Healthequity shares owned by Dimensional Fund Advisors
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Dimensional Fund Advisors
from 13F filings
Historical chart of Dimensional Fund Advisors investment in Healthequity
Tip: Access up to 7 years of quarterly data
All positions including Healthequity held by Dimensional Fund Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Healthequity by Dimensional Fund Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $148M | 1.6M | 94.77 |
| 2025-06-30 | $159M | 1.5M | 104.76 |
| 2025-03-31 | $136M | 1.5M | 88.37 |
| 2024-12-31 | $152M | 1.6M | 95.95 |
| 2024-09-30 | $130M | 1.6M | 81.85 |
| 2024-06-30 | $133M | 1.5M | 86.20 |
| 2024-03-31 | $117M | 1.4M | 81.63 |
| 2023-12-31 | $94M | 1.4M | 66.30 |
| 2023-09-30 | $95M | 1.3M | 73.05 |
| 2023-06-30 | $75M | 1.2M | 63.14 |
| 2023-03-31 | $65M | 1.1M | 58.71 |
| 2022-12-31 | $59M | 964k | 61.64 |
| 2022-09-30 | $63M | 935k | 67.17 |
| 2022-06-30 | $48M | 784k | 61.39 |
| 2022-03-31 | $47M | 700k | 67.44 |
| 2021-12-31 | $24M | 540k | 44.24 |
| 2021-09-30 | $33M | 513k | 64.77 |
| 2021-06-30 | $34M | 428k | 80.50 |
| 2021-03-31 | $17M | 255k | 67.99 |
| 2020-12-31 | $3.9M | 56k | 69.70 |
| 2020-09-30 | $3.0M | 58k | 51.37 |
| 2020-06-30 | $2.8M | 49k | 58.66 |
| 2020-03-31 | $9.8M | 194k | 50.59 |
| 2019-12-31 | $42M | 569k | 74.07 |
| 2019-09-30 | $36M | 622k | 57.14 |
| 2019-06-30 | $37M | 562k | 65.40 |
| 2019-03-31 | $40M | 543k | 73.98 |
| 2018-12-31 | $30M | 506k | 59.65 |
| 2018-09-30 | $47M | 497k | 94.41 |
| 2018-06-30 | $43M | 569k | 75.10 |
| 2018-03-31 | $36M | 602k | 60.54 |
| 2017-12-31 | $25M | 537k | 46.66 |
| 2017-09-30 | $27M | 531k | 50.58 |
| 2017-06-30 | $24M | 473k | 49.83 |
| 2017-03-31 | $16M | 378k | 42.45 |
| 2016-12-31 | $11M | 273k | 40.52 |
| 2016-09-30 | $8.7M | 230k | 37.85 |