Kayne Anderson Rudnick Investment Management’s HealthEquity HQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.9M | Sell |
686,672
-38,879
| -5% | -$4.07M | 0.17% | 116 |
|
|
2025
Q1 | $64.1M | Sell |
725,551
-47,230
| -6% | -$4.17M | 0.16% | 121 |
|
|
2024
Q4 | $74.1M | Buy |
772,781
+203,617
| +36% | +$19.5M | 0.17% | 117 |
|
|
2024
Q3 | $46.6M | Sell |
569,164
-12,365
| -2% | -$1.01M | 0.1% | 143 |
|
|
2024
Q2 | $50.1M | Buy |
581,529
+8,594
| +1% | +$741K | 0.12% | 137 |
|
|
2024
Q1 | $46.8M | Sell |
572,935
-8,407
| -1% | -$686K | 0.11% | 142 |
|
|
2023
Q4 | $38.5M | Buy |
581,342
+19,680
| +4% | +$1.3M | 0.1% | 151 |
|
|
2023
Q3 | $41M | Sell |
561,662
-189,527
| -25% | -$13.8M | 0.12% | 139 |
|
|
2023
Q2 | $47.4M | Sell |
751,189
-14,810
| -2% | -$935K | 0.13% | 132 |
|
|
2023
Q1 | $45M | Sell |
765,999
-2,259
| -0.3% | -$133K | 0.13% | 131 |
|
|
2022
Q4 | $47.4M | Sell |
768,258
-702,914
| -48% | -$43.3M | 0.15% | 133 |
|
|
2022
Q3 | $98.8M | Buy |
1,471,172
+60,946
| +4% | +$4.09M | 0.33% | 92 |
|
|
2022
Q2 | $86.6M | Buy |
1,410,226
+30,886
| +2% | +$1.9M | 0.27% | 103 |
|
|
2022
Q1 | $93M | Buy |
1,379,340
+29,631
| +2% | +$2M | 0.25% | 114 |
|
|
2021
Q4 | $59.7M | Sell |
1,349,709
-45,951
| -3% | -$2.03M | 0.14% | 141 |
|
|
2021
Q3 | $90.4M | Buy |
1,395,660
+6,618
| +0.5% | +$429K | 0.22% | 117 |
|
|
2021
Q2 | $112M | Buy |
1,389,042
+163,762
| +13% | +$13.2M | 0.28% | 104 |
|
|
2021
Q1 | $83.3M | Buy |
1,225,280
+33,288
| +3% | +$2.26M | 0.22% | 108 |
|
|
2020
Q4 | $83.1M | Buy |
1,191,992
+339,922
| +40% | +$23.7M | 0.24% | 106 |
|
|
2020
Q3 | $43.8M | Buy |
852,070
+129,505
| +18% | +$6.65M | 0.16% | 130 |
|
|
2020
Q2 | $42.4M | Buy |
722,565
+370,224
| +105% | +$21.7M | 0.18% | 117 |
|
|
2020
Q1 | $17.8M | Buy |
352,341
+37,790
| +12% | +$1.91M | 0.1% | 145 |
|
|
2019
Q4 | $23.3M | Buy |
314,551
+5,609
| +2% | +$415K | 0.11% | 133 |
|
|
2019
Q3 | $17.7M | Sell |
308,942
-144,391
| -32% | -$8.25M | 0.09% | 140 |
|
|
2019
Q2 | $29.6M | Buy |
453,333
+22,364
| +5% | +$1.46M | 0.16% | 108 |
|
|
2019
Q1 | $31.9M | Buy |
430,969
+62,878
| +17% | +$4.65M | 0.18% | 100 |
|
|
2018
Q4 | $22M | Sell |
368,091
-59,624
| -14% | -$3.56M | 0.15% | 104 |
|
|
2018
Q3 | $40.4M | Buy |
427,715
+1,830
| +0.4% | +$173K | 0.24% | 92 |
|
|
2018
Q2 | $32M | Buy |
425,885
+5,554
| +1% | +$417K | 0.21% | 98 |
|
|
2018
Q1 | $25.4M | Buy |
420,331
+90,781
| +28% | +$5.5M | 0.19% | 102 |
|
|
2017
Q4 | $15.4M | Buy |
329,550
+219
| +0.1% | +$10.2K | 0.12% | 142 |
|
|
2017
Q3 | $16.7M | Sell |
329,331
-10,931
| -3% | -$553K | 0.15% | 137 |
|
|
2017
Q2 | $17M | Buy |
340,262
+111,602
| +49% | +$5.56M | 0.17% | 141 |
|
|
2017
Q1 | $9.71M | Buy |
228,660
+150,923
| +194% | +$6.41M | 0.11% | 177 |
|
|
2016
Q4 | $3.15M | Buy |
77,737
+11,397
| +17% | +$462K | 0.04% | 214 |
|
|
2016
Q3 | $2.51M | Sell |
66,340
-1,490
| -2% | -$56.4K | 0.03% | 226 |
|
|
2016
Q2 | $2.06M | Sell |
67,830
-1,144
| -2% | -$34.8K | 0.03% | 234 |
|
|
2016
Q1 | $1.7M | Buy |
+68,974
| New | +$1.7M | 0.03% | 239 |
|