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Healthequity shares owned by Montanaro Asset Management

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Montanaro Asset Management from 13F filings

Historical chart of Montanaro Asset Management investment in Healthequity

Tip: Access up to 7 years of quarterly data

All positions including Healthequity held by Montanaro Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthequity by Montanaro Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 33k 94.77
2025-06-30 $2.9M 28k 104.76
2025-03-31 $1.4M 15k 88.37