WPG Advisers, LLC

Position in HQY — Healthequity, Inc.

CIK 2067343 BALTIMORE, MD

Position in HQY

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$40,011

+$8,338 QoQ

Shares Held

443

+16.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#406

of 496 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WPG Advisers, LLC holds $61,469 across 6 Health Information Services names. HQY ranks #1 (65.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HQY	Healthequity, Inc. This page	443	$40,011
2	BTSG	BrightSpring Health Services, Inc.	196	$13,669
3	VEEV	Veeva Systems Inc	22	$3,904
4	HSTM	Healthstream Inc	92	$2,507
5	PRVA	Privia Health Group, Inc.	46	$1,183
6	GDRX	GoodRx Holdings, Inc.	68	$195

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,011	443	+16.9%	Shares	Sole	2026-08-06
2026-03-31	$31,673	379	+6.5%	Shares	Sole	2026-04-30
2025-12-31	$32,613	356	+3.2%	Shares	Sole	2026-01-28
2025-09-30	$32,695	345	-2.3%	Shares	Sole	2025-10-29
2025-06-30	$36,980	353	+10.0%	Shares	Sole	2025-08-11
2025-03-31	$28,366	321	+38.4%	Shares	Sole	2025-05-15
2024-12-31	$22,260	232	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.