Yousif Capital Management, LLC Healthequity, Inc. Transaction History

Yousif Capital Management, LLC

$9.02 Billion
Q3 2025

A detailed history of Yousif Capital Management, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Yousif Capital Management, LLC holds 27,889 shares of HQY stock, worth $2.58 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

27,889

Previous 30,087 7.31%

Holding current value

$2.58 Million

Previous $3.15 Million 16.12%

% of portfolio

0.03%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$87.42 - $103.12 $192,149 - $226,657	-2,198 Reduced 7.31%	27,889 $2.64 Million
Q2 2025 Jul 25, 2025	SELL	$76.77 - $113.06 $57,577 - $84,795	-750 Reduced 2.43%	30,087 $3.15 Million
Q1 2025 Apr 14, 2025	SELL	$84.32 - $114.51 $78,080 - $106,036	-926 Reduced 2.92%	30,837 $2.68 Million
Q4 2024 Jan 27, 2025	SELL	$78.18 - $104.65 $95,614 - $127,986	-1,223 Reduced 3.71%	31,763 $3.05 Million
Q3 2024 Oct 30, 2024	SELL	$67.98 - $86.62 $297,888 - $379,568	-4,382 Reduced 11.73%	32,986 $2.7 Million
Q2 2024 Jul 31, 2024	SELL	$75.85 - $86.94 $184,391 - $211,351	-2,431 Reduced 6.11%	37,368 $3.22 Million
Q1 2024 Apr 26, 2024	SELL	$66.17 - $83.53 $49,296 - $62,229	-745 Reduced 1.84%	39,799 $3.25 Million
Q4 2023 Feb 01, 2024	SELL	$62.44 - $76.13 $19,044 - $23,219	-305 Reduced 0.75%	40,544 $2.69 Million
Q3 2023 Oct 30, 2023	SELL	$61.58 - $75.59 $133,628 - $164,030	-2,170 Reduced 5.04%	40,849 $2.98 Million
Q2 2023 Aug 02, 2023	SELL	$51.02 - $65.67 $53,928 - $69,413	-1,057 Reduced 2.4%	43,019 $2.72 Million
Q4 2022 Jan 09, 2023	BUY	$57.65 - $78.5 $48,137 - $65,547	835 Added 1.93%	44,076 $0
Q3 2022 Nov 04, 2022	SELL	$56.95 - $73.5 $234,406 - $302,526	-4,116 Reduced 8.69%	43,241 $2.9 Million
Q2 2022 Aug 01, 2022	BUY	$54.14 - $71.62 $164,856 - $218,082	3,045 Added 6.87%	47,357 $2.91 Million
Q1 2022 May 12, 2022	BUY	$45.4 - $67.44 $18,614 - $27,650	410 Added 0.93%	44,312 $2.99 Million
Q4 2021 Jan 31, 2022	BUY	$39.52 - $69.52 $1.74 Million - $3.05 Million	43,902 New	43,902 $1.94 Million

Others Institutions Holding HQY

# of Institutions

543

Shares Held

86.6M

Call Options Held

311K

Put Options Held

246K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $7.82B
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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Yousif Capital Management, LLC Healthequity, Inc. Transaction History