Healthequity shares owned by Mackenzie Financial
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Mackenzie Financial
from 13F filings
Historical chart of Mackenzie Financial investment in Healthequity
Tip: Access up to 7 years of quarterly data
All positions including Healthequity held by Mackenzie Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Healthequity by Mackenzie Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $120M | 1.3M | 94.77 |
| 2025-06-30 | $133M | 1.3M | 104.76 |
| 2025-03-31 | $147M | 1.7M | 88.37 |
| 2024-12-31 | $180M | 1.9M | 92.77 |
| 2024-09-30 | $193M | 2.4M | 81.85 |
| 2024-06-30 | $204M | 2.4M | 86.20 |
| 2024-03-31 | $166M | 2.0M | 81.63 |
| 2023-12-31 | $120M | 1.8M | 66.30 |
| 2023-09-30 | $84M | 1.1M | 73.50 |
| 2023-06-30 | $72M | 1.1M | 62.39 |
| 2023-03-31 | $68M | 1.2M | 58.71 |
| 2022-12-31 | $79M | 1.3M | 61.64 |
| 2022-09-30 | $127M | 1.9M | 67.17 |
| 2022-06-30 | $126M | 2.1M | 61.39 |
| 2022-03-31 | $139M | 2.1M | 67.44 |
| 2021-12-31 | $100M | 2.3M | 44.24 |
| 2021-09-30 | $120M | 1.8M | 64.76 |
| 2021-06-30 | $141M | 1.7M | 80.48 |
| 2021-03-31 | $112M | 1.6M | 68.00 |
| 2020-12-31 | $71M | 1.0M | 69.71 |
| 2016-09-30 | $2.5M | 65k | 37.85 |
| 2016-06-30 | $2.4M | 77k | 30.39 |
| 2016-03-31 | $1.4M | 56k | 24.67 |
| 2015-12-31 | $708k | 28k | 25.07 |