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 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-660- 3.63% |
$50.7K - $74.6K
|
17.5K
$1.62M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-678- 2.85% |
$52.1K - $76.7K
|
23.2K
$2.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-687- 11.39% |
$52.7K - $77.7K
|
5.34K
$494K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-709- 8.03% |
$54.4K - $80.2K
|
8.12K
$751K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-734- 2.3% |
$56.3K - $83K
|
31.2K
$2.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-750- 2.43% |
$57.6K - $84.8K
|
30.1K
$2.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-752- 1.98% |
$57.7K - $85K
|
37.2K
$3.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-754- 49.18% |
$57.9K - $85.2K
|
779
$72K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-759- 98.06% |
$58.3K - $85.8K
|
15
$1.39K
|
|
|
Aug 13, 2025
Q2 2025
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-806- 1.52% |
$61.9K - $91.1K
|
52.1K
$4.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-810- 0.84% |
$62.2K - $91.6K
|
96K
$8.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-822- 1.25% |
$63.1K - $92.9K
|
65K
$6.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-858- 13.67% |
$65.9K - $97K
|
5.42K
$501K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-876- 72.22% |
$67.3K - $99K
|
337
$31.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-895- 4.35% |
$68.7K - $101K
|
19.7K
$1.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-922- 4.14% |
$70.8K - $104K
|
21.3K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-941- 7.46% |
$72.2K - $106K
|
11.7K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-947- 16.93% |
$72.7K - $107K
|
4.65K
$430K
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1K- 4.44% |
$76.8K - $113K
|
21.5K
$1.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.02K- 71.33% |
$78.3K - $115K
|
410
$37.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-1.04K- 93.79% |
$80K - $118K
|
69
$6.38K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.09K- 14.41% |
$83.3K - $123K
|
6.44K
$596K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.11K- 36.5% |
$85.1K - $125K
|
1.93K
$178K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.28K- 21.91% |
$98.3K - $145K
|
4.56K
$422K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.34K- 35.74% |
$103K - $152K
|
2.41K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.63K- 44.75% |
$125K - $184K
|
2.01K
$186K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.81K- 21.22% |
$139K - $205K
|
6.74K
$623K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.81K- 21.22% |
$139K - $205K
|
6.74K
$623K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-1.82K- 36.26% |
$140K - $206K
|
3.2K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.83K- 2.67% |
$141K - $207K
|
66.9K
$6.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-2.05K- 37.18% |
$157K - $232K
|
3.47K
$321K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.11K- 14.2% |
$162K - $238K
|
12.7K
$1.18M
|
|
|
Aug 15, 2025
Q2 2025
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-2.23K- 2.86% |
$171K - $252K
|
75.7K
$7M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.4K- 4.82% |
$184K - $271K
|
47.4K
$4.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.58K- 6.15% |
$198K - $292K
|
39.4K
$3.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.59K- 48.4% |
$199K - $293K
|
2.76K
$255K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.84K- 48.08% |
$218K - $322K
|
3.07K
$284K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3K- 16.28% |
$230K - $339K
|
15.4K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
First Turn Management, LLC
Del Mar, CA |
SELL
|
- |
-3.09K- 3.68% |
$237K - $349K
|
80.9K
$7.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-3.1K- 11.27% |
$238K - $350K
|
24.4K
$2.26M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.13K- 0.22% |
$240K - $353K
|
1.4M
$130M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.53K- 3.61% |
$271K - $399K
|
94.2K
$8.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-3.66K- 15.72% |
$281K - $414K
|
19.6K
$1.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-3.81K- 24.38% |
$292K - $430K
|
11.8K
$1.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-3.84K- 3.24% |
$295K - $434K
|
115K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.05K- 26.98% |
$311K - $458K
|
11K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-4.07K- 3.89% |
$312K - $460K
|
100K
$9.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Forest Hill Capital, LLC
Little Rock, AR |
SELL
|
- |
-4.5K- 13.21% |
$345K - $509K
|
29.6K
$2.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-4.97K- 4.19% |
$381K - $562K
|
114K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bamco Inc
New York, NY |
SELL
|
- |
-5K- 0.64% |
$384K - $565K
|
780K
$72.1M
|