HQY β€” HEALTHEQUITY INC COM

Ownership history in Advisory Services Network, LLC  Β·  21 quarters on record

AI Ownership Summary

Advisory Services Network, LLC reported HEALTHEQUITY INC COM (HQY) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows HQY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HQY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advisory Services Network, LLC's position in HEALTHEQUITY INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HQY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Advisory Services Network, LLC held HQY β€” position size vs. price
% of Fund (quarterly)    HQY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 2,184 +1,273 +139.7% 0.00% $207K 2025-11-18 $102.74
2023 Q4 REDUCED 911 -721 -44.2% 0.00% $60K 2024-02-09 $79.61
19 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Advisory Services Network, LLC and HQY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Advisory Services Network, LLC reported owning HQY?

Advisory Services Network, LLC reported HQY across 2 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported HQY position in Advisory Services Network, LLC's portfolio?

The largest reported portfolio weight for HQY was 0.00% in 2025 Q3.

What is the latest reported HQY position on this page?

The most recent filing on this page is 2025 Q3, when Advisory Services Network, LLC reported 2,184 shares, equal to 0.00% of portfolio, with an estimated market value of $207K.

What does the chart on this HQY ownership page compare?

The chart compares Advisory Services Network, LLC's quarterly HQY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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