Joel Greenblatt - Gotham Asset Management
Holding/activity history for HealthEquity, Inc. (HQY)
← All HQY superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 16,872 | <0.01 | Add 219.24% | <0.01 | $72.76–99.50 · VW $83.40i | $1,409,993 | SEC |
| 2025 Q4 | 5,285 | <0.01 | Reduce 85.65% | 0.01 | $87.58–105.96 · VW $96.33i | $484,159 | SEC |
| 2025 Q3 | 36,820 | 0.02 | Add 121.14% | <0.01 | $86.63–105.47 · VW $94.34i | $3,489,431 | SEC |
| 2025 Q2 | 16,650 | 0.01 | Buy | 0.01 | $74.07–116.65 · VW $95.81i | $1,744,254 | SEC |
| 2024 Q4 | 0 | 0.00 | Sell 100.00% | 0.01 | $76.85–105.82 · VW $93.85i | SEC | |
| 2024 Q3 | 17,596 | 0.01 | Add 374.29% | 0.01 | $65.01–88.26 · VW $78.24i | $1,440,233 | SEC |
| 2024 Q2 | 3,710 | <0.01 | Buy | <0.01 | $74.75–87.72 · VW $81.45i | $319,802 | SEC |
| 2024 Q1 | 0 | 0.00 | Sell 100.00% | 0.02 | $66.00–84.49 · VW $77.84i | SEC | |
| 2023 Q4 | 18,274 | 0.02 | Add 20.99% | <0.01 | $61.81–76.62 · VW $68.69i | $1,211,566 | SEC |
| 2023 Q3 | 15,104 | 0.02 | Buy | 0.02 | $61.32–76.30 · VW $68.64i | $1,103,347 | SEC |
| 2020 Q1 | 0 | 0.00 | Sell 100.00% | 0.02 | $34.40–88.78 · VW $62.37i | SEC | |
| 2019 Q4 | 17,477 | 0.02 | Reduce 84.68% | 0.10 | $51.74–76.93 · VW $64.00i | $1,295,000 | SEC |
| 2019 Q3 | 114,094 | 0.12 | Add 68.69% | 0.05 | $50.87–83.66 · VW $67.30i | $6,520,000 | SEC |
| 2019 Q2 | 67,637 | 0.07 | Buy | 0.07 | $61.66–78.90 · VW $67.78i | $4,423,000 | SEC |
Price snapshot:
Current price$95.66
Avg. buy price$88.49
+/- since buy8.10%
52-week low$72.76
52-week high$105.96