STEPHENS INC /AR/

Position in HQY — Healthequity, Inc.

CIK 757657 LITTLE ROCK, AR

Position in HQY

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$624,201

+$92,613 QoQ

Shares Held

6,911

+8.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#291

of 496 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Healthcare · as of Jun 30, 2026

STEPHENS INC /AR/ holds $1,554,481 across 4 Health Information Services names. HQY ranks #1 (40.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HQY	Healthequity, Inc. This page	6,911	$624,201
2	CTEV	Claritev Corp	10,650	$363,271
3	BTSG	BrightSpring Health Services, Inc.	5,181	$361,322
4	VEEV	Veeva Systems Inc	1,159	$205,687

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$624,201	6,911	+8.6%	Shares	Defined	2026-07-29
2026-03-31	$531,588	6,361	-15.2%	Shares	Defined	2026-04-28
2025-12-31	$686,891	7,498	+5.3%	Shares	Defined	2026-02-05
2025-09-30	$675,046	7,123	+10.9%	Shares	Defined	2025-10-27
2025-06-30	$672,768	6,422	+20.2%	Shares	Defined	2025-07-29
2025-03-31	$472,160	5,343	-11.6%	Shares	Defined	2025-05-01
2024-12-31	$580,017	6,045	-6.7%	Shares	Defined	2025-01-28
2024-09-30	$530,060	6,476	+5.6%	Shares	Defined	2024-10-28
2024-06-30	$528,578	6,132	+4.6%	Shares	Defined	2024-08-06
2024-03-31	$478,515	5,862	+2.2%	Shares	Defined	2024-05-15
2023-12-31	$380,164	5,734	+40.6%	Shares	Defined	2024-02-13
2023-09-30	$297,897	4,078	-3.2%	Shares	Defined	2023-11-14
2023-06-30	$265,882	4,211	-0.9%	Shares	Defined	2023-08-14
2023-03-31	$249,576	4,251	-5.5%	Shares	Defined	2023-05-15
2022-12-31	$277,318	4,499	-4.5%	Shares	Defined	2023-02-14
2022-09-30	$316,572	4,713	-2.6%	Shares	Defined	2022-11-02
2022-06-30	$297,066	4,839	-4.3%	Shares	Defined	2022-08-03
2022-03-31	$341,111	5,058	+12.5%	Shares	Defined	2022-05-04
2021-12-31	$198,903	4,496	+57.4%	Shares	Defined	2022-03-07
2021-09-30	$184,954	2,856	+29.8%	Shares	Defined	2021-10-27
2021-06-30	$177,056	2,200	+11.2%	Shares	Defined	2021-08-12
2021-03-31	$134,504	1,978	+1.3%	Shares	Defined	2021-05-14
2020-12-31	$136,143	1,953	-3.2%	Shares	Defined	2021-02-10
2020-09-30	$103,664	2,018	+6.8%	Shares	Defined	2020-11-13
2020-06-30	$110,827	1,889	+1.8%	Shares	Defined	2020-08-24
2020-03-31	$93,844	1,855	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.