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Disclosery

Suncoast Equity Management: HQY position timeline

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

Suncoast Equity Management held 8,635 HQY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,635 shares
    Change vs previous 13F -615 shares

    0.1% of the 13F portfolio, value $779,913.

    13F-HR 0001315059-26-000005 filed by Suncoast Equity Management
    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 9,250 shares
    Change vs previous 13F -2,240 shares

    0.09% of the 13F portfolio, value $773,023.

    13F-HR 0001315059-26-000004 filed by Suncoast Equity Management
    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/A 11,490 shares
    Change vs previous 13F +4,170 shares

    0.11% of the 13F portfolio, value $1,052,599.

    13F-HR/A 0001315059-26-000002 filed by Suncoast Equity Management
    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 7,320 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $693,716.

    13F-HR 0001315059-25-000009 filed by Suncoast Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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