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Healthequity shares owned by Osterweis Capital Management

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

Historical chart of Osterweis Capital Management investment in Healthequity

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Healthequity by Osterweis Capital Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $5.9M 80k 73.05
2023-06-30 $6.1M 97k 63.14
2023-03-31 $4.6M 78k 58.71
2022-12-31 $5.4M 87k 61.64
2022-09-30 $3.3M 50k 67.16
2017-03-31 $1.2M 28k 42.46