	Shares	Sole	2024-11-14
2024-06-30	$243,256	2,822	0.0%	Shares	Sole	2024-08-12
2024-03-31	$230,359	2,822	-43.6%	Shares	Sole	2024-05-09
2023-12-31	$331,500	5,000	-0.4%	Shares	Sole	2024-02-07
2023-09-30	$366,784	5,021	—	Shares	Sole	2023-11-06
No filing history on record for this holder in this stock.