Ownership history in Advisory Services Network, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in HEALTHEQUITY INC COM (HQY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 2,184 | +1,273 | +139.7% | 0.00% | $207K | $94.77 |
| 2023 Q4 | REDUCED | 911 | -721 | -44.2% | 0.00% | $60K | $66.30 |
| 2023 Q1 | UNCHANGED | 1,632 | — | 0% | 0.00% | $96K | $58.71 |
| 2022 Q4 | REDUCED | 1,632 | -1,269 | -43.7% | 0.00% | $101K | $61.64 |
| 2021 Q2 | ADDED | 2,901 | +1,954 | +206.3% | 0.01% | $233K | $80.48 |
| 2020 Q4 | REDUCED | 947 | -1,225 | -56.4% | 0.00% | $66K | $69.71 |
| 2020 Q3 | REDUCED | 2,172 | -28,464 | -92.9% | 0.01% | $112K | $51.37 |
| 2020 Q2 | REDUCED | 30,636 | -1,766 | -5.5% | 0.10% | $1.8M | $58.67 |
| 2020 Q1 | REDUCED | 32,402 | -2,328 | -6.7% | 0.11% | $1.6M | $50.59 |
| 2019 Q4 | ADDED | 34,730 | +1,230 | +3.7% | 0.14% | $2.6M | $74.07 |
As of 2025 Q4 — sorted by position size