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 |
|---|---|---|---|---|---|
|
Radnor Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
6,040
shares
|
$552,176
0.09% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
6,030
shares
|
$551,262
0.0% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
5,950
shares
|
$543,949
0.01% of portfolio
|
Q2 2023
Added 7.85%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
5,915
shares
|
$540,749
0.07% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
5,886
shares
|
$538,098
0.0% of portfolio
|
Q1 2025
Added 25.18%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
5,843
shares
|
$534,167
0.0% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
5,791
shares
|
$529,413
0.17% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
5,700
shares
|
$521,094
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Shay Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,700
shares
|
$521,094
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
5,599
shares
|
$511,860
0.02% of portfolio
|
Q1 2025
Added 140.3%
|
|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
5,593
shares
|
$511,312
0.04% of portfolio
|
Q1 2025
Reduced 14.61%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
5,517
shares
|
$504,364
0.0% of portfolio
|
Q1 2025
Added 29.11%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
5,422
shares
|
$495,679
0.32% of portfolio
|
Q1 2024
Reduced 8.32%
|
|
|
Beck Bode, LLC
|
May 14, 2025 Q1 2025 |
5,375
shares
|
$491,382
0.09% of portfolio
|
Q1 2025
Reduced 39.25%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
5,347
shares
|
$488,822
0.0% of portfolio
|
Q1 2025
Added 32.68%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
5,343
shares
|
$488,457
0.01% of portfolio
|
Q1 2025
Reduced 11.61%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,319
shares
|
$486,262
0.0% of portfolio
|
Q3 2023
Reduced 9.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
5,260
shares
|
$480,869
0.0% of portfolio
|
Q1 2025
Added 47.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
5,172
shares
|
$472,824
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
5,044
shares
|
$461,122
0.01% of portfolio
|
Q1 2025
Added 41.92%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
5,025
shares
|
$459,385
0.19% of portfolio
|
Q1 2025
Added 65.68%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
5,000
shares
|
$457,100
0.06% of portfolio
|
Q2 2019
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,974
shares
|
$454,723
0.0% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
4,878
shares
|
$445,946
1.24% of portfolio
|
Q2 2023
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
4,877
shares
|
$445,855
0.0% of portfolio
|
Q1 2025
Added 53.65%
|