Cornerstone Financial Management LLC
Position in HQY — Healthequity, Inc.
CIK 2110329
PROVIDENCE, RI
Position in HQY
as of Jun 30, 2026
· filed Aug 28, 2026
Position Value
$4,516
-$247 QoQ
Shares Held
50
-12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#451
of 496 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Cornerstone Financial Management LLC holds $17,478 across 8 Health Information Services names. HQY ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
47 | $8,341 | |
| 2 | HQY |
Healthequity, Inc.
This page
|
50 | $4,516 | |
| 3 | TXG |
10x Genomics, Inc.
|
37 | $1,418 | |
| 4 | EVH |
Evolent Health, Inc.
|
183 | $991 | |
| 5 | CERT |
Certara, Inc.
|
96 | $628 | |
| 6 | SDGR |
Schrodinger, Inc.
|
35 | $568 | |
| 7 | OMCL |
Omnicell, Inc.
|
13 | $539 | |
| 8 | CTEV |
Claritev Corp
|
14 | $477 |
All Filings in HQY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,516 | 50 | Shares | Sole | 2026-08-28 | |
| 2026-03-31 | $4,763 | 57 | Shares | Sole | 2026-08-28 | |
| 2025-12-31 | $5,221 | 57 | Shares | Sole | 2026-08-28 | |
| No filing history on record for this holder in this stock. | ||||||