Geode Capital Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225M | Buy |
2,147,178
+4,386
| +0.2% | +$460K | 0.02% | 623 |
|
|
2025
Q1 | $189M | Buy |
2,142,792
+53,394
| +3% | +$4.72M | 0.01% | 654 |
|
|
2024
Q4 | $201M | Buy |
2,089,398
+10,421
| +0.5% | +$1M | 0.02% | 634 |
|
|
2024
Q3 | $170M | Buy |
2,078,977
+15,145
| +0.7% | +$1.24M | 0.01% | 683 |
|
|
2024
Q2 | $178M | Buy |
2,063,832
+88,136
| +4% | +$7.6M | 0.02% | 638 |
|
|
2024
Q1 | $161M | Buy |
1,975,696
+82,772
| +4% | +$6.76M | 0.01% | 682 |
|
|
2023
Q4 | $126M | Buy |
1,892,924
+84,864
| +5% | +$5.63M | 0.01% | 736 |
|
|
2023
Q3 | $132M | Buy |
1,808,060
+64,429
| +4% | +$4.71M | 0.02% | 648 |
|
|
2023
Q2 | $110M | Buy |
1,743,631
+100,831
| +6% | +$6.37M | 0.01% | 735 |
|
|
2023
Q1 | $96.4M | Buy |
1,642,800
+74,712
| +5% | +$4.39M | 0.01% | 769 |
|
|
2022
Q4 | $96.7M | Buy |
1,568,088
+52,080
| +3% | +$3.21M | 0.01% | 732 |
|
|
2022
Q3 | $102M | Buy |
1,516,008
+30,974
| +2% | +$2.08M | 0.02% | 674 |
|
|
2022
Q2 | $91.2M | Sell |
1,485,034
-496
| -0% | -$30.4K | 0.01% | 726 |
|
|
2022
Q1 | $100M | Buy |
1,485,530
+47,140
| +3% | +$3.18M | 0.01% | 775 |
|
|
2021
Q4 | $63.6M | Buy |
1,438,390
+23,466
| +2% | +$1.04M | 0.01% | 1123 |
|
|
2021
Q3 | $91.6M | Sell |
1,414,924
-10,386
| -0.7% | -$673K | 0.01% | 852 |
|
|
2021
Q2 | $115M | Buy |
1,425,310
+62,468
| +5% | +$5.03M | 0.02% | 721 |
|
|
2021
Q1 | $92.7M | Buy |
1,362,842
+180,176
| +15% | +$12.3M | 0.01% | 799 |
|
|
2020
Q4 | $82.4M | Buy |
1,182,666
+58,385
| +5% | +$4.07M | 0.01% | 788 |
|
|
2020
Q3 | $57.8M | Buy |
1,124,281
+57,033
| +5% | +$2.93M | 0.01% | 844 |
|
|
2020
Q2 | $62.6M | Sell |
1,067,248
-21,139
| -2% | -$1.24M | 0.01% | 770 |
|
|
2020
Q1 | $55.1M | Buy |
1,088,387
+75,714
| +7% | +$3.83M | 0.01% | 724 |
|
|
2019
Q4 | $75M | Sell |
1,012,673
-87,373
| -8% | -$6.47M | 0.02% | 728 |
|
|
2019
Q3 | $62.9M | Buy |
1,100,046
+178,963
| +19% | +$10.2M | 0.01% | 769 |
|
|
2019
Q2 | $60.2M | Buy |
921,083
+251,629
| +38% | +$16.5M | 0.01% | 781 |
|
|
2019
Q1 | $49.5M | Buy |
669,454
+42,095
| +7% | +$3.11M | 0.01% | 846 |
|
|
2018
Q4 | $37.4M | Buy |
627,359
+60,027
| +11% | +$3.58M | 0.01% | 877 |
|
|
2018
Q3 | $53.6M | Buy |
567,332
+32,624
| +6% | +$3.08M | 0.02% | 767 |
|
|
2018
Q2 | $40.2M | Buy |
534,708
+65,223
| +14% | +$4.9M | 0.01% | 884 |
|
|
2018
Q1 | $28.4M | Buy |
469,485
+9,644
| +2% | +$584K | 0.01% | 1024 |
|
|
2017
Q4 | $21.5M | Sell |
459,841
-12,158
| -3% | -$567K | 0.01% | 1218 |
|
|
2017
Q3 | $23.9M | Buy |
471,999
+78,429
| +20% | +$3.97M | 0.01% | 1109 |
|
|
2017
Q2 | $19.6M | Buy |
393,570
+28,169
| +8% | +$1.4M | 0.01% | 1198 |
|
|
2017
Q1 | $15.5M | Buy |
365,401
+25,187
| +7% | +$1.07M | 0.01% | 1340 |
|
|
2016
Q4 | $13.8M | Buy |
340,214
+38,168
| +13% | +$1.55M | 0.01% | 1370 |
|
|
2016
Q3 | $11.4M | Buy |
302,046
+30,230
| +11% | +$1.14M | 0.01% | 1405 |
|
|
2016
Q2 | $8.26M | Buy |
271,816
+14,707
| +6% | +$447K | ﹤0.01% | 1575 |
|
|
2016
Q1 | $6.34K | Buy |
257,109
+25,859
| +11% | +$638 | ﹤0.01% | 1710 |
|
|
2015
Q4 | $5.8M | Buy |
231,250
+3,440
| +2% | +$86.2K | ﹤0.01% | 1774 |
|
|
2015
Q3 | $6.73M | Buy |
227,810
+3,092
| +1% | +$91.4K | ﹤0.01% | 1635 |
|
|
2015
Q2 | $7.2M | Buy |
224,718
+147,173
| +190% | +$4.72M | ﹤0.01% | 1648 |
|
|
2015
Q1 | $1.94M | Buy |
77,545
+8,221
| +12% | +$205K | ﹤0.01% | 2463 |
|
|
2014
Q4 | $1.76M | Buy |
69,324
+32,377
| +88% | +$824K | ﹤0.01% | 2505 |
|
|
2014
Q3 | $676K | Buy |
+36,947
| New | +$676K | ﹤0.01% | 3015 |
|