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Equibles

ASHFORD CAPITAL MANAGEMENT INC

Position in HQY — Healthequity, Inc.

CIK 897070 WILMINGTON, DE
Back to HQY Full portfolio

Position in HQY

as of Jun 30, 2026 · filed Aug 21, 2026
Position Value
$22,890,791
+$620,974 QoQ
Shares Held
253,441
-4.9% QoQ
Ownership
0.306%
of shares outstanding
% of Portfolio
2.72%
of 13F equity value
Holder Rank
#56
of 498 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

ASHFORD CAPITAL MANAGEMENT INC holds $22,890,791 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 		253,441 $22,890,791

All Filings in HQY

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $22,890,791 253,441
2026-03-31 $22,269,817 266,481
2025-12-31 $24,892,544 271,723
2025-09-30 $25,773,933 271,963
2025-06-30 $29,270,363 279,404
2025-03-31 $24,301,661 274,999
2024-12-31 $25,840,486 269,312
2024-09-30 $24,982,420 305,222
2024-06-30 $26,522,188 307,682
2024-03-31 $27,877,624 341,512
2023-12-31 $27,095,616 408,682
2023-09-30 $29,532,580 404,279
2023-06-30 $26,505,477 419,789
2023-03-31 $23,413,900 398,806
2022-12-31 $20,285,970 329,104
2022-09-30 $22,826,448 339,831
2022-06-30 $21,980,566 358,048
2022-03-31 $23,893,317 354,290
2021-12-31 $14,292,616 323,070
2021-09-30 $23,551,981 363,681
2021-06-30 $25,325,848 314,685
2021-03-31 $21,442,440 315,330
2020-12-31 $22,291,375 319,773
2020-09-30 $19,185,308 373,473
2020-06-30 $23,486,481 400,315
2020-03-31 $22,902,295 452,704