Stock Transactions — HEALTHEQUITY INC

Total Bought
5,862,576
165 transactions
Total Sold
4,590,440
161 transactions
Net
+1,272,136
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
Invesco Ltd.615,1491,444,902+829,7530.010.03+0.02buy
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.0605,710+605,7100.000.43+0.43buy
WASATCH ADVISORS LP6,839,8317,409,080+569,2492.503.16+0.66buy
MILLENNIUM MANAGEMENT LLC895,1951,404,657+509,4620.060.10+0.04buy
Greenhouse Funds LLLP0506,465+506,4650.002.61+2.61buy
UBS Group AG29,514374,355+344,8410.000.01+0.01buy
NORGES BANK655,835899,934+244,0990.010.01+0.00buy
MACKENZIE FINANCIAL CORP1,807,4072,038,615+231,2080.180.24+0.06buy
BANK OF AMERICA CORP /DE/481,680643,076+161,3960.000.01+0.00buy
VANGUARD GROUP INC8,619,4998,768,632+149,1330.010.01+0.00buy
AQR CAPITAL MANAGEMENT LLC37,018176,804+139,7860.000.02+0.02buy
NATIXIS ADVISORS, LLC17,212140,614+123,4020.000.03+0.02buy
STATE STREET CORP2,956,4103,053,332+96,9220.010.01+0.00buy
FULLER & THALER ASSET MANAGEMENT, INC.227,255317,423+90,1680.080.11+0.04buy
GEODE CAPITAL MANAGEMENT, LLC1,892,9241,975,696+82,7720.010.01+0.00buy
FRANKLIN RESOURCES INC1,480,6551,559,388+78,7330.050.04-0.01buy
Advantage Alpha Capital Partners LP35,524105,284+69,7600.451.62+1.17buy
Ensign Peak Advisors, Inc277,839340,592+62,7530.040.05+0.01buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP25,60984,353+58,7440.000.01+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,002,2831,060,666+58,3830.020.02+0.00buy
Lisanti Capital Growth, LLC057,585+57,5850.001.15+1.15buy
Grandeur Peak Global Advisors, LLC2,38158,980+56,5990.010.38+0.37buy
BROWN ADVISORY INC1,814,4031,866,489+52,0860.170.20+0.03buy
LOOMIS SAYLES & CO L P880,654930,866+50,2120.090.11+0.02buy
Elk River Wealth Management, LLC046,940+46,9400.000.78+0.78buy
MARSHALL WACE, LLP042,632+42,6320.000.01+0.01buy
AMERICAN CENTURY COMPANIES INC514,795553,653+38,8580.020.03+0.00buy
CHASE INVESTMENT COUNSEL CORP034,414+34,4140.001.05+1.05buy
Ophir Asset Management Pty Ltd317,677347,742+30,0654.184.97+0.79buy
ENVESTNET ASSET MANAGEMENT INC80,441107,969+27,5280.000.00+0.00buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.027,186+27,1860.000.19+0.19buy
DIMENSIONAL FUND ADVISORS LP1,409,7401,431,561+21,8210.030.03+0.00buy
MACQUARIE GROUP LTD344,505363,518+19,0130.030.03+0.01buy
ABLE Financial Group, LLC016,369+16,3690.000.52+0.52buy
PRINCIPAL FINANCIAL GROUP INC350,666364,051+13,3850.010.02+0.00buy
Mirae Asset Global Investments Co., Ltd.137,577150,801+13,2240.020.02+0.00buy
HANCOCK WHITNEY CORP013,142+13,1420.000.04+0.04buy
SEI INVESTMENTS CO557,093570,051+12,9580.060.07+0.01buy
CHOREO, LLC012,757+12,7570.000.03+0.03buy
Alberta Investment Management Corp012,647+12,6470.000.01+0.01buy
OBERWEIS ASSET MANAGEMENT INC/38,70051,300+12,6000.240.30+0.06buy
JANUS HENDERSON GROUP PLC1,088,2671,100,715+12,4480.040.05+0.01buy
PDT Partners, LLC010,506+10,5060.000.08+0.08buy
Inspire Investing, LLC5,77915,597+9,8180.040.13+0.09buy
CITIGROUP INC17,08426,301+9,2170.000.00+0.00buy
Peterson Wealth Services08,224+8,2240.000.24+0.24buy
RENAISSANCE GROUP LLC27,83235,206+7,3740.080.11+0.03buy
