Latest Institutional Purchases of Healthequity, Inc. (HQY)
This list provides information on the latest institutional transactions involving Healthequity, Inc. (HQY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
27.1K+ 36.27% |
$2.38M - $2.76M
|
102K
$10.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
10.7KNew |
$940K - $1.09M
|
10.7K
$1.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.03K+ 2.08% |
$705K - $817K
|
394K
$40.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
BUY
|
- |
7.77K+ 39.89% |
$682K - $791K
|
27.2K
$2.77M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.88K+ 6.15% |
$516K - $598K
|
101K
$10.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
5.63K+ 36.9% |
$494K - $573K
|
20.9K
$2.13M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.03KNew |
$266K - $308K
|
3.03K
$308K
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
1.84K+ 49.82% |
$161K - $187K
|
5.52K
$562K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.3K+ 16.82% |
$114K - $132K
|
9.01K
$917K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.14K+ 4.51% |
$100K - $116K
|
26.4K
$2.69M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.03KNew |
$90.4K - $105K
|
1.03K
$105K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
841+ 19.58% |
$73.8K - $85.6K
|
5.14K
$523K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
717+ 27.51% |
$62.9K - $73K
|
3.32K
$338K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
639+ 24.32% |
$56.1K - $65K
|
3.27K
$332K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
527+ 4.14% |
$46.3K - $53.6K
|
13.2K
$1.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
377+ 2.0% |
$33.1K - $38.4K
|
19.2K
$1.96M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
168+ 9.46% |
$14.7K - $17.1K
|
1.94K
$198K
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
78New |
$6.85K - $7.94K
|
78
$7.94K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
22+ 0.33% |
$1.93K - $2.24K
|
6.66K
$677K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
19New |
$1.67K - $1.93K
|
19
$1.93K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 37.78% |
$1.49K - $1.73K
|
62
$6.31K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
17+ 425.0% |
$1.49K - $1.73K
|
21
$2.14K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.22% |
$527 - $611
|
2.76K
$280K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
5New |
$439 - $509
|
5
$509
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 15.79% |
$263 - $305
|
22
$2.24K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 0.65% |
$87.8 - $102
|
154
$15.7K
|
|
| Q3 2025 | |||||||
|
Nov 10, 2025
Q3 2025
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
1.15M+ 204.7% |
$101M - $119M
|
1.72M
$175M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
833K+ 118.99% |
$72.9M - $85.9M
|
1.53M
$156M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
657K+ 59.31% |
$57.4M - $67.7M
|
1.76M
$180M
|
|
|
Nov 14, 2025
Q3 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
561KNew |
$49M - $57.9M
|
561K
$57.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
457K+ 258.48% |
$39.9M - $47.1M
|
633K
$64.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
301K+ 33.25% |
$26.3M - $31M
|
1.21M
$123M
|
|
|
Nov 14, 2025
Q3 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
276KNew |
$24.2M - $28.5M
|
276K
$28.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
244K+ 2.86% |
$21.3M - $25.1M
|
8.75M
$890M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
241K+ 460.2% |
$21.1M - $24.8M
|
293K
$29.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Atalan Capital Partners, LP
New York, NY |
BUY
|
- |
212K+ 30.23% |
$18.5M - $21.8M
|
912K
$92.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
207K+ 3.39% |
$18.1M - $21.3M
|
6.31M
$642M
|
|
|
Nov 12, 2025
Q3 2025
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
168K+ 39.14% |
$14.7M - $17.3M
|
597K
$60.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Greenhouse Funds Lllp
Baltimore, MD |
BUY
|
- |
157K+ 17.23% |
$13.7M - $16.2M
|
1.07M
$109M
|
|
|
Nov 06, 2025
Q3 2025
|
12th Street Asset Management Company, LLC
Nashville, TN |
BUY
|
- |
145K+ 114.37% |
$12.7M - $15M
|
272K
$27.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
106K+ 268.83% |
$9.26M - $10.9M
|
145K
$14.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
106K+ 44.43% |
$9.23M - $10.9M
|
343K
$34.9M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
81.5K+ 11.81% |
$7.12M - $8.4M
|
771K
$78.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
73.7K+ 36850.0% |
$6.44M - $7.6M
|
73.9K
$7.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
61.3K+ 21.29% |
$5.36M - $6.32M
|
349K
$35.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
61.3K+ 468.83% |
$5.36M - $6.32M
|
74.4K
$7.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
60.7K+ 1417.67% |
$5.31M - $6.26M
|
65K
$6.62M
|
|
|
Nov 17, 2025
Q3 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
60.2K+ 991.77% |
$5.26M - $6.21M
|
66.3K
$6.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
52.6K+ 20.67% |
$4.6M - $5.43M
|
307K
$31.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
48.6K+ 45.47% |
$4.25M - $5.01M
|
156K
$15.8M
|
|