Sheets Smith Wealth Management Healthequity, Inc. Transaction History
Sheets Smith Wealth Management
- $856 Million
- Q3 2025
A detailed history of Sheets Smith Wealth Management transactions in Healthequity, Inc. stock. As of the latest transaction made, Sheets Smith Wealth Management holds 8,525 shares of HQY stock, worth $776,116. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,525
Previous 8,419
1.26%
Holding current value
$776,116
Previous $881,000
8.4%
% of portfolio
0.09%
Previous 0.11%
Shares
19 transactions
Others Institutions Holding HQY
# of Institutions
546Shares Held
86.6MCall Options Held
311KPut Options Held
246K-
Black Rock Inc. New York, NY10.7MShares$978 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.5MShares$774 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT6.1MShares$555 Million3.47% of portfolio
-
State Street Corp Boston, MA3.18MShares$290 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA2.37MShares$215 Million0.04% of portfolio
About HEALTHEQUITY, INC.
- Ticker HQY
- Exchange NASDAQ
- Sector Healthcare
- Industry Health Information Services
- Shares Outstandng 84,530,704
- Market Cap $7.7B
- 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 ...