Stock TransactionsHEALTHEQUITY INC

Total Bought
19,008,424
204 transactions
Total Sold
4,817,069
149 transactions
Net
+14,191,355
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM100,6048,832,754+8,732,1500.010.01+0.00buy
MORGAN STANLEY2,485,9134,547,219+2,061,3060.010.02+0.01buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2,781965,807+963,0260.000.04+0.04buy
WASATCH ADVISORS LP7,202,9347,960,735+757,8014.004.71+0.71buy
BlackRock, Inc.10,532,39411,277,914+745,5200.020.02-0.00buy
CITADEL ADVISORS LLC268,832682,961+414,1290.020.04+0.02buy
FMR LLC1,134,9331,538,387+403,4540.000.01+0.00buy
Curated Wealth Partners LLC4,113319,075+314,9620.040.06+0.02buy
BANK OF AMERICA CORP /DE/862,0081,146,735+284,7270.010.01+0.00buy
DIMENSIONAL FUND ADVISORS LP1,627,0391,869,036+241,9970.030.03+0.00buy
GOLDMAN SACHS GROUP INC800,8181,007,434+206,6160.010.01+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/803,427994,551+191,1240.010.01+0.00buy
Grandeur Peak Global Advisors, LLC36,445211,036+174,5910.7115.35+14.63buy
GW&K Investment Management, LLC464,315632,382+168,0670.340.45+0.10buy
Park West Asset Management LLC623,156776,651+153,4954.604.79+0.19buy
Swedbank AB706,300851,400+145,1000.060.07+0.00buy
STATE STREET CORP3,099,8973,241,046+141,1490.010.01-0.00buy
Neuberger Berman Group LLC5,354137,365+132,0110.000.01+0.01buy
Qube Research & Technologies Ltd40,578156,551+115,9730.000.02+0.01buy
GEODE CAPITAL MANAGEMENT, LLC2,259,6462,374,467+114,8210.010.01-0.00buy
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,659,6161,773,227+113,6110.460.48+0.02buy
DF DENT & CO INC133,782247,132+113,3500.210.42+0.21buy
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
PUBLIC SECTOR PENSION INVESTMENT BOARD57,319140,952+83,6330.010.03+0.02buy
SEI INVESTMENTS CO602,721683,320+80,5990.050.05+0.01buy
CASTLEARK MANAGEMENT LLC48,510127,770+79,2600.130.31+0.18buy
Wealthspire Advisors, LLC37,975111,986+74,0110.020.06+0.03buy
DAVENPORT & Co LLC1,015,4341,087,218+71,7840.470.50+0.03buy
SEGALL BRYANT & HAMILL, LLC169,049238,243+69,1940.150.26+0.11buy
CAPITAL FUND MANAGEMENT S.A.52,310119,832+67,5220.040.08+0.04buy
Bank of New York Mellon Corp599,254666,260+67,0060.010.01+0.00buy
OBERWEIS ASSET MANAGEMENT INC/166,641228,291+61,6500.410.43+0.01buy
OPPENHEIMER ASSET MANAGEMENT INC.173,854233,378+59,5240.170.22+0.05buy
Nuveen, LLC680,462732,750+52,2880.020.02+0.00buy
MARSHALL WACE, LLP31,53683,056+51,5200.000.01+0.00buy
RAYMOND JAMES FINANCIAL INC380,494431,967+51,4730.010.01+0.00buy
WELLS FARGO & COMPANY/MN140,107190,425+50,3180.000.00+0.00buy
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
NEW YORK STATE COMMON RETIREMENT FUND106,821150,273+43,4520.010.02+0.00buy
XTX Topco Ltd6,35449,328+42,9740.010.06+0.05buy
Mariner, LLC69,068108,898+39,8300.010.01+0.00buy
BEACON INVESTMENT ADVISORY SERVICES, INC.57,66694,237+36,5710.200.32+0.12buy
ENVESTNET ASSET MANAGEMENT INC138,868175,182+36,3140.000.00+0.00buy
NORTHERN TRUST CORP1,036,1741,072,119+35,9450.010.01-0.00buy
LOS ANGELES CAPITAL MANAGEMENT LLC1,73836,846+35,1080.000.01+0.01buy
Atalan Capital Partners, LP883,670915,270+31,6006.815.07-1.74buy
Entropy Technologies, LP6,91136,184+29,2730.030.13+0.10buy
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY25,47654,531+29,0550.020.03+0.02buy