BNP PARIBAS FINANCIAL MARKETS42,75049,286+6,5360.010.00-0.00buy
Legato Capital Management LLC06,535+6,5350.000.06+0.06buy
Creative Planning9,60215,943+6,3410.000.00+0.00buy
ZACKS INVESTMENT MANAGEMENT19,57225,284+5,7120.020.02+0.01buy
BOSUN ASSET MANAGEMENT, LLC05,403+5,4030.000.25+0.25buy
Madison Asset Management, LLC48,63653,859+5,2230.040.05+0.01buy
Scientech Research LLC05,053+5,0530.000.22+0.22buy
NORDEN GROUP LLC04,785+4,7850.000.03+0.03buy
DEERFIELD MANAGEMENT COMPANY, L.P.04,660+4,6600.000.01+0.01buy
ONTARIO TEACHERS PENSION PLAN BOARD04,442+4,4420.000.00+0.00buy
ADVISORY RESEARCH INC26,28530,720+4,4350.270.50+0.23buy
Pearl River Capital, LLC4,1578,458+4,3010.040.11+0.06buy
STRS OHIO16,10020,400+4,3000.000.01+0.00buy
Belpointe Asset Management LLC04,225+4,2250.000.03+0.03buy
Fortis Capital Advisors, LLC04,225+4,2250.000.15+0.15buy
TEACHER RETIREMENT SYSTEM OF TEXAS25,30829,460+4,1520.010.02+0.00buy
B. Metzler seel. Sohn & Co. AG62,37465,971+3,5970.050.06+0.01buy
Cetera Investment Advisers03,409+3,4090.000.00+0.00buy
NICOLET ADVISORY SERVICES, LLC03,404+3,4040.000.03+0.03buy
SHERBROOKE PARK ADVISERS LLC03,375+3,3750.000.05+0.05buy
PRICE T ROWE ASSOCIATES INC /MD/48,01951,384+3,3650.000.00+0.00buy
Pinnacle Wealth Planning Services, Inc.03,235+3,2350.000.04+0.04buy
MQS Management LLC02,869+2,8690.000.13+0.13buy
FARALLON CAPITAL MANAGEMENT LLC02,800+2,8000.000.00+0.00buy
Vident Advisory, LLC02,761+2,7610.000.00+0.00buy
GUGGENHEIM CAPITAL LLC5,7338,488+2,7550.000.00+0.00buy
SHELL ASSET MANAGEMENT CO02,686+2,6860.000.01+0.01buy
TRUIST FINANCIAL CORP02,676+2,6760.000.00+0.00buy
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM24,00326,663+2,6600.000.00+0.00buy
Portside Wealth Group, LLC02,634+2,6340.000.04+0.04buy
Stratos Wealth Partners, LTD.02,622+2,6220.000.00+0.00buy
Cresset Asset Management, LLC02,495+2,4950.000.00+0.00buy
M&T BANK CORP47,17449,485+2,3110.010.01+0.00buy
MANUFACTURERS LIFE INSURANCE COMPANY, THE101,306103,615+2,3090.000.01+0.00buy
Edgestream Partners, L.P.7,72610,025+2,2990.040.04+0.00buy
STIFEL FINANCIAL CORP18,94121,139+2,1980.000.00+0.00buy
Handelsbanken Fonder AB15,21617,216+2,0000.000.01+0.00buy
Legal & General Group Plc132,491134,368+1,8770.000.00+0.00buy
WELLS FARGO & COMPANY/MN82,40084,253+1,8530.000.00+0.00buy
BTC Capital Management, Inc.4,9226,753+1,8310.040.05+0.01buy
Pictet Asset Management Holding SA9,69211,445+1,7530.000.00+0.00buy
Campbell & CO Investment Adviser LLC8,1959,886+1,6910.050.07+0.02buy
Headlands Technologies LLC01,595+1,5950.000.03+0.03buy
Summit Creek Advisors LLC254,790256,331+1,5412.262.64+0.38buy
HSBC HOLDINGS PLC67,99169,461+1,4700.000.00-0.00buy
CANADA LIFE ASSURANCE Co64,32265,666+1,3440.010.01+0.00buy
RHUMBLINE ADVISERS271,226272,529+1,3030.020.02+0.00buy
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM145,902147,147+1,2450.010.01+0.00buy
Harvest Fund Management Co., Ltd161,260+1,2440.000.01+0.01buy
Forest Hill Capital, LLC30,47631,676+1,2001.062.23+1.17buy
Dynamic Technology Lab Private Ltd13,13614,313+1,1770.090.12+0.03buy
TEXAS PERMANENT SCHOOL FUND CORP73,97175,092+1,1210.040.05+0.01buy
BANK OF MONTREAL /CAN/9,14710,231+1,0840.000.00+0.00buy
Page 1 of 4