Healthequity shares owned by Creative Planning
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Healthequity
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Quarterly reported holdings in Healthequity by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 50k | 94.77 |
| 2025-06-30 | $5.1M | 49k | 104.76 |
| 2025-03-31 | $3.1M | 35k | 88.37 |
| 2024-12-31 | $3.3M | 34k | 95.95 |
| 2024-09-30 | $1.9M | 24k | 81.85 |
| 2024-06-30 | $1.7M | 20k | 86.20 |
| 2024-03-31 | $1.3M | 16k | 81.63 |
| 2023-12-31 | $637k | 9.6k | 66.30 |
| 2023-09-30 | $501k | 6.9k | 73.05 |
| 2023-06-30 | $333k | 5.3k | 63.14 |
| 2021-03-31 | $241k | 3.5k | 67.96 |
| 2020-12-31 | $246k | 3.5k | 69.79 |
| 2020-06-30 | $241k | 4.1k | 58.65 |
| 2020-03-31 | $212k | 4.2k | 50.48 |
| 2019-12-31 | $245k | 3.3k | 74.09 |
| 2019-06-30 | $288k | 4.4k | 65.34 |
| 2019-03-31 | $282k | 3.8k | 73.88 |
| 2018-12-31 | $240k | 4.0k | 59.70 |
| 2018-09-30 | $299k | 3.2k | 94.38 |
| 2018-06-30 | $200k | 2.7k | 74.96 |
| 2018-03-31 | $268k | 4.4k | 60.70 |
| 2017-06-30 | $163k | 3.3k | 49.79 |
| 2017-03-31 | $71k | 1.7k | 42.16 |
| 2016-12-31 | $21k | 524 | 40.08 |
| 2016-09-30 | $2.0k | 50 | 40.00 |
| 2016-06-30 | $0 | 10 | 0.00 |