A detailed history of Ethic Inc. transactions in Healthequity, Inc. stock. As of the latest transaction made, Ethic Inc. holds 3,758 shares of HQY stock, worth $382,451. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,758
Previous 6,870 45.3%
Holding current value
$382,451
Previous $719,000 50.49%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2025

SELL
$87.42 - $103.12 $272,051 - $320,909
-3,112 Reduced 45.3%
3,758 $356,000
Q2 2025

Jul 30, 2025

BUY
$76.77 - $113.06 $140,182 - $206,447
1,826 Added 36.2%
6,870 $719,000
Q1 2025

May 13, 2025

BUY
$84.32 - $114.51 $125,636 - $170,619
1,490 Added 41.92%
5,044 $445,000
Q4 2024

Feb 14, 2025

BUY
$78.18 - $104.65 $277,851 - $371,926
3,554 New
3,554 $341,000

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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