Healthequity shares owned by Wellington Management Company
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Wellington Management Company
from 13F filings
Historical chart of Wellington Management Company investment in Healthequity
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Quarterly reported holdings in Healthequity by Wellington Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $76M | 796k | 94.77 |
| 2025-06-30 | $97M | 925k | 104.76 |
| 2025-03-31 | $75M | 849k | 88.37 |
| 2024-12-31 | $65M | 680k | 95.95 |
| 2024-09-30 | $57M | 690k | 81.85 |
| 2024-06-30 | $62M | 715k | 86.20 |
| 2024-03-31 | $54M | 660k | 81.63 |
| 2023-12-31 | $44M | 667k | 66.30 |
| 2023-09-30 | $50M | 686k | 73.05 |
| 2023-06-30 | $44M | 690k | 63.14 |
| 2023-03-31 | $39M | 666k | 58.71 |
| 2022-12-31 | $39M | 631k | 61.64 |
| 2021-09-30 | $21M | 317k | 64.76 |
| 2021-06-30 | $10M | 124k | 80.48 |
| 2020-03-31 | $513k | 10k | 50.56 |
| 2019-09-30 | $2.4M | 43k | 57.14 |
| 2019-06-30 | $5.1M | 78k | 65.40 |
| 2018-12-31 | $1.1M | 18k | 59.63 |
| 2018-09-30 | $3.2M | 34k | 94.42 |
| 2018-06-30 | $8.1M | 108k | 75.10 |
| 2018-03-31 | $13M | 208k | 60.54 |
| 2017-12-31 | $11M | 237k | 46.66 |
| 2017-09-30 | $21M | 408k | 50.58 |
| 2017-06-30 | $21M | 412k | 49.83 |
| 2017-03-31 | $4.9M | 116k | 42.45 |
| 2016-12-31 | $4.0M | 100k | 40.52 |
| 2016-09-30 | $286k | 7.6k | 37.85 |
| 2016-06-30 | $806k | 27k | 30.40 |
| 2016-03-31 | $3.7M | 150k | 24.67 |
| 2015-12-31 | $3.1M | 125k | 25.07 |
| 2015-09-30 | $1.4M | 47k | 29.56 |
| 2015-06-30 | $1.4M | 44k | 32.04 |
More positions owned by Wellington Management Company
View all positions for Wellington Management Company