Current Value of Holding

$66.3M

Shares

750k

% of Portfolio

0.20%

Average Buy Price

$24.7

Avg closing price
Price range

31 Ron Baron Healthequity Trades

Ron Baron's position in Healthequity is currently worth $66.3M. That's 0.20% of their equity portfolio (93rd largest holding). The first Healthequity trade was made in Q3 2014. Since then Ron Baron bought shares ten more times and sold shares on twenty occasions. The stake costed the investor $18.5M, netting the investor a gain of 259% so far.

Avg closing price
Price range
Sold 0.8% shares (-6k shares) Q1 2026
Avg closing price $82.32
Price range $73.21 - $98.51
Sold 0.5% shares (-3.5k shares) Q4 2025
Avg closing price $95.87
Price range $87.78 - $105.44
Sold 2.6% shares (-20.5k shares) Q3 2025
Avg closing price $94.16
Price range $87.42 - $103.12
Sold 0.6% shares (-5k shares) Q2 2025
Avg closing price $94.80
Price range $76.77 - $113.06
Increased shares by 0.6% (+5k shares) Q1 2025
Avg closing price $102.67
Price range $84.32 - $114.51
Increased shares by 4.0% (+30k shares) Q4 2024
Avg closing price $93.46
Price range $78.18 - $104.65
Sold 6.3% shares (-50k shares) Q3 2024
Avg closing price $77.29
Price range $67.98 - $86.62
Sold 6.2% shares (-52.8k shares) Q4 2021
Avg closing price $58.24
Price range $39.52 - $69.52
Sold 14.8% shares (-149k shares) Q3 2021
Avg closing price $69.45
Price range $61.14 - $82.65
Increased shares by 1.0% (+10k shares) Q2 2021
Avg closing price $76.19
Price range $66.24 - $84.60
Sold 5.5% shares (-58k shares) Q1 2021
Avg closing price $78.57
Price range $67.00 - $91.01
Sold 0.4% shares (-4.07k shares) Q4 2020
Avg closing price $62.20
Price range $51.41 - $74.40
Sold 0.4% shares (-4.4k shares) Q3 2020
Avg closing price $54.93
Price range $46.15 - $61.64
Increased shares by 0.1% (+1.1k shares) Q4 2019
Avg closing price $62.38
Price range $51.99 - $76.50
Increased shares by 16.7% (+151k shares) Q3 2019
Avg closing price $66.37
Price range $55.40 - $81.98
Sold 5.1% shares (-49k shares) Q2 2019
Avg closing price $69.61
Price range $62.18 - $78.30
Increased shares by 0.0% (+300 shares) Q1 2019
Avg closing price $70.30
Price range $52.86 - $84.51
Sold 9.5% shares (-100k shares) Q4 2018
Avg closing price $80.61
Price range $54.39 - $100.44
Sold 12.4% shares (-150k shares) Q3 2018
Avg closing price $86.15
Price range $74.12 - $97.32
Sold 8.4% shares (-111k shares) Q2 2017
Avg closing price $46.77
Price range $41.73 - $54.47

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