SEC 13F Intelligence

Crown Advisors Management, Inc. / HQY

Crown Advisors Management, Inc.’s Healthequity Inc Position

Does Crown Advisors Management, Inc. own Healthequity Inc (HQY)? Not currently — the last reported position was 20.0K shares worth $2M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2025
Shares
20.0K
% of Portfolio
+1.21%
Quarters Held
2
position exited

Position History HQY

Reported value by quarter
Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202520.0K$2M+1.21%
Q3 202520.0K$2M+1.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Crown Advisors Management, Inc.’s full portfolio or all institutional holders of HQY.