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Healthequity shares owned by Advisory Research

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Advisory Research from 13F filings

Historical chart of Advisory Research investment in Healthequity

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All positions including Healthequity held by Advisory Research consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthequity by Advisory Research

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.5M 62k 73.05
2023-06-30 $1.6M 26k 63.14
2023-03-31 $1.5M 25k 58.71
2022-12-31 $1.5M 25k 61.64
2018-06-30 $1.5M 20k 75.09
2018-03-31 $942k 16k 60.57