Curated Wealth Partners LLC

Position in HQY — Healthequity, Inc.

CIK 1781284 EL SEGUNDO, CA

Position in HQY

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$28,818,853

+$28,475,130 QoQ

Shares Held

319,075

+7657.7% QoQ

Ownership

0.382%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

of 106 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 25% Shared 0% None 75%

Healthcare · as of Jun 30, 2026

Curated Wealth Partners LLC holds $31,679,077 across 6 Health Information Services names. HQY ranks #1 (91.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HQY	Healthequity, Inc. This page	319,075	$28,818,853
2	VEEV	Veeva Systems Inc	7,215	$1,280,445
3	CTEV	Claritev Corp	30,000	$1,023,300
4	CARL	Carlsmed, Inc.	45,000	$467,100
5	CERT	Certara, Inc.	10,000	$65,500
6	SPOK	Spok Holdings, Inc	2,332	$23,879

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,818,853	319,075	+7657.7%	Shares	Other	2026-07-13
2026-03-31	$343,723	4,113	+25.9%	Shares	Other	2026-04-09
2025-12-31	$299,289	3,267	+24.3%	Shares	Other	2026-01-12
2025-09-30	$249,055	2,628	+10.4%	Shares	Other	2025-10-09
2025-06-30	$249,433	2,381	-19.2%	Shares	Other	2025-07-28
2025-03-31	$260,337	2,946	+16.9%	Shares	Other	2025-04-15
2024-12-31	$241,889	2,521	—	Shares	Other	2025-01-21
No filing history on record for this holder in this stock.