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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
4.41K+ 1.6% |
$338K - $498K
|
279K
$25.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
4.39K+ 0.2% |
$337K - $496K
|
2.15M
$199M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.28KNew |
$329K - $484K
|
4.28K
$396K
|
|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
4.11KNew |
$316K - $465K
|
4.11K
$380K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.02K+ 39.69% |
$309K - $455K
|
14.2K
$1.31M
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
3.93K+ 100.51% |
$301K - $444K
|
7.83K
$725K
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
3.88KNew |
$298K - $438K
|
3.88K
$359K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.82KNew |
$293K - $432K
|
3.82K
$353K
|
|
|
Aug 04, 2025
Q2 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
3.34K+ 4.91% |
$256K - $377K
|
71.2K
$6.59M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
3.26KNew |
$250K - $369K
|
3.26K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.21KNew |
$247K - $363K
|
3.21K
$297K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.17K+ 14.0% |
$244K - $359K
|
25.8K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.1K+ 63.46% |
$238K - $350K
|
7.97K
$737K
|
|
|
Aug 14, 2025
Q2 2025
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
3.09K+ 27.43% |
$237K - $349K
|
14.4K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.92KNew |
$224K - $330K
|
2.92K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.89KNew |
$222K - $327K
|
2.89K
$267K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
2.86K+ 12.89% |
$219K - $323K
|
25K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.81K+ 74.82% |
$216K - $317K
|
6.56K
$607K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.8K+ 5.38% |
$215K - $316K
|
54.8K
$5.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.62K+ 49.83% |
$201K - $296K
|
7.88K
$729K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.61KNew |
$200K - $295K
|
2.61K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Amundi
Paris, I0 |
BUY
|
- |
2.57K+ 9.32% |
$198K - $291K
|
30.2K
$2.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.51K+ 2.66% |
$193K - $284K
|
96.8K
$8.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
2.51KNew |
$193K - $284K
|
2.51K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
2.47KNew |
$190K - $279K
|
2.47K
$229K
|
|
|
Aug 01, 2025
Q2 2025
|
Peregrine Capital Management LLC
|
BUY
|
- |
2.45K+ 2.62% |
$188K - $277K
|
95.8K
$8.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.43K+ 0.63% |
$187K - $275K
|
388K
$35.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.42K+ 19.2% |
$186K - $274K
|
15K
$1.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2.34KNew |
$180K - $265K
|
2.34K
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.3K+ 8.63% |
$177K - $260K
|
29K
$2.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.26K+ 27.02% |
$174K - $256K
|
10.6K
$984K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.24KNew |
$172K - $253K
|
2.24K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.07KNew |
$159K - $234K
|
2.07K
$192K
|
|
|
Aug 13, 2025
Q2 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
2.02KNew |
$155K - $228K
|
2.02K
$187K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
2K+ 6.28% |
$154K - $226K
|
33.9K
$3.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
2K+ 10.9% |
$154K - $226K
|
20.4K
$1.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.94KNew |
$149K - $219K
|
1.94K
$179K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.94KNew |
$149K - $219K
|
1.94K
$179K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.83K+ 56.03% |
$141K - $207K
|
5.11K
$472K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.83K+ 36.2% |
$140K - $206K
|
6.87K
$635K
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.54K+ 7.44% |
$118K - $174K
|
22.3K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
1.53K+ 2.94% |
$117K - $173K
|
53.5K
$4.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.52K+ 810.16% |
$116K - $171K
|
1.7K
$157K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.18K+ 5.35% |
$90.4K - $133K
|
23.2K
$2.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.11KNew |
$85.1K - $125K
|
1.11K
$102K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.08K+ 20.19% |
$82.8K - $122K
|
6.42K
$594K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.06K+ 2587.8% |
$81.5K - $120K
|
1.1K
$102K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
863New |
$66.3K - $97.6K
|
863
$79.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
753+ 25100.0% |
$57.8K - $85.1K
|
756
$69.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
733+ 0.79% |
$56.3K - $82.9K
|
93.5K
$8.65M
|