Granahan Investment Management, LLC Healthequity, Inc. Transaction History

Granahan Investment Management, LLC

$2.38 Billion
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$61.58 - $75.59 $87,258 - $107,111	-1,417 Reduced 0.29%	489,387 $35.7 Million
Q2 2023 Aug 14, 2023	SELL	$51.02 - $65.67 $1.11 Million - $1.42 Million	-21,697 Reduced 4.23%	490,804 $31 Million
Q1 2023 May 15, 2023	SELL	$52.44 - $67.41 $5.39 Million - $6.93 Million	-102,737 Reduced 16.7%	512,501 $30.1 Million
Q4 2022 Feb 14, 2023	SELL	$57.65 - $78.5 $4.43 Million - $6.04 Million	-76,928 Reduced 11.11%	615,238 $37.9 Million
Q3 2022 Nov 14, 2022	SELL	$56.95 - $73.5 $9.79 Million - $12.6 Million	-171,891 Reduced 19.89%	692,166 $46.5 Million
Q2 2022 Aug 15, 2022	BUY	$54.14 - $71.62 $1.9 Million - $2.51 Million	35,057 Added 4.23%	864,057 $53 Million
Q1 2022 May 16, 2022	BUY	$45.4 - $67.44 $341,998 - $508,025	7,533 Added 0.92%	829,000 $55.9 Million
Q4 2021 Feb 14, 2022	BUY	$39.52 - $69.52 $2.05 Million - $3.61 Million	51,861 Added 6.74%	821,467 $36.3 Million
Q3 2021 Nov 15, 2021	SELL	$61.14 - $82.65 $3.98 Million - $5.38 Million	-65,099 Reduced 7.8%	769,606 $49.8 Million
Q2 2021 Aug 16, 2021	BUY	$66.24 - $84.6 $3.11 Million - $3.97 Million	46,887 Added 5.95%	834,705 $67.2 Million
Q1 2021 May 17, 2021	BUY	$67.0 - $91.01 $15.2 Million - $20.7 Million	227,437 Added 40.59%	787,818 $53.6 Million
Q4 2020 Feb 12, 2021	BUY	$51.41 - $74.4 $3.76 Million - $5.44 Million	73,091 Added 15.0%	560,381 $39.1 Million
Q3 2020 Nov 12, 2020	SELL	$46.15 - $61.64 $15.6 Million - $20.8 Million	-337,141 Reduced 40.89%	487,290 $25 Million
Q2 2020 Aug 14, 2020	BUY	$41.09 - $67.57 $16.2 Million - $26.6 Million	393,733 Added 91.42%	824,431 $48.4 Million
Q1 2020 May 12, 2020	SELL	$40.54 - $87.73 $3.34 Million - $7.24 Million	-82,473 Reduced 16.07%	430,698 $21.8 Million
Q4 2019 Feb 14, 2020	SELL	$51.99 - $76.5 $4.66 Million - $6.85 Million	-89,596 Reduced 14.86%	513,171 $38 Million
Q3 2019 Nov 15, 2019	BUY	$55.4 - $81.98 $7.65 Million - $11.3 Million	138,045 Added 29.7%	602,767 $34.4 Million
Q2 2019 Aug 14, 2019	BUY	$62.18 - $78.3 $12.2 Million - $15.4 Million	196,322 Added 73.15%	464,722 $30.4 Million
Q1 2019 May 14, 2019	BUY	$52.86 - $84.51 $14.2 Million - $22.7 Million	268,400 New	268,400 $19.9 Million
Q4 2018 Feb 13, 2019	SELL	$54.39 - $100.44 $140,326 - $259,135	-2,580 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$74.12 - $97.32 $191,229 - $251,085	2,580 New	2,580 $244,000

Others Institutions Holding HQY

# of Institutions

436

Shares Held

81.8M

Call Options Held

205K

Put Options Held

101K

Black Rock Inc. New York, NY

10.7M
Shares

$978 Million
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

8.88M
Shares

$809 Million
0.01% of portfolio
Wasatch Advisors Inc Salt Lake City, UT

7.76M
Shares

$707 Million
3.16% of portfolio
State Street Corp Boston, MA

3.13M
Shares

$285 Million
0.01% of portfolio
Clearbridge Investments, LLC New York, NY

2.39M
Shares

$218 Million
0.16% of portfolio

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $7.7B
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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