Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 505 institutions that hold shares in the stock, with a total of 88.1 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 |
|---|---|---|---|---|---|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
8,880
shares
|
$811,809
0.62% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
8,852
shares
|
$809,249
0.13% of portfolio
|
Q1 2023
Reduced 14.08%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
8,827
shares
|
$806,964
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
8,824
shares
|
$806,690
0.0% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
8,595
shares
|
$785,754
0.01% of portfolio
|
Q1 2022
Reduced 0.06%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
May 09, 2025 Q1 2025 |
8,428
shares
|
$770,487
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
8,376
shares
|
$765,733
0.01% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,262
shares
|
$755,312
0.09% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
8,247
shares
|
$753,940
0.02% of portfolio
|
Q4 2024
Added 105.66%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
8,169
shares
|
$746,809
0.01% of portfolio
|
Q1 2025
Added 76.25%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Feb 14, 2025 Q4 2024 |
8,000
shares
|
$731,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
7,896
shares
|
$721,852
0.01% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
7,844
shares
|
$717,098
0.01% of portfolio
|
Q1 2025
Reduced 71.53%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Feb 13, 2025 Q4 2024 |
7,200
shares
|
$658,224
0.0% of portfolio
|
Q4 2024
Reduced 58.62%
|
|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
7,180
shares
|
$656,395
0.09% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
6,938
shares
|
$634,271
0.19% of portfolio
|
Q1 2025
Reduced 33.97%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
6,932
shares
|
$633,723
0.08% of portfolio
|
Q4 2024
Reduced 71.15%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
6,601
shares
|
$603,463
0.02% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
6,444
shares
|
$589,110
0.07% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
6,411
shares
|
$586,093
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,390
shares
|
$584,173
0.07% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
6,380
shares
|
$583,259
0.0% of portfolio
|
Q1 2025
Added 24.73%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
6,296
shares
|
$575,580
0.01% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
6,276
shares
|
$573,751
0.0% of portfolio
|
Q1 2025
Added 17.26%
|
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,202
shares
|
$566,986
0.27% of portfolio
|
Q1 2025
Added 0.71%
|