Purchases and Sales Made in Q2 2025 in Healthequity, Inc. (HQY)
This table provides information about the institutional ownership of Healthequity, Inc. (HQY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
16.3K+ 7.01% |
$1.25M - $1.84M
|
249K
$23M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.4KNew |
$1.18M - $1.74M
|
15.4K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15K+ 111.12% |
$1.15M - $1.69M
|
28.4K
$2.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.5K+ 183.62% |
$1.11M - $1.64M
|
22.4K
$2.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.3K+ 41.29% |
$1.1M - $1.62M
|
49.1K
$4.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Avidity Partners Management LP
Dallas, TX |
BUY
|
- |
14K+ 17.95% |
$1.07M - $1.58M
|
92K
$8.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
13.9K+ 9.32% |
$1.07M - $1.57M
|
163K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
13.2K+ 6.09% |
$1.02M - $1.5M
|
231K
$21.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.1K+ 78.62% |
$1M - $1.48M
|
29.7K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
13.1KNew |
$1M - $1.48M
|
13.1K
$1.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
13K+ 328.96% |
$996K - $1.47M
|
16.9K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.9K+ 66.35% |
$987K - $1.45M
|
32.2K
$2.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Montanaro Asset Management LTD
|
BUY
|
- |
12.8K+ 83.66% |
$983K - $1.45M
|
28.1K
$2.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.4K+ 82.41% |
$950K - $1.4M
|
27.4K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.2K+ 1.75% |
$935K - $1.38M
|
709K
$65.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
12KNew |
$921K - $1.36M
|
12K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
11.7KNew |
$898K - $1.32M
|
11.7K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$891K - $1.31M
|
11.6K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
10.5K+ 40.38% |
$806K - $1.19M
|
36.5K
$3.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.74K+ 222.47% |
$748K - $1.1M
|
14.1K
$1.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
9.7K+ 24.92% |
$745K - $1.1M
|
48.6K
$4.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.51KNew |
$730K - $1.08M
|
9.51K
$879K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.74KNew |
$671K - $988K
|
8.74K
$808K
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
8.55KNew |
$657K - $967K
|
8.55K
$791K
|
|
|
Aug 13, 2025
Q2 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
8.24KNew |
$633K - $932K
|
8.24K
$762K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
7.94K+ 2.94% |
$609K - $897K
|
278K
$25.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
7.92K+ 7.48% |
$608K - $895K
|
114K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
7.81KNew |
$600K - $883K
|
7.81K
$723K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.6K+ 5.91% |
$584K - $859K
|
136K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
7.56K+ 0.89% |
$580K - $854K
|
853K
$78.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.53KNew |
$578K - $852K
|
7.53K
$697K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7.5KNew |
$576K - $848K
|
7.5K
$694K
|
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
BUY
|
- |
7.2K+ 22.5% |
$553K - $814K
|
39.2K
$3.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
7.06KNew |
$542K - $798K
|
7.06K
$653K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
6.31K+ 3.38% |
$484K - $714K
|
193K
$17.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6.07KNew |
$466K - $687K
|
6.07K
$562K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.97KNew |
$458K - $675K
|
5.97K
$552K
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
5.81KNew |
$446K - $657K
|
5.81K
$537K
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
5.49K+ 62.22% |
$422K - $621K
|
14.3K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.44K+ 97.09% |
$417K - $615K
|
11K
$1.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
5.18K+ 13.13% |
$397K - $585K
|
44.6K
$4.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.11KNew |
$392K - $578K
|
5.11K
$473K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.98KNew |
$382K - $563K
|
4.98K
$460K
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
BUY
|
- |
4.86KNew |
$373K - $550K
|
4.86K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
4.77KNew |
$366K - $539K
|
4.77K
$441K
|
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
4.7K+ 1.68% |
$361K - $531K
|
285K
$26.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.67KNew |
$358K - $528K
|
4.67K
$432K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
4.6K+ 40.71% |
$353K - $520K
|
15.9K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.51KNew |
$346K - $510K
|
4.51K
$417K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
4.47K+ 144.77% |
$343K - $506K
|
7.56K
$699K
|