DF Dent & Co’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.2M | Sell |
133,782
-6,387
| -5% | -$524K | 0.21% | 93 |
|
|
2025
Q4 | $12.8M | Sell |
140,169
-65,690
| -32% | -$6.29M | 0.18% | 91 |
|
|
2025
Q3 | $19.5M | Sell |
205,859
-78,808
| -28% | -$7.42M | 0.25% | 80 |
|
|
2025
Q2 | $29.8M | Buy |
284,667
+4,696
| +2% | +$445K | 0.38% | 65 |
|
|
2025
Q1 | $24.7M | Sell |
279,971
-7,359
| -3% | -$755K | 0.33% | 67 |
|
|
2024
Q4 | $27.6M | Sell |
287,330
-9,249
| -3% | -$862K | 0.35% | 64 |
|
|
2024
Q3 | $24.3M | Buy |
296,579
+61,864
| +26% | +$4.77M | 0.3% | 72 |
|
|
2024
Q2 | $20.2M | Sell |
234,715
-17,906
| -7% | -$1.45M | 0.26% | 68 |
|
|
2024
Q1 | $20.6M | Sell |
252,621
-629
| -0.2% | -$49.1K | 0.25% | 65 |
|
|
2023
Q4 | $16.8M | Buy |
253,250
+4,901
| +2% | +$340K | 0.22% | 67 |
|
|
2023
Q3 | $18.1M | Sell |
248,349
-2,803
| -1% | -$189K | 0.27% | 59 |
|
|
2023
Q2 | $15.9M | Sell |
251,152
-1,870
| -0.7% | -$108K | 0.21% | 66 |
|
|
2023
Q1 | $14.9M | Buy |
253,022
+19,936
| +9% | +$1.21M | 0.21% | 65 |
|
|
2022
Q4 | $14.4M | Sell |
233,086
-51,184
| -18% | -$3.44M | 0.21% | 63 |
|
|
2022
Q3 | $19.1M | Sell |
284,270
-3,770
| -1% | -$239K | 0.29% | 53 |
|
|
2022
Q2 | $17.7M | Sell |
288,040
-16,043
| -5% | -$1.03M | 0.25% | 59 |
|
|
2022
Q1 | $20.5M | Buy |
304,083
+94,606
| +45% | +$5.11M | 0.24% | 59 |
|
|
2021
Q4 | $9.27M | Sell |
209,477
-13,678
| -6% | -$797K | 0.09% | 91 |
|
|
2021
Q3 | $14.5M | Buy |
223,155
+18,791
| +9% | +$1.31M | 0.15% | 74 |
|
|
2021
Q2 | $16.4M | Buy |
204,364
+12,827
| +7% | +$977K | 0.17% | 68 |
|
|
2021
Q1 | $13M | Buy |
191,537
+48,970
| +34% | +$3.85M | 0.15% | 70 |
|
|
2020
Q4 | $9.94M | Buy |
142,567
+13,985
| +11% | +$870K | 0.12% | 72 |
|
|
2020
Q3 | $6.61M | Buy |
128,582
+36,944
| +40% | +$2.03M | 0.09% | 77 |
|
|
2020
Q2 | $5.38M | Buy |
+91,638
| New | +$5.07M | 0.08% | 77 |
|
Other funds holding HQY
WA
VPM
VCM
