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Disclosery

Baron Capital: HQY position timeline

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

Baron Capital held 750,394 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 750,394 shares
    Change vs previous 13F +369 shares

    0.1% of the 13F portfolio, value $67,775,586.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    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 750,025 shares
    Change vs previous 13F -6,000 shares

    0.19% of the 13F portfolio, value $62,679,589.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    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 756,025 shares
    Change vs previous 13F -3,500 shares

    0.19% of the 13F portfolio, value $69,259,450.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    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 759,525 shares
    Change vs previous 13F -20,475 shares

    0.19% of the 13F portfolio, value $71,980,184.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    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 780,000 shares
    Change vs previous 13F -5,000 shares

    0.22% of the 13F portfolio, value $81,712,800.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    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 785,000 shares
    Change vs previous 13F +5,000 shares

    0.2% of the 13F portfolio, value $69,370,450.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    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 780,000 shares
    Change vs previous 13F +30,000 shares

    0.19% of the 13F portfolio, value $74,841,000.

    13F-HR 0001017918-25-000019 filed by BAMCO INC /NY/
    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 750,000 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $61,387,500.

    13F-HR 0001017918-24-000083 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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