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 |
|
Moody Aldrich Partners LLC
|
Apr 28, 2025 Q1 2025 |
67,880
shares
|
$6.21 Million
1.41% of portfolio
|
Q1 2025
Added 47.9%
|
|
|
Elk River Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
65,781
shares
|
$6.01 Million
1.1% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
65,425
shares
|
$5.98 Million
0.01% of portfolio
|
Q3 2022
Added 0.93%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
65,000
shares
|
$5.94 Million
0.79% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Feb 14, 2025 Q4 2024 |
64,747
shares
|
$5.92 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
63,760
shares
|
$5.83 Million
0.04% of portfolio
|
Q1 2025
Added 416.44%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Feb 12, 2025 Q4 2024 |
62,198
shares
|
$5.69 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
May 14, 2025 Q1 2025 |
61,916
shares
|
$5.66 Million
1.52% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
May 14, 2025 Q1 2025 |
59,568
shares
|
$5.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Renaissance Group LLC
Covington, KY |
May 13, 2025 Q1 2025 |
56,811
shares
|
$5.19 Million
0.23% of portfolio
|
Q1 2025
Added 21.55%
|
|
|
Thematics Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
56,587
shares
|
$5.17 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
53,556
shares
|
$4.9 Million
0.84% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
May 06, 2025 Q1 2025 |
52,884
shares
|
$4.83 Million
2.71% of portfolio
|
Q1 2025
Added 16.5%
|
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
51,986
shares
|
$4.75 Million
1.07% of portfolio
|
Q1 2025
Reduced 34.33%
|
|
|
Cinctive Capital Management LP
New York, NY |
Feb 12, 2025 Q4 2024 |
51,679
shares
|
$4.72 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
50,190
shares
|
$4.59 Million
0.02% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
49,780
shares
|
$4.55 Million
0.04% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Lisanti Capital Growth, LLC
|
Apr 24, 2025 Q1 2025 |
47,100
shares
|
$4.31 Million
1.4% of portfolio
|
Q1 2025
Added 467.47%
|
|
|
Efg Asset Management (North America) Corp.
|
Feb 11, 2025 Q4 2024 |
45,647
shares
|
$4.17 Million
0.62% of portfolio
|
Q4 2024
Added 103.78%
|
|
|
Frontier Capital Management CO LLC
|
Feb 14, 2025 Q4 2024 |
43,760
shares
|
$4 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
42,233
shares
|
$3.86 Million
0.35% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
41,984
shares
|
$3.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
38,930
shares
|
$3.56 Million
0.16% of portfolio
|
Q1 2025
Added 86411.11%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
38,115
shares
|
$3.48 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
37,909
shares
|
$3.47 Million
0.76% of portfolio
|
Q1 2025
New holding
|