A detailed history of Beacon Investment Advisors LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Beacon Investment Advisors LLC holds 27,366 shares of HQY stock, worth $2.79 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
27,366
Holding current value
$2.79 Million
% of portfolio
1.06%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$87.42 - $103.12 $2.39 Million - $2.82 Million
27,366 New
27,366 $2.59 Billion

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.6B
  • Description
  • HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness ...
More about HQY
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