Stock Transactions — HEALTHEQUITY INC

Total Bought
113,699,247
230 transactions
Total Sold
4,929,689
180 transactions
Net
+108,769,558
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
Wealthfront Advisers LLC0107,390,188+107,390,1880.003.71+3.71buy
T. Rowe Price Investment Management, Inc.0814,034+814,0340.000.05+0.05buy
MILLENNIUM MANAGEMENT LLC947,2941,501,387+554,0930.070.12+0.06buy
GOLDMAN SACHS GROUP INC645,8711,117,708+471,8370.010.02+0.01buy
Iron Triangle Partners LP0335,614+335,6140.003.75+3.75buy
Artisan Partners Limited Partnership0256,051+256,0510.000.04+0.04buy
BROWN ADVISORY INC1,862,0102,086,026+224,0160.190.25+0.06buy
CITADEL ADVISORS LLC111,955332,406+220,4510.010.03+0.02buy
GENEVA CAPITAL MANAGEMENT LLC842,0091,048,903+206,8941.151.75+0.59buy
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC569,164772,781+203,6170.100.17+0.07buy
UBS Group AG286,564476,831+190,2670.010.01+0.00buy
STATE STREET CORP3,131,9003,262,346+130,4460.010.01+0.00buy
First Turn Management, LLC0125,867+125,8670.002.16+2.16buy
FMR LLC5,290,1165,415,800+125,6840.030.03+0.00buy
NORTHERN TRUST CORP1,034,0421,155,043+121,0010.010.02+0.00buy
BESSEMER GROUP INC181,963296,828+114,8650.020.05+0.02buy
VANGUARD GROUP INC8,876,4678,976,091+99,6240.010.02+0.00buy
AMERIPRISE FINANCIAL INC172,713270,042+97,3290.000.01+0.00buy
Greenhouse Funds LLLP792,469884,404+91,9353.213.76+0.55buy
MORGAN STANLEY705,255796,647+91,3920.000.01+0.00buy
Pier Capital, LLC083,625+83,6250.001.14+1.14buy
CITIGROUP INC102,107184,488+82,3810.010.02+0.01buy
Eversept Partners, LP319,078386,697+67,6192.003.83+1.83buy
Nicholas Investment Partners, LP064,747+64,7470.000.55+0.55buy
NEW YORK STATE COMMON RETIREMENT FUND42,123102,200+60,0770.000.01+0.01buy
Cinctive Capital Management LP051,679+51,6790.000.27+0.27buy
THRIVENT FINANCIAL FOR LUTHERANS293,624340,297+46,6730.050.06+0.02buy
Ranger Investment Management, L.P.260,753305,883+45,1301.371.85+0.48buy
FRONTIER CAPITAL MANAGEMENT CO LLC043,760+43,7600.000.04+0.04buy
ROYAL BANK OF CANADA391,756433,190+41,4340.010.01+0.00buy
Neuberger Berman Group LLC61,978103,403+41,4250.000.01+0.00buy
FULLER & THALER ASSET MANAGEMENT, INC.462,475502,572+40,0970.150.18+0.03buy
AMERICAN CENTURY COMPANIES INC531,767570,952+39,1850.030.03+0.01buy
Proficio Capital Partners LLC038,764+38,7640.000.00+0.00buy
BlackRock, Inc.10,941,67010,979,487+37,8170.020.02+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC329,477366,753+37,2760.010.01+0.00buy
CLOUGH CAPITAL PARTNERS L P037,200+37,2000.000.41+0.41buy
Aristotle Capital Boston, LLC538,313573,441+35,1281.462.04+0.58buy
SEI INVESTMENTS CO630,369664,676+34,3070.070.08+0.01buy
BARCLAYS PLC166,492200,341+33,8490.010.01+0.00buy
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM332,971365,778+32,8070.020.02+0.00buy
VOYA INVESTMENT MANAGEMENT LLC45,86878,072+32,2040.000.01+0.00buy
CASTLEARK MANAGEMENT LLC72,130102,930+30,8000.240.34+0.10buy
BAMCO INC /NY/750,000780,000+30,0000.160.19+0.03buy
Summit Creek Advisors LLC257,489285,913+28,4242.863.61+0.74buy
Silphium Asset Management Ltd027,500+27,5000.000.96+0.96buy
TD ASSET MANAGEMENT INC026,344+26,3440.000.00+0.00buy
