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 |
|---|---|---|---|---|---|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
796,472
shares
|
$73.5 Million
0.15% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Bamco Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
780,000
shares
|
$72 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
732,434
shares
|
$67.6 Million
0.02% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Norges Bank
Oslo, Q8 |
Aug 13, 2025 Q2 2025 |
716,613
shares
|
$66.1 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
708,734
shares
|
$65.4 Million
0.01% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
700,369
shares
|
$64.6 Million
0.01% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Atalan Capital Partners, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
700,000
shares
|
$64.6 Million
6.36% of portfolio
|
Q2 2025
New holding
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
689,741
shares
|
$63.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
686,672
shares
|
$63.4 Million
0.18% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Van Berkom & Associates Inc.
|
May 07, 2025 Q1 2025 |
650,061
shares
|
$60 Million
1.84% of portfolio
|
Q1 2025
Reduced 22.46%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
642,013
shares
|
$59.2 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
630,877
shares
|
$58.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Premier Fund Managers LTD
|
Aug 11, 2025 Q2 2025 |
612,927
shares
|
$56.6 Million
2.35% of portfolio
|
Q2 2025
Added 49.5%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
601,820
shares
|
$55.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.37%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
May 09, 2025 Q1 2025 |
563,389
shares
|
$52 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
548,725
shares
|
$50.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
545,494
shares
|
$50.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
498,898
shares
|
$46 Million
0.47% of portfolio
|
Q2 2025
Reduced 15.23%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
475,392
shares
|
$43.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 19.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
474,587
shares
|
$43.8 Million
0.01% of portfolio
|
Q2 2025
Added 16.83%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
443,325
shares
|
$40.9 Million
2.45% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
May 14, 2025 Q1 2025 |
429,395
shares
|
$39.6 Million
0.07% of portfolio
|
Q1 2025
Added 67.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
425,005
shares
|
$39.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
417,729
shares
|
$38.5 Million
0.01% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
387,801
shares
|
$35.8 Million
0.06% of portfolio
|
Q2 2025
Added 0.63%
|