Position in HQY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,269,817
-$2,622,727 QoQ
Shares Held
266,481
-1.9% QoQ
Ownership
0.319%
of shares outstanding
% of Portfolio
3.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HQY Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026ASHFORD CAPITAL MANAGEMENT INC holds $22,269,817 across 1 Health Information Services name. HQY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
This page
|
266,481 | $22,269,817 |
All Filings in HQY
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,269,817 | 266,481 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,892,544 | 271,723 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,773,933 | 271,963 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $29,270,363 | 279,404 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $24,301,661 | 274,999 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,840,486 | 269,312 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $24,982,420 | 305,222 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $26,522,188 | 307,682 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $27,877,624 | 341,512 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $27,095,616 | 408,682 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $29,532,580 | 404,279 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $26,505,477 | 419,789 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $23,413,900 | 398,806 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,285,970 | 329,104 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $22,826,448 | 339,831 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $21,980,566 | 358,048 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $23,893,317 | 354,290 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,292,616 | 323,070 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $23,551,981 | 363,681 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $25,325,848 | 314,685 | Shares | Sole | 2021-08-26 | |
| 2021-03-31 | $21,442,440 | 315,330 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $22,291,375 | 319,773 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $19,185,308 | 373,473 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $23,486,481 | 400,315 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $22,902,295 | 452,704 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||