Callan Family Office, LLC

Family Office

Position in HQY — Healthequity, Inc.

CIK 1938970 RADNOR, PA

Position in HQY

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

Position Value

$718,405

+$490,846 QoQ

Shares Held

7,954

+220.2% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#282

of 496 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Callan Family Office, LLC holds $2,624,384 across 6 Health Information Services names. HQY ranks #1 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HQY	Healthequity, Inc. This page	7,954	$718,405
2	VEEV	Veeva Systems Inc	3,768	$668,706
3	HSTM	Healthstream Inc	20,272	$552,412
4	TXG	10x Genomics, Inc.	12,059	$462,342
5	EVH	Evolent Health, Inc.	37,219	$201,726
6	HCAT	Health Catalyst, Inc.	10,449	$20,793

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$718,405	7,954	+220.2%	Shares	Sole	2026-08-11
2025-12-31	$227,559	2,484	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.