Stock TransactionsHEALTHEQUITY INC

Total Bought
1,656,869
43 transactions
Total Sold
1,981,933
66 transactions
Net
-325,064
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
WASATCH ADVISORS LP6,839,8317,409,080+569,2492.503.16+0.66buy
MILLENNIUM MANAGEMENT LLC895,1951,404,657+509,4620.070.120.00buy
PRUDENTIAL FINANCIAL INC573,143147,227+425,9160.060.020.00sell
Allspring Global Investments Holdings, LLC1,208,6261,112,932+95,6940.130.140.00sell
FULLER & THALER ASSET MANAGEMENT, INC.227,255317,423+90,1680.080.11+0.04buy
GEODE CAPITAL MANAGEMENT, LLC1,892,9241,975,696+82,7720.010.020.00buy
Advantage Alpha Capital Partners LP35,524105,284+69,7600.451.62+1.17buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP25,60984,353+58,7440.000.010.00buy
Grandeur Peak Global Advisors, LLC2,38158,980+56,5990.010.38+0.37buy
VICTORY CAPITAL MANAGEMENT INC413,732359,689+54,0430.030.03-0.00sell
LOOMIS SAYLES & CO L P880,654930,866+50,2120.090.11+0.02buy
AMERICAN CENTURY COMPANIES INC514,795553,653+38,8580.020.03+0.01buy
Ophir Asset Management Pty Ltd317,677347,742+30,0654.184.97+0.79buy
PRINCIPAL FINANCIAL GROUP INC350,666364,051+13,3850.020.020.00buy
OBERWEIS ASSET MANAGEMENT INC/38,70051,300+12,6000.240.30+0.06buy
JANUS HENDERSON GROUP PLC1,088,2671,100,715+12,4480.040.050.00buy
Inspire Investing, LLC5,77915,597+9,8180.040.13+0.09buy
OPPENHEIMER ASSET MANAGEMENT INC.58,03549,641+8,3940.050.060.00sell
RENAISSANCE GROUP LLC27,83235,206+7,3740.080.11+0.03buy
ZACKS INVESTMENT MANAGEMENT19,57225,284+5,7120.020.02+0.01buy
Madison Asset Management, LLC48,63653,859+5,2230.040.05+0.01buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO102,19697,249+4,9470.030.030.00sell
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
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM90,11085,859+4,2510.010.01+0.00sell
B. Metzler seel. Sohn & Co. AG62,37465,971+3,5970.050.06+0.01buy
CIBC Private Wealth Group LLC73,93070,964+2,9660.010.010.00sell
OREGON PUBLIC EMPLOYEES RETIREMENT FUND24,17421,218+2,9560.030.040.00sell
Edgestream Partners, L.P.7,72610,025+2,2990.040.04+0.00buy
BTC Capital Management, Inc.4,9226,753+1,8310.040.05+0.01buy
TOWNSQUARE CAPITAL LLC24,91423,117+1,7970.030.030.00sell
Vanguard Personalized Indexing Management, LLC8,8987,104+1,7940.020.010.00sell
Summit Creek Advisors LLC254,790256,331+1,5412.262.64+0.38buy
Zurcher Kantonalbank (Zurich Cantonalbank)18,92617,481+1,4450.000.010.00sell
CANADA LIFE ASSURANCE Co64,32265,666+1,3440.010.01+0.00buy
RHUMBLINE ADVISERS271,226272,529+1,3030.020.020.00buy
Harvest Fund Management Co., Ltd161,260+1,2440.000.00+0.00buy
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+1,1210.040.050.00buy
ProShare Advisors LLC18,42419,477+1,0530.000.000.00buy
YOUSIF CAPITAL MANAGEMENT, LLC40,54439,799+7450.030.040.00sell
OSTRUM ASSET MANAGEMENT7121,427+7150.000.01+0.01buy
Swiss National Bank168,700169,300+6000.010.01+0.00buy
ABN AMRO INVESTMENT SOLUTIONS17,45418,014+5600.020.03+0.01buy
Retirement Systems of Alabama107,243107,744+5010.030.03+0.00buy
STATE OF MICHIGAN RETIREMENT SYSTEM20,52221,022+5000.010.01+0.00buy
LOS ANGELES CAPITAL MANAGEMENT LLC33,58933,224+3650.010.010.00sell
