Stock TransactionsHEALTHEQUITY INC

Total Bought
1,335,480
62 transactions
Total Sold
1,057,361
56 transactions
Net
+278,119
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
MILLENNIUM MANAGEMENT LLC1,404,657900,671+503,9860.120.080.00sell
Greenhouse Funds LLLP506,465756,694+250,2292.503.28+0.78buy
LOOMIS SAYLES & CO L P930,8661,101,980+171,1140.110.13+0.02buy
Retirement Systems of Alabama107,744216,297+108,5530.030.07+0.04buy
Stephens Investment Management Group LLC1,184,3601,288,049+103,6891.291.55+0.27buy
GEODE CAPITAL MANAGEMENT, LLC1,975,6962,063,832+88,1360.020.020.00buy
FULLER & THALER ASSET MANAGEMENT, INC.317,423401,848+84,4250.110.15+0.04buy
MASSACHUSETTS FINANCIAL SERVICES CO /MA/373,573451,259+77,6860.010.01+0.00buy
PRUDENTIAL FINANCIAL INC147,227202,274+55,0470.020.030.00buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP84,353139,337+54,9840.010.010.00buy
Grandeur Peak Global Advisors, LLC58,980106,188+47,2080.380.73+0.35buy
AQR CAPITAL MANAGEMENT LLC176,804132,040+44,7640.030.020.00sell
Clearbridge Investments, LLC2,333,7132,377,204+43,4910.150.17+0.02buy
Aureus Asset Management, LLC411,134445,991+34,8572.292.69+0.40buy
VICTORY CAPITAL MANAGEMENT INC359,689330,688+29,0010.030.03-0.00sell
PRINCIPAL FINANCIAL GROUP INC364,051337,566+26,4850.020.020.00sell
TimesSquare Capital Management, LLC259,229281,480+22,2510.310.38+0.07buy
NATIXIS ADVISORS, LLC140,614161,166+20,5520.030.030.00buy
Elk River Wealth Management, LLC46,94065,964+19,0240.781.11+0.33buy
Van Berkom & Associates Inc.913,361930,168+16,8072.122.40+0.27buy
OPPENHEIMER ASSET MANAGEMENT INC.49,64164,214+14,5730.060.070.00buy
OBERWEIS ASSET MANAGEMENT INC/51,30064,600+13,3000.300.34+0.04buy
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.605,710616,860+11,1500.430.49+0.06buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO97,24986,876+10,3730.030.030.00sell
Allspring Global Investments Holdings, LLC1,112,9321,122,057+9,1250.140.160.00buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC572,935581,529+8,5940.110.12+0.01buy
ArrowMark Colorado Holdings LLC1,112,7081,120,869+8,1611.021.15+0.13buy
CHOREO, LLC12,75720,537+7,7800.030.03+0.00buy
Alberta Investment Management Corp12,64719,431+6,7840.010.02+0.01buy
CHASE INVESTMENT COUNSEL CORP34,41440,986+6,5721.051.25+0.21buy
RHUMBLINE ADVISERS272,529278,254+5,7250.020.020.00buy
Motley Fool Wealth Management, LLC137,789143,409+5,6200.580.63+0.05buy
CIBC Private Wealth Group LLC70,96465,952+5,0120.010.010.00sell
CANADA LIFE ASSURANCE Co65,66670,092+4,4260.010.01+0.00buy
LOS ANGELES CAPITAL MANAGEMENT LLC33,22428,907+4,3170.010.010.00sell
ProShare Advisors LLC19,47715,503+3,9740.000.000.00sell
RENAISSANCE GROUP LLC35,20639,020+3,8140.110.13+0.02buy
OREGON PUBLIC EMPLOYEES RETIREMENT FUND21,21818,066+3,1520.040.030.00sell
ZACKS INVESTMENT MANAGEMENT25,28428,397+3,1130.020.03+0.01buy
TEACHER RETIREMENT SYSTEM OF TEXAS25,30828,368+3,0600.010.01+0.00buy
Harvest Fund Management Co., Ltd1,2603,988+2,7280.000.02+0.02buy
KING LUTHER CAPITAL MANAGEMENT CORP42,78745,295+2,5080.020.02+0.00buy
YOUSIF CAPITAL MANAGEMENT, LLC39,79937,368+2,4310.040.040.00sell
Petrus Trust Company, LTA7,0249,385+2,3610.050.08+0.02buy
TEXAS PERMANENT SCHOOL FUND CORP75,09277,424+2,3320.050.060.00buy
Narus Financial Partners, LLC4,4166,526+2,1100.150.23+0.07buy
