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 |
|---|---|---|---|---|---|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
160,000
shares
|
$16 Million
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
154,209
shares
|
$15.4 Million
0.01% of portfolio
|
Q4 2023
Reduced 38.41%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
153,413
shares
|
$15.3 Million
0.02% of portfolio
|
Q1 2025
Added 96.5%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
151,318
shares
|
$15.1 Million
0.01% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
149,324
shares
|
$14.9 Million
0.0% of portfolio
|
Q4 2023
Reduced 11.27%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
146,943
shares
|
$14.7 Million
0.01% of portfolio
|
Q1 2025
Added 74.3%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
141,939
shares
|
$14.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 21.98%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
140,829
shares
|
$14.1 Million
0.02% of portfolio
|
Q1 2025
Added 108.73%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
140,155
shares
|
$14 Million
0.02% of portfolio
|
Q1 2025
Added 37.14%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
138,829
shares
|
$13.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 98.87%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
134,661
shares
|
$13.5 Million
0.01% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
130,235
shares
|
$13 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.99%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
128,657
shares
|
$12.9 Million
0.0% of portfolio
|
Q1 2025
Added 12.13%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
125,467
shares
|
$12.5 Million
0.7% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
123,578
shares
|
$12.4 Million
0.01% of portfolio
|
Q1 2025
Added 19.51%
|
|
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
118,545
shares
|
$11.9 Million
1.3% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
118,409
shares
|
$11.8 Million
0.61% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Scout Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
118,277
shares
|
$11.8 Million
0.28% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
113,810
shares
|
$11.4 Million
0.0% of portfolio
|
Q1 2025
Added 209.27%
|
|
|
Thematics Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
111,842
shares
|
$11.2 Million
0.51% of portfolio
|
Q1 2025
Added 97.65%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
111,251
shares
|
$11.1 Million
0.0% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
109,191
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
May 15, 2025 Q1 2025 |
105,900
shares
|
$10.6 Million
0.49% of portfolio
|
Q1 2025
Added 15.74%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
104,437
shares
|
$10.4 Million
0.03% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
100,591
shares
|
$10.1 Million
0.14% of portfolio
|
Q1 2025
Added 50.7%
|