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 06, 2025
Q1 2025
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
7.49K+ 16.5% |
$632K - $858K
|
52.9K
$4.89M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
6.32K+ 302.35% |
$533K - $723K
|
8.41K
$777K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
6.05K+ 22.51% |
$510K - $693K
|
33K
$3.05M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
5.99K+ 1.63% |
$505K - $686K
|
373K
$34.5M
|
|
|
May 15, 2025
Q1 2025
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
5.69K+ 2.11% |
$480K - $651K
|
275K
$25.4M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.66K+ 44.4% |
$478K - $649K
|
18.4K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
5.64KNew |
$475K - $645K
|
5.64K
$521K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
5.42K+ 0.49% |
$457K - $621K
|
1.11M
$103M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.27K+ 0.79% |
$445K - $604K
|
670K
$62M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.17KNew |
$436K - $592K
|
5.17K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Bamco Inc
New York, NY |
BUY
|
- |
5K+ 0.64% |
$422K - $573K
|
785K
$72.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
4.79K+ 25.16% |
$404K - $549K
|
23.8K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.61K+ 6.54% |
$389K - $528K
|
75.2K
$6.96M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.18K+ 47.11% |
$353K - $479K
|
13.1K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.07K+ 2.21% |
$343K - $466K
|
188K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
4K+ 50.0% |
$337K - $458K
|
12K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Forest Hill Capital, LLC
Little Rock, AR |
BUY
|
- |
4K+ 13.3% |
$337K - $458K
|
34.1K
$3.15M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.95K+ 8.61% |
$333K - $452K
|
49.8K
$4.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.9K+ 44.66% |
$329K - $446K
|
12.6K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.87K+ 1.47% |
$327K - $443K
|
267K
$24.7M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.77KNew |
$318K - $432K
|
3.77K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.75KNew |
$316K - $430K
|
3.75K
$347K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.53K+ 76.25% |
$298K - $405K
|
8.17K
$756K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.27KNew |
$276K - $375K
|
3.27K
$303K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.27K+ 140.3% |
$276K - $374K
|
5.6K
$518K
|
|
|
May 14, 2025
Q1 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
3.1K+ 43.06% |
$261K - $355K
|
10.3K
$953K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.94KNew |
$248K - $336K
|
2.94K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
2.8KNew |
$236K - $321K
|
2.8K
$259K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.69K+ 1.01% |
$227K - $308K
|
270K
$25M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.54KNew |
$214K - $291K
|
2.54K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
2.36KNew |
$199K - $270K
|
2.36K
$218K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.35KNew |
$198K - $269K
|
2.35K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
2.33KNew |
$196K - $267K
|
2.33K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.33KNew |
$196K - $266K
|
2.33K
$215K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.28K+ 15.88% |
$192K - $261K
|
16.6K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2.27KNew |
$192K - $260K
|
2.27K
$210K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
2.27KNew |
$191K - $260K
|
2.27K
$210K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
2.12K+ 2.57% |
$179K - $243K
|
84.7K
$7.83M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.99K+ 65.68% |
$168K - $228K
|
5.03K
$465K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.9K+ 1.85% |
$160K - $218K
|
104K
$9.66M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.89KNew |
$159K - $216K
|
1.89K
$175K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.83K+ 6.07% |
$154K - $209K
|
32K
$2.96M
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
1.8K+ 18.95% |
$152K - $206K
|
11.3K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.79KNew |
$151K - $205K
|
1.79K
$166K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.7K+ 53.65% |
$144K - $195K
|
4.88K
$451K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.69K+ 47.26% |
$142K - $193K
|
5.26K
$486K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.62K+ 125.76% |
$136K - $185K
|
2.9K
$268K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.55K+ 18.85% |
$130K - $177K
|
9.76K
$902K
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
1.53KNew |
$129K - $176K
|
1.53K
$142K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.5K+ 7.19% |
$126K - $172K
|
22.3K
$2.07M
|