Diversify Advisory Services, LLC

Position in HQY — Healthequity, Inc.

CIK 2021232 SANDY, UT

Position in HQY

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

Position Value

$8,189,766

+$362,021 QoQ

Shares Held

90,675

-5.4% QoQ

Ownership

0.110%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#103

of 496 holders

Holding Since

Mar 2024

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Diversify Advisory Services, LLC holds $14,787,648 across 3 Health Information Services names. HQY ranks #1 (55.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HQY	Healthequity, Inc. This page	90,675	$8,189,766
2	TEM	Tempus AI, Inc.	70,343	$4,074,969
3	VEEV	Veeva Systems Inc	14,216	$2,522,913

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,189,766	90,675	-5.4%	Shares	Sole	2026-08-10
2024-03-31	$7,827,745	95,893	—	Shares	Sole	2024-04-30
No filing history on record for this holder in this stock.