Rossby Financial, LCC

Position in HQY — Healthequity, Inc.

CIK 2056510 MELBOURNE, FL

Position in HQY

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$19,328

+$3,534 QoQ

Shares Held

214

+13.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#428

of 496 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Rossby Financial, LCC holds $43,998 across 6 Health Information Services names. HQY ranks #1 (43.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HQY	Healthequity, Inc. This page	214	$19,328
2	VEEV	Veeva Systems Inc	87	$15,439
3	PRVA	Privia Health Group, Inc.	155	$3,988
4	BTSG	BrightSpring Health Services, Inc.	52	$3,626
5	DOCS	Doximity, Inc.	40	$829
6	OMCL	Omnicell, Inc.	19	$788

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,328	214	+13.2%	Shares	Sole	2026-08-04
2026-03-31	$15,794	189	+310.9%	Shares	Sole	2026-05-11
2025-12-31	$4,214	46	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.