Prelude Capital Management, LLC Healthequity, Inc. Transaction History

Prelude Capital Management, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$61.58 - $75.59 $84,303 - $103,482	-1,369 Reduced 27.57%	3,597 $262,000
Q2 2023 Aug 14, 2023	SELL	$51.02 - $65.67 $75,662 - $97,388	-1,483 Reduced 23.0%	4,966 $313,000
Q1 2023 May 15, 2023	SELL	$52.44 - $67.41 $480,874 - $618,149	-9,170 Reduced 58.71%	6,449 $378,000
Q4 2022 Feb 14, 2023	BUY	$57.65 - $78.5 $510,779 - $695,510	8,860 Added 131.08%	15,619 $962,000
Q3 2022 Nov 14, 2022	BUY	$56.95 - $73.5 $157,409 - $203,154	2,764 Added 69.19%	6,759 $454,000
Q2 2022 Aug 15, 2022	BUY	$54.14 - $71.62 $216,289 - $286,121	3,995 New	3,995 $245,000
Q1 2021 May 17, 2021	SELL	$67.0 - $91.01 $1.01 Million - $1.37 Million	-15,033 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$51.41 - $74.4 $212,014 - $306,825	4,124 Added 37.8%	15,033 $1.05 Million
Q3 2020 Nov 16, 2020	BUY	$46.15 - $61.64 $503,450 - $672,430	10,909 New	10,909 $560,000
Q2 2019 Aug 14, 2019	SELL	$62.18 - $78.3 $549,360 - $691,780	-8,835 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$52.86 - $84.51 $17,919 - $28,648	-339 Reduced 3.7%	8,835 $654,000
Q4 2018 Feb 14, 2019	SELL	$54.39 - $100.44 $75,493 - $139,410	-1,388 Reduced 13.14%	9,174 $547,000
Q3 2018 Nov 14, 2018	BUY	$74.12 - $97.32 $200,420 - $263,153	2,704 Added 34.41%	10,562 $997,000
Q2 2018 Aug 14, 2018	BUY	$60.39 - $81.76 $56,826 - $76,936	941 Added 13.6%	7,858 $590,000
Q1 2018 May 15, 2018	BUY	$46.47 - $66.82 $4,647 - $6,681	100 Added 1.47%	6,917 $419,000
Q4 2017 Feb 14, 2018	BUY	$43.69 - $53.96 $297,834 - $367,845	6,817	6,817 $318,000

413

82.3M

41K

61.9K

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $6.44B
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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