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 |
|---|---|---|---|---|---|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Aug 14, 2025 Q2 2025 |
382,706
shares
|
$35.3 Million
0.82% of portfolio
|
Q2 2025
Reduced 41.51%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
380,013
shares
|
$35.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.52%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
350,322
shares
|
$32.3 Million
0.06% of portfolio
|
Q1 2025
Added 26.44%
|
|
|
Farallon Capital Management LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
319,800
shares
|
$29.5 Million
0.15% of portfolio
|
Q2 2025
Reduced 24.18%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
311,957
shares
|
$28.8 Million
0.19% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
297,459
shares
|
$27.4 Million
2.03% of portfolio
|
Q2 2025
Reduced 16.7%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
289,317
shares
|
$26.7 Million
0.04% of portfolio
|
Q2 2025
Added 88.59%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
288,025
shares
|
$26.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 28.06%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
284,667
shares
|
$26.3 Million
0.41% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Ranger Investment Management, L.P.
Dallas, TX |
Aug 19, 2025 Q2 2025 |
282,480
shares
|
$26.1 Million
2.16% of portfolio
|
Q2 2025
Reduced 31.71%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
282,442
shares
|
$26.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 17.01%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Aug 18, 2025 Q2 2025 |
279,404
shares
|
$25.8 Million
4.13% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
277,915
shares
|
$25.6 Million
0.03% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
254,652
shares
|
$23.5 Million
0.05% of portfolio
|
Q2 2025
Added 1331.84%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Jul 28, 2025 Q2 2025 |
248,950
shares
|
$23 Million
0.07% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
248,754
shares
|
$23 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
237,668
shares
|
$21.9 Million
0.1% of portfolio
|
Q2 2025
Added 238.79%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
234,775
shares
|
$21.7 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
230,652
shares
|
$21.3 Million
0.01% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
228,819
shares
|
$21.1 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Viking Global Investors LP
|
Aug 14, 2025 Q2 2025 |
219,746
shares
|
$20.3 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Systems Of Alabama
|
Aug 04, 2025 Q2 2025 |
214,787
shares
|
$19.8 Million
0.08% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Summit Creek Advisors LLC
Minneapolis, MN |
Aug 06, 2025 Q2 2025 |
208,195
shares
|
$19.2 Million
3.1% of portfolio
|
Q2 2025
Reduced 14.97%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
202,079
shares
|
$18.6 Million
0.0% of portfolio
|
Q2 2025
Added 494.44%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
200,369
shares
|
$18.5 Million
0.0% of portfolio
|
Q2 2025
Added 53.85%
|