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 |
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
18,196
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.34%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
17,676
shares
|
$1.62 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
17,300
shares
|
$1.58 Million
0.05% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
May 12, 2025 Q1 2025 |
17,298
shares
|
$1.58 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,852
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 76.95%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
16,645
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2025
Added 15.88%
|
|
|
Fred Alger Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,497
shares
|
$1.51 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
May 13, 2025 Q1 2025 |
15,689
shares
|
$1.43 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
15,643
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
15,633
shares
|
$1.43 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
15,611
shares
|
$1.43 Million
0.15% of portfolio
|
Q1 2025
Reduced 22.62%
|
|
|
Montanaro Asset Management LTD
|
May 13, 2025 Q1 2025 |
15,300
shares
|
$1.4 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
15,041
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
15,023
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
15,014
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 32.47%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
14,821
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,809
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.46%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,779
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
14,347
shares
|
$1.31 Million
0.01% of portfolio
|
Q4 2024
Added 27.17%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
13,853
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Cambiar Investors LLC
|
May 13, 2025 Q1 2025 |
13,848
shares
|
$1.27 Million
0.05% of portfolio
|
Q1 2025
Reduced 41.77%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
13,822
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
13,326
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,309
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
13,063
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 47.11%
|