Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 495 institutions that hold shares in the stock, with a total of 85.7 Million shares, which have been reported (via 13F filing form) to have a value of $7.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
California Public Employees Retirement System
Sacramento, CA |
May 13, 2025 Q1 2025 |
355,024
shares
|
$32.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
344,181
shares
|
$31.5 Million
0.19% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
|
Iron Triangle Partners LP
Cos Cob, CT |
Feb 14, 2025 Q4 2024 |
335,614
shares
|
$30.7 Million
3.63% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
332,406
shares
|
$30.4 Million
0.01% of portfolio
|
Q4 2024
Added 196.91%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
323,608
shares
|
$29.6 Million
2.04% of portfolio
|
Q4 2024
Reduced 23.51%
|
|
|
Ranger Investment Management, L.P.
Dallas, TX |
Feb 13, 2025 Q4 2024 |
305,883
shares
|
$28 Million
1.91% of portfolio
|
Q4 2024
Added 17.31%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
287,330
shares
|
$26.3 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
277,064
shares
|
$25.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
269,977
shares
|
$24.7 Million
0.02% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Feb 14, 2025 Q4 2024 |
269,312
shares
|
$24.6 Million
3.37% of portfolio
|
Q4 2024
Reduced 11.77%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
266,841
shares
|
$24.4 Million
0.01% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Summit Creek Advisors LLC
Minneapolis, MN |
May 07, 2025 Q1 2025 |
244,860
shares
|
$22.4 Million
3.24% of portfolio
|
Q1 2025
Reduced 14.36%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
244,058
shares
|
$22.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 17.73%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
239,909
shares
|
$21.9 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
234,681
shares
|
$21.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 38.83%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Apr 28, 2025 Q1 2025 |
232,641
shares
|
$21.3 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ophir Asset Management Pty LTD
|
Feb 14, 2025 Q4 2024 |
230,026
shares
|
$21 Million
3.49% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
217,782
shares
|
$19.9 Million
0.06% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
214,384
shares
|
$19.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
200,341
shares
|
$18.3 Million
0.01% of portfolio
|
Q4 2024
Added 20.33%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
194,286
shares
|
$17.8 Million
0.01% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
188,059
shares
|
$17.2 Million
0.03% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Woodline Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
187,956
shares
|
$17.2 Million
0.13% of portfolio
|
Q4 2024
Reduced 44.19%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
186,870
shares
|
$17.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 18.24%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
180,346
shares
|
$16.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.32%
|