AGF MANAGEMENT LTD27,26029,245+1,9850.010.01+0.00buy
NBW CAPITAL LLC86,39188,348+1,9571.441.50+0.06buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM85,85983,994+1,8650.010.01-0.00sell
TOWNSQUARE CAPITAL LLC23,11721,453+1,6640.030.030.00sell
PEREGRINE CAPITAL MANAGEMENT LLC111,068112,526+1,4580.260.28+0.02buy
ABLE Financial Group, LLC16,36917,324+9550.520.54+0.01buy
SHERBROOKE PARK ADVISERS LLC3,3754,323+9480.050.07+0.01buy
Peterson Wealth Services8,2249,056+8320.240.27+0.03buy
JANUS HENDERSON GROUP PLC1,100,7151,101,473+7580.050.050.00buy
PROFUND ADVISORS LLC4,8124,079+7330.020.010.00sell
Summit Trail Advisors, LLC3,3633,993+6300.010.01+0.00buy
Vanguard Personalized Indexing Management, LLC7,1047,730+6260.010.010.00buy
NICOLET ADVISORY SERVICES, LLC3,4043,985+5810.030.03+0.00buy
STRS OHIO20,40020,900+5000.010.01+0.00buy
Radnor Capital Management, LLC4,8455,289+4440.070.14+0.07buy
Madison Asset Management, LLC53,85954,172+3130.050.06+0.00buy
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS18,98019,285+3050.010.01+0.00buy
OSTRUM ASSET MANAGEMENT1,4271,713+2860.010.01+0.00buy
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC19,13819,419+2810.040.04+0.00buy
STEPHENS INC /AR/5,8626,132+2700.010.01+0.00buy
ALPS ADVISORS INC12,84212,977+1350.010.01+0.00buy
Dakota Wealth Management3,0033,138+1350.010.01+0.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)17,48117,533+520.010.010.00buy
Castleview Partners, LLC78130+520.000.01+0.00buy
Arkadios Wealth Advisors4,9024,938+360.030.03-0.00buy
Balefire, LLC494530+360.010.02+0.00buy
ADVISORY RESEARCH INC30,72030,730+100.500.50-0.00buy
MeadowBrook Investment Advisors LLC4,0904,095+50.310.33+0.02buy
SHEETS SMITH WEALTH MANAGEMENT7,7667,767+10.070.08+0.01buy
South Dakota Investment Council19,89319,876-170.030.04+0.00sell
ELEVATION POINT WEALTH PARTNERS, LLC4,0334,013-200.030.03+0.00sell
Advantage Alpha Capital Partners LP105,284105,260-241.621.98+0.36sell
GM Advisory Group, LLC89,05289,013-390.510.50-0.01sell
HANCOCK WHITNEY CORP13,14213,091-510.040.04+0.00sell
Eagle Bay Advisors LLC166103-630.010.01-0.00sell
Annis Gardner Whiting Capital Advisors, LLC426362-640.010.01-0.00sell
LMCG INVESTMENTS, LLC8,2888,216-720.040.04+0.00sell
Institute for Wealth Management, LLC.6,7696,689-800.070.08+0.01sell
SECURIAN ASSET MANAGEMENT, INC7,0396,939-1000.020.02+0.00sell
STATE OF MICHIGAN RETIREMENT SYSTEM21,02220,922-1000.010.01+0.00sell
CORNERCAP INVESTMENT COUNSEL INC17,34717,204-1430.220.24+0.02sell
SHELTON CAPITAL MANAGEMENT3,7423,582-1600.010.01-0.00sell
HC Advisors, LLC11,94911,773-1760.460.94+0.47sell
Pinnacle Wealth Planning Services, Inc.3,2352,969-2660.040.04-0.00sell
BTC Capital Management, Inc.6,7536,457-2960.050.05+0.00sell
Ameritas Investment Partners, Inc.34,90034,302-5980.100.11+0.00sell
FRED ALGER MANAGEMENT, LLC62,06761,469-5980.030.03+0.00sell
CIM INVESTMENT MANAGEMENT INC5,1144,376-7380.120.12-0.01sell
Corton Capital Inc.4,3813,634-7470.130.16+0.03sell
CASTLEARK MANAGEMENT LLC90,58089,800-7800.310.32+0.01sell
CAMBIAR INVESTORS LLC191,664190,031-1,6330.580.64+0.06sell
Pearl River Capital, LLC8,4586,776-1,6820.110.09-0.02sell
Inspire Investing, LLC15,59713,715-1,8820.130.14+0.01sell
B. Metzler seel. Sohn & Co. AG65,97163,456-2,5150.060.05-0.01sell
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