Healthequity shares owned by Aureus Asset Management
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Aureus Asset Management
from 13F filings
Historical chart of Aureus Asset Management investment in Healthequity
Tip: Access up to 7 years of quarterly data
All positions including Healthequity held by Aureus Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Healthequity by Aureus Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 292k | 94.77 |
| 2025-06-30 | $31M | 298k | 104.76 |
| 2025-03-31 | $32M | 357k | 88.37 |
| 2024-12-31 | $31M | 324k | 95.95 |
| 2024-09-30 | $35M | 423k | 81.85 |
| 2024-06-30 | $38M | 446k | 86.20 |
| 2024-03-31 | $34M | 411k | 81.63 |
| 2023-12-31 | $28M | 417k | 66.30 |
| 2023-09-30 | $31M | 418k | 73.05 |
| 2023-06-30 | $27M | 433k | 63.14 |
| 2023-03-31 | $27M | 451k | 58.71 |
| 2022-12-31 | $25M | 400k | 61.64 |
| 2022-09-30 | $27M | 408k | 67.17 |
| 2022-06-30 | $32M | 514k | 61.39 |
| 2022-03-31 | $34M | 510k | 67.44 |
| 2021-12-31 | $17M | 388k | 44.24 |
| 2021-09-30 | $21M | 323k | 64.76 |
| 2021-06-30 | $23M | 283k | 80.48 |
| 2021-03-31 | $18M | 270k | 68.00 |
| 2020-12-31 | $20M | 284k | 69.71 |
| 2020-09-30 | $15M | 282k | 51.37 |
| 2020-06-30 | $16M | 266k | 58.67 |
| 2020-03-31 | $14M | 271k | 50.59 |
| 2019-12-31 | $19M | 261k | 74.07 |
| 2019-09-30 | $15M | 254k | 57.15 |
| 2019-06-30 | $17M | 254k | 65.40 |
| 2019-03-31 | $19M | 250k | 73.98 |
| 2018-12-31 | $13M | 211k | 59.65 |
| 2018-09-30 | $20M | 208k | 94.41 |
| 2018-06-30 | $16M | 210k | 75.10 |
| 2018-03-31 | $15M | 248k | 60.54 |
| 2017-12-31 | $12M | 248k | 46.66 |
| 2017-09-30 | $9.0M | 179k | 50.58 |
| 2017-06-30 | $8.8M | 177k | 49.83 |
| 2017-03-31 | $8.3M | 180k | 46.08 |
| 2016-12-31 | $7.0M | 172k | 40.52 |
| 2016-09-30 | $4.2M | 112k | 37.85 |
| 2016-06-30 | $1.6M | 50k | 31.48 |
| 2016-03-31 | $2.8M | 112k | 24.67 |
| 2015-12-31 | $2.3M | 90k | 25.07 |
| 2015-09-30 | $2.7M | 91k | 29.55 |
| 2015-06-30 | $3.1M | 98k | 32.05 |
| 2015-03-31 | $2.2M | 89k | 24.99 |
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