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 |
|---|---|---|---|---|---|
|
Efg Asset Management (North America) Corp.
|
May 14, 2025 Q1 2025 |
39,419
shares
|
$3.94 Million
0.6% of portfolio
|
Q1 2025
Reduced 13.64%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
38,147
shares
|
$3.81 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
38,115
shares
|
$3.81 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
37,909
shares
|
$3.79 Million
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
34,726
shares
|
$3.47 Million
0.0% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Forest Hill Capital, LLC
Little Rock, AR |
May 15, 2025 Q1 2025 |
34,076
shares
|
$3.41 Million
2.28% of portfolio
|
Q1 2025
Added 13.3%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
33,995
shares
|
$3.4 Million
0.0% of portfolio
|
Q1 2025
Added 101.73%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
33,496
shares
|
$3.35 Million
0.01% of portfolio
|
Q1 2025
Added 29.1%
|
|
|
Sone Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
33,332
shares
|
$3.33 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
33,291
shares
|
$3.33 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
32,954
shares
|
$3.29 Million
0.01% of portfolio
|
Q1 2025
Added 22.51%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
32,200
shares
|
$3.22 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covea Finance
|
Apr 22, 2025 Q1 2025 |
32,000
shares
|
$3.2 Million
0.13% of portfolio
|
Q1 2025
Added 77.78%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
31,982
shares
|
$3.2 Million
0.03% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
31,883
shares
|
$3.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 30.55%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
30,837
shares
|
$3.08 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
30,492
shares
|
$3.05 Million
0.46% of portfolio
|
Q1 2025
Added 235.08%
|
|
|
Formula Growth LTD
Montreal, A8 |
May 14, 2025 Q1 2025 |
30,000
shares
|
$3 Million
1.16% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
29,068
shares
|
$2.91 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
29,030
shares
|
$2.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
27,629
shares
|
$2.76 Million
0.0% of portfolio
|
Q1 2025
Added 690625.0%
|
|
|
Silphium Asset Management LTD
London, X0 |
Apr 30, 2025 Q1 2025 |
27,500
shares
|
$2.75 Million
1.96% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
26,662
shares
|
$2.67 Million
0.01% of portfolio
|
Q1 2025
Added 45.04%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
26,629
shares
|
$2.66 Million
0.16% of portfolio
|
Q3 2022
Added 68.66%
|
|
|
Aubrey Capital Management LTD
Edinburgh, X0 |
Apr 16, 2025 Q1 2025 |
26,000
shares
|
$2.6 Million
1.0% of portfolio
|
Q1 2025
New holding
|