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 |
|---|---|---|---|---|---|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
195,041
shares
|
$18 Million
0.03% of portfolio
|
Q2 2025
Added 39.16%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
193,181
shares
|
$17.8 Million
0.01% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
191,418
shares
|
$17.7 Million
0.03% of portfolio
|
Q2 2025
Added 35.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
190,439
shares
|
$17.6 Million
0.0% of portfolio
|
Q2 2025
Added 16.34%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
176,617
shares
|
$16.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
167,900
shares
|
$15.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
165,742
shares
|
$15.3 Million
0.25% of portfolio
|
Q2 2025
Added 64.77%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
163,248
shares
|
$15.1 Million
0.0% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
160,000
shares
|
$14.8 Million
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Eversept Partners, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
155,868
shares
|
$14.4 Million
1.64% of portfolio
|
Q2 2025
Reduced 55.72%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
154,209
shares
|
$14.2 Million
0.01% of portfolio
|
Q4 2023
Reduced 38.41%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
151,318
shares
|
$14 Million
0.01% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Aug 13, 2025 Q2 2025 |
143,794
shares
|
$13.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 59.5%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
141,939
shares
|
$13.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 21.98%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
141,779
shares
|
$13.1 Million
0.02% of portfolio
|
Q2 2025
Added 991.53%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
137,624
shares
|
$12.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 29.16%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
136,259
shares
|
$12.6 Million
0.0% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
134,661
shares
|
$12.4 Million
0.01% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
129,465
shares
|
$11.9 Million
1.17% of portfolio
|
Q2 2025
Added 31.75%
|
|
|
12th Street Asset Management Company, LLC
Nashville, TN |
Aug 11, 2025 Q2 2025 |
126,917
shares
|
$11.7 Million
2.52% of portfolio
|
Q2 2025
New holding
|
|
|
Axiom Investors LLC
Greenwich, CT |
Aug 07, 2025 Q2 2025 |
124,269
shares
|
$11.5 Million
0.11% of portfolio
|
Q2 2025
Added 32.69%
|
|
|
Scout Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
118,277
shares
|
$10.9 Million
0.28% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
114,567
shares
|
$10.6 Million
0.57% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Aug 14, 2025 Q2 2025 |
113,820
shares
|
$10.5 Million
0.56% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
Aug 13, 2025 Q2 2025 |
113,577
shares
|
$10.5 Million
1.67% of portfolio
|
Q2 2025
Reduced 4.19%
|