Fuller & Thaler Asset Management, Inc. Healthequity, Inc. Transaction History

Fuller & Thaler Asset Management, Inc.

$25.4 Billion
Q1 2025

A detailed history of Fuller & Thaler Asset Management, Inc. transactions in Healthequity, Inc. stock. As of the latest transaction made, Fuller & Thaler Asset Management, Inc. holds 757 shares of HQY stock, worth $77,827. This represents 0.0% of its overall portfolio holdings.

Number of Shares

757

Previous 502,572 99.85%

Holding current value

$77,827

Previous $48.2 Million 99.86%

% of portfolio

0.0%

Previous 0.19%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$84.32 - $114.51 $42.3 Million - $57.5 Million	-501,815 Reduced 99.85%	757 $66,000
Q4 2024 Feb 14, 2025	BUY	$78.18 - $104.65 $3.13 Million - $4.2 Million	40,097 Added 8.67%	502,572 $48.2 Million
Q3 2024 Nov 13, 2024	BUY	$67.98 - $86.62 $4.12 Million - $5.25 Million	60,627 Added 15.09%	462,475 $37.9 Million
Q2 2024 Aug 09, 2024	BUY	$75.85 - $86.94 $6.4 Million - $7.34 Million	84,425 Added 26.6%	401,848 $34.6 Million
Q1 2024 May 13, 2024	BUY	$66.17 - $83.53 $5.97 Million - $7.53 Million	90,168 Added 39.68%	317,423 $25.9 Million
Q4 2023 Feb 13, 2024	BUY	$62.44 - $76.13 $1.41 Million - $1.72 Million	22,545 Added 11.01%	227,255 $15.1 Million
Q3 2023 Nov 13, 2023	BUY	$61.58 - $75.59 $1.05 Million - $1.29 Million	17,010 Added 9.06%	204,710 $15 Million
Q2 2023 Aug 14, 2023	BUY	$51.02 - $65.67 $9.58 Million - $12.3 Million	187,700 New	187,700 $11.9 Million
Q2 2020 Aug 13, 2020	SELL	$41.09 - $67.57 $5.17 Million - $8.5 Million	-125,801 Closed	0 $0
Q1 2020 May 06, 2020	SELL	$40.54 - $87.73 $109,012 - $235,905	-2,689 Reduced 2.09%	125,801 $6.36 Million
Q4 2019 Feb 14, 2020	SELL	$51.99 - $76.5 $144,428 - $212,517	-2,778 Reduced 2.12%	128,490 $9.52 Million
Q3 2019 Nov 13, 2019	BUY	$55.4 - $81.98 $7.27 Million - $10.8 Million	131,268 New	131,268 $7.5 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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Fuller & Thaler Asset Management, Inc. Healthequity, Inc. Transaction History