Sumitomo Mitsui DS Asset Management Company, Ltd46,73072,502+25,7720.030.05+0.01buy
B. Metzler seel. Sohn & Co. AG85,690111,108+25,4180.070.09+0.02buy
IEQ CAPITAL, LLC6,79031,528+24,7380.000.01+0.01buy
NORDEA INVESTMENT MANAGEMENT AB57,42981,684+24,2550.000.01+0.00buy
Russell Investments Group, Ltd.131,738155,718+23,9800.010.01+0.00buy
BEACON INVESTMENT ADVISORS LLC48,39171,799+23,4081.532.04+0.51buy
Amundi67,59290,327+22,7350.000.00+0.00buy
VICTORY CAPITAL MANAGEMENT INC66,80789,467+22,6600.000.00+0.00buy
MERCER GLOBAL ADVISORS INC /ADV9,05628,886+19,8300.000.00+0.00buy
FRANKLIN RESOURCES INC341,388360,659+19,2710.010.01+0.00buy
Steward Partners Investment Advisory, LLC9,59528,761+19,1660.000.01+0.01buy
VIRGINIA RETIREMENT SYSTEMS ET Al10,70029,000+18,3000.010.02+0.01buy
EverSource Wealth Advisors, LLC65,89083,393+17,5030.170.25+0.09buy
TECTONIC ADVISORS LLC82,831100,323+17,4920.370.44+0.07buy
AMERICAN CENTURY COMPANIES INC742,849759,978+17,1290.030.03-0.00buy
Cerity Partners LLC26,88142,335+15,4540.000.00+0.00buy
HSBC HOLDINGS PLC28,18143,615+15,4340.000.00+0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC18,74433,843+15,0990.000.00+0.00buy
CAPTRUST FINANCIAL ADVISORS30,28745,312+15,0250.000.01+0.00buy
PRINCIPAL FINANCIAL GROUP INC304,049318,565+14,5160.010.01+0.00buy
Creative Planning65,08979,363+14,2740.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,175,3391,188,902+13,5630.020.01-0.00buy
Waverly Advisors, LLC61,05573,569+12,5140.040.04+0.00buy
DEUTSCHE BANK AG\120,368132,705+12,3370.000.00+0.00buy
Hilton Capital Management, LLC52,91964,850+11,9310.330.40+0.06buy
Connor, Clark & Lunn Investment Management Ltd.8,61620,332+11,7160.000.00+0.00buy
GDS Wealth Management125,608137,092+11,4840.630.59-0.04buy
Future Fund LLC50,58060,154+9,5741.491.56+0.07buy
Pathstone Holdings, LLC27,42736,497+9,0700.010.01+0.00buy
Expect Equity LLC15,54024,200+8,6601.011.41+0.40buy
Atria Investments, Inc37,60345,425+7,8220.040.04+0.01buy
Elo Mutual Pension Insurance Co10,67318,189+7,5160.010.02+0.01buy
Focus Partners Wealth5,50912,458+6,9490.000.00+0.00buy
State of Tennessee, Department of Treasury28,63435,571+6,9370.010.01+0.00buy
ROTHSCHILD INVESTMENT LLC1,6108,467+6,8570.010.03+0.02buy
PEREGRINE CAPITAL MANAGEMENT LLC126,231132,691+6,4600.390.39-0.00buy
SUMITOMO LIFE INSURANCE CO10,86817,142+6,2740.020.03+0.00buy
Handelsbanken Fonder AB30,21636,316+6,1000.010.01+0.00buy
Cambridge Investment Research Advisors, Inc.32,26938,298+6,0290.010.01+0.00buy
Gotham Asset Management, LLC16,87222,545+5,6730.000.00+0.00buy
FIRST TRUST ADVISORS LP38,08643,609+5,5230.000.00+0.00buy
RHUMBLINE ADVISERS248,915254,403+5,4880.020.02-0.00buy
Inspire Investing, LLC3,8278,906+5,0790.030.03+0.00buy
Three Seasons Wealth, LLC11,96616,980+5,0140.380.14-0.24buy
iA Global Asset Management Inc.2004,762+4,5620.000.01+0.00buy
Sterling Capital Management LLC5505,071+4,5210.000.01+0.01buy
Merit Financial Group, LLC2,8397,350+4,5110.000.00+0.00buy
NewEdge Advisors, LLC13,02717,474+4,4470.000.00+0.00buy
Quantinno Capital Management LP44,16248,587+4,4250.010.01-0.00buy
Ameritas Investment Partners, Inc.36,16840,504+4,3360.090.10+0.00buy
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