Cassaday & Co Wealth Management LLC

Position in HQY — Healthequity, Inc.

CIK 1963612 MCLEAN, VA

Position in HQY

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$180

+$13 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#488

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

Cassaday & Co Wealth Management LLC holds $84,084 across 4 Health Information Services names. HQY ranks #3 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	456	$80,926
2	TEM	Tempus AI, Inc.	50	$2,896
3	HQY	Healthequity, Inc. This page	2	$180
4	DOCS	Doximity, Inc.	4	$82

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$180	2	0.0%	Shares	Sole	2026-08-10
2026-03-31	$167	2	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.