Granahan Investment 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 | $10.5M | Buy |
100,417
+40,878
| +69% | +$4.28M | 0.43% | 60 |
|
|
2025
Q1 | $5.26M | Buy |
+59,539
| New | +$5.26M | 0.26% | 92 |
|
|
2023
Q4 | – | Sell |
-489,387
| Closed | -$35.7M | – | 186 |
|
|
2023
Q3 | $35.7M | Sell |
489,387
-1,417
| -0.3% | -$104K | 1.27% | 21 |
|
|
2023
Q2 | $31M | Sell |
490,804
-21,697
| -4% | -$1.37M | 0.95% | 29 |
|
|
2023
Q1 | $30.1M | Sell |
512,501
-102,737
| -17% | -$6.03M | 0.92% | 31 |
|
|
2022
Q4 | $37.9M | Sell |
615,238
-76,928
| -11% | -$4.74M | 1.16% | 22 |
|
|
2022
Q3 | $46.5M | Sell |
692,166
-171,891
| -20% | -$11.5M | 1.52% | 15 |
|
|
2022
Q2 | $53M | Buy |
864,057
+35,057
| +4% | +$2.15M | 1.81% | 13 |
|
|
2022
Q1 | $55.9M | Buy |
829,000
+7,533
| +0.9% | +$508K | 1.39% | 18 |
|
|
2021
Q4 | $36.3M | Buy |
821,467
+51,861
| +7% | +$2.29M | 0.75% | 35 |
|
|
2021
Q3 | $49.8M | Sell |
769,606
-65,099
| -8% | -$4.22M | 0.95% | 26 |
|
|
2021
Q2 | $67.2M | Buy |
834,705
+46,887
| +6% | +$3.77M | 1.25% | 20 |
|
|
2021
Q1 | $53.6M | Buy |
787,818
+227,437
| +41% | +$15.5M | 1.14% | 25 |
|
|
2020
Q4 | $39.1M | Buy |
560,381
+73,091
| +15% | +$5.1M | 0.88% | 31 |
|
|
2020
Q3 | $25M | Sell |
487,290
-337,141
| -41% | -$17.3M | 0.85% | 31 |
|
|
2020
Q2 | $48.4M | Buy |
824,431
+393,733
| +91% | +$23.1M | 1.75% | 14 |
|
|
2020
Q1 | $21.8M | Sell |
430,698
-82,473
| -16% | -$4.17M | 1.17% | 19 |
|
|
2019
Q4 | $38M | Sell |
513,171
-89,596
| -15% | -$6.64M | 1.75% | 16 |
|
|
2019
Q3 | $34.4M | Buy |
602,767
+138,045
| +30% | +$7.89M | 1.9% | 14 |
|
|
2019
Q2 | $30.4M | Buy |
464,722
+196,322
| +73% | +$12.8M | 1.5% | 18 |
|
|
2019
Q1 | $19.9M | Buy |
+268,400
| New | +$19.9M | 1.07% | 25 |
|
|
2018
Q4 | – | Sell |
-2,580
| Closed | -$244K | – | 199 |
|
|
2018
Q3 | $244K | Buy |
+2,580
| New | +$244K | 0.01% | 196 |
|