MML INVESTORS SERVICES, LLC

Position in HQY — Healthequity, Inc.

CIK 701059 SPRINGFIELD, MA

Position in HQY

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$296,249

+$67,184 QoQ

Shares Held

3,280

+19.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#356

of 496 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Healthcare · as of Jun 30, 2026

MML INVESTORS SERVICES, LLC holds $11,126,188 across 5 Health Information Services names. HQY ranks #5 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	53,324	$9,463,410
2	TEM	Tempus AI, Inc.	8,140	$471,550
3	PRVA	Privia Health Group, Inc.	17,461	$449,271
4	BTSG	BrightSpring Health Services, Inc.	6,391	$445,708
5	HQY	Healthequity, Inc. This page	3,280	$296,249

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$296,249	3,280	+19.7%	Shares	Defined	2026-08-07
2026-03-31	$229,065	2,741	-48.7%	Shares	Defined	2026-05-04
2025-12-31	$489,930	5,348	-5.2%	Shares	Defined	2026-02-13
2025-09-30	$534,787	5,643	+41.1%	Shares	Defined	2025-11-14
2025-06-30	$418,830	3,998	+11.6%	Shares	Defined	2025-08-14
2025-03-31	$316,629	3,583	+34.4%	Shares	Defined	2025-05-14
2024-12-31	$255,706	2,665	+3.8%	Shares	Defined	2025-02-13
2024-09-30	$210,190	2,568	-0.9%	Shares	Defined	2024-11-15
2024-06-30	$223,430	2,592	—	Shares	Defined	2024-08-14
No filing history on record for this holder in this stock.