Stock TransactionsHEALTHEQUITY INC

Total Bought
1,719,475
61 transactions
Total Sold
1,356,724
70 transactions
Net
+362,751
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
WASATCH ADVISORS LP7,275,6217,758,890+483,2693.353.11-0.24buy
AQR CAPITAL MANAGEMENT LLC132,040383,645+251,6050.020.040.00buy
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.616,860843,423+226,5630.490.61+0.12buy
JANUS HENDERSON GROUP PLC1,101,473899,240+202,2330.050.040.00sell
AGF MANAGEMENT LTD29,245131,038+101,7930.010.05+0.04buy
PRINCIPAL FINANCIAL GROUP INC337,566242,405+95,1610.020.010.00sell
Allspring Global Investments Holdings, LLC1,122,0571,037,780+84,2770.160.130.00sell
VICTORY CAPITAL MANAGEMENT INC330,688267,597+63,0910.030.02-0.01sell
DF DENT & CO INC234,715296,579+61,8640.260.30+0.03buy
Woodline Partners LP275,196336,783+61,5870.230.23+0.01buy
FULLER & THALER ASSET MANAGEMENT, INC.401,848462,475+60,6270.150.15+0.00buy
NATIXIS ADVISORS, LLC161,166209,175+48,0090.030.030.00buy
MILLENNIUM MANAGEMENT LLC900,671947,294+46,6230.080.080.00buy
Greenhouse Funds LLLP756,694792,469+35,7753.282.49-0.79buy
MASSACHUSETTS FINANCIAL SERVICES CO /MA/451,259484,782+33,5230.010.01-0.00buy
FIRST TRUST ADVISORS LP177,867145,896+31,9710.020.010.00sell
NORDEA INVESTMENT MANAGEMENT AB30,23057,055+26,8250.000.01+0.00buy
LOS ANGELES CAPITAL MANAGEMENT LLC28,90755,597+26,6900.010.020.00buy
LOOMIS SAYLES & CO L P1,101,9801,126,645+24,6650.130.12-0.01buy
Connor, Clark & Lunn Investment Management Ltd.84,896109,162+24,2660.030.04+0.01buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP139,337118,460+20,8770.010.010.00sell
OBERWEIS ASSET MANAGEMENT INC/64,60084,400+19,8000.340.35+0.01buy
Grandeur Peak Global Advisors, LLC106,188125,811+19,6230.730.85+0.12buy
Summit Creek Advisors LLC239,696257,489+17,7932.832.86+0.03buy
GEODE CAPITAL MANAGEMENT, LLC2,063,8322,078,977+15,1450.020.010.00buy
PRUDENTIAL PLC28,18042,969+14,7890.020.02+0.00buy
Madison Asset Management, LLC54,17266,459+12,2870.060.06+0.00buy
RHUMBLINE ADVISERS278,254266,277+11,9770.020.020.00sell
Clearbridge Investments, LLC2,377,2042,388,392+11,1880.170.15-0.01buy
Inspire Investing, LLC13,71524,027+10,3120.140.20+0.06buy
Ranger Investment Management, L.P.250,960260,753+9,7931.471.37-0.10buy
INTECH INVESTMENT MANAGEMENT LLC13,20521,064+7,8590.010.02+0.01buy
Corebridge Financial, Inc.154,936147,515+7,4210.080.070.00sell
Forest Hill Capital, LLC31,67637,576+5,9002.252.33+0.08buy
B. Metzler seel. Sohn & Co. AG63,45669,339+5,8830.050.06+0.00buy
EFG Asset Management (North America) Corp.16,56322,400+5,8370.250.31+0.06buy
Van Berkom & Associates Inc.930,168935,581+5,4132.402.10-0.30buy
Zurcher Kantonalbank (Zurich Cantonalbank)17,53322,526+4,9930.010.010.00buy
OPPENHEIMER ASSET MANAGEMENT INC.64,21469,139+4,9250.070.070.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO86,87691,754+4,8780.030.030.00buy
YOUSIF CAPITAL MANAGEMENT, LLC37,36832,986+4,3820.040.030.00sell
ProShare Advisors LLC15,50319,791+4,2880.000.000.00buy
CANADA LIFE ASSURANCE Co70,09274,021+3,9290.010.01-0.00buy
ZACKS INVESTMENT MANAGEMENT28,39731,456+3,0590.030.02-0.01buy
RENAISSANCE GROUP LLC39,02041,902+2,8820.130.14+0.01buy
ABLE Financial Group, LLC17,32420,016+2,6920.540.51-0.03buy
CIBC Private Wealth Group LLC65,95263,622+2,3300.010.010.00sell
