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Disclosery

Madison Asset Management, LLC: HQY position timeline

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

Madison Asset Management, LLC held 60,491 HQY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,491 shares
    Change vs previous 13F +86 shares

    0.07% of the 13F portfolio, value $5,463,547.

    13F-HR 0001954889-26-000022 filed by Madison Asset Management, 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 60,405 shares
    Change vs previous 13F -533 shares

    0.06% of the 13F portfolio, value $5,048,046.

    13F-HR 0001954889-26-000018 filed by Madison Asset Management, 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 60,938 shares
    Change vs previous 13F +231 shares

    0.06% of the 13F portfolio, value $5,582,530.

    13F-HR 0001954889-26-000008 filed by Madison Asset Management, 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 60,707 shares
    Change vs previous 13F +46 shares

    0.06% of the 13F portfolio, value $5,753,202.

    13F-HR 0001954889-25-000033 filed by Madison Asset Management, 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 60,661 shares
    Change vs previous 13F -8,703 shares

    0.07% of the 13F portfolio, value $6,354,846.

    13F-HR 0001954889-25-000027 filed by Madison Asset Management, 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 69,364 shares
    Change vs previous 13F -70,946 shares

    0.07% of the 13F portfolio, value $6,129,697.

    13F-HR 0001954889-25-000019 filed by Madison Asset Management, 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/A 140,310 shares
    Change vs previous 13F +73,851 shares

    0.08% of the 13F portfolio, value $13,462,744.

    13F-HR 0001954889-25-000006 filed by Madison Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Madison Asset Management, LLC: 70,155 shares
    • Madison Investment Advisors, LLC: 70,155 shares

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

  8. period ended2024-09-30
    13F 66,459 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,439,669.

    13F-HR 0001954889-24-000003 filed by Madison Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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