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 |
|---|---|---|---|---|---|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
69,364
shares
|
$6.94 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
69,339
shares
|
$6.93 Million
0.06% of portfolio
|
Q3 2024
Added 54.35%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
68,754
shares
|
$6.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
68,253
shares
|
$6.82 Million
0.05% of portfolio
|
Q1 2025
Added 168.0%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
68,007
shares
|
$6.8 Million
0.52% of portfolio
|
Q1 2025
Added 65.34%
|
|
|
Moody Aldrich Partners LLC
|
Apr 28, 2025 Q1 2025 |
67,880
shares
|
$6.79 Million
1.41% of portfolio
|
Q1 2025
Added 47.9%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
65,425
shares
|
$6.54 Million
0.01% of portfolio
|
Q3 2022
Added 0.93%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
65,000
shares
|
$6.5 Million
0.94% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
64,959
shares
|
$6.49 Million
1.2% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
63,760
shares
|
$6.37 Million
0.04% of portfolio
|
Q1 2025
Added 416.44%
|
|
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
May 14, 2025 Q1 2025 |
61,916
shares
|
$6.19 Million
1.52% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
May 14, 2025 Q1 2025 |
59,568
shares
|
$5.96 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Granahan Investment Management, LLC
Waltham, MA |
May 15, 2025 Q1 2025 |
59,539
shares
|
$5.95 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Renaissance Group LLC
Covington, KY |
May 13, 2025 Q1 2025 |
56,811
shares
|
$5.68 Million
0.23% of portfolio
|
Q1 2025
Added 21.55%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
56,775
shares
|
$5.68 Million
0.05% of portfolio
|
Q1 2025
Added 73.89%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
53,556
shares
|
$5.35 Million
0.84% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
May 06, 2025 Q1 2025 |
52,884
shares
|
$5.29 Million
2.71% of portfolio
|
Q1 2025
Added 16.5%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
51,986
shares
|
$5.2 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
51,986
shares
|
$5.2 Million
1.07% of portfolio
|
Q1 2025
Reduced 34.33%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
50,190
shares
|
$5.02 Million
0.02% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
49,780
shares
|
$4.98 Million
0.04% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
48,631
shares
|
$4.86 Million
0.21% of portfolio
|
Q2 2025
Added 24.92%
|
|
|
Lisanti Capital Growth, LLC
|
Apr 24, 2025 Q1 2025 |
47,100
shares
|
$4.71 Million
1.4% of portfolio
|
Q1 2025
Added 467.47%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
42,233
shares
|
$4.22 Million
0.35% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
41,984
shares
|
$4.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.64%
|