Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 481 institutions that hold shares in the stock, with a total of 192 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
10,659
shares
|
$962,720
0.26% of portfolio
|
Q4 2023
Reduced 5.06%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
10,507
shares
|
$948,992
0.3% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
10,000
shares
|
$903,199
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
9,968
shares
|
$900,309
0.04% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
State Of Alaska, Department Of Revenue
|
Jan 27, 2025 Q4 2024 |
9,956
shares
|
$899,225
0.01% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
9,844
shares
|
$889,110
0.01% of portfolio
|
Q4 2024
Reduced 16.02%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
9,813
shares
|
$886,310
0.02% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
9,773
shares
|
$882,697
0.0% of portfolio
|
Q4 2024
Reduced 38.07%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
9,645
shares
|
$871,136
0.01% of portfolio
|
Q4 2024
Added 23.37%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
9,500
shares
|
$858,039
0.0% of portfolio
|
Q3 2024
Reduced 54.55%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Feb 14, 2025 Q4 2024 |
9,194
shares
|
$830,402
0.0% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Feb 14, 2025 Q4 2024 |
9,120
shares
|
$823,718
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Versor Investments LP
|
Feb 05, 2025 Q4 2024 |
9,100
shares
|
$821,911
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
9,030
shares
|
$815,589
0.73% of portfolio
|
Q4 2024
Reduced 22.38%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
9,000
shares
|
$812,879
0.0% of portfolio
|
Q2 2023
Reduced 15.49%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
8,880
shares
|
$802,041
0.0% of portfolio
|
Q4 2024
Reduced 14.69%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
8,852
shares
|
$799,512
0.13% of portfolio
|
Q1 2023
Reduced 14.08%
|
|
|
Beck Bode, LLC
|
Feb 14, 2025 Q4 2024 |
8,848
shares
|
$799,151
0.16% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
8,725
shares
|
$788,041
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
8,595
shares
|
$776,300
0.01% of portfolio
|
Q1 2022
Reduced 0.06%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
8,366
shares
|
$755,617
0.01% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Lisanti Capital Growth, LLC
|
Feb 06, 2025 Q4 2024 |
8,300
shares
|
$749,656
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
8,247
shares
|
$744,869
0.02% of portfolio
|
Q4 2024
Added 105.66%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
8,209
shares
|
$741,436
0.0% of portfolio
|
Q4 2024
Reduced 10.24%
|
|
|
Legato Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
8,110
shares
|
$732,495
0.11% of portfolio
|
Q4 2024
New holding
|