Invesco Ltd. Healthequity, Inc. Transaction History

Invesco Ltd.

$503 Billion
Q1 2025

A detailed history of Invesco Ltd. transactions in Healthequity, Inc. stock. As of the latest transaction made, Invesco Ltd. holds 2,446,198 shares of HQY stock, worth $248 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,446,198

Previous 1,624,773 50.56%

Holding current value

$248 Million

Previous $156 Million 38.66%

% of portfolio

0.04%

Previous 0.03%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$84.32 - $114.51 $69.3 Million - $94.1 Million	821,425 Added 50.56%	2,446,198 $216 Million
Q4 2024 Feb 13, 2025	BUY	$78.18 - $104.65 $971,386 - $1.3 Million	12,425 Added 0.77%	1,624,773 $156 Million
Q3 2024 Nov 12, 2024	BUY	$67.98 - $86.62 $3.79 Million - $4.83 Million	55,766 Added 3.58%	1,612,348 $132 Million
Q2 2024 Aug 13, 2024	BUY	$75.85 - $86.94 $8.47 Million - $9.71 Million	111,680 Added 7.73%	1,556,582 $134 Million
Q1 2024 May 14, 2024	BUY	$66.17 - $83.53 $54.9 Million - $69.3 Million	829,753 Added 134.89%	1,444,902 $118 Million
Q4 2023 Feb 12, 2024	BUY	$62.44 - $76.13 $8.19 Million - $9.98 Million	131,106 Added 27.09%	615,149 $40.8 Million
Q3 2023 Nov 13, 2023	BUY	$61.58 - $75.59 $18.5 Million - $22.8 Million	301,078 Added 164.55%	484,043 $35.4 Million
Q2 2023 Aug 11, 2023	SELL	$51.02 - $65.67 $247,447 - $318,499	-4,850 Reduced 2.58%	182,965 $11.6 Million
Q1 2023 May 12, 2023	SELL	$52.44 - $67.41 $38 Million - $48.9 Million	-725,242 Reduced 79.43%	187,815 $11 Million
Q4 2022 Feb 13, 2023	BUY	$57.65 - $78.5 $4.22 Million - $5.75 Million	73,205 Added 8.72%	913,057 $56.3 Million
Q3 2022 Nov 14, 2022	BUY	$56.95 - $73.5 $17.1 Million - $22.1 Million	300,231 Added 55.64%	839,852 $56.4 Million
Q2 2022 Aug 15, 2022	BUY	$54.14 - $71.62 $21.9 Million - $28.9 Million	404,090 Added 298.15%	539,621 $33.1 Million
Q1 2022 May 16, 2022	BUY	$45.4 - $67.44 $328,559 - $488,063	7,237 Added 5.64%	135,531 $9.14 Million
Q4 2021 Feb 14, 2022	SELL	$39.52 - $69.52 $2.55 Million - $4.48 Million	-64,498 Reduced 33.45%	128,294 $5.68 Million
Q3 2021 Nov 15, 2021	SELL	$61.14 - $82.65 $7.08 Million - $9.57 Million	-115,841 Reduced 37.53%	192,792 $12.5 Million
Q2 2021 Aug 17, 2021	BUY	$66.24 - $84.6 $1.35 Million - $1.72 Million	20,352 Added 7.06%	308,633 $24.8 Million
Q1 2021 May 17, 2021	BUY	$67.0 - $91.01 $1.46 Million - $1.99 Million	21,830 Added 8.19%	288,281 $19.6 Million
Q4 2020 Feb 16, 2021	BUY	$51.41 - $74.4 $3.67 Million - $5.31 Million	71,353 Added 36.57%	266,451 $18.6 Million
Q3 2020 Nov 16, 2020	BUY	$46.15 - $61.64 $356,924 - $476,723	7,734 Added 4.13%	195,098 $10 Million
Q2 2020 Aug 14, 2020	SELL	$41.09 - $67.57 $20.6 Million - $33.9 Million	-502,342 Reduced 72.83%	187,364 $11 Million
Q1 2020 May 15, 2020	SELL	$40.54 - $87.73 $33.7 Million - $72.9 Million	-831,126 Reduced 54.65%	689,706 $34.9 Million
Q4 2019 Feb 14, 2020	SELL	$51.99 - $76.5 $28.9 Million - $42.5 Million	-556,150 Reduced 26.78%	1,520,832 $113 Million
Q3 2019 Nov 14, 2019	SELL	$55.4 - $81.98 $3.54 Million - $5.24 Million	-63,869 Reduced 2.98%	2,076,982 $119 Million
Q2 2019 Aug 14, 2019	BUY	$62.18 - $78.3 $16.1 Million - $20.3 Million	258,769 Added 13.75%	2,140,851 $140 Million
Q1 2019 May 15, 2019	SELL	$52.86 - $84.51 $3.31 Million - $5.29 Million	-62,625 Reduced 3.22%	1,882,082 $139 Million
Q4 2018 Feb 14, 2019	BUY	$54.39 - $100.44 $106 Million - $195 Million	1,944,707 New	1,944,707 $116 Million

Others Institutions Holding HQY

# of Institutions

517

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 $8.55B
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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