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Disclosery

Montanaro Asset Management Ltd: HQY position timeline

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

Montanaro Asset Management Ltd held 47,400 HQY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,400 shares
    Change vs previous 13F -3,400 shares

    1.35% of the 13F portfolio, value $4,281,168.

    13F-HR 0001831133-26-000003 filed by Montanaro Asset Management Ltd
    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 50,800 shares
    Change vs previous 13F +13,600 shares

    1.27% of the 13F portfolio, value $4,245,356.

    13F-HR 0001831133-26-000002 filed by Montanaro Asset Management Ltd
    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 37,200 shares
    Change vs previous 13F +4,300 shares

    0.95% of the 13F portfolio, value $3,407,892.

    13F-HR 0001831133-26-000001 filed by Montanaro Asset Management Ltd
    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 32,900 shares
    Change vs previous 13F +4,800 shares

    0.78% of the 13F portfolio, value $3,117,933.

    13F-HR 0001831133-25-000003 filed by Montanaro Asset Management Ltd
    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 28,100 shares
    Change vs previous 13F +12,800 shares

    0.76% of the 13F portfolio, value $2,943,756.

    13F-HR 0001085146-25-004529 filed by Montanaro Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 15,300 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,352,061.

    13F-HR 0001085146-25-003010 filed by Montanaro Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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