Dimensional Fund Advisors LP Healthequity, Inc. Transaction History

Dimensional Fund Advisors LP

$391 Billion
Q1 2025

A detailed history of Dimensional Fund Advisors LP transactions in Healthequity, Inc. stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 1,533,373 shares of HQY stock, worth $158 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,533,373

Previous 1,582,823 3.12%

Holding current value

$158 Million

Previous $152 Million 10.78%

% of portfolio

0.03%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$84.32 - $114.51 $4.17 Million - $5.66 Million	-49,450 Reduced 3.12%	1,533,373 $136 Million
Q4 2024 Feb 13, 2025	BUY	$78.18 - $104.65 $85,998 - $115,115	1,100 Added 0.07%	1,582,823 $152 Million
Q3 2024 Nov 07, 2024	BUY	$67.98 - $86.62 $2.33 Million - $2.97 Million	34,321 Added 2.22%	1,581,723 $129 Million
Q2 2024 Aug 09, 2024	BUY	$75.85 - $86.94 $8.79 Million - $10.1 Million	115,841 Added 8.09%	1,547,402 $133 Million
Q1 2024 May 10, 2024	BUY	$66.17 - $83.53 $1.44 Million - $1.82 Million	21,821 Added 1.55%	1,431,561 $117 Million
Q4 2023 Feb 07, 2024	BUY	$62.44 - $76.13 $6.75 Million - $8.23 Million	108,108 Added 8.31%	1,409,740 $93.5 Million
Q3 2023 Nov 09, 2023	BUY	$61.58 - $75.59 $6.85 Million - $8.41 Million	111,208 Added 9.34%	1,301,632 $95.1 Million
Q2 2023 Aug 09, 2023	BUY	$51.02 - $65.67 $4.32 Million - $5.56 Million	84,724 Added 7.66%	1,190,424 $75.2 Million
Q1 2023 May 12, 2023	BUY	$52.44 - $67.41 $7.46 Million - $9.58 Million	142,179 Added 14.76%	1,105,700 $64.9 Million
Q4 2022 Feb 09, 2023	BUY	$57.65 - $78.5 $1.63 Million - $2.22 Million	28,224 Added 3.02%	963,521 $59.4 Million
Q3 2022 Nov 10, 2022	BUY	$56.95 - $73.5 $8.61 Million - $11.1 Million	151,135 Added 19.27%	935,297 $62.8 Million
Q2 2022 Aug 12, 2022	BUY	$54.14 - $71.62 $4.58 Million - $6.06 Million	84,643 Added 12.1%	784,162 $48.1 Million
Q1 2022 May 13, 2022	BUY	$45.4 - $67.44 $7.25 Million - $10.8 Million	159,630 Added 29.57%	699,519 $47.2 Million
Q4 2021 Feb 09, 2022	BUY	$39.52 - $69.52 $1.07 Million - $1.89 Million	27,146 Added 5.29%	539,889 $23.9 Million
Q3 2021 Nov 12, 2021	BUY	$61.14 - $82.65 $5.2 Million - $7.03 Million	85,107 Added 19.9%	512,743 $33.2 Million
Q2 2021 Aug 12, 2021	BUY	$66.24 - $84.6 $11.4 Million - $14.6 Million	172,492 Added 67.61%	427,636 $34.4 Million
Q1 2021 May 14, 2021	BUY	$67.0 - $91.01 $13.4 Million - $18.2 Million	199,694 Added 360.13%	255,144 $17.3 Million
Q4 2020 Feb 25, 2021	BUY	$51.41 - $74.4 $2.85 Million - $4.13 Million	55,450 New	55,450 $3.87 Million

Others Institutions Holding HQY

# of Institutions

519

Shares Held

88M

Call Options Held

308K

Put Options Held

322K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $8.69B
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 ...

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Dimensional Fund Advisors LP Healthequity, Inc. Transaction History