Forum Financial Management, LP Healthequity, Inc. Transaction History
Forum Financial Management, LP
- $6.44 Billion
- Q3 2025
A detailed history of Forum Financial Management, LP transactions in Healthequity, Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 2,642 shares of HQY stock, worth $249,880. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,642
Previous 2,296
15.07%
Holding current value
$249,880
Previous $240,000
4.17%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding HQY
# of Institutions
557Shares Held
86.4MCall Options Held
311KPut Options Held
246K-
Black Rock Inc. New York, NY10.7MShares$1.02 Billion0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.5MShares$804 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT6.1MShares$577 Million3.47% of portfolio
-
State Street Corp Boston, MA3.18MShares$301 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA2.37MShares$224 Million0.04% of portfolio
About HEALTHEQUITY, INC.
- Ticker HQY
- Exchange NASDAQ
- Sector Healthcare
- Industry Health Information Services
- Shares Outstandng 84,530,704
- Market Cap $7.99B
- 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 ...