Neuberger Berman Group LLC Healthequity, Inc. Transaction History

Neuberger Berman Group LLC

$114 Billion
Q1 2025

A detailed history of Neuberger Berman Group LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Neuberger Berman Group LLC holds 123,578 shares of HQY stock, worth $11.8 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

123,578

Previous 103,403 19.51%

Holding current value

$11.8 Million

Previous $9.92 Million 10.07%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$84.32 - $114.51 $1.7 Million - $2.31 Million	20,175 Added 19.51%	123,578 $10.9 Million
Q4 2024 Feb 13, 2025	BUY	$78.18 - $104.65 $3.24 Million - $4.34 Million	41,425 Added 66.84%	103,403 $9.92 Million
Q3 2024 Nov 14, 2024	SELL	$67.98 - $86.62 $147,244 - $187,618	-2,166 Reduced 3.38%	61,978 $5.07 Million
Q2 2024 Nov 14, 2024	BUY	$75.85 - $86.94 $1.25 Million - $1.44 Million	16,543 Added 34.75%	64,144 $5.53 Million
Q2 2024 Aug 13, 2024	BUY	$75.85 - $86.94 $1.25 Million - $1.44 Million	16,543 Added 34.75%	64,144 $5.53 Million
Q1 2024 Nov 14, 2024	BUY	$66.17 - $83.53 $45,591 - $57,552	689 Added 1.47%	47,601 $3.89 Million
Q1 2024 May 13, 2024	BUY	$66.17 - $83.53 $3.15 Million - $3.98 Million	47,601 New	47,601 $3.89 Million
Q4 2023 Nov 14, 2024	SELL	$62.44 - $76.13 $1.08 Million - $1.31 Million	-17,232 Reduced 26.86%	46,912 $3.11 Million
Q4 2023 Feb 09, 2024	SELL	$62.44 - $76.13 $263,309 - $321,040	-4,217 Reduced 8.25%	46,912 $3.11 Million
Q3 2023 Nov 14, 2023	BUY	$61.58 - $75.59 $47,970 - $58,884	779 Added 1.55%	51,129 $3.73 Million
Q2 2023 Aug 11, 2023	BUY	$51.02 - $65.67 $546,730 - $703,719	10,716 Added 27.04%	50,350 $3.18 Million
Q1 2023 May 12, 2023	BUY	$52.44 - $67.41 $130,208 - $167,379	2,483 Added 6.68%	39,634 $2.33 Million
Q4 2022 Feb 13, 2023	SELL	$57.65 - $78.5 $13,547 - $18,447	-235 Reduced 0.63%	37,151 $2.29 Million
Q3 2022 Nov 15, 2022	SELL	$56.95 - $73.5 $1.41 Million - $1.82 Million	-24,738 Reduced 39.82%	37,386 $2.51 Million
Q2 2022 Aug 15, 2022	BUY	$54.14 - $71.62 $173,302 - $229,255	3,201 Added 5.43%	62,124 $3.81 Million
Q1 2022 May 13, 2022	BUY	$45.4 - $67.44 $2.68 Million - $3.97 Million	58,923 New	58,923 $3.94 Million
Q2 2020 Aug 13, 2020	SELL	$41.09 - $67.57 $1.44 Million - $2.36 Million	-35,000 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$51.99 - $76.5 $462,711 - $680,850	8,900 Added 34.1%	35,000 $2.59 Million
Q3 2019 Nov 13, 2019	BUY	$55.4 - $81.98 $1.45 Million - $2.14 Million	26,100 New	26,100 $1.49 Million

Others Institutions Holding HQY

# of Institutions

520

Shares Held

87M

Call Options Held

232K

Put Options Held

335K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $8.09B
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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Neuberger Berman Group LLC Healthequity, Inc. Transaction History