WASATCH ADVISORS LP HQY Holdings History

Number of Shares
7.23 Mil
Current Holdings Value*
$639.27 Mil
% of Portfolio
3.57%
Total Estimate Gain
$411.93 Mil
% of Total Estimate Gain
62.25%

WASATCH ADVISORS LP's HealthEquity Inc Holding Summary

As of 2025-03-31, WASATCH ADVISORS LP held 7.23 Mil shares of HealthEquity Inc(HQY), totaling $639.27 Mil. This investment constitutes 3.57% of their stock portfolio, and WASATCH ADVISORS LP now holds 8.36% of the outstanding HealthEquity Inc(HQY) stock.

The initial trade took place in 2014Q3. And since then WASATCH ADVISORS LP has made 24 purchases of HQY, at an average price of $55.37, for a total of 11.95 Mil shares. In addition, there have been 19 sales at an average price of $68.39 for 4.72 Mil shares. Based on historical transaction data and HQY's current price of $103.83, WASATCH ADVISORS LP's estimated gain on his HQY holdings is $411.93 Mil, reflecting a 62.25% gain to date.

WASATCH ADVISORS LP HQY ($103.83) Holding Chart

WASATCH ADVISORS LP HQY ($103.83) 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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