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 |
|---|---|---|---|---|---|
|
Next Century Growth Investors LLC
Minneapolis, MN |
May 14, 2025 Q1 2025 |
98,268
shares
|
$9.82 Million
0.86% of portfolio
|
Q1 2025
Added 30.12%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
97,739
shares
|
$9.77 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
96,837
shares
|
$9.68 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
96,102
shares
|
$9.61 Million
0.49% of portfolio
|
Q4 2023
Reduced 1.09%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
95,147
shares
|
$9.51 Million
0.09% of portfolio
|
Q1 2025
Added 52.97%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
94,305
shares
|
$9.43 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Axiom Investors LLC
Greenwich, CT |
May 16, 2025 Q1 2025 |
93,654
shares
|
$9.36 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Peregrine Capital Management LLC
|
Apr 25, 2025 Q1 2025 |
93,332
shares
|
$9.33 Million
0.29% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
May 14, 2025 Q1 2025 |
92,814
shares
|
$9.28 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
90,354
shares
|
$9.03 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Frontier Capital Management CO LLC
|
May 15, 2025 Q1 2025 |
90,160
shares
|
$9.01 Million
0.09% of portfolio
|
Q1 2025
Added 106.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
87,786
shares
|
$8.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
87,311
shares
|
$8.73 Million
0.03% of portfolio
|
Q1 2025
Reduced 74.34%
|
|
|
Clough Capital Partners L P
Boston, MA |
May 15, 2025 Q1 2025 |
87,000
shares
|
$8.7 Million
1.02% of portfolio
|
Q1 2025
Added 133.87%
|
|
|
New York State Teachers Retirement System
|
Apr 25, 2025 Q1 2025 |
84,675
shares
|
$8.47 Million
0.02% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
First Turn Management, LLC
Del Mar, CA |
May 15, 2025 Q1 2025 |
83,966
shares
|
$8.39 Million
1.5% of portfolio
|
Q1 2025
Reduced 33.29%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
83,757
shares
|
$8.37 Million
0.41% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
80,643
shares
|
$8.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Avidity Partners Management LP
Dallas, TX |
May 15, 2025 Q1 2025 |
78,000
shares
|
$7.8 Million
1.55% of portfolio
|
Q1 2025
New holding
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
77,960
shares
|
$7.79 Million
0.28% of portfolio
|
Q1 2025
Reduced 24.26%
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
75,326
shares
|
$7.53 Million
0.14% of portfolio
|
Q4 2023
Reduced 71.45%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
75,206
shares
|
$7.52 Million
0.09% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
70,155
shares
|
$7.01 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
70,153
shares
|
$7.01 Million
0.03% of portfolio
|
Q1 2025
Added 43.42%
|
|
|
Overbrook Management Corp
New York, NY |
Apr 24, 2025 Q1 2025 |
69,416
shares
|
$6.94 Million
1.47% of portfolio
|
Q1 2025
Reduced 5.28%
|