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 |
|---|---|---|---|---|---|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,601
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
11,505
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.5%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
11,035
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2025
Added 97.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
10,963
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.98%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
10,659
shares
|
$983,612
0.26% of portfolio
|
Q4 2023
Reduced 5.06%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
10,639
shares
|
$981,766
0.01% of portfolio
|
Q2 2025
Added 27.02%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
10,519
shares
|
$970,693
0.01% of portfolio
|
Q2 2025
Reduced 44.76%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,191
shares
|
$940,425
0.01% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
9,721
shares
|
$897,053
0.01% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
9,509
shares
|
$877,490
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
9,383
shares
|
$865,863
0.0% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
9,000
shares
|
$830,520
0.0% of portfolio
|
Q2 2023
Reduced 15.49%
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
8,880
shares
|
$819,446
0.7% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
8,852
shares
|
$816,862
0.13% of portfolio
|
Q1 2023
Reduced 14.08%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
8,738
shares
|
$806,342
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
8,599
shares
|
$793,515
0.0% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
8,595
shares
|
$793,146
0.01% of portfolio
|
Q1 2022
Reduced 0.06%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,552
shares
|
$789,178
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
8,419
shares
|
$776,905
0.11% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Aug 13, 2025 Q2 2025 |
8,243
shares
|
$760,664
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
8,115
shares
|
$748,852
0.0% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
8,024
shares
|
$740,454
0.01% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,972
shares
|
$735,656
0.0% of portfolio
|
Q2 2025
Added 63.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
7,881
shares
|
$727,258
0.0% of portfolio
|
Q2 2025
Added 49.83%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 22, 2025 Q2 2025 |
7,834
shares
|
$722,921
0.16% of portfolio
|
Q2 2025
Added 100.51%
|