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Livermore
Livermore
ZHEN

Stephens Inc

SEC CIK
0000757657
Latest filing
Jul 29, 2026

HQY holding history

Healthequity, Inc. in every 13F filed by Stephens Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HQY overviewAll 13F holders of HQYFull Q2 2026 holdings

Shares (Q2 2026)
6,911
Value
$624.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of HQY by Stephens Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,911$624.2K<0.1%+550+8.6%AddedHolders
Q1 20266,361$531.6K<0.1%−1,137−15.2%ReducedHolders
Q4 20257,498$686.9K<0.1%+375+5.3%AddedHolders
Q3 20257,123$675.0K<0.1%+701+10.9%AddedHolders
Q2 20256,422$672.8K<0.1%+1,079+20.2%AddedHolders
Q1 20255,343$472.2K<0.1%−702−11.6%ReducedHolders
Q4 20246,045$580.0K<0.1%−431−6.7%ReducedHolders
Q3 20246,476$530.1K<0.1%+344+5.6%AddedHolders
Q2 20246,132$528.6K<0.1%+270+4.6%AddedHolders
Q1 20245,862$478.5K<0.1%+128+2.2%AddedHolders
Q4 20235,734$380.2K<0.1%+1,656+40.6%AddedHolders
Q3 20234,078$297.9K<0.1%−133−3.2%ReducedHolders
Q2 20234,211$265.9K<0.1%−40−0.9%ReducedHolders
Q1 20234,251$249.6K<0.1%−248−5.5%ReducedHolders
Q4 20224,499$277.3K<0.1%−214−4.5%ReducedHolders
Q3 20224,713$317.0K<0.1%−126−2.6%ReducedHolders
Q2 20224,839$297.0K<0.1%−219−4.3%ReducedHolders
Q1 20225,058$341.0K<0.1%+562+12.5%AddedHolders
Q4 20214,496$199.0K<0.1%+1,640+57.4%AddedHolders
Q3 20212,856$185.0K<0.1%+656+29.8%AddedHolders
Q2 20212,200$177.0K<0.1%+222+11.2%AddedHolders
Q1 20211,978$135.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.