Foundry Partners, LLC Healthequity, Inc. Transaction History

Foundry Partners, LLC

$1.92 Billion
Q4 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 23, 2021	SELL	$66.24 - $84.6 $1.6 Million - $2.04 Million	-24,117 Closed	0 $0
Q1 2021 May 12, 2021	SELL	$67.0 - $91.01 $54,404 - $73,900	-812 Reduced 3.26%	24,117 $1.64 Million
Q4 2020 Feb 04, 2021	SELL	$51.41 - $74.4 $7,762 - $11,234	-151 Reduced 0.6%	24,929 $1.74 Million
Q3 2020 Oct 23, 2020	SELL	$46.15 - $61.64 $16,383 - $21,882	-355 Reduced 1.4%	25,080 $1.29 Million
Q2 2020 Aug 03, 2020	SELL	$41.09 - $67.57 $39,734 - $65,340	-967 Reduced 3.66%	25,435 $1.49 Million
Q4 2019 Feb 10, 2020	SELL	$51.99 - $76.5 $33,637 - $49,495	-647 Reduced 2.39%	26,402 $1.96 Million
Q3 2019 Oct 23, 2019	SELL	$55.4 - $81.98 $3,490 - $5,164	-63 Reduced 0.23%	27,049 $1.55 Million
Q2 2019 Jul 18, 2019	SELL	$62.18 - $78.3 $5,223 - $6,577	-84 Reduced 0.31%	27,112 $1.77 Million
Q1 2019 Apr 22, 2019	SELL	$52.86 - $84.51 $101,332 - $162,005	-1,917 Reduced 6.58%	27,196 $2.01 Million
Q4 2018 Jan 10, 2019	BUY	$54.39 - $100.44 $2,665 - $4,921	49 Added 0.17%	29,113 $2.75 Million
Q4 2018 Jan 10, 2019	SELL	$54.39 - $100.44 $2,665 - $4,921	-49 Reduced 0.17%	29,064 $1.73 Million
Q3 2018 Oct 17, 2018	SELL	$74.12 - $97.32 $3,335 - $4,379	-45 Reduced 0.15%	29,113 $2.75 Million
Q2 2018 Jul 19, 2018	SELL	$60.39 - $81.76 $115,224 - $155,998	-1,908 Reduced 6.14%	29,158 $2.19 Million
Q1 2018 May 16, 2018	SELL	$46.47 - $66.82 $3,764 - $5,412	-81 Reduced 0.26%	31,066 $1.88 Million
Q4 2017 Jan 25, 2018	SELL	$43.69 - $53.96 $1.99 Million - $2.46 Million	-45,582 Reduced 59.41%	31,147 $1.45 Million
Q3 2017 Oct 31, 2017	BUY	$40.6 - $50.58 $3.12 Million - $3.88 Million	76,729	76,729 $3.88 Million

Others Institutions Holding HQY

# of Institutions

464

Shares Held

190M

Call Options Held

82.8K

Put Options Held

52.4K

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About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $9.68B
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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