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ARISTOTLE INVESTMENT SERVICES, LLC: HQY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ARISTOTLE INVESTMENT SERVICES, LLC on HQY, newest first. How the timeline and the estimate are built.

ARISTOTLE INVESTMENT SERVICES, LLC held 332,884 HQY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 332,884 shares
    Change vs previous 13F -64,345 shares

    2.02% of the 13F portfolio, value $30,066,082.

    13F-HR 0001398344-26-014480 filed by Aristotle Capital Boston, 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 397,229 shares
    Change vs previous 13F -35,710 shares

    2.06% of the 13F portfolio, value $33,168,900.

    13F-HR 0001398344-26-009206 filed by Aristotle Capital Boston, 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 432,939 shares
    Change vs previous 13F -3,095 shares

    2.18% of the 13F portfolio, value $39,661,560.

    13F-HR 0001398344-26-003238 filed by Aristotle Capital Boston, 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 436,034 shares
    Change vs previous 13F -7,291 shares

    2.13% of the 13F portfolio, value $41,322,951.

    13F-HR 0001398344-25-020922 filed by Aristotle Capital Boston, 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 443,325 shares
    Change vs previous 13F -34,316 shares

    2.36% of the 13F portfolio, value $46,442,806.

    13F-HR 0001398344-25-015416 filed by Aristotle Capital Boston, LLC
    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 477,641 shares
    Change vs previous 13F -95,800 shares

    2.11% of the 13F portfolio, value $42,209,162.

    13F-HR 0001398344-25-009467 filed by Aristotle Capital Boston, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 573,441 shares
    Change vs previous 13F +35,128 shares

    2.04% of the 13F portfolio, value $55,021,642.

    13F-HR 0001398344-25-002761 filed by Aristotle Capital Boston, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 538,313 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $44,060,930.

    13F-HR 0001398344-24-020713 filed by Aristotle Capital Boston, LLC
    Filed (acceptance time not in the bulk data set), ingested

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