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 |
|---|---|---|---|---|---|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
833,916
shares
|
$76.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
796,647
shares
|
$72.8 Million
0.01% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
Bamco Inc
New York, NY |
Feb 14, 2025 Q4 2024 |
780,000
shares
|
$71.3 Million
0.2% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
775,147
shares
|
$70.9 Million
0.04% of portfolio
|
Q1 2025
Added 35.76%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
725,551
shares
|
$66.3 Million
0.16% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
May 14, 2025 Q1 2025 |
694,720
shares
|
$63.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 14.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
669,939
shares
|
$61.2 Million
0.02% of portfolio
|
Q1 2025
Added 148.09%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
669,268
shares
|
$61.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
651,060
shares
|
$59.5 Million
0.01% of portfolio
|
Q1 2025
Added 36.54%
|
|
|
Van Berkom & Associates Inc.
|
May 07, 2025 Q1 2025 |
650,061
shares
|
$59.4 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
|
$58.4 Million
0.01% of portfolio
|
Q1 2025
Added 995.58%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
606,197
shares
|
$55.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
600,607
shares
|
$54.9 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
588,548
shares
|
$53.8 Million
0.48% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
573,441
shares
|
$52.4 Million
2.09% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
May 09, 2025 Q1 2025 |
563,389
shares
|
$51.5 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
548,725
shares
|
$50.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
478,104
shares
|
$43.7 Million
0.01% of portfolio
|
Q1 2025
Added 9.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
433,628
shares
|
$39.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
433,190
shares
|
$39.6 Million
0.01% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
May 14, 2025 Q1 2025 |
429,395
shares
|
$39.3 Million
0.07% of portfolio
|
Q1 2025
Added 67.7%
|
|
|
Premier Fund Managers LTD
|
May 08, 2025 Q1 2025 |
409,992
shares
|
$37.5 Million
1.33% of portfolio
|
Q1 2025
Added 3601.63%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
400,394
shares
|
$36.6 Million
0.06% of portfolio
|
Q1 2025
Added 34.89%
|
|
|
Eversept Partners, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
386,697
shares
|
$35.4 Million
3.75% of portfolio
|
Q4 2024
Added 21.19%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
366,753
shares
|
$33.5 Million
0.01% of portfolio
|
Q4 2024
Added 11.31%
|