Grandeur Peak Global Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
113,577
-4,968
| -4% | -$520K | 1.43% | 18 |
|
|
2025
Q1 | $10.5M | Sell |
118,545
-11,832
| -9% | -$1.05M | 1.16% | 23 |
|
|
2024
Q4 | $12.5M | Buy |
130,377
+4,566
| +4% | +$438K | 1.11% | 28 |
|
|
2024
Q3 | $10.3M | Buy |
125,811
+19,623
| +18% | +$1.61M | 0.85% | 34 |
|
|
2024
Q2 | $9.15M | Buy |
106,188
+47,208
| +80% | +$4.07M | 0.73% | 41 |
|
|
2024
Q1 | $4.81M | Buy |
58,980
+56,599
| +2,377% | +$4.62M | 0.38% | 63 |
|
|
2023
Q4 | $158K | Sell |
2,381
-56,978
| -96% | -$3.78M | 0.01% | 114 |
|
|
2023
Q3 | $4.34M | Sell |
59,359
-5,124
| -8% | -$374K | 0.33% | 59 |
|
|
2023
Q2 | $4.07M | Buy |
64,483
+4,557
| +8% | +$288K | 0.28% | 64 |
|
|
2023
Q1 | $3.52M | Buy |
+59,926
| New | +$3.52M | 0.21% | 60 |
|
|
2020
Q3 | – | Sell |
-19,307
| Closed | -$1.13M | – | 118 |
|
|
2020
Q2 | $1.13M | Sell |
19,307
-8,250
| -30% | -$484K | 0.09% | 87 |
|
|
2020
Q1 | $1.39M | Sell |
27,557
-7,675
| -22% | -$388K | 0.15% | 82 |
|
|
2019
Q4 | $2.61M | Buy |
35,232
+2,700
| +8% | +$200K | 0.24% | 60 |
|
|
2019
Q3 | $1.86M | Buy |
32,532
+2,275
| +8% | +$130K | 0.2% | 64 |
|
|
2019
Q2 | $1.98M | Buy |
30,257
+75
| +0.2% | +$4.91K | 0.21% | 63 |
|
|
2019
Q1 | $2.23M | Sell |
30,182
-10,225
| -25% | -$756K | 0.25% | 59 |
|
|
2018
Q4 | $2.41M | Buy |
40,407
+8,375
| +26% | +$500K | 0.31% | 59 |
|
|
2018
Q3 | $3.02M | Sell |
32,032
-7,700
| -19% | -$727K | 0.31% | 66 |
|
|
2018
Q2 | $2.98M | Sell |
39,732
-20,593
| -34% | -$1.55M | 0.31% | 63 |
|
|
2018
Q1 | $3.65M | Buy |
60,325
+35,000
| +138% | +$2.12M | 0.41% | 57 |
|
|
2017
Q4 | $1.18M | Buy |
25,325
+15,250
| +151% | +$712K | 0.15% | 76 |
|
|
2017
Q3 | $510K | Buy |
+10,075
| New | +$510K | 0.08% | 85 |
|
|
2014
Q4 | – | Sell |
-35,000
| Closed | -$641K | – | 108 |
|
|
2014
Q3 | $641K | Buy |
+35,000
| New | +$641K | 0.16% | 81 |
|