Gradient Investments LLC Healthequity, Inc. Transaction History

Gradient Investments LLC

$4.68 Billion
Q3 2025

A detailed history of Gradient Investments LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Gradient Investments LLC holds 18,840 shares of HQY stock, worth $1.77 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

18,840

Previous 19,692 4.33%

Holding current value

$1.77 Million

Previous $2.06 Million 13.43%

% of portfolio

0.04%

Previous 0.05%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	SELL	$87.42 - $103.12 $74,481 - $87,858	-852 Reduced 4.33%	18,840 $1.79 Million
Q2 2025 Jul 08, 2025	SELL	$76.77 - $113.06 $68,709 - $101,188	-895 Reduced 4.35%	19,692 $2.06 Million
Q1 2025 Apr 09, 2025	SELL	$84.32 - $114.51 $203,717 - $276,656	-2,416 Reduced 10.5%	20,587 $1.79 Million
Q4 2024 Jan 21, 2025	SELL	$78.18 - $104.65 $107,028 - $143,265	-1,369 Reduced 5.62%	23,003 $2.21 Million
Q3 2024 Oct 15, 2024	SELL	$67.98 - $86.62 $2.07 Million - $2.64 Million	-30,477 Reduced 55.57%	24,372 $2 Million
Q2 2024 Jul 18, 2024	BUY	$75.85 - $86.94 $92,385 - $105,892	1,218 Added 2.27%	54,849 $4.73 Million
Q1 2024 Apr 23, 2024	SELL	$66.17 - $83.53 $248,534 - $313,738	-3,756 Reduced 6.55%	53,631 $4.38 Million
Q4 2023 Jan 18, 2024	BUY	$62.44 - $76.13 $537,920 - $655,859	8,615 Added 17.66%	57,387 $3.8 Million
Q3 2023 Oct 27, 2023	BUY	$61.58 - $75.59 $3 Million - $3.69 Million	48,772 New	48,772 $3.56 Million
Q4 2021 Jan 12, 2022	SELL	$39.52 - $69.52 $118 - $208	-3 Closed	0 $0
Q3 2021 Oct 18, 2021	SELL	$61.14 - $82.65 $1,406 - $1,900	-23 Reduced 88.46%	3 $0
Q2 2021 Jul 12, 2021	SELL	$66.24 - $84.6 $1,457 - $1,861	-22 Reduced 45.83%	26 $2,000
Q1 2021 Apr 21, 2021	SELL	$67.0 - $91.01 $1.02 Million - $1.38 Million	-15,189 Reduced 99.68%	48 $3,000
Q4 2020 Jan 08, 2021	SELL	$51.41 - $74.4 $25,396 - $36,753	-494 Reduced 3.14%	15,237 $783,000
Q3 2020 Oct 06, 2020	SELL	$46.15 - $61.64 $461,453 - $616,338	-9,999 Reduced 38.86%	15,731 $808,000
Q2 2020 Jul 10, 2020	BUY	$41.09 - $67.57 $16,477 - $27,095	401 Added 1.58%	25,730 $1.51 Million
Q1 2020 Apr 07, 2020	BUY	$40.54 - $87.73 $206,348 - $446,545	5,090 Added 25.15%	25,329 $1.28 Million
Q4 2019 Jan 15, 2020	BUY	$51.99 - $76.5 $76,425 - $112,455	1,470 Added 7.83%	20,239 $1.5 Million
Q3 2019 Oct 10, 2019	BUY	$55.4 - $81.98 $121,713 - $180,110	2,197 Added 13.26%	18,769 $1.07 Million
Q2 2019 Jul 16, 2019	BUY	$62.18 - $78.3 $466,536 - $587,484	7,503 Added 82.73%	16,572 $1.08 Million
Q1 2019 Apr 11, 2019	BUY	$52.86 - $84.51 $479,387 - $766,421	9,069 New	9,069 $671,000

Others Institutions Holding HQY

# of Institutions

541

Shares Held

86.5M

Call Options Held

311K

Put Options Held

246K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $7.95B
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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Gradient Investments LLC Healthequity, Inc. Transaction History