Healthequity shares owned by Congress Asset Management
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Congress Asset Management
from 13F filings
Historical chart of Congress Asset Management investment in Healthequity
Tip: Access up to 7 years of quarterly data
All positions including Healthequity held by Congress Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Healthequity by Congress Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.1M | 75k | 94.77 |
| 2025-06-30 | $7.1M | 68k | 104.76 |
| 2025-03-31 | $6.0M | 68k | 88.37 |
| 2024-12-31 | $2.4M | 26k | 95.95 |