Keebeck Wealth Management

Position in HQY — Healthequity, Inc.

CIK 1803675 Chicago, IL

Position in HQY

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

Position Value

$457,109

+$8,088 QoQ

Shares Held

5,061

-5.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#321

of 496 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Keebeck Wealth Management holds $2,305,277 across 5 Health Information Services names. HQY ranks #4 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRVA	Privia Health Group, Inc.	21,648	$557,003
2	SPOK	Spok Holdings, Inc	50,000	$512,000
3	BTSG	BrightSpring Health Services, Inc.	6,571	$458,261
4	HQY	Healthequity, Inc. This page	5,061	$457,109
5	WAY	Waystar Holding Corp.	15,631	$320,904

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$457,109	5,061	-5.8%	Shares	Other	2026-08-11
2026-03-31	$449,021	5,373	+13.2%	Shares	Other	2026-05-14
2025-12-31	$434,781	4,746	+57.0%	Shares	Other	2026-02-17
2025-09-30	$286,489	3,023	-32.9%	Shares	Other	2025-11-14
2025-06-30	$472,153	4,507	—	Shares	Other	2025-08-14
No filing history on record for this holder in this stock.