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 |
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
163,695
shares
|
$15 Million
0.0% of portfolio
|
Q1 2025
Added 31.02%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
160,000
shares
|
$14.6 Million
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
154,209
shares
|
$14.1 Million
0.01% of portfolio
|
Q4 2023
Reduced 38.41%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
151,318
shares
|
$13.8 Million
0.01% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
149,889
shares
|
$13.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
141,939
shares
|
$13 Million
0.07% of portfolio
|
Q3 2024
Reduced 21.98%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
140,829
shares
|
$12.9 Million
0.02% of portfolio
|
Q1 2025
Added 108.73%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
140,155
shares
|
$12.8 Million
0.02% of portfolio
|
Q1 2025
Added 37.14%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
138,829
shares
|
$12.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 98.87%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
134,661
shares
|
$12.3 Million
0.01% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
130,377
shares
|
$11.9 Million
1.2% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
128,657
shares
|
$11.8 Million
0.0% of portfolio
|
Q1 2025
Added 12.13%
|
|
|
First Turn Management, LLC
Del Mar, CA |
Feb 14, 2025 Q4 2024 |
125,867
shares
|
$11.5 Million
2.16% of portfolio
|
Q4 2024
New holding
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
125,467
shares
|
$11.5 Million
0.7% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
123,578
shares
|
$11.3 Million
0.01% of portfolio
|
Q1 2025
Added 19.51%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
118,409
shares
|
$10.8 Million
0.61% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Scout Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
118,277
shares
|
$10.8 Million
0.28% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
114,886
shares
|
$10.5 Million
0.03% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
113,810
shares
|
$10.4 Million
0.0% of portfolio
|
Q1 2025
Added 209.27%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
111,251
shares
|
$10.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
102,930
shares
|
$9.41 Million
0.36% of portfolio
|
Q4 2024
Added 42.7%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
102,537
shares
|
$9.37 Million
0.03% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
100,591
shares
|
$9.2 Million
0.14% of portfolio
|
Q1 2025
Added 50.7%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
99,028
shares
|
$9.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
99,019
shares
|
$9.05 Million
0.05% of portfolio
|
Q4 2024
Added 8.33%
|