Concurrent Investment Advisors, LLC

Position in HQY — Healthequity, Inc.

CIK 2001015 Tampa, FL

Position in HQY

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,022,240

+$366,551 QoQ

Shares Held

11,318

+44.3% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#255

of 496 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $3,000,940 across 5 Health Information Services names. HQY ranks #1 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HQY	Healthequity, Inc. This page	11,318	$1,022,240
2	HNGE	Hinge Health, Inc.	12,219	$1,014,177
3	BTSG	BrightSpring Health Services, Inc.	6,165	$429,947
4	VEEV	Veeva Systems Inc	1,813	$321,752
5	TXG	10x Genomics, Inc.	5,551	$212,824

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,022,240	11,318	+44.3%	Shares	Sole	2026-07-27
2026-03-31	$655,689	7,846	-12.8%	Shares	Sole	2026-04-21
2025-12-31	$824,123	8,996	+288.1%	Shares	Sole	2026-01-29
2025-09-30	$219,676	2,318	—	Shares	Sole	2025-10-27
No filing history on record for this holder in this stock.