A detailed history of Warren Averett Asset Management, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 54,610 shares of HQY stock, worth $5.56 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
54,610
Previous 54,782 0.31%
Holding current value
$5.56 Million
Previous $5.74 Million 9.81%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$87.42 - $103.12 $15,036 - $17,736
-172 Reduced 0.31%
54,610 $5.18 Million
Q2 2025

Aug 14, 2025

BUY
$76.77 - $113.06 $214,648 - $316,115
2,796 Added 5.38%
54,782 $5.74 Million
Q1 2025

May 15, 2025

BUY
$84.32 - $114.51 $4.38 Million - $5.95 Million
51,986 New
51,986 $4.59 Million

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $8.6B
  • 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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