Pinnacle Financial Partners, Inc.

Position in HQY — Healthequity, Inc.

CIK 2082866 ATLANTA, GA

Position in HQY

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

Position Value

$899,948

New position

Shares Held

9,964

first reported quarter

Ownership

0.012%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#259

of 498 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 99% Shared 1% None 0%

Healthcare · as of Jun 30, 2026

Pinnacle Financial Partners, Inc. holds $5,467,683 across 3 Health Information Services names. HQY ranks #3 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	12,902	$2,289,717
2	HSTM	Healthstream Inc	83,597	$2,278,018
3	HQY	Healthequity, Inc. This page	9,964	$899,948

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$899,948	9,964	—	Shares	Defined	2026-08-14
No filing history on record for this holder in this stock.