Stock TransactionsHEALTHEQUITY INC

Total Bought
2,254,531
32 transactions
Total Sold
871,727
33 transactions
Net
+1,382,804
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
WASATCH ADVISORS LP7,202,9347,960,735+757,8014.004.71+0.71buy
Curated Wealth Partners LLC4,113319,075+314,9620.040.06+0.02buy
Grandeur Peak Global Advisors, LLC36,445211,036+174,5910.7115.35+14.63buy
Park West Asset Management LLC623,156776,651+153,4954.424.78+0.36buy
Swedbank AB706,300851,400+145,1000.060.07+0.00buy
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,659,6161,773,227+113,6110.460.48+0.02buy
Artisan Partners Limited Partnership270,942384,107+113,1650.040.06+0.02buy
12th Street Asset Management Company, LLC251,361345,390+94,0293.444.44+1.01buy
CASTLEARK MANAGEMENT LLC48,510127,770+79,2600.130.31+0.18buy
SEGALL BRYANT & HAMILL, LLC169,049238,243+69,1940.200.26+0.05buy
Ranger Investment Management, L.P.271,223319,253+48,0301.641.82+0.18buy
Stephens Investment Management Group LLC684,619729,080+44,4610.780.71-0.08buy
BEACON INVESTMENT ADVISORY SERVICES, INC.57,66694,237+36,5710.200.32+0.12buy
Atalan Capital Partners, LP883,670915,270+31,6006.815.07-1.74buy
Sumitomo Mitsui DS Asset Management Company, Ltd46,73072,502+25,7720.030.05+0.01buy
TECTONIC ADVISORS LLC82,831100,323+17,4920.370.44+0.07buy
Hilton Capital Management, LLC52,91964,850+11,9310.330.40+0.06buy
PEREGRINE CAPITAL MANAGEMENT LLC126,231132,691+6,4600.390.39-0.00buy
First American Bank16,04219,797+3,7550.080.10+0.02buy
Coyle Financial Counsel LLC10,72614,260+3,5340.190.24+0.05buy
WASHINGTON CAPITAL MANAGEMENT, INC6,3508,630+2,2800.450.51+0.07buy
NorthCrest Asset Manangement, LLC6,7839,052+2,2690.020.02+0.00buy
FULTON BANK, N.A.6,5268,114+1,5880.020.02+0.00buy
Abel Hall, LLC5,6946,489+7950.100.10-0.00buy
SUMMITRY LLC4,3715,159+7880.010.02+0.00buy
LEVEL FOUR ADVISORY SERVICES, LLC5,9146,556+6420.020.02+0.00buy
THOMPSON INVESTMENT MANAGEMENT, INC.63,98164,547+5660.690.67-0.02buy
BAMCO INC /NY/750,025750,394+3690.190.10-0.09buy
Oxbow Advisors, LLC37,65337,990+3370.270.28+0.01buy
BTC Capital Management, Inc.6,9076,951+440.040.04-0.00buy
Fifth Third Wealth Advisors LLC2,8722,893+210.010.01-0.00buy
High Note Wealth, LLC2341+180.000.00+0.00buy
Clearstead Trust, LLC4838-100.000.00-0.00sell
1620 INVESTMENT ADVISORS, INC.2,7062,671-350.150.15-0.00sell
Hennion & Walsh Asset Management, Inc.3,3543,304-500.010.01-0.00sell
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI14,78414,732-520.090.09-0.01sell
HANCOCK WHITNEY CORP14,03613,984-520.020.02+0.00sell
Holocene Advisors, LP2,6802,563-1170.000.00-0.00sell
MILESTONE ASSET MANAGEMENT, LLC14,92914,811-1180.230.21-0.02sell
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC19,14019,003-1370.020.02-0.00sell
GREENLEAF TRUST3,4943,353-1410.000.00+0.00sell
Radnor Capital Management, LLC8,8668,716-1500.100.10+0.00sell
SHEETS SMITH WEALTH MANAGEMENT8,5258,292-2330.080.07-0.01sell
Gradient Investments LLC18,77118,357-4140.020.02-0.00sell
Narus Financial Partners, LLC4,9984,522-4760.110.10-0.00sell
Suncoast Equity Management9,2508,635-6150.090.10+0.00sell
STATE OF MICHIGAN RETIREMENT SYSTEM20,52219,722-8000.010.01-0.00sell
Iron Gate Global Advisors LLC5,4134,358-1,0550.050.04-0.01sell
MANGROVE PARTNERS IM, LLC8,7987,395-1,4030.060.04-0.02sell
Chesley Taft & Associates LLC27,80025,255-2,5450.100.09-0.01sell
Numerai GP LLC7,6583,881-3,7770.060.03-0.04sell
1492 Capital Management LLC55,77251,501-4,2711.771.37-0.40sell
Motley Fool Asset Management LLC98,54093,043-5,4970.350.32-0.03sell
MOODY ALDRICH PARTNERS LLC30,50422,590-7,9140.460.37-0.09sell
Portolan Capital Management, LLC101,64689,274-12,3720.450.30-0.15sell
Clearbridge Investments, LLC1,309,9721,296,765-13,2070.100.10+0.00sell
Retirement Systems of Alabama213,645196,278-17,3670.060.05-0.01sell
Granahan Investment Management, LLC122,09997,318-24,7810.490.31-0.18sell
Aristotle Capital Boston, LLC397,229332,884-64,3452.062.02-0.04sell
Greenhouse Funds LLLP1,257,8541,183,024-74,8304.715.46+0.76sell
Summit Creek Advisors LLC161,12384,157-76,9662.772.59-0.18sell
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC485,444400,613-84,8310.120.11-0.01sell
Private Advisory Group LLC127,1562,594-124,5620.700.01-0.68sell
Premier Fund Managers Ltd287,847145,243-142,6041.661.16-0.50sell
CADIAN CAPITAL MANAGEMENT, LP832,700626,700-206,0008.474.28-4.19sell
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