CONGRESS ASSET MANAGEMENT CO025,468+25,4680.000.02+0.02buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,061,8071,086,811+25,0040.020.02+0.00buy
DEUTSCHE BANK AG\93,910118,199+24,2890.000.00+0.00buy
EFG Asset Management (North America) Corp.22,40045,647+23,2470.310.60+0.29buy
PRINCIPAL FINANCIAL GROUP INC242,405262,968+20,5630.010.01+0.00buy
Covea Finance018,000+18,0000.000.08+0.08buy
FRED ALGER MANAGEMENT, LLC016,497+16,4970.000.01+0.01buy
Walleye Trading LLC015,643+15,6430.000.03+0.03buy
Assenagon Asset Management S.A.015,128+15,1280.000.00+0.00buy
BALYASNY ASSET MANAGEMENT L.P.014,779+14,7790.000.00+0.00buy
Quinn Opportunity Partners LLC013,470+13,4700.000.09+0.09buy
Campbell & CO Investment Adviser LLC012,706+12,7060.000.09+0.09buy
GDS Wealth Management28,63841,131+12,4930.230.36+0.13buy
Invesco Ltd.1,612,3481,624,773+12,4250.030.03+0.00buy
CAPTRUST FINANCIAL ADVISORS10,08821,959+11,8710.000.01+0.00buy
INTECH INVESTMENT MANAGEMENT LLC21,06432,650+11,5860.020.03+0.01buy
NOMURA HOLDINGS INC011,566+11,5660.000.01+0.01buy
Motley Fool Asset Management LLC111,757122,592+10,8350.530.61+0.08buy
Creative Planning23,63234,221+10,5890.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC2,078,9772,089,398+10,4210.010.02+0.00buy
Rockport Wealth LLC010,000+10,0000.000.43+0.43buy
Legal & General Group Plc140,153149,889+9,7360.000.00+0.00buy
Caption Management, LLC09,120+9,1200.000.04+0.04buy
Versor Investments LP09,100+9,1000.000.15+0.15buy
Russell Investments Group, Ltd.58,49067,471+8,9810.010.01+0.00buy
Chesley Taft & Associates LLC08,725+8,7250.000.04+0.04buy
ProShare Advisors LLC19,79128,253+8,4620.000.01+0.00buy
Lisanti Capital Growth, LLC08,300+8,3000.000.19+0.19buy
PineBridge Investments, L.P.19,30827,549+8,2410.010.02+0.01buy
Legato Capital Management LLC08,110+8,1100.000.10+0.10buy
CIBC WORLD MARKETS CORP08,030+8,0300.000.00+0.00buy
ADAGE CAPITAL PARTNERS GP, L.L.C.08,000+8,0000.000.00+0.00buy
MetLife Investment Management, LLC91,40199,019+7,6180.040.05+0.01buy
OBERWEIS ASSET MANAGEMENT INC/84,40091,500+7,1000.350.41+0.06buy
STANSBERRY ASSET MANAGEMENT, LLC07,058+7,0580.000.09+0.09buy
Carrera Capital Advisors15,86822,611+6,7430.320.51+0.19buy
EntryPoint Capital, LLC06,158+6,1580.000.25+0.25buy
Shay Capital LLC05,700+5,7000.000.13+0.13buy
Man Group plc212,097217,782+5,6850.050.06+0.01buy
Kestra Advisory Services, LLC19,89625,546+5,6500.010.01+0.00buy
WELLS FARGO & COMPANY/MN119,346124,940+5,5940.000.00+0.00buy
FORA Capital, LLC05,582+5,5820.000.06+0.06buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO91,75497,323+5,5690.030.03-0.00buy
Harvest Fund Management Co., Ltd05,334+5,3340.000.02+0.02buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.109,806114,886+5,0800.020.02+0.00buy
RENAISSANCE GROUP LLC41,90246,740+4,8380.140.19+0.04buy
AGF MANAGEMENT LTD131,038135,857+4,8190.050.06+0.01buy
Grandeur Peak Global Advisors, LLC125,811130,377+4,5660.851.11+0.26buy
XTX Topco Ltd04,500+4,5000.000.04+0.04buy
LPL Financial LLC37,80542,256+4,4510.000.00+0.00buy
HighTower Advisors, LLC90,70595,075+4,3700.010.01+0.00buy
KING LUTHER CAPITAL MANAGEMENT CORP45,84750,190+4,3430.020.02+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/54,09458,357+4,2630.000.00+0.00buy
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