Loomis Sayles & CO L P Healthequity, Inc. Transaction History

Loomis Sayles & CO L P

$81.4 Billion
Q3 2025

A detailed history of Loomis Sayles & CO L P transactions in Healthequity, Inc. stock. As of the latest transaction made, Loomis Sayles & CO L P holds 985,105 shares of HQY stock, worth $100 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

985,105

Previous 1,031,328 4.48%

Holding current value

$100 Million

Previous $108 Million 13.59%

% of portfolio

0.11%

Previous 0.14%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$87.42 - $103.12 $4.04 Million - $4.77 Million	-46,223 Reduced 4.48%	985,105 $93.4 Million
Q2 2025 Aug 13, 2025	SELL	$76.77 - $113.06 $6.27 Million - $9.23 Million	-81,619 Reduced 7.33%	1,031,328 $108 Million
Q1 2025 May 14, 2025	BUY	$84.32 - $114.51 $457,098 - $620,758	5,421 Added 0.49%	1,112,947 $98.4 Million
Q4 2024 Feb 12, 2025	SELL	$78.18 - $104.65 $1.49 Million - $2 Million	-19,119 Reduced 1.7%	1,107,526 $106 Million
Q3 2024 Nov 13, 2024	BUY	$67.98 - $86.62 $1.68 Million - $2.14 Million	24,665 Added 2.24%	1,126,645 $92.2 Million

Q2 2024 Aug 13, 2024	BUY	$75.85 - $86.94 $13 Million - $14.9 Million	171,114 Added 18.38%	1,101,980 $95 Million
Q1 2024 May 14, 2024	BUY	$66.17 - $83.53 $3.32 Million - $4.19 Million	50,212 Added 5.7%	930,866 $76 Million
Q4 2023 Feb 13, 2024	BUY	$62.44 - $76.13 $30 Million - $36.6 Million	480,971 Added 120.34%	880,654 $58.4 Million
Q3 2023 Nov 09, 2023	BUY	$61.58 - $75.59 $9.01 Million - $11.1 Million	146,372 Added 57.78%	399,683 $29.2 Million
Q2 2023 Aug 11, 2023	BUY	$51.02 - $65.67 $12.9 Million - $16.6 Million	253,311 New	253,311 $16 Million
Q1 2022 May 13, 2022	SELL	$45.4 - $67.44 $25.5 Million - $37.8 Million	-561,146 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$39.52 - $69.52 $12.5 Million - $21.9 Million	-315,429 Reduced 35.98%	561,146 $24.8 Million
Q3 2021 Nov 12, 2021	SELL	$61.14 - $82.65 $832,298 - $1.13 Million	-13,613 Reduced 1.53%	876,575 $56.8 Million
Q2 2021 Aug 13, 2021	BUY	$66.24 - $84.6 $7.69 Million - $9.82 Million	116,088 Added 15.0%	890,188 $71.6 Million
Q1 2021 May 17, 2021	BUY	$67.0 - $91.01 $15.7 Million - $21.4 Million	234,814 Added 43.54%	774,100 $52.6 Million
Q4 2020 Feb 12, 2021	BUY	$51.41 - $74.4 $4.15 Million - $6 Million	80,638 Added 17.58%	539,286 $37.6 Million
Q3 2020 Nov 12, 2020	BUY	$46.15 - $61.64 $401,966 - $536,884	8,710 Added 1.94%	458,648 $23.6 Million
Q2 2020 Aug 14, 2020	BUY	$41.09 - $67.57 $5.84 Million - $9.6 Million	142,022 Added 46.12%	449,938 $26.4 Million
Q1 2020 May 15, 2020	BUY	$40.54 - $87.73 $12.5 Million - $27 Million	307,916 New	307,916 $15.6 Million
Q4 2018 Feb 14, 2019	SELL	$54.39 - $100.44 $30.3 Million - $55.9 Million	-556,385 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	$74.12 - $97.32 $3.9 Million - $5.12 Million	-52,620 Reduced 8.64%	556,385 $52.5 Million
Q2 2018 Aug 14, 2018	SELL	$60.39 - $81.76 $11.2 Million - $15.2 Million	-185,928 Reduced 23.39%	609,005 $45.7 Million
Q1 2018 May 11, 2018	SELL	$46.47 - $66.82 $1.15 Million - $1.65 Million	-24,660 Reduced 3.01%	794,933 $48.1 Million
Q4 2017 Feb 14, 2018	BUY	$43.69 - $53.96 $469,143 - $579,422	10,738 Added 1.33%	819,593 $38.2 Million
Q3 2017 Nov 14, 2017	SELL	$40.6 - $50.58 $959,865 - $1.2 Million	-23,642 Reduced 2.84%	808,855 $40.9 Million
Q2 2017 Aug 14, 2017	BUY	N/A	832,497	832,497 $41.5 Million

Others Institutions Holding HQY

# of Institutions

555

Shares Held

86.4M

Call Options Held

171K

Put Options Held

83.7K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $8.6B
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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Loomis Sayles & CO L P Healthequity, Inc. Transaction History