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12th Street Asset Management Company, LLC: HQY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 12th Street Asset Management Company, LLC on HQY, newest first. How the timeline and the estimate are built.

12th Street Asset Management Company, LLC held 345,390 HQY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 345,390 shares
    Change vs previous 13F +94,029 shares

    4.44% of the 13F portfolio, value $31,195,617.

    13F-HR 0001633703-26-000010 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 251,361 shares
    Change vs previous 13F -7,773 shares

    3.44% of the 13F portfolio, value $21,006,231.

    13F-HR 0001633703-26-000007 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 259,134 shares
    Change vs previous 13F -12,934 shares

    3.91% of the 13F portfolio, value $23,739,257.

    13F-HR 0001633703-26-000003 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 272,068 shares
    Change vs previous 13F +145,151 shares

    4.36% of the 13F portfolio, value $25,783,872.

    13F-HR 0001633703-25-000013 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 126,917 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $13,295,825.

    13F-HR 0001633703-25-000007 filed by 12th Street Asset Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).