Geneva Capital Management LLC Healthequity, Inc. Transaction History

Geneva Capital Management LLC

  • $5.68 Billion
  • Q4 2024

A detailed history of Geneva Capital Management LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Geneva Capital Management LLC holds 1,048,903 shares of HQY stock, worth $118 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares
1,048,903
Previous 842,009 24.57%
Holding current value
$118 Million
Previous $68.9 Million 46.01%
% of portfolio
1.77%
Previous 1.17%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$78.18 - $104.65 $16.2 Million - $21.7 Million
206,894 Added 24.57%
1,048,903 $101 Million
Q3 2024

Nov 05, 2024
BUY
$67.98 - $86.62 $43,507 - $55,436
640 Added 0.08%
842,009 $68.9 Million
Q2 2024

Aug 14, 2024
BUY
$75.85 - $86.94 $63.8 Million - $73.1 Million
841,369 New
841,369 $72.5 Million
Q1 2024

May 03, 2024
SELL
$66.17 - $83.53 $342,032 - $431,766
-5,169 Reduced 0.59%
865,566 $70.7 Million
Q4 2023

Feb 06, 2024
SELL
$62.44 - $76.13 $350,475 - $427,317
-5,613 Reduced 0.64%
870,735 $57.7 Million
Q3 2023

Nov 13, 2023
BUY
$61.58 - $75.59 $156,105 - $191,620
2,535 Added 0.29%
876,348 $64 Million
Q2 2023

Aug 01, 2023
SELL
$51.02 - $65.67 $388,160 - $499,617
-7,608 Reduced 0.86%
873,813 $55.2 Million
Q1 2023

May 12, 2023
BUY
$52.44 - $67.41 $714,390 - $918,326
13,623 Added 1.57%
881,421 $51.7 Million
Q4 2022

Feb 07, 2023
SELL
$57.65 - $78.5 $512,681 - $698,100
-8,893 Reduced 1.01%
867,798 $53.5 Million
Q3 2022

Nov 02, 2022
BUY
$56.95 - $73.5 $49.9 Million - $64.4 Million
876,691 New
876,691 $58.9 Million
Q2 2022

Aug 02, 2022
SELL
$54.14 - $71.62 $413,683 - $547,248
-7,641 Reduced 0.89%
850,277 $52.2 Million
Q1 2022

May 02, 2022
BUY
$45.4 - $67.44 $1.66 Million - $2.46 Million
36,520 Added 4.45%
857,918 $57.9 Million
Q4 2021

Feb 02, 2022
SELL
$39.52 - $69.52 $2.63 Million - $4.62 Million
-66,492 Reduced 7.49%
821,398 $36.3 Million
Q3 2021

Nov 08, 2021
SELL
$61.14 - $82.65 $10.4 Million - $14.1 Million
-170,642 Reduced 16.12%
887,890 $57.5 Million
Q2 2021

Aug 11, 2021
SELL
$66.24 - $84.6 $1.7 Million - $2.17 Million
-25,675 Reduced 2.37%
1,058,532 $85.2 Million
Q1 2021

May 03, 2021
SELL
$67.0 - $91.01 $1.55 Million - $2.1 Million
-23,116 Reduced 2.09%
1,084,207 $73.7 Million
Q4 2020

Feb 02, 2021
SELL
$51.41 - $74.4 $1.04 Million - $1.51 Million
-20,310 Reduced 1.8%
1,107,323 $77.2 Million
Q3 2020

Nov 12, 2020
BUY
$46.15 - $61.64 $34,289 - $45,798
743 Added 0.07%
1,127,633 $57.9 Million
Q2 2020

Aug 13, 2020
BUY
$41.09 - $67.57 $725,320 - $1.19 Million
17,652 Added 1.59%
1,126,890 $66.1 Million
Q1 2020

May 15, 2020
BUY
$40.54 - $87.73 $45 Million - $97.3 Million
1,109,238 New
1,109,238 $56.1 Million

Others Institutions Holding HQY

# of Institutions
482
Shares Held
192M
Call Options Held
193K
Put Options Held
63.7K
View Full List

About HEALTHEQUITY, INC.

HQY Quotes by TradingView
  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $9.53B
  • 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 ...
More about HQY
Track This Portfolio

Track Geneva Capital Management LLC Portfolio

Follow Geneva Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneva Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geneva Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email