David Loasby
- SEC CIK
- 0001775863
- Latest filing
- Feb 13, 2026
HQY holding history
Healthequity, Inc. in every 13F filed by David Loasby, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
HQY overviewAll 13F holders of HQYFull Q4 2025 holdings
- Shares (Q4 2025)
- 6,021
- Value
- $509.1K
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 6,021 | $509.1K | <0.1% | +3,713+160.9% | Added | Holders |
| Q3 2025 | 2,308 | $204.3K | <0.1% | +41+1.8% | Added | Holders |
| Q2 2025 | 2,267 | $206.4K | <0.1% | −571−20.1% | Reduced | Holders |
| Q1 2025 | 2,838 | $226.9K | <0.1% | −38−1.3% | Reduced | Holders |
| Q4 2024 | 2,876 | $288.5K | <0.1% | −1,342−31.8% | Reduced | Holders |
| Q3 2024 | 4,218 | $329.8K | <0.1% | +233+5.8% | Added | Holders |
| Q2 2024 | 3,985 | $315.0K | <0.1% | +581+17.1% | Added | Holders |
| Q1 2024 | 3,404 | $267.6K | <0.1% | +3,404 | New | Holders |