GW&K Investment Management, LLC788,652790,908+2,2560.620.55-0.07buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM83,99482,135+1,8590.010.01-0.00sell
Alberta Investment Management Corp19,43121,188+1,7570.020.01-0.00buy
NBW CAPITAL LLC88,34889,656+1,3081.501.38-0.12buy
Peterson Wealth Services9,0569,998+9420.270.26-0.01buy
TOWNSQUARE CAPITAL LLC21,45322,292+8390.030.020.00buy
CHOREO, LLC20,53721,346+8090.030.03-0.00buy
BTC Capital Management, Inc.6,4577,245+7880.050.05+0.00buy
GENEVA CAPITAL MANAGEMENT LLC841,369842,009+6401.321.15-0.17buy
Swiss National Bank169,300169,900+6000.010.01-0.00buy
KING LUTHER CAPITAL MANAGEMENT CORP45,29545,847+5520.020.02-0.00buy
Motley Fool Asset Management LLC111,226111,757+5310.640.53-0.11buy
OREGON PUBLIC EMPLOYEES RETIREMENT FUND18,06617,676+3900.030.030.00sell
STEPHENS INC /AR/6,1326,476+3440.010.01-0.00buy
PEREGRINE CAPITAL MANAGEMENT LLC112,526112,794+2680.280.28-0.00buy
COMMERCE BANK8,1737,933+2400.000.000.00sell
NICOLET ADVISORY SERVICES, LLC3,9854,218+2330.030.03+0.00buy
Elk River Wealth Management, LLC65,96466,181+2171.110.99-0.13buy
Fifth Third Wealth Advisors LLC2,7622,919+1570.020.01-0.00buy
SHELL ASSET MANAGEMENT CO2,6862,540+1460.010.010.00sell
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS19,28519,180+1050.010.01-0.00sell
HANCOCK WHITNEY CORP13,09113,193+1020.040.03-0.00buy
Castleview Partners, LLC130187+570.010.01+0.00buy
PROFUND ADVISORS LLC4,0794,130+510.010.010.00buy
City Center Advisors, LLC3,8873,924+370.370.36-0.02buy
ELEVATION POINT WEALTH PARTNERS, LLC4,0134,027+140.030.03+0.00buy
Summit Trail Advisors, LLC3,9934,004+110.010.01-0.00buy
Narus Financial Partners, LLC6,5266,533+70.230.19-0.04buy
NorthCrest Asset Manangement, LLC6,4006,403+30.020.02-0.00buy
Physician Wealth Advisors, Inc.67,85367,845-81.021.03+0.01sell
MeadowBrook Investment Advisors LLC4,0954,075-200.330.30-0.03sell
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI15,71615,681-350.120.10-0.01sell
Radnor Capital Management, LLC5,2895,254-350.140.06-0.08sell
Financial Network Wealth Advisors LLC11859-590.010.00-0.00sell
Mattson Financial Services, LLC5,5365,464-720.170.17-0.00sell
SHEETS SMITH WEALTH MANAGEMENT7,7677,692-750.080.08-0.00sell
Beck Bode, LLC9,0498,947-1020.160.14-0.02sell
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC19,41919,304-1150.040.04-0.01sell
Institute for Wealth Management, LLC.6,6896,566-1230.080.07-0.01sell
HC Advisors, LLC11,77311,634-1390.940.78-0.15sell
SHELTON CAPITAL MANAGEMENT3,5823,440-1420.010.01-0.00sell
SECURIAN ASSET MANAGEMENT, INC6,9396,766-1730.020.02-0.00sell
CIM INVESTMENT MANAGEMENT INC4,3764,142-2340.120.10-0.02sell
STATE OF MICHIGAN RETIREMENT SYSTEM20,92220,622-3000.010.01-0.00sell
Dakota Wealth Management3,1382,800-3380.010.01-0.00sell
Ameritas Investment Partners, Inc.34,30233,768-5340.110.10-0.01sell
NATIXIS2,9432,360-5830.000.00-0.00sell
Corton Capital Inc.3,6342,985-6490.160.12-0.05sell
OSTRUM ASSET MANAGEMENT1,713989-7240.010.01-0.01sell
AMERICAN CENTURY COMPANIES INC532,710531,767-9430.030.03-0.00sell
MOODY ALDRICH PARTNERS LLC58,04656,895-1,1510.980.85-0.13sell
Amica Retiree Medical Trust3,5782,386-1,1920.310.16-0.14sell
ALPS ADVISORS INC12,97711,722-1,2550.010.01-0.00sell
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