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Healthequity shares owned by Atria Investments

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

Historical chart of Atria Investments investment in Healthequity

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

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Quarterly reported holdings in Healthequity by Atria Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5M 38k 91.61
2025-09-30 $3.6M 38k 94.77
2025-06-30 $2.3M 22k 104.76
2025-03-31 $698k 7.9k 88.37
2024-12-31 $803k 8.4k 95.95
2024-09-30 $739k 9.0k 81.85
2024-06-30 $967k 11k 86.20
2019-06-30 $920k 32k 28.82