Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 540 institutions that hold shares in the stock, with a total of 86.7 Million shares, which have been reported (via 13F filing form) to have a value of $8.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
16,650
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strs Ohio
|
Aug 04, 2025 Q2 2025 |
15,900
shares
|
$1.47 Million
0.01% of portfolio
|
Q2 2025
Added 40.71%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jul 30, 2025 Q2 2025 |
15,685
shares
|
$1.45 Million
0.13% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
15,422
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.28%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
15,393
shares
|
$1.42 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
15,045
shares
|
$1.39 Million
0.07% of portfolio
|
Q2 2025
Added 19.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,809
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.46%
|
|
|
Penn Capital Management Company, LLC
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
14,359
shares
|
$1.33 Million
0.15% of portfolio
|
Q2 2025
Added 27.43%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
14,319
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2025
Added 62.22%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
14,155
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Added 39.69%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
14,123
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
14,121
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2025
Added 222.47%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
14,069
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 28.42%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
13,397
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
13,390
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
13,226
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
13,077
shares
|
$1.21 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
12,716
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
12,441
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
12,163
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
12,104
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,992
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Amica Mutual Insurance CO
|
Aug 07, 2025 Q2 2025 |
11,805
shares
|
$1.09 Million
0.12% of portfolio
|
Q2 2025
Reduced 24.38%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
11,700
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
11,681
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.46%
|