Stephens Investment Management Group LLC Healthequity, Inc. Transaction History

Stephens Investment Management Group LLC

  • $7.08 Billion
  • Q3 2024

A detailed history of Stephens Investment Management Group LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Stephens Investment Management Group LLC holds 1,249,082 shares of HQY stock, worth $125 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
1,249,082
Previous 1,288,049 3.03%
Holding current value
$125 Million
Previous $111 Million 7.91%
% of portfolio
1.44%
Previous 1.6%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$67.98 - $86.62 $2.65 Million - $3.38 Million
-38,967 Reduced 3.03%
1,249,082 $102 Million
Q2 2024

Aug 06, 2024
BUY
$75.85 - $86.94 $7.86 Million - $9.01 Million
103,689 Added 8.75%
1,288,049 $111 Million
Q1 2024

May 14, 2024
SELL
$66.17 - $83.53 $141,008 - $178,002
-2,131 Reduced 0.18%
1,184,360 $96.7 Million
Q4 2023

Feb 13, 2024
BUY
$62.44 - $76.13 $3.27 Million - $3.99 Million
52,383 Added 4.62%
1,186,491 $78.7 Million
Q3 2023

Nov 14, 2023
BUY
$61.58 - $75.59 $143,850 - $176,578
2,336 Added 0.21%
1,134,108 $82.8 Million
Q2 2023

Aug 14, 2023
BUY
$51.02 - $65.67 $4.59 Million - $5.9 Million
89,901 Added 8.63%
1,131,772 $71.5 Million
Q1 2023

May 15, 2023
BUY
$52.44 - $67.41 $443,380 - $569,951
8,455 Added 0.82%
1,041,871 $61.2 Million
Q4 2022

Jan 26, 2023
SELL
$57.65 - $78.5 $5.9 Million - $8.03 Million
-102,323 Reduced 9.01%
1,033,416 $63 Million
Q3 2022

Nov 07, 2022
SELL
$56.95 - $73.5 $249,611 - $322,150
-4,383 Reduced 0.38%
1,135,739 $76.3 Million
Q2 2022

Aug 03, 2022
BUY
$54.14 - $71.62 $520,880 - $689,056
9,621 Added 0.85%
1,140,122 $70 Million
Q1 2022

May 04, 2022
BUY
$45.4 - $67.44 $3.72 Million - $5.53 Million
82,028 Added 7.82%
1,130,501 $76.2 Million
Q4 2021

Feb 15, 2022
BUY
$39.52 - $69.52 $9.33 Million - $16.4 Million
236,115 Added 29.07%
1,048,473 $46.4 Million
Q3 2021

Oct 27, 2021
BUY
$61.14 - $82.65 $7.13 Million - $9.64 Million
116,589 Added 16.76%
812,358 $52.6 Million
Q2 2021

Aug 09, 2021
BUY
$66.24 - $84.6 $11.8 Million - $15 Million
177,467 Added 34.24%
695,769 $56 Million
Q1 2021

May 14, 2021
SELL
$67.0 - $91.01 $4.25 Million - $5.78 Million
-63,455 Reduced 10.91%
518,302 $35.2 Million
Q4 2020

Feb 10, 2021
SELL
$51.41 - $74.4 $8.95 Million - $13 Million
-174,105 Reduced 23.03%
581,757 $40.6 Million
Q3 2020

Nov 13, 2020
SELL
$46.15 - $61.64 $1.01 Million - $1.35 Million
-21,943 Reduced 2.82%
755,862 $38.8 Million
Q2 2020

Aug 24, 2020
SELL
$41.09 - $67.57 $4.63 Million - $7.62 Million
-112,729 Reduced 12.66%
777,805 $45.6 Million
Q1 2020

May 14, 2020
BUY
$40.54 - $87.73 $3.56 Million - $7.7 Million
87,722 Added 10.93%
890,534 $45.1 Million
Q4 2019

Feb 14, 2020
BUY
$51.99 - $76.5 $15.9 Million - $23.4 Million
306,318 Added 61.7%
802,812 $59.5 Million
Q3 2019

Oct 18, 2019
BUY
$55.4 - $81.98 $2.01 Million - $2.98 Million
36,348 Added 7.9%
496,494 $28.4 Million
Q2 2019

Aug 01, 2019
SELL
$62.18 - $78.3 $2.07 Million - $2.6 Million
-33,246 Reduced 6.74%
460,146 $30.1 Million
Q1 2019

May 03, 2019
SELL
$52.86 - $84.51 $6.78 Million - $10.8 Million
-128,347 Reduced 20.64%
493,392 $36.5 Million
Q4 2018

Feb 11, 2019
SELL
$54.39 - $100.44 $5.89 Million - $10.9 Million
-108,291 Reduced 14.83%
621,739 $37.1 Million
Q3 2018

Nov 14, 2018
SELL
$74.12 - $97.32 $1.39 Million - $1.82 Million
-18,692 Reduced 2.5%
730,030 $68.9 Million
Q2 2018

Aug 10, 2018
SELL
$60.39 - $81.76 $4.6 Million - $6.22 Million
-76,123 Reduced 9.23%
748,722 $57.7 Million
Q1 2018

May 04, 2018
SELL
$46.47 - $66.82 $5.33 Million - $7.66 Million
-114,671 Reduced 12.21%
824,845 $49.9 Million
Q4 2017

Feb 05, 2018
SELL
$43.69 - $53.96 $3.42 Million - $4.22 Million
-78,214 Reduced 7.69%
939,516 $43.8 Million
Q3 2017

Nov 08, 2017
SELL
$40.6 - $50.58 $6.55 Million - $8.16 Million
-161,275 Reduced 13.68%
1,017,730 $51.5 Million
Q2 2017

Aug 10, 2017
BUY
N/A
1,179,005
1,179,005 $58.8 Million

Others Institutions Holding HQY

# of Institutions
437
Shares Held
81.6M
Call Options Held
205K
Put Options Held
101K
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 $8.48B
  • 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 Stephens Investment Management Group LLC Portfolio

Follow Stephens Investment Management Group 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 Stephens Investment Management Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stephens Investment Management Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email