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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Quarterly reported holdings in Healthequity by Advisory Research
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 22k | 94.77 |
| 2025-06-30 | $2.3M | 22k | 104.76 |
| 2025-03-31 | $2.6M | 29k | 88.37 |
| 2024-12-31 | $2.8M | 29k | 95.95 |
| 2024-09-30 | $2.4M | 29k | 81.85 |
| 2024-06-30 | $2.6M | 31k | 86.20 |
| 2024-03-31 | $2.5M | 31k | 81.63 |
| 2023-12-31 | $1.7M | 26k | 66.30 |
| 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 |