Wasatch Advisors Inc Healthequity, Inc. Transaction History

Wasatch Advisors Inc

$20.1 Billion
Q3 2024

A detailed history of Wasatch Advisors Inc transactions in Healthequity, Inc. stock. As of the latest transaction made, Wasatch Advisors Inc holds 7,758,890 shares of HQY stock, worth $799 Million. This represents 3.16% of its overall portfolio holdings.

Number of Shares

7,758,890

Previous 7,275,621 6.64%

Holding current value

$799 Million

Previous $627 Million 1.27%

% of portfolio

3.16%

Previous 3.38%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$67.98 - $86.62 $32.9 Million - $41.9 Million	483,269 Added 6.64%	7,758,890 $635 Million
Q2 2024 Aug 14, 2024	SELL	$75.85 - $86.94 $10.1 Million - $11.6 Million	-133,459 Reduced 1.8%	7,275,621 $627 Million
Q1 2024 Apr 18, 2024	BUY	$66.17 - $83.53 $37.7 Million - $47.5 Million	569,249 Added 8.32%	7,409,080 $605 Million
Q4 2023 Feb 14, 2024	SELL	$62.44 - $76.13 $26.7 Million - $32.6 Million	-427,944 Reduced 5.89%	6,839,831 $453 Million
Q3 2023 Nov 14, 2023	BUY	$61.58 - $75.59 $8.59 Million - $10.5 Million	139,453 Added 1.96%	7,267,775 $531 Million
Q2 2023 Aug 07, 2023	SELL	$51.02 - $65.67 $29.8 Million - $38.4 Million	-584,267 Reduced 7.58%	7,128,322 $450 Million
Q1 2023 May 12, 2023	BUY	$52.44 - $67.41 $104 Million - $134 Million	1,980,668 Added 34.56%	7,712,589 $453 Million
Q4 2022 Feb 14, 2023	BUY	$57.65 - $78.5 $337,771 - $459,931	5,859 Added 0.1%	5,731,921 $353 Million
Q3 2022 Nov 14, 2022	SELL	$56.95 - $73.5 $51.4 Million - $66.3 Million	-902,689 Reduced 13.62%	5,726,062 $385 Million
Q2 2022 Aug 12, 2022	SELL	$54.14 - $71.62 $54.7 Million - $72.3 Million	-1,010,184 Reduced 13.22%	6,628,751 $407 Million
Q1 2022 May 13, 2022	BUY	$45.4 - $67.44 $11.1 Million - $16.5 Million	244,868 Added 3.31%	7,638,935 $515 Million
Q4 2021 Feb 15, 2022	BUY	$39.52 - $69.52 $47.3 Million - $83.3 Million	1,197,807 Added 19.33%	7,394,067 $327 Million
Q3 2021 Nov 12, 2021	BUY	$61.14 - $82.65 $22.3 Million - $30.2 Million	364,908 Added 6.26%	6,196,260 $401 Million
Q2 2021 Aug 12, 2021	BUY	$66.24 - $84.6 $13.1 Million - $16.7 Million	197,412 Added 3.5%	5,831,352 $469 Million
Q1 2021 May 10, 2021	BUY	$67.0 - $91.01 $21.1 Million - $28.7 Million	314,928 Added 5.92%	5,633,940 $383 Million
Q4 2020 Feb 12, 2021	BUY	$51.41 - $74.4 $69.3 Million - $100 Million	1,347,888 Added 33.94%	5,319,012 $371 Million
Q3 2020 Nov 10, 2020	BUY	$46.15 - $61.64 $36 Million - $48.1 Million	780,916 Added 24.48%	3,971,124 $204 Million
Q2 2020 Aug 12, 2020	BUY	$41.09 - $67.57 $20.2 Million - $33.3 Million	492,095 Added 18.24%	3,190,208 $187 Million
Q1 2020 May 08, 2020	BUY	$40.54 - $87.73 $20.6 Million - $44.6 Million	508,358 Added 23.22%	2,698,113 $136 Million
Q4 2019 Feb 13, 2020	BUY	$51.99 - $76.5 $17.6 Million - $25.8 Million	337,736 Added 18.24%	2,189,755 $162 Million
Q3 2019 Nov 14, 2019	SELL	$55.4 - $81.98 $1.97 Million - $2.91 Million	-35,525 Reduced 1.88%	1,852,019 $106 Million
Q2 2019 Aug 07, 2019	SELL	$62.18 - $78.3 $9.41 Million - $11.9 Million	-151,385 Reduced 7.42%	1,887,544 $0
Q1 2019 May 08, 2019	BUY	$52.86 - $84.51 $19.9 Million - $31.8 Million	376,461 Added 22.64%	2,038,929 $0
Q4 2018 Feb 14, 2019	BUY	$54.39 - $100.44 $4.54 Million - $8.38 Million	83,388 Added 5.28%	1,662,468 $99.2 Million
Q3 2018 Nov 07, 2018	SELL	$74.12 - $97.32 $16.2 Million - $21.2 Million	-218,119 Reduced 12.14%	1,579,080 $0
Q2 2018 Aug 02, 2018	SELL	$60.39 - $81.76 $20.7 Million - $28 Million	-342,331 Reduced 16.0%	1,797,199 $0
Q1 2018 May 02, 2018	SELL	$46.47 - $66.82 $7.14 Million - $10.3 Million	-153,750 Reduced 6.7%	2,139,530 $0
Q4 2017 Jan 16, 2018	SELL	$43.69 - $53.96 $5.51 Million - $6.81 Million	-126,229 Reduced 5.22%	2,293,280 $0
Q3 2017 Nov 08, 2017	SELL	$40.6 - $50.58 $920,442 - $1.15 Million	-22,671 Reduced 0.93%	2,419,509 $0
Q2 2017 Aug 16, 2017	BUY	N/A	2,442,180	2,442,180 $0

Others Institutions Holding HQY

# of Institutions

434

Shares Held

81.8M

Call Options Held

205K

Put Options Held

101K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $8.7B
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 ...

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Wasatch Advisors Inc Healthequity, Inc. Transaction History