LRI Investments, LLC

Position in HQY — Healthequity, Inc.

CIK 2023325 PALM BEACH GARDENS, FL

Position in HQY

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$361

New position

Shares Held

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#125

of 131 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

LRI Investments, LLC holds $12,640 across 7 Health Information Services names. HQY ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOCS	Doximity, Inc.	502	$10,411
2	PHR	Phreesia, Inc.	65	$668
3	BTSG	BrightSpring Health Services, Inc.	9	$627
4	VEEV	Veeva Systems Inc	3	$532
5	HQY	Healthequity, Inc. This page	4	$361
6	WAY	Waystar Holding Corp.	2	$41
7	MSPR	MSP Recovery, Inc.	1	$0

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$361	4	—	Shares	Sole	2026-07-14
No filing history on record for this holder in this stock.