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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
406,234
shares
|
$40.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
400,394
shares
|
$40 Million
0.06% of portfolio
|
Q1 2025
Added 34.89%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
385,370
shares
|
$38.5 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
372,745
shares
|
$37.3 Million
0.01% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
357,086
shares
|
$35.7 Million
2.24% of portfolio
|
Q1 2025
Added 10.35%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
May 13, 2025 Q1 2025 |
355,024
shares
|
$35.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Eversept Partners, LP
New York, NY |
May 15, 2025 Q1 2025 |
351,976
shares
|
$35.2 Million
3.44% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
350,322
shares
|
$35 Million
0.06% of portfolio
|
Q1 2025
Added 26.44%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
344,181
shares
|
$34.4 Million
0.19% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
279,971
shares
|
$28 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
May 15, 2025 Q1 2025 |
274,999
shares
|
$27.5 Million
3.7% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
269,977
shares
|
$27 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
266,841
shares
|
$26.7 Million
0.01% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Ophir Asset Management Pty LTD
|
May 15, 2025 Q1 2025 |
259,977
shares
|
$26 Million
4.05% of portfolio
|
Q1 2025
Added 13.02%
|
|
|
Summit Creek Advisors LLC
Minneapolis, MN |
May 07, 2025 Q1 2025 |
244,860
shares
|
$24.5 Million
3.24% of portfolio
|
Q1 2025
Reduced 14.36%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
234,775
shares
|
$23.5 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Apr 28, 2025 Q1 2025 |
232,641
shares
|
$23.3 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
217,414
shares
|
$21.7 Million
0.01% of portfolio
|
Q1 2025
Added 20.55%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
214,384
shares
|
$21.4 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
194,286
shares
|
$19.4 Million
0.01% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
188,059
shares
|
$18.8 Million
0.03% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
186,870
shares
|
$18.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 18.24%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
182,150
shares
|
$18.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 25.37%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
167,900
shares
|
$16.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
163,695
shares
|
$16.4 Million
0.0% of portfolio
|
Q1 2025
Added 31.02%
|