Back to HQY
Coyle Financial Counsel LLC → HQY
Coyle Financial Counsel LLC HQY Position History
HealthEquity, Inc. • Financial Services
Quarters held
5
Latest value
$1.2M
Q3 2026
Peak value
$1.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.5M |
| Q4 2025 | $1.2M |
| Q1 2026 | $896K |
| Q2 2026 | $1.3M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 14.1K | — | — |
| Q2 2026 | $1.3M | 14.3K | — | — |
| Q1 2026 | $896K | 10.7K | — | — |
| Q4 2025 | $1.2M | 12.8K | — | — |
| Q3 2025 | $1.5M | 15.4K | — | — |
Other funds holding HQY
$868.7M
$762.8M
$761.2M
$728.3M
$719M
$620.2M
$603.7M
$601.9M