HealthEquity (HQY)Segall Bryant & Hamill, LLC added to its stake +69K shares

238K

Shares reported · +69K vs prior quarter

0.26%

Disclosed portfolio weight

$21.5M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 12, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Apr 7, 2026Federal contract · $375K obligatedDepartment of Defense awarded HEALTHEQUITY, INC.: $375K obligated to date
2. Jun 30, 2026CongressDisclosed purchase of HQY — reported range $1,001 - $15,000
3. Jul 2, 2026InsiderOfficer sold ~$235K of HQY shares in the open market
4. Jul 10, 2026InsiderOfficer sold ~$224K of HQY shares in the open market
5. Jul 10, 2026CongressDisclosed purchase of HQY — reported range $1,001 - $15,000
6. Jul 13, 2026Federal contract · $58K obligatedDepartment of Agriculture awarded HEALTHEQUITY, INC.: $58K obligated to date

What came next

1. Aug 20, 2026Federal contract · $47K obligatedDepartment of Homeland Security awarded HEALTHEQUITY, INC.: $47K obligated to date
2. Aug 25, 2026Insider · 1 personInsiders: 2 sales (~$798K)
3. Aug 27, 2026Company filing · Form 8-K · ResultsReported its results
4. Sep 21, 2026Federal contract · $47K obligatedDepartment of Homeland Security awarded HEALTHEQUITY, INC.: $47K obligated to date
5. Sep 24, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors
6. Oct 5, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member
7. Oct 9, 20265% stakeWasatch Advisors LP reported a passive stake (13G) of 8.5%

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for HealthEquity

For HealthEquity, OQRO holds 9 insider filings (SEC Form 4 or Form 144), 1 Congress trade report, 5 fund holdings reports (13F) and 4 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its HQY page.

How this filing works

• SEC Form 13F

Other disclosures at HealthEquity

• SEC Form 144Oct 8, 2026
• SEC Form 144Oct 8, 2026
• SEC Form 144Oct 8, 2026
• SEC Form 144Oct 8, 2026
• SEC Form 144Oct 8, 2026
• SEC Form 144Oct 8, 2026

Everything OQRO holds on this company is on its HQY page.