NorthCrest Asset Manangement, LLC

Position in HQY — Healthequity, Inc.

CIK 1893159 PLYMOUTH, MN

Position in HQY

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$817,576

+$250,721 QoQ

Shares Held

9,052

+33.5% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#264

of 496 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

NorthCrest Asset Manangement, LLC holds $8,922,794 across 4 Health Information Services names. HQY ranks #2 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	43,144	$7,656,765
2	HQY	Healthequity, Inc. This page	9,052	$817,576
3	TXG	10x Genomics, Inc.	7,438	$285,172
4	PHR	Phreesia, Inc.	15,868	$163,281

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$817,576	9,052	+33.5%	Shares	Sole	2026-07-15
2026-03-31	$566,855	6,783	+1.9%	Shares	Sole	2026-04-08
2025-12-31	$609,756	6,656	+0.3%	Shares	Sole	2026-01-08
2025-09-30	$628,704	6,634	+2.9%	Shares	Sole	2025-10-29
2025-06-30	$675,178	6,445	+0.5%	Shares	Sole	2025-07-10
2025-03-31	$566,540	6,411	+0.1%	Shares	Sole	2025-04-16
2024-12-31	$614,463	6,404	+0.0%	Shares	Sole	2025-03-17
2024-09-30	$524,085	6,403	+0.0%	Shares	Sole	2024-10-24
2024-06-30	$551,680	6,400	0.0%	Shares	Sole	2024-07-16
2024-03-31	$522,432	6,400	-5.9%	Shares	Sole	2024-04-15
2023-12-31	$450,840	6,800	0.0%	Shares	Sole	2024-01-30
2023-09-30	$496,740	6,800	0.0%	Shares	Sole	2023-11-13
2023-06-30	$429,352	6,800	0.0%	Shares	Sole	2023-07-21
2023-03-31	$399,228	6,800	+9.7%	Shares	Sole	2023-04-25
2022-12-31	$382,168	6,200	+1.6%	Shares	Sole	2023-02-01
2022-09-30	$409,737	6,100	0.0%	Shares	Sole	2022-10-19
2022-06-30	$374,479	6,100	0.0%	Shares	Sole	2022-07-18
2022-03-31	$411,384	6,100	—	Shares	Sole	2022-04-18
No filing history on record for this holder in this stock.