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 |
|
Clough Capital Partners L P
Boston, MA |
Feb 14, 2025 Q4 2024 |
37,200
shares
|
$3.4 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
34,221
shares
|
$3.13 Million
0.0% of portfolio
|
Q4 2024
Added 44.81%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
33,496
shares
|
$3.06 Million
0.01% of portfolio
|
Q1 2025
Added 29.1%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
33,291
shares
|
$3.04 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
32,954
shares
|
$3.01 Million
0.01% of portfolio
|
Q1 2025
Added 22.51%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
32,650
shares
|
$2.98 Million
0.03% of portfolio
|
Q4 2024
Added 55.0%
|
|
|
Covea Finance
|
Apr 22, 2025 Q1 2025 |
32,000
shares
|
$2.93 Million
0.13% of portfolio
|
Q1 2025
Added 77.78%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
31,883
shares
|
$2.91 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.55%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
30,837
shares
|
$2.82 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
30,492
shares
|
$2.79 Million
0.46% of portfolio
|
Q1 2025
Added 235.08%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
30,153
shares
|
$2.76 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Forest Hill Capital, LLC
Little Rock, AR |
Feb 14, 2025 Q4 2024 |
30,076
shares
|
$2.75 Million
2.27% of portfolio
|
Q4 2024
Reduced 19.96%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
29,068
shares
|
$2.66 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
29,030
shares
|
$2.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Silphium Asset Management LTD
London, X0 |
Apr 30, 2025 Q1 2025 |
27,500
shares
|
$2.51 Million
1.96% of portfolio
|
Q4 2024
New holding
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
26,629
shares
|
$2.43 Million
0.16% of portfolio
|
Q3 2022
Added 68.66%
|
|
|
Aubrey Capital Management LTD
Edinburgh, X0 |
Apr 16, 2025 Q1 2025 |
26,000
shares
|
$2.38 Million
1.0% of portfolio
|
Q1 2025
New holding
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
25,767
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
24,837
shares
|
$2.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
24,655
shares
|
$2.25 Million
0.01% of portfolio
|
Q1 2025
Added 7983.61%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
24,300
shares
|
$2.22 Million
0.04% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
24,244
shares
|
$2.22 Million
0.15% of portfolio
|
Q4 2024
Added 17.64%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
24,029
shares
|
$2.2 Million
0.47% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
State Board Of Administration Of Florida Retirement System
|
May 12, 2025 Q1 2025 |
23,953
shares
|
$2.19 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.16%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
23,888
shares
|
$2.18 Million
0.3% of portfolio
|
Q4 2024
Reduced 5.27%
|