SHP Wealth Management

Position in HQY — Healthequity, Inc.

CIK 1807060 PLYMOUTH, MA

Position in HQY

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

Position Value

$1,083

+$81 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#471

of 496 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

SHP Wealth Management holds $30,347 across 7 Health Information Services names. HQY ranks #3 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	152	$26,975
2	TEM	Tempus AI, Inc.	20	$1,158
3	HQY	Healthequity, Inc. This page	12	$1,083
4	DOCS	Doximity, Inc.	47	$974
5	CERT	Certara, Inc.	13	$85
6	GDRX	GoodRx Holdings, Inc.	25	$72
7			45	$0

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,083	12	0.0%	Shares	Sole	2026-08-11
2026-03-31	$1,002	12	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.