Kayne Anderson Rudnick Investment Management LLC Healthequity, Inc. Transaction History

Kayne Anderson Rudnick Investment Management LLC

  • $43.7 Billion
  • Q3 2024

A detailed history of Kayne Anderson Rudnick Investment Management LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Kayne Anderson Rudnick Investment Management LLC holds 569,164 shares of HQY stock, worth $51.8 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
569,164
Previous 581,529 2.13%
Holding current value
$51.8 Million
Previous $50.1 Million 7.05%
% of portfolio
0.11%
Previous 0.13%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$67.98 - $86.62 $840,572 - $1.07 Million
-12,365 Reduced 2.13%
569,164 $46.6 Million
Q2 2024

Aug 13, 2024
BUY
$75.85 - $86.94 $651,854 - $747,162
8,594 Added 1.5%
581,529 $50.1 Million
Q1 2024

May 14, 2024
SELL
$66.17 - $83.53 $556,291 - $702,236
-8,407 Reduced 1.45%
572,935 $46.8 Million
Q4 2023

Feb 13, 2024
BUY
$62.44 - $76.13 $1.23 Million - $1.5 Million
19,680 Added 3.5%
581,342 $38.5 Million
Q3 2023

Nov 13, 2023
SELL
$61.58 - $75.59 $11.7 Million - $14.3 Million
-189,527 Reduced 25.23%
561,662 $41 Million
Q2 2023

Aug 11, 2023
SELL
$51.02 - $65.67 $755,606 - $972,572
-14,810 Reduced 1.93%
751,189 $47.4 Million
Q1 2023

May 16, 2023
SELL
$52.44 - $67.41 $118,461 - $152,279
-2,259 Reduced 0.29%
765,999 $45 Million
Q4 2022

Feb 13, 2023
SELL
$57.65 - $78.5 $40.5 Million - $55.2 Million
-702,914 Reduced 47.78%
768,258 $47.4 Million
Q3 2022

Nov 16, 2022
BUY
$56.95 - $73.5 $83.8 Million - $108 Million
1,471,172 New
1,471,172 $98.8 Million
Q3 2022

Nov 14, 2022
SELL
$56.95 - $73.5 $80.3 Million - $104 Million
-1,410,226 Closed
0 $98.8 Million
Q2 2022

Aug 12, 2022
BUY
$54.14 - $71.62 $1.67 Million - $2.21 Million
30,886 Added 2.24%
1,410,226 $86.6 Million
Q1 2022

May 16, 2022
BUY
$45.4 - $67.44 $1.35 Million - $2 Million
29,631 Added 2.2%
1,379,340 $93 Million
Q4 2021

Feb 14, 2022
SELL
$39.52 - $69.52 $1.82 Million - $3.19 Million
-45,951 Reduced 3.29%
1,349,709 $59.7 Million
Q3 2021

Nov 12, 2021
BUY
$61.14 - $82.65 $404,624 - $546,977
6,618 Added 0.48%
1,395,660 $90.4 Million
Q2 2021

Aug 13, 2021
BUY
$66.24 - $84.6 $10.8 Million - $13.9 Million
163,762 Added 13.37%
1,389,042 $112 Million
Q1 2021

May 17, 2021
BUY
$67.0 - $91.01 $2.23 Million - $3.03 Million
33,288 Added 2.79%
1,225,280 $83.3 Million
Q4 2020

Feb 12, 2021
BUY
$51.41 - $74.4 $17.5 Million - $25.3 Million
339,922 Added 39.89%
1,191,992 $83.1 Million
Q3 2020

Nov 16, 2020
BUY
$46.15 - $61.64 $5.98 Million - $7.98 Million
129,505 Added 17.92%
852,070 $43.8 Million
Q2 2020

Aug 14, 2020
BUY
$41.09 - $67.57 $15.2 Million - $25 Million
370,224 Added 105.08%
722,565 $42.4 Million
Q1 2020

May 15, 2020
BUY
$40.54 - $87.73 $1.53 Million - $3.32 Million
37,790 Added 12.01%
352,341 $17.8 Million
Q4 2019

Feb 13, 2020
BUY
$51.99 - $76.5 $291,611 - $429,088
5,609 Added 1.82%
314,551 $23.3 Million
Q3 2019

Nov 14, 2019
SELL
$55.4 - $81.98 $8 Million - $11.8 Million
-144,391 Reduced 31.85%
308,942 $17.7 Million
Q2 2019

Aug 14, 2019
BUY
$62.18 - $78.3 $1.39 Million - $1.75 Million
22,364 Added 5.19%
453,333 $29.6 Million
Q1 2019

Jun 12, 2019
SELL
$52.86 - $84.51 $9,884 - $15,803
-187 Reduced 0.04%
430,969 $31.9 Million
Q1 2019

May 10, 2019
BUY
$52.86 - $84.51 $3.33 Million - $5.33 Million
63,065 Added 17.13%
431,156 $31.9 Million
Q4 2018

Feb 06, 2019
SELL
$54.39 - $100.44 $3.24 Million - $5.99 Million
-59,624 Reduced 13.94%
368,091 $22 Million
Q3 2018

Nov 13, 2018
BUY
$74.12 - $97.32 $135,639 - $178,095
1,830 Added 0.43%
427,715 $40.4 Million
Q2 2018

Aug 13, 2018
BUY
$60.39 - $81.76 $335,406 - $454,095
5,554 Added 1.32%
425,885 $32 Million
Q1 2018

May 09, 2018
BUY
$46.47 - $66.82 $4.22 Million - $6.07 Million
90,781 Added 27.55%
420,331 $25.4 Million
Q4 2017

Feb 12, 2018
BUY
$43.69 - $53.96 $9,568 - $11,817
219 Added 0.07%
329,550 $15.4 Million
Q3 2017

Nov 07, 2017
BUY
$40.6 - $50.58 $13.4 Million - $16.7 Million
329,331
329,331 $16.7 Million

Others Institutions Holding HQY

# of Institutions
436
Shares Held
81.8M
Call Options Held
205K
Put Options Held
101K
View Full List

About HEALTHEQUITY, INC.

HQY Quotes by TradingView
  • 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
Track This Portfolio

Track Kayne Anderson Rudnick Investment Management LLC Portfolio

Follow Kayne Anderson Rudnick Investment Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kayne Anderson Rudnick Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kayne Anderson Rudnick Investment Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email