Healthequity shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Healthequity
Tip: Access up to 7 years of quarterly data
All positions including Healthequity held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Healthequity by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $4.1M | 45k | 90.32 |
| 2026-03-31 | $2.5M | 30k | 83.57 |
| 2025-12-31 | $2.5M | 27k | 91.61 |
| 2025-09-30 | $2.9M | 30k | 94.77 |
| 2025-06-30 | $3.4M | 32k | 104.76 |
| 2025-03-31 | $1.7M | 19k | 88.37 |
| 2024-12-31 | $2.1M | 22k | 95.95 |
| 2024-09-30 | $826k | 10k | 81.85 |
| 2024-06-30 | $975k | 11k | 86.20 |
| 2024-03-31 | $856k | 11k | 81.63 |
| 2023-12-31 | $779k | 12k | 66.30 |
| 2023-09-30 | $895k | 12k | 73.05 |
| 2023-06-30 | $463k | 7.3k | 63.14 |
| 2023-03-31 | $439k | 7.5k | 58.71 |
| 2022-12-31 | $356k | 5.8k | 61.64 |
| 2022-09-30 | $598k | 8.9k | 67.15 |
| 2022-06-30 | $133k | 2.2k | 61.18 |
| 2022-03-31 | $79k | 1.2k | 67.18 |
| 2021-12-31 | $27k | 611 | 44.19 |
| 2021-09-30 | $36k | 561 | 64.17 |
| 2021-06-30 | $35k | 441 | 79.37 |
| 2021-03-31 | $93k | 1.4k | 68.18 |
| 2020-12-31 | $79k | 1.1k | 69.97 |
| 2020-09-30 | $271k | 5.2k | 51.78 |
| 2020-06-30 | $157k | 2.6k | 59.31 |
| 2020-03-31 | $311k | 7.1k | 43.95 |
| 2019-12-31 | $529k | 7.3k | 72.29 |
| 2019-09-30 | $430k | 7.5k | 57.16 |
| 2019-06-30 | $513k | 7.8k | 65.46 |
| 2019-03-31 | $562k | 7.6k | 73.98 |
| 2018-12-31 | $457k | 7.7k | 59.61 |
| 2018-03-31 | $492k | 8.2k | 60.33 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors