Healthequity shares owned by Bamco
Historical chart of Bamco investment in Healthequity
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All positions including Healthequity held by Bamco consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Healthequity by Bamco
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $72M | 760k | 94.77 |
| 2025-06-30 | $82M | 780k | 104.76 |
| 2025-03-31 | $69M | 785k | 88.37 |
| 2024-12-31 | $75M | 780k | 95.95 |
| 2024-09-30 | $61M | 750k | 81.85 |
| 2024-06-30 | $69M | 800k | 86.20 |
| 2024-03-31 | $65M | 800k | 81.63 |
| 2023-12-31 | $53M | 800k | 66.30 |
| 2023-09-30 | $58M | 800k | 73.05 |
| 2023-06-30 | $51M | 800k | 63.14 |
| 2023-03-31 | $47M | 800k | 58.71 |
| 2022-12-31 | $49M | 800k | 61.64 |
| 2022-09-30 | $54M | 800k | 67.17 |
| 2022-06-30 | $49M | 800k | 61.39 |
| 2022-03-31 | $54M | 800k | 67.44 |
| 2021-12-31 | $35M | 800k | 44.24 |
| 2021-09-30 | $55M | 853k | 64.76 |
| 2021-06-30 | $81M | 1.0M | 80.48 |
| 2021-03-31 | $67M | 991k | 68.00 |
| 2020-12-31 | $73M | 1.0M | 69.71 |
| 2020-09-30 | $54M | 1.1M | 51.37 |
| 2020-06-30 | $62M | 1.1M | 58.67 |
| 2020-03-31 | $54M | 1.1M | 50.59 |
| 2019-12-31 | $78M | 1.1M | 74.07 |
| 2019-09-30 | $60M | 1.1M | 57.14 |
| 2019-06-30 | $59M | 905k | 65.40 |
| 2019-03-31 | $71M | 954k | 73.98 |
| 2018-12-31 | $57M | 954k | 59.65 |
| 2018-09-30 | $100M | 1.1M | 94.41 |
| 2018-06-30 | $90M | 1.2M | 75.10 |
| 2018-03-31 | $73M | 1.2M | 60.54 |
| 2017-12-31 | $56M | 1.2M | 46.66 |
| 2017-09-30 | $61M | 1.2M | 50.58 |
| 2017-06-30 | $60M | 1.2M | 49.83 |
| 2017-03-31 | $56M | 1.3M | 42.45 |
| 2016-12-31 | $53M | 1.3M | 40.52 |
| 2016-09-30 | $53M | 1.4M | 37.85 |
| 2016-06-30 | $43M | 1.4M | 30.38 |
| 2016-03-31 | $41M | 1.7M | 24.67 |
| 2015-12-31 | $42M | 1.7M | 25.07 |
| 2015-09-30 | $50M | 1.7M | 29.55 |
| 2015-06-30 | $57M | 1.8M | 32.05 |
| 2015-03-31 | $45M | 1.8M | 24.99 |
| 2014-12-31 | $44M | 1.7M | 25.45 |
| 2014-09-30 | $30M | 1.6M | 18.31 |