Healthequity shares owned by Gradient Investments
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in Healthequity
Tip: Access up to 7 years of quarterly data
All positions including Healthequity held by Gradient Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Healthequity by Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 19k | 94.77 |
| 2025-06-30 | $2.1M | 20k | 104.76 |
| 2025-03-31 | $1.8M | 21k | 88.37 |
| 2024-12-31 | $2.2M | 23k | 95.95 |
| 2024-09-30 | $2.0M | 24k | 81.85 |
| 2024-06-30 | $4.7M | 55k | 86.20 |
| 2024-03-31 | $4.4M | 54k | 81.63 |
| 2023-12-31 | $3.8M | 57k | 66.30 |
| 2023-09-30 | $3.6M | 49k | 73.05 |
| 2021-09-30 | $0 | 3 | 0.00 |
| 2021-06-30 | $2.0k | 26 | 76.92 |
| 2021-03-31 | $3.0k | 48 | 62.50 |
| 2020-12-31 | $783k | 15k | 51.39 |
| 2020-09-30 | $808k | 16k | 51.36 |
| 2020-06-30 | $1.5M | 26k | 58.69 |
| 2020-03-31 | $1.3M | 25k | 50.57 |
| 2019-12-31 | $1.5M | 20k | 74.06 |
| 2019-09-30 | $1.1M | 19k | 57.17 |
| 2019-06-30 | $1.1M | 17k | 65.41 |
| 2019-03-31 | $671k | 9.1k | 73.99 |