Wasatch Advisors Inc Healthequity, Inc. Transaction History

Wasatch Advisors Inc

  • $18.4 Billion
  • Q2 2025

A detailed history of Wasatch Advisors Inc transactions in Healthequity, Inc. stock. As of the latest transaction made, Wasatch Advisors Inc holds 6,101,064 shares of HQY stock, worth $547 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares
6,101,064
Previous 7,234,036 15.66%
Holding current value
$547 Million
Previous $639 Million 0.02%
% of portfolio
3.47%
Previous 3.63%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$76.77 - $113.06 $87 Million - $128 Million
-1,132,972 Reduced 15.66%
6,101,064 $639 Million
Q1 2025

May 15, 2025
SELL
$84.32 - $114.51 $23.6 Million - $32 Million
-279,709 Reduced 3.72%
7,234,036 $639 Million
Q4 2024

Feb 13, 2025
SELL
$78.18 - $104.65 $19.2 Million - $25.7 Million
-245,145 Reduced 3.16%
7,513,745 $721 Million
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
540
Shares Held
86.7M
Call Options Held
311K
Put Options Held
246K
View Full List

About HEALTHEQUITY, INC.

HQY Quotes by TradingView
  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $7.58B
  • 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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