HEALTHEQUITY, INC. - COM (HQY)

Historical Portfolio Holders from Q3 2014 to Q1 2024

All holders as of March 31, 2024
Q1 2024
Type / Class
Equity / COM
Shares, excl. options Q1 2024
84.8 M
Holdings value Q1 2024
$6.92 B
Value change Q1 2024
+$75.8 M
Grand Portfolio weight change Q1 2024
+0%
Number of holders
348
Number of buys Q1 2024
162
Number of sells Q1 2024
-170
Average buys Q1 2024 %
+0.002%
Average sells Q1 2024 %
-0.001%
CUSIP
42226A107
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Period Shares, Excl. Options Value, Excl. Options Change Price Investors
2024 Q1 84.8 M $6.92 B +$75.8 M $81.63 348
2023 Q4 84.4 M $5.6 B -$152 M $66.30 344
2023 Q3 87.2 M $6.37 B +$240 M $73.05 336
2023 Q2 83.5 M $5.27 B -$57.3 M $63.14 307
2023 Q1 84.5 M $4.96 B +$101 M $58.71 303
2022 Q4 80.7 M $4.97 B -$155 M $61.64 311
2022 Q3 84.8 M $5.7 B +$92 M $67.17 295
2022 Q2 82.2 M $5.04 B -$12.7 M $61.39 290
2022 Q1 82.2 M $5.54 B +$178 M $67.44 285
2021 Q4 80.6 M $3.57 B -$77.1 M $44.24 267
2021 Q3 80.5 M $5.21 B -$283 M $64.76 279
2021 Q2 83.1 M $6.69 B +$149 M $80.48 276
2021 Q1 82.5 M $5.61 B +$215 M $68.00 279
2020 Q4 78.9 M $5.5 B +$185 M $69.71 272
2020 Q3 76.8 M $3.94 B +$320 M $51.37 266
2020 Q2 69.9 M $4.1 B +$44.8 M $58.67 282
2020 Q1 69.3 M $3.5 B -$68.8 M $50.59 278
2019 Q4 69.8 M $5.17 B +$143 M $74.07 303
2019 Q3 67.8 M $3.88 B +$494 M $57.15 291
2019 Q2 59.3 M $3.88 B -$5.73 M $65.40 306
2019 Q1 53.7 M $3.97 B +$97.8 M $73.98 307
2018 Q4 58.4 M $3.48 B +$51.1 M $59.65 292
2018 Q3 57.3 M $5.41 B -$185 M $94.41 305
2018 Q2 60.2 M $4.53 B +$23.8 M $75.10 267
2018 Q1 60.2 M $3.64 B +$85.6 M $60.54 265
2017 Q4 59.8 M $2.79 B -$19.5 M $46.66 227
2017 Q3 59.7 M $3.02 B +$221 M $50.58 233
2017 Q2 52.1 M $2.6 B +$163 M $49.83 230
2017 Q1 52.2 M $2.21 B +$243 M $42.45 208
2016 Q4 54.1 M $2.19 B -$17.5 M $40.52 198
2016 Q3 54.1 M $2.05 B +$9.84 M $37.85 167
2016 Q2 52.7 M $1.59 B +$69.2 M $30.38 147
2016 Q1 48 M $1.18 B +$60.3 M $24.67 135
2015 Q4 45.5 M $1.14 B +$17 M $25.07 143
2015 Q3 47.1 M $1.39 B +$46.9 M $29.55 129
2015 Q2 45.1 M $1.45 B +$261 M $32.05 115
2015 Q1 36.8 M $920 M +$150 M $24.99 87
2014 Q4 30.2 M $768 M +$6.23 M $25.45 67
2014 Q3 31 M $568 M +$286 M $18.31 66