COMMERCE BANK8,4388,173+2650.000.000.00sell
Williamson Legacy Group, LLC12,28912,485+1960.760.79+0.03buy
PROFUND ADVISORS LLC4,6244,812+1880.010.020.00buy
Prestige Wealth Management Group LLC1855+1800.000.000.00sell
CORNERCAP INVESTMENT COUNSEL INC17,19317,347+1540.190.22+0.03buy
STEPHENS INC /AR/5,7345,862+1280.010.01+0.00buy
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS18,89518,980+850.010.01+0.00buy
Castleview Partners, LLC4678+320.000.00+0.00buy
SHEETS SMITH WEALTH MANAGEMENT7,7517,766+150.070.07-0.00buy
Arkadios Wealth Advisors4,9034,902-10.030.03+0.00sell
TFO Wealth Partners, LLC41-30.000.00-0.00sell
Narus Financial Partners, LLC4,4264,416-100.140.15+0.01sell
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI15,73115,716-150.090.11+0.01sell
Physician Wealth Advisors, Inc.67,87467,853-211.141.15+0.01sell
Eagle Bay Advisors LLC197166-310.010.01+0.00sell
Balefire, LLC526494-320.010.01+0.00sell
SECURIAN ASSET MANAGEMENT, INC7,1397,039-1000.010.02+0.00sell
ELEVATION POINT WEALTH PARTNERS, LLC4,1854,033-1520.030.03-0.00sell
HC Advisors, LLC12,12011,949-1710.450.46+0.01sell
NBW CAPITAL LLC86,61586,391-2241.261.44+0.18sell
Dakota Wealth Management3,2673,003-2640.010.01-0.00sell
MeadowBrook Investment Advisors LLC4,4104,090-3200.280.31+0.03sell
NorthCrest Asset Manangement, LLC6,8006,400-4000.020.02+0.00sell
NORDEA INVESTMENT MANAGEMENT AB35,22234,739-4830.000.00+0.00sell
DF DENT & CO INC253,250252,621-6290.220.25+0.03sell
Corton Capital Inc.5,1954,381-8140.110.13+0.02sell
GREAT LAKES ADVISORS, LLC186,977185,845-1,1320.120.13+0.01sell
South Dakota Investment Council21,29319,893-1,4000.030.03+0.00sell
Premier Fund Managers Ltd10,5109,030-1,4800.030.03-0.00sell
Motley Fool Wealth Management, LLC139,580137,789-1,7910.490.58+0.10sell
Stephens Investment Management Group LLC1,186,4911,184,360-2,1311.151.29+0.14sell
IEQ CAPITAL, LLC5,0002,822-2,1780.010.00-0.00sell
ALPS ADVISORS INC15,35212,842-2,5100.010.01-0.00sell
Motley Fool Asset Management LLC121,316118,780-2,5360.600.63+0.03sell
Petrus Trust Company, LTA9,9077,024-2,8830.060.05-0.01sell
LMCG INVESTMENTS, LLC11,8388,288-3,5500.050.04-0.01sell
FRED ALGER MANAGEMENT, LLC66,88862,067-4,8210.020.03+0.00sell
GENEVA CAPITAL MANAGEMENT LLC870,735865,566-5,1691.091.24+0.15sell
Aureus Asset Management, LLC416,571411,134-5,4372.022.29+0.27sell
Beck Bode, LLC39,59834,108-5,4900.590.57-0.02sell
Iron Gate Global Advisors LLC39,46031,439-8,0210.520.45-0.07sell
CAMBIAR INVESTORS LLC200,060191,664-8,3960.520.58+0.06sell
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC581,342572,935-8,4070.100.11+0.01sell
INSPIRION WEALTH ADVISORS, LLC85,00575,005-10,0001.011.01-0.00sell
CASTLEARK MANAGEMENT LLC102,77090,580-12,1900.300.31+0.01sell
PEREGRINE CAPITAL MANAGEMENT LLC123,442111,068-12,3740.250.26+0.01sell
Susquehanna Portfolio Strategies, LLC37,82024,999-12,8210.040.05+0.00sell
Thematics Asset Management74,38560,457-13,9280.220.21-0.01sell
GW&K Investment Management, LLC809,235794,744-14,4910.500.57+0.07sell
AGF MANAGEMENT LTD42,02127,260-14,7610.020.01-0.00sell
Aristotle Capital Boston, LLC599,392582,663-16,7291.211.44+0.23sell
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