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 |
|---|---|---|---|---|---|
|
Overbrook Management Corp
New York, NY |
Jul 17, 2025 Q2 2025 |
47,485
shares
|
$4.38 Million
0.94% of portfolio
|
Q2 2025
Reduced 31.59%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
47,383
shares
|
$4.37 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
45,312
shares
|
$4.18 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
45,244
shares
|
$4.18 Million
0.01% of portfolio
|
Q2 2025
Added 371.39%
|
|
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
44,714
shares
|
$4.13 Million
1.39% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Efg Asset Management (North America) Corp.
|
Aug 05, 2025 Q2 2025 |
44,594
shares
|
$4.12 Million
0.7% of portfolio
|
Q2 2025
Added 13.13%
|
|
|
Clough Capital Partners L P
Boston, MA |
Aug 14, 2025 Q2 2025 |
43,500
shares
|
$4.01 Million
0.45% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
42,233
shares
|
$3.9 Million
0.35% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
39,402
shares
|
$3.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Covea Finance
|
Jul 15, 2025 Q2 2025 |
39,200
shares
|
$3.62 Million
0.15% of portfolio
|
Q2 2025
Added 22.5%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
38,325
shares
|
$3.54 Million
0.02% of portfolio
|
Q2 2025
Added 216.6%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
38,147
shares
|
$3.52 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
38,065
shares
|
$3.51 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
37,157
shares
|
$3.43 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Aubrey Capital Management LTD
Edinburgh, X0 |
Jul 29, 2025 Q2 2025 |
36,500
shares
|
$3.37 Million
1.52% of portfolio
|
Q2 2025
Added 40.38%
|
|
|
Lisanti Capital Growth, LLC
|
Aug 07, 2025 Q2 2025 |
36,345
shares
|
$3.35 Million
1.24% of portfolio
|
Q2 2025
Reduced 22.83%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
35,142
shares
|
$3.24 Million
0.0% of portfolio
|
Q2 2025
Added 172.14%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
34,553
shares
|
$3.19 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
33,885
shares
|
$3.13 Million
0.01% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
33,496
shares
|
$3.09 Million
0.01% of portfolio
|
Q1 2025
Added 29.1%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
32,970
shares
|
$3.04 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Aug 15, 2025 Q2 2025 |
32,954
shares
|
$3.04 Million
0.01% of portfolio
|
Q1 2025
Added 22.51%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
32,676
shares
|
$3.02 Million
0.18% of portfolio
|
Q2 2025
Added 20981.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
32,223
shares
|
$2.97 Million
0.01% of portfolio
|
Q2 2025
Added 66.35%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
31,731
shares
|
$2.93 Million
0.01% of portfolio
|
Q2 2025
Reduced 83.13%
|