Purchases and Sales Made in Q1 2025 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q1 2025. The information is specifically focused on institutions that hold shares of HEALTHEQUITY, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
914K+ 1432.13% |
$77.1M - $105M
|
978K
$95.3M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
849KNew |
$71.6M - $97.2M
|
849K
$82.7M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
821K+ 50.56% |
$69.3M - $94.1M
|
2.45M
$238M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
611K+ 76.65% |
$51.5M - $69.9M
|
1.41M
$137M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
601KNew |
$50.6M - $68.8M
|
601K
$58.5M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
581K+ 995.58% |
$49M - $66.5M
|
639K
$62.3M
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
563KNew |
$47.5M - $64.5M
|
563K
$54.9M
|
|
|
May 15, 2025
Q1 2025
|
Farallon Capital Management LLC
San Francisco, CA |
BUY
|
- |
419K+ 14964.29% |
$35.3M - $48M
|
422K
$41.1M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
400K+ 148.09% |
$33.7M - $45.8M
|
670K
$65.3M
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
399K+ 3601.63% |
$33.6M - $45.7M
|
410K
$39.9M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
385KNew |
$32.5M - $44.1M
|
385K
$37.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
233KNew |
$19.6M - $26.6M
|
233K
$22.7M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
211K+ 89.9% |
$17.8M - $24.2M
|
446K
$43.4M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
204K+ 35.76% |
$17.2M - $23.4M
|
775K
$75.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
174K+ 36.54% |
$14.7M - $20M
|
651K
$63.4M
|
|
|
May 14, 2025
Q1 2025
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
173K+ 67.7% |
$14.6M - $19.8M
|
429K
$41.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
138K+ 11024.12% |
$11.6M - $15.8M
|
139K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
108K+ 35.24% |
$9.09M - $12.3M
|
414K
$40.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
104K+ 34.89% |
$8.73M - $11.9M
|
400K
$39M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
101K+ 30.33% |
$8.5M - $11.5M
|
433K
$42.2M
|
|
|
May 14, 2025
Q1 2025
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
93.7KNew |
$7.9M - $10.7M
|
93.7K
$9.12M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
90.4K+ 14.91% |
$7.62M - $10.3M
|
697K
$67.9M
|
|
|
May 15, 2025
Q1 2025
|
Avidity Partners Management LP
Dallas, TX |
BUY
|
- |
78KNew |
$6.58M - $8.93M
|
78K
$7.6M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
77K+ 209.27% |
$6.49M - $8.82M
|
114K
$11.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
77K+ 10.15% |
$6.49M - $8.81M
|
835K
$81.4M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
75.3K+ 96.5% |
$6.35M - $8.63M
|
153K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
73.4K+ 108.73% |
$6.19M - $8.4M
|
141K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
73.3K+ 26.44% |
$6.18M - $8.39M
|
350K
$34.1M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
62.6K+ 74.3% |
$5.28M - $7.17M
|
147K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Granahan Investment Management, LLC
Waltham, MA |
BUY
|
- |
59.5KNew |
$5.02M - $6.82M
|
59.5K
$5.8M
|
|
|
May 14, 2025
Q1 2025
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
55.3K+ 97.65% |
$4.66M - $6.33M
|
112K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
53.4K+ 2.56% |
$4.5M - $6.11M
|
2.14M
$209M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
52KNew |
$4.38M - $5.95M
|
52K
$5.06M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
51.4K+ 416.44% |
$4.34M - $5.89M
|
63.8K
$6.21M
|
|
|
May 15, 2025
Q1 2025
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
49.8K+ 133.87% |
$4.2M - $5.7M
|
87K
$8.47M
|
|
|
May 15, 2025
Q1 2025
|
Frontier Capital Management CO LLC
|
BUY
|
- |
46.4K+ 106.03% |
$3.91M - $5.31M
|
90.2K
$8.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
42.8K+ 168.0% |
$3.61M - $4.9M
|
68.3K
$6.65M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
39.8K+ 9.07% |
$3.35M - $4.55M
|
478K
$46.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
38.9K+ 86411.11% |
$3.28M - $4.45M
|
38.9K
$3.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
38.8K+ 467.47% |
$3.27M - $4.44M
|
47.1K
$4.59M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.8K+ 31.02% |
$3.27M - $4.44M
|
164K
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
38.1KNew |
$3.22M - $4.37M
|
38.1K
$3.72M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
38K+ 37.14% |
$3.2M - $4.35M
|
140K
$13.7M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
37.9KNew |
$3.2M - $4.34M
|
37.9K
$3.69M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
37.2K+ 2.74% |
$3.14M - $4.26M
|
1.39M
$136M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
37.1K+ 20.55% |
$3.13M - $4.24M
|
217K
$21.2M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
33.8K+ 50.7% |
$2.85M - $3.88M
|
101K
$9.8M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
33.5K+ 10.35% |
$2.82M - $3.83M
|
357K
$34.8M
|
|
|
May 15, 2025
Q1 2025
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
33.3KNew |
$2.81M - $3.82M
|
33.3K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
32.9K+ 52.97% |
$2.78M - $3.77M
|
95.1K
$9.27M
|