Institutional Ownership Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY). We have compiled data on the 519 institutions that hold shares in the stock, with a total of 88 Million shares, which have been reported (via 13F filing form) to have a value of $8.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
775,147
shares
|
$77.5 Million
0.04% of portfolio
|
Q1 2025
Added 35.76%
|
|
|
Greenhouse Funds Lllp
Baltimore, MD |
May 15, 2025 Q1 2025 |
765,185
shares
|
$76.5 Million
3.16% of portfolio
|
Q1 2025
Reduced 13.48%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
725,551
shares
|
$72.5 Million
0.16% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
696,554
shares
|
$69.6 Million
0.01% of portfolio
|
Q1 2025
Added 14.91%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
May 14, 2025 Q1 2025 |
694,720
shares
|
$69.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 14.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
669,939
shares
|
$67 Million
0.02% of portfolio
|
Q1 2025
Added 148.09%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
669,268
shares
|
$66.9 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
May 15, 2025 Q1 2025 |
654,266
shares
|
$65.4 Million
1.06% of portfolio
|
Q1 2025
Reduced 24.95%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
651,060
shares
|
$65.1 Million
0.01% of portfolio
|
Q1 2025
Added 36.54%
|
|
|
Van Berkom & Associates Inc.
|
May 07, 2025 Q1 2025 |
650,061
shares
|
$65 Million
1.84% of portfolio
|
Q1 2025
Reduced 22.46%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
639,345
shares
|
$63.9 Million
0.01% of portfolio
|
Q1 2025
Added 995.58%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
600,607
shares
|
$60 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
588,687
shares
|
$58.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 60.79%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
588,548
shares
|
$58.8 Million
0.48% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
May 09, 2025 Q1 2025 |
563,389
shares
|
$56.3 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
548,725
shares
|
$54.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
478,104
shares
|
$47.8 Million
0.01% of portfolio
|
Q1 2025
Added 9.07%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
477,641
shares
|
$47.8 Million
2.17% of portfolio
|
Q1 2025
Reduced 16.71%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
445,653
shares
|
$44.6 Million
0.04% of portfolio
|
Q1 2025
Added 89.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
433,628
shares
|
$43.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
433,238
shares
|
$43.3 Million
0.01% of portfolio
|
Q1 2025
Added 30.33%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
May 14, 2025 Q1 2025 |
429,395
shares
|
$42.9 Million
0.07% of portfolio
|
Q1 2025
Added 67.7%
|
|
|
Farallon Capital Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
421,800
shares
|
$42.2 Million
0.21% of portfolio
|
Q1 2025
Added 14964.29%
|
|
|
Ranger Investment Management, L.P.
Dallas, TX |
May 15, 2025 Q1 2025 |
413,671
shares
|
$41.4 Million
2.67% of portfolio
|
Q1 2025
Added 35.24%
|
|
|
Premier Fund Managers LTD
|
May 08, 2025 Q1 2025 |
409,992
shares
|
$41 Million
1.33% of portfolio
|
Q1 2025
Added 3601.63%
|