Wellington Management Group LLP Healthequity, Inc. Transaction History

Wellington Management Group LLP

$557 Billion
Q3 2024

A detailed history of Wellington Management Group LLP transactions in Healthequity, Inc. stock. As of the latest transaction made, Wellington Management Group LLP holds 690,439 shares of HQY stock, worth $62.9 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

690,439

Previous 715,105 3.45%

Holding current value

$62.9 Million

Previous $61.6 Million 8.31%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$67.98 - $86.62 $1.68 Million - $2.14 Million	-24,666 Reduced 3.45%	690,439 $56.5 Million
Q2 2024 Aug 13, 2024	BUY	$75.85 - $86.94 $4.19 Million - $4.8 Million	55,257 Added 8.37%	715,105 $61.6 Million
Q1 2024 May 15, 2024	BUY	$66.17 - $83.53 $43.7 Million - $55.1 Million	659,848 New	659,848 $53.9 Million
Q4 2023 Feb 12, 2024	BUY	$62.44 - $76.13 $41.7 Million - $50.8 Million	667,288 New	667,288 $44.2 Million
Q3 2023 Nov 14, 2023	SELL	$61.58 - $75.59 $237,698 - $291,777	-3,860 Reduced 0.56%	685,991 $50.1 Million
Q2 2023 Aug 14, 2023	BUY	$51.02 - $65.67 $1.23 Million - $1.58 Million	24,117 Added 3.62%	689,851 $43.6 Million
Q1 2023 May 12, 2023	BUY	$52.44 - $67.41 $1.83 Million - $2.36 Million	34,972 Added 5.54%	665,734 $39.1 Million
Q4 2022 Feb 13, 2023	BUY	$57.65 - $78.5 $25.9 Million - $35.3 Million	450,001 Added 248.95%	630,762 $38.9 Million
Q3 2022 Nov 14, 2022	BUY	$56.95 - $73.5 $177,171 - $228,658	3,111 Added 1.75%	180,761 $12.1 Million
Q2 2022 Aug 15, 2022	BUY	$54.14 - $71.62 $9.62 Million - $12.7 Million	177,650 New	177,650 $10.9 Million
Q4 2021 Feb 11, 2022	SELL	$39.52 - $69.52 $12.5 Million - $22 Million	-316,854 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$61.14 - $82.65 $11.8 Million - $15.9 Million	192,575 Added 154.95%	316,854 $20.5 Million
Q2 2021 Aug 16, 2021	BUY	$66.24 - $84.6 $8.23 Million - $10.5 Million	124,279 New	124,279 $10 Million
Q2 2020 Aug 14, 2020	SELL	$41.09 - $67.57 $416,940 - $685,632	-10,147 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$40.54 - $87.73 $411,359 - $890,196	10,147 New	10,147 $513,000

Others Institutions Holding HQY

# of Institutions

436

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 $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 ...

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Wellington Management Group LLP Healthequity, Inc. Transaction History