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 |
|---|---|---|---|---|---|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
31,248
shares
|
$2.88 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Amundi
Paris, I0 |
Aug 13, 2025 Q2 2025 |
30,203
shares
|
$2.79 Million
0.0% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
30,087
shares
|
$2.78 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Fred Alger Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
29,974
shares
|
$2.77 Million
0.02% of portfolio
|
Q2 2025
Added 174.94%
|
|
|
Forest Hill Capital, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
29,576
shares
|
$2.73 Million
2.23% of portfolio
|
Q2 2025
Reduced 13.21%
|
|
|
Formula Growth LTD
Montreal, A8 |
Aug 13, 2025 Q2 2025 |
29,490
shares
|
$2.72 Million
1.28% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jul 31, 2025 Q2 2025 |
29,075
shares
|
$2.68 Million
0.01% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
28,962
shares
|
$2.67 Million
0.01% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Cinctive Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
28,786
shares
|
$2.66 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
28,434
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2025
Added 111.12%
|
|
|
Montanaro Asset Management LTD
|
Aug 05, 2025 Q2 2025 |
28,100
shares
|
$2.59 Million
0.76% of portfolio
|
Q2 2025
Added 83.66%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
27,455
shares
|
$2.53 Million
0.02% of portfolio
|
Q2 2025
Added 226.65%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
27,404
shares
|
$2.53 Million
0.01% of portfolio
|
Q2 2025
Added 82.41%
|
|
|
Homestead Advisers Corp
|
Aug 05, 2025 Q2 2025 |
26,900
shares
|
$2.48 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
26,629
shares
|
$2.46 Million
0.16% of portfolio
|
Q3 2022
Added 68.66%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
25,845
shares
|
$2.38 Million
0.65% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
Arizona State Retirement System
|
Aug 13, 2025 Q2 2025 |
25,226
shares
|
$2.33 Million
0.02% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Aug 11, 2025 Q2 2025 |
25,154
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
25,033
shares
|
$2.31 Million
0.12% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Silphium Asset Management LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
24,400
shares
|
$2.25 Million
0.91% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
24,400
shares
|
$2.25 Million
0.05% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
24,244
shares
|
$2.24 Million
0.15% of portfolio
|
Q4 2024
Added 17.64%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Aug 13, 2025 Q2 2025 |
23,953
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.16%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
23,165
shares
|
$2.14 Million
0.01% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Aug 01, 2025 Q2 2025 |
23,151
shares
|
$2.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.85%
|