Aureus Asset Management, LLC
Holdings in HQY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $20,123,419 | 219,664 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $27,644,693 | 291,703 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $31,161,804 | 297,459 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $31,555,689 | 357,086 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $31,050,187 | 323,608 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $34,629,261 | 423,082 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $38,444,424 | 445,991 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $33,560,868 | 411,134 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $27,618,657 | 416,571 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $30,529,275 | 417,923 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $27,343,597 | 433,063 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $26,504,570 | 451,449 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $24,637,076 | 399,693 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $27,433,974 | 408,426 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $31,543,778 | 513,826 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $34,366,749 | 509,590 | Shares | Sole | 2022-05-12 |
| 2021-12-31 | $17,177,286 | 388,275 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $20,888,661 | 322,555 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $22,807,629 | 283,395 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $18,353,880 | 269,910 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $19,804,471 | 284,098 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $14,494,970 | 282,168 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $15,613,729 | 266,128 | Shares | Sole | 2020-08-11 |
| 2020-03-31 | $13,717,883 | 271,158 | Shares | Sole | 2020-05-14 |