Healthequity shares owned by PENN Capital Management
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by PENN Capital Management
from 13F filings
Historical chart of PENN Capital Management investment in Healthequity
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All positions including Healthequity held by PENN Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Healthequity by PENN Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 15k | 96.29 |
| 2025-06-30 | $1.5M | 14k | 106.64 |
| 2025-03-31 | $1.0M | 11k | 89.88 |