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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
455
shares
|
$41,987
0.01% of portfolio
|
Q2 2025
Added 41.3%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
420
shares
|
$38,757
0.0% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
420
shares
|
$38,757
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
410
shares
|
$37,834
0.0% of portfolio
|
Q2 2025
Reduced 71.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
359
shares
|
$33,128
0.0% of portfolio
|
Q2 2025
Added 14.33%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
354
shares
|
$32,667
0.0% of portfolio
|
Q2 2025
Added 172.31%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
353
shares
|
$32,574
0.0% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
353
shares
|
$32,574
0.03% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
337
shares
|
$31,098
0.02% of portfolio
|
Q2 2025
Reduced 72.22%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
313
shares
|
$28,883
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
305
shares
|
$28,145
0.01% of portfolio
|
Q1 2025
Reduced 11.59%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
290
shares
|
$26,761
0.0% of portfolio
|
Q3 2024
Reduced 92.05%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
279
shares
|
$25,746
0.0% of portfolio
|
Q2 2025
Reduced 98.87%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
267
shares
|
$24,638
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
249
shares
|
$22,977
0.0% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
246
shares
|
$22,700
0.0% of portfolio
|
Q2 2025
Added 232.43%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
234
shares
|
$21,593
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
223
shares
|
$20,578
0.0% of portfolio
|
Q2 2025
Added 31.95%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
222
shares
|
$20,486
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
209
shares
|
$19,286
0.0% of portfolio
|
Q2 2025
Added 134.83%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Aug 14, 2025 Q2 2025 |
200
shares
|
$18,456
0.0% of portfolio
|
Q2 2025
Reduced 98.06%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
200
shares
|
$18,456
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
190
shares
|
$17,533
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
187
shares
|
$17,256
0.0% of portfolio
|
Q2 2025
Added 810.16%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
176
shares
|
$16,241
0.0% of portfolio
|
Q2 2025
Added 43.09%
|