Mackenzie Financial Corp Healthequity, Inc. Transaction History

Mackenzie Financial Corp

$71.6 Billion
Q2 2025

A detailed history of Mackenzie Financial Corp transactions in Healthequity, Inc. stock. As of the latest transaction made, Mackenzie Financial Corp holds 1,267,168 shares of HQY stock, worth $117 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,267,168

Previous 1,666,578 23.97%

Holding current value

$117 Million

Previous $147 Million 9.86%

% of portfolio

0.19%

Previous 0.22%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$76.77 - $113.06 $30.7 Million - $45.2 Million	-399,410 Reduced 23.97%	1,267,168 $133 Million
Q1 2025 May 07, 2025	SELL	$84.32 - $114.51 $22.6 Million - $30.8 Million	-268,576 Reduced 13.88%	1,666,578 $147 Million
Q4 2024 Feb 14, 2025	SELL	$78.18 - $104.65 $33 Million - $44.2 Million	-422,382 Reduced 17.92%	1,935,154 $186 Million
Q3 2024 Nov 13, 2024	SELL	$67.98 - $86.62 $474,840 - $605,040	-6,985 Reduced 0.3%	2,357,536 $193 Million
Q2 2024 Aug 14, 2024	BUY	$75.85 - $86.94 $24.7 Million - $28.3 Million	325,906 Added 15.99%	2,364,521 $204 Million
Q1 2024 May 10, 2024	BUY	$66.17 - $83.53 $15.3 Million - $19.3 Million	231,208 Added 12.79%	2,038,615 $166 Million
Q4 2023 Jan 30, 2024	BUY	$62.44 - $76.13 $41.5 Million - $50.6 Million	664,979 Added 58.21%	1,807,407 $120 Million
Q3 2023 Oct 25, 2023	SELL	$61.58 - $75.59 $225,259 - $276,508	-3,658 Reduced 0.32%	1,142,428 $83.5 Million
Q2 2023 Aug 03, 2023	SELL	$51.02 - $65.67 $396,986 - $510,978	-7,781 Reduced 0.67%	1,146,086 $72.4 Million
Q1 2023 Apr 24, 2023	SELL	$52.44 - $67.41 $6.3 Million - $8.1 Million	-120,166 Reduced 9.43%	1,153,867 $67.7 Million
Q4 2022 Feb 14, 2023	SELL	$57.65 - $78.5 $35.6 Million - $48.5 Million	-617,718 Reduced 32.65%	1,274,033 $78.5 Million
Q3 2022 Oct 07, 2022	SELL	$56.95 - $73.5 $9.23 Million - $11.9 Million	-162,061 Reduced 7.89%	1,891,751 $127 Million
Q2 2022 Aug 10, 2022	SELL	$54.14 - $71.62 $387,696 - $512,870	-7,161 Reduced 0.35%	2,053,812 $126 Million
Q1 2022 May 13, 2022	SELL	$45.4 - $67.44 $9.39 Million - $14 Million	-206,925 Reduced 9.12%	2,060,973 $139 Million
Q4 2021 Feb 14, 2022	BUY	$39.52 - $69.52 $16.7 Million - $29.4 Million	422,484 Added 22.89%	2,267,898 $100 Million
Q3 2021 Nov 08, 2021	BUY	$61.14 - $82.65 $5.84 Million - $7.89 Million	95,456 Added 5.45%	1,845,414 $120 Million
Q2 2021 Aug 11, 2021	BUY	$66.24 - $84.6 $6.7 Million - $8.56 Million	101,186 Added 6.14%	1,749,958 $141 Million
Q1 2021 May 14, 2021	BUY	$67.0 - $91.01 $42.6 Million - $57.9 Million	636,465 Added 62.87%	1,648,772 $112 Million
Q4 2020 Feb 10, 2021	BUY	$51.41 - $74.4 $52 Million - $75.3 Million	1,012,307 New	1,012,307 $70.6 Million

Others Institutions Holding HQY

# of Institutions

540

Shares Held

86.5M

Call Options Held

317K

Put Options Held

251K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $7.83B
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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Mackenzie Financial Corp Healthequity, Inc. Transaction History