Healthequity shares owned by Loomis, Sayles and
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Loomis, Sayles and
from 13F filings
Historical chart of Loomis, Sayles and investment in Healthequity
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Quarterly reported holdings in Healthequity by Loomis, Sayles and
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $93M | 985k | 94.77 |
| 2025-06-30 | $108M | 1.0M | 104.76 |
| 2025-03-31 | $98M | 1.1M | 88.37 |
| 2024-12-31 | $106M | 1.1M | 95.95 |
| 2024-09-30 | $92M | 1.1M | 81.85 |
| 2024-06-30 | $95M | 1.1M | 86.20 |
| 2024-03-31 | $76M | 931k | 81.63 |
| 2023-09-30 | $29M | 400k | 73.05 |
| 2023-06-30 | $16M | 253k | 63.14 |
| 2021-12-31 | $25M | 561k | 44.24 |
| 2021-09-30 | $57M | 877k | 64.76 |
| 2021-06-30 | $72M | 890k | 80.48 |
| 2021-03-31 | $53M | 774k | 68.00 |
| 2020-12-31 | $38M | 539k | 69.71 |
| 2020-09-30 | $24M | 459k | 51.37 |
| 2020-06-30 | $26M | 450k | 58.67 |
| 2020-03-31 | $16M | 308k | 50.59 |
| 2018-09-30 | $53M | 556k | 94.41 |
| 2018-06-30 | $46M | 609k | 75.10 |
| 2018-03-31 | $48M | 795k | 60.54 |
| 2017-12-31 | $38M | 820k | 46.66 |
| 2017-09-30 | $41M | 809k | 50.58 |
| 2017-06-30 | $42M | 833k | 49.83 |
| 2017-03-31 | $35M | 833k | 42.45 |
| 2016-12-31 | $32M | 797k | 40.52 |
| 2016-09-30 | $22M | 568k | 37.85 |
| 2016-06-30 | $14M | 469k | 30.38 |
| 2015-12-31 | $17M | 675k | 25.07 |