Number of Shares
244,860.00
Current Holdings Value*
$21.64 Mil
% of Portfolio
3.16%
Total Estimate Gain
$9.92 Mil
% of Total Estimate Gain
29.68%

Summit Creek Advisors LLC's HealthEquity Inc Holding Summary

As of 2025-03-31, Summit Creek Advisors LLC held 244,860.00 shares of HealthEquity Inc(HQY), totaling $21.64 Mil. This investment constitutes 3.16% of their stock portfolio, and Summit Creek Advisors LLC now holds 0.28% of the outstanding HealthEquity Inc(HQY) stock.

The initial trade took place in 2019Q3. And since then Summit Creek Advisors LLC has made 15 purchases of HQY, at an average price of $64.98, for a total of 514,317.00 shares. In addition, there have been 8 sales at an average price of $72.07 for 269,457.00 shares. Based on historical transaction data and HQY's current price of $97.70, Summit Creek Advisors LLC's estimated gain on his HQY holdings is $9.92 Mil, reflecting a 29.68% gain to date.

Summit Creek Advisors LLC HQY ($97.70) Holding Chart

Summit Creek Advisors LLC HQY ($97.70) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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