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
|
Beck Bode, LLC
|
SELL
|
- |
-3.47K- 39.25% |
$293K - $398K
|
5.38K
$497K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-3.57K- 33.97% |
$301K - $409K
|
6.94K
$642K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.59K- 10.99% |
$302K - $411K
|
29K
$2.68M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-3.8K- 2.21% |
$320K - $435K
|
168K
$15.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-3.87K- 5.28% |
$326K - $443K
|
69.4K
$6.42M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.87K- 46.9% |
$326K - $443K
|
4.38K
$405K
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-4.18K- 3.41% |
$353K - $479K
|
118K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.51K- 4.63% |
$380K - $516K
|
92.8K
$8.58M
|
|
|
May 13, 2025
Q1 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-4.56K- 22.62% |
$385K - $523K
|
15.6K
$1.44M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-5.1K- 95.67% |
$430K - $584K
|
231
$21.4K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.13K- 2.14% |
$433K - $588K
|
235K
$21.7M
|
|
|
May 09, 2025
Q1 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-5.15K- 0.49% |
$434K - $590K
|
1.04M
$96.5M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-5.27K- 7.12% |
$444K - $603K
|
68.8K
$6.36M
|
|
|
May 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-5.6K- 33.92% |
$472K - $641K
|
10.9K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-5.7K- 4.96% |
$480K - $652K
|
109K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-5.98K- 21.18% |
$505K - $685K
|
22.3K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-6.23K- 13.64% |
$525K - $713K
|
39.4K
$3.65M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.95K- 5.88% |
$586K - $796K
|
111K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.22K- 32.47% |
$609K - $827K
|
15K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.29K- 7.67% |
$615K - $835K
|
87.8K
$8.12M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-7.36K- 2.56% |
$621K - $843K
|
280K
$25.9M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-7.92K- 30.34% |
$668K - $907K
|
18.2K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-8.76K- 68.96% |
$739K - $1M
|
3.94K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-9.93K- 41.77% |
$837K - $1.14M
|
13.8K
$1.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-10K- 13.34% |
$844K - $1.15M
|
65K
$6.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Peregrine Capital Management LLC
|
SELL
|
- |
-10.1K- 9.72% |
$847K - $1.15M
|
93.3K
$8.63M
|
|
|
May 14, 2025
Q1 2025
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-10.1K- 14.02% |
$851K - $1.16M
|
61.9K
$5.73M
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-10.8K- 2.94% |
$907K - $1.23M
|
355K
$32.8M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-11.3K- 8.24% |
$950K - $1.29M
|
125K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-11.8K- 9.08% |
$998K - $1.35M
|
119K
$11M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-14K- 30.55% |
$1.18M - $1.61M
|
31.9K
$2.95M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-15.9K- 2.63% |
$1.34M - $1.82M
|
589K
$54.4M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-19.7K- 71.53% |
$1.66M - $2.26M
|
7.84K
$725K
|
|
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-22.2K- 63.25% |
$1.87M - $2.55M
|
12.9K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-25K- 24.26% |
$2.11M - $2.86M
|
78K
$7.21M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27K- 6.22% |
$2.27M - $3.09M
|
406K
$37.6M
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-27.2K- 34.33% |
$2.29M - $3.11M
|
52K
$4.81M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-28.1K- 2.43% |
$2.37M - $3.21M
|
1.13M
$104M
|
|
|
May 15, 2025
Q1 2025
|
Eversept Partners, LP
New York, NY |
SELL
|
- |
-34.7K- 8.98% |
$2.93M - $3.98M
|
352K
$32.6M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-34.8K- 60.56% |
$2.93M - $3.98M
|
22.6K
$2.09M
|
|
|
May 07, 2025
Q1 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-41.1K- 14.36% |
$3.46M - $4.7M
|
245K
$22.6M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-41.7K- 18.24% |
$3.52M - $4.78M
|
187K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
First Turn Management, LLC
Del Mar, CA |
SELL
|
- |
-41.9K- 33.29% |
$3.53M - $4.8M
|
84K
$7.77M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-42.9K- 9.01% |
$3.62M - $4.92M
|
434K
$40.1M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-47.2K- 6.11% |
$3.98M - $5.41M
|
726K
$67.1M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-49.5K- 3.12% |
$4.17M - $5.66M
|
1.53M
$142M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-51.7K- 13.06% |
$4.36M - $5.92M
|
344K
$31.8M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-61.9K- 25.37% |
$5.22M - $7.09M
|
182K
$16.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-66.4K- 6.98% |
$5.6M - $7.6M
|
885K
$81.8M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-70.1K- 34.99% |
$5.91M - $8.03M
|
130K
$12M
|