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
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
32.9K+ 52.97% |
$2.78M - $3.77M
|
95.1K
$8.8M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
32.2KNew |
$2.72M - $3.69M
|
32.2K
$2.98M
|
|
|
May 14, 2025
Q1 2025
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
30KNew |
$2.53M - $3.44M
|
30K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Ophir Asset Management Pty LTD
|
BUY
|
- |
30K+ 13.02% |
$2.53M - $3.43M
|
260K
$24M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
27.6K+ 690625.0% |
$2.33M - $3.16M
|
27.6K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
26.9K+ 65.34% |
$2.27M - $3.08M
|
68K
$6.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
26KNew |
$2.19M - $2.98M
|
26K
$2.4M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
25.8KNew |
$2.17M - $2.95M
|
25.8K
$2.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
24.4K+ 7983.61% |
$2.05M - $2.79M
|
24.7K
$2.28M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
24.1K+ 73.89% |
$2.03M - $2.76M
|
56.8K
$5.25M
|
|
|
May 14, 2025
Q1 2025
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
22.7K+ 30.12% |
$1.92M - $2.6M
|
98.3K
$9.09M
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
22.5KNew |
$1.9M - $2.58M
|
22.5K
$2.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
22K+ 47.9% |
$1.85M - $2.52M
|
67.9K
$6.28M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
21.4K+ 235.08% |
$1.8M - $2.45M
|
30.5K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
21.2K+ 43.42% |
$1.79M - $2.43M
|
70.2K
$6.49M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
20.2K+ 19.51% |
$1.7M - $2.31M
|
124K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
19.6K+ 755.85% |
$1.65M - $2.24M
|
22.2K
$2.05M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Investment Management Group LLC
|
BUY
|
- |
19K+ 1.81% |
$1.6M - $2.18M
|
1.07M
$98.9M
|
|
|
May 27, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
17.7KNew |
$1.49M - $2.03M
|
17.7K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
17.7K+ 0.54% |
$1.49M - $2.03M
|
3.28M
$303M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.1K+ 101.73% |
$1.45M - $1.96M
|
34K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Goodnow Investment Group, LLC
Darien, CT |
BUY
|
- |
17KNew |
$1.43M - $1.95M
|
17K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.5K+ 1.38% |
$1.3M - $1.77M
|
1.13M
$105M
|
|
|
May 13, 2025
Q1 2025
|
Montanaro Asset Management LTD
|
BUY
|
- |
15.3KNew |
$1.29M - $1.75M
|
15.3K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
14.7K+ 296.19% |
$1.24M - $1.68M
|
19.7K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
14.4K+ 15.74% |
$1.21M - $1.65M
|
106K
$9.79M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.2K+ 1.3% |
$1.19M - $1.62M
|
1.1M
$102M
|
|
|
Apr 22, 2025
Q1 2025
|
Covea Finance
|
BUY
|
- |
14K+ 77.78% |
$1.18M - $1.6M
|
32K
$2.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.9K+ 12.13% |
$1.17M - $1.59M
|
129K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$1.15M - $1.56M
|
13.7K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
12.9KNew |
$1.09M - $1.48M
|
12.9K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
12.8KNew |
$1.08M - $1.46M
|
12.8K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
12.7KNew |
$1.07M - $1.45M
|
12.7K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
11.3KNew |
$950K - $1.29M
|
11.3K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.1K+ 1089.44% |
$940K - $1.28M
|
12.2K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
11.1K+ 1.33% |
$938K - $1.27M
|
845K
$78.2M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
11K+ 137.12% |
$928K - $1.26M
|
19K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
11KNew |
$925K - $1.26M
|
11K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
10.1K+ 21.55% |
$849K - $1.15M
|
56.8K
$5.25M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10KNew |
$846K - $1.15M
|
10K
$928K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
9.8K+ 5.31% |
$826K - $1.12M
|
194K
$18M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.6KNew |
$809K - $1.1M
|
9.6K
$888K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
9.25K+ 323.55% |
$780K - $1.06M
|
12.1K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
8.83KNew |
$744K - $1.01M
|
8.83K
$816K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8.55KNew |
$721K - $979K
|
8.55K
$791K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.55KNew |
$721K - $979K
|
8.55K
$791K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
8.43KNew |
$711K - $965K
|
8.43K
$780K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.28K+ 45.04% |
$698K - $948K
|
26.7K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
7.72K+ 57.33% |
$651K - $884K
|
21.2K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
7.55K+ 29.1% |
$637K - $865K
|
33.5K
$3.1M
|