Pier Capital, LLC Healthequity, Inc. Transaction History

Pier Capital, LLC

$670 Million
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$61.58 - $75.59 $3.31 Million - $4.07 Million	53,832 New	53,832 $3.93 Million
Q3 2022 Nov 15, 2022	SELL	$56.95 - $73.5 $3.2 Million - $4.13 Million	-56,215 Reduced 42.73%	75,353 $5.06 Million
Q2 2022 Aug 15, 2022	SELL	$54.14 - $71.62 $2.07 Million - $2.74 Million	-38,325 Reduced 22.56%	131,568 $8.08 Million
Q1 2022 May 10, 2022	SELL	$45.4 - $67.44 $5.26 Million - $7.82 Million	-115,932 Reduced 40.56%	169,893 $11.5 Million
Q4 2021 Feb 10, 2022	BUY	$39.52 - $69.52 $6.9 Million - $12.1 Million	174,544 Added 156.85%	285,825 $12.6 Million
Q3 2021 Nov 10, 2021	SELL	$61.14 - $82.65 $762,599 - $1.03 Million	-12,473 Reduced 10.08%	111,281 $7.21 Million
Q2 2021 Aug 12, 2021	SELL	$66.24 - $84.6 $1.15 Million - $1.46 Million	-17,293 Reduced 12.26%	123,754 $9.96 Million
Q1 2021 May 13, 2021	BUY	$67.0 - $91.01 $399,253 - $542,328	5,959 Added 4.41%	141,047 $9.59 Million
Q4 2020 Feb 16, 2021	BUY	$51.41 - $74.4 $1.28 Million - $1.85 Million	24,807 Added 22.49%	135,088 $9.42 Million
Q3 2020 Nov 13, 2020	BUY	$46.15 - $61.64 $1.28 Million - $1.71 Million	27,705 Added 33.55%	110,281 $5.67 Million
Q2 2020 Aug 13, 2020	BUY	$41.09 - $67.57 $659,864 - $1.09 Million	16,059 Added 24.14%	82,576 $4.85 Million
Q1 2020 May 15, 2020	SELL	$40.54 - $87.73 $1.27 Million - $2.76 Million	-31,420 Reduced 32.08%	66,517 $3.37 Million
Q4 2019 Feb 14, 2020	BUY	$51.99 - $76.5 $643,792 - $947,299	12,383 Added 14.47%	97,937 $7.25 Million
Q3 2019 Nov 13, 2019	BUY	$55.4 - $81.98 $684,910 - $1.01 Million	12,363 Added 16.89%	85,554 $4.89 Million
Q2 2019 Aug 14, 2019	BUY	$62.18 - $78.3 $150,599 - $189,642	2,422 Added 3.42%	73,191 $4.79 Million
Q1 2019 Apr 24, 2019	BUY	$52.86 - $84.51 $428,377 - $684,869	8,104 Added 12.93%	70,769 $5.24 Million
Q4 2018 Feb 13, 2019	SELL	$54.39 - $100.44 $2.04 Million - $3.77 Million	-37,558 Reduced 37.47%	62,665 $3.74 Million
Q3 2018 Nov 14, 2018	BUY	$74.12 - $97.32 $45,509 - $59,754	614 Added 0.62%	100,223 $9.46 Million
Q2 2018 Aug 08, 2018	BUY	$60.39 - $81.76 $2.85 Million - $3.86 Million	47,169 Added 89.95%	99,609 $7.48 Million
Q1 2018 May 14, 2018	SELL	$46.47 - $66.82 $2.98 Million - $4.29 Million	-64,226 Reduced 55.05%	52,440 $3.18 Million
Q4 2017 Feb 15, 2018	SELL	$43.69 - $53.96 $2.75 Million - $3.4 Million	-62,920 Reduced 35.04%	116,666 $5.44 Million
Q3 2017 Nov 13, 2017	BUY	$40.6 - $50.58 $7.29 Million - $9.08 Million	179,586	179,586 $9.08 Million

Others Institutions Holding HQY

# of Institutions

434

Shares Held

81.8M

Call Options Held

205K

Put Options Held

101K

Black Rock Inc. New York, NY

10.7M
Shares

$1.06 Billion
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

8.88M
Shares

$879 Million
0.01% of portfolio
Wasatch Advisors Inc Salt Lake City, UT

7.76M
Shares

$768 Million
3.16% of portfolio
State Street Corp Boston, MA

3.13M
Shares

$310 Million
0.01% of portfolio
Clearbridge Investments, LLC New York, NY

2.39M
Shares

$236 Million
0.16% of portfolio

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $8.37B
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

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