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 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-5.41K- 9.52% |
$415K - $611K
|
51.4K
$4.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-5.53K- 3.04% |
$425K - $626K
|
177K
$16.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-5.59K- 28.42% |
$429K - $632K
|
14.1K
$1.3M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-6.02K- 7.11% |
$462K - $681K
|
78.7K
$7.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-6.77K- 6.2% |
$520K - $766K
|
102K
$9.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-6.78K- 23.31% |
$520K - $766K
|
22.3K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-8.52K- 44.76% |
$654K - $963K
|
10.5K
$973K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.62K- 1.99% |
$662K - $975K
|
425K
$39.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-8.7K- 12.55% |
$668K - $984K
|
60.7K
$5.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-9.17K- 8.24% |
$704K - $1.04M
|
102K
$9.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Thematics Asset Management
Paris, I0 |
SELL
|
- |
-9.83K- 8.79% |
$755K - $1.11M
|
102K
$9.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.84K- 8.64% |
$755K - $1.11M
|
104K
$9.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-10.1K- 98.06% |
$775K - $1.14M
|
200
$18.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-10.1K- 79.8% |
$776K - $1.14M
|
2.56K
$237K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
SELL
|
- |
-10.