HEALTHEQUITY, INC. - COM (HQY)

Historical Portfolio Holders from Q3 2014 to Q3 2024

All holders as of June 30, 2024
Q2 2024
Type / Class
Equity / COM
Shares, excl. options Q2 2024
87.9M
Holdings value Q2 2024
$7.58B
Value change Q2 2024
+$202M
Grand Portfolio weight change Q2 2024
+0%
Number of holders
380
Number of buys Q2 2024
203
Number of sells Q2 2024
-148
Average buys Q2 2024 %
+0.002%
Average sells Q2 2024 %
-0.001%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q3 108K $8.87M +$923K $81.85 5
2024 Q2 87.9M $7.58B +$202M $86.20 381
2024 Q1 85.5M $6.98B +$52.5M $81.63 360
2023 Q4 85.3M $5.65B -$145M $66.30 346
2023 Q3 87.3M $6.38B +$196M $73.05 337
2023 Q2 84.7M $5.34B -$19M $63.14 312
2023 Q1 84.9M $4.99B +$95.2M $58.71 308
2022 Q4 83.4M $5.14B -$158M $61.64 318
2022 Q3 85.8M $5.76B +$109M $67.17 299
2022 Q2 83.6M $5.13B +$14.8M $61.39 297
2022 Q1 83.7M $5.64B +$177M $67.44 289
2021 Q4 81.5M $3.61B -$76.9M $44.24 271
2021 Q3 80.8M $5.23B -$283M $64.76 281
2021 Q2 84.2M $6.77B +$154M $80.48 281
2021 Q1 82.5M $5.61B +$217M $68.00 281
2020 Q4 79.3M $5.53B +$176M $69.71 277
2020 Q3 76.9M $3.95B +$320M $51.37 272
2020 Q2 70.4M $4.13B +$45.8M $58.67 287
2020 Q1 69.4M $3.51B -$68.9M $50.59 282
2019 Q4 70.3M $5.21B +$146M $74.07 312
2019 Q3 68.3M $3.9B +$481M $57.15 300
2019 Q2 59.7M $3.9B -$39.5M $65.40 315
2019 Q1 60.9M $4.51B +$99.7M $73.98 318
2018 Q4 59.8M $3.57B +$41.4M $59.65 304
2018 Q3 58M $5.47B -$191M $94.41 310
2018 Q2 60.3M $4.53B -$45.2M $75.10 273
2018 Q1 60.4M $3.65B +$86M $60.54 266
2017 Q4 60.2M $2.81B -$27.5M $46.66 233
2017 Q3 59.9M $3.03B +$193M $50.58 237
2017 Q2 52.3M $2.61B +$164M $49.83 229
2017 Q1 52.2M $2.21B +$243M $42.45 208
2016 Q4 54.2M $2.2B -$17.5M $40.52 198
2016 Q3 54.4M $2.06B +$10.5M $37.85 164
2016 Q2 53.4M $1.61B +$68.2M $30.38 147
2016 Q1 52.3M $1.29B +$83.5M $24.67 138
2015 Q4 48.9M $1.22B +$36.5M $25.07 143
2015 Q3 47.4M $1.4B +$56.7M $29.55 129
2015 Q2 45.3M $1.45B +$263M $32.05 116
2015 Q1 37.1M $928M +$144M $24.99 88
2014 Q4 30.2M $768M +$5.61M $25.45 67
2014 Q3 31M $568M +$286M $18.31 66