Healthequity shares owned by EFG Asset Management
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by EFG Asset Management
from 13F filings
Historical chart of EFG Asset Management investment in Healthequity
Tip: Access up to 7 years of quarterly data
All positions including Healthequity held by EFG Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Healthequity by EFG Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 45k | 94.75 |
| 2025-06-30 | $4.7M | 45k | 104.72 |
| 2025-03-31 | $3.5M | 39k | 88.37 |
| 2024-12-31 | $4.4M | 46k | 96.00 |
| 2024-09-30 | $1.8M | 22k | 81.88 |
| 2024-06-30 | $1.4M | 17k | 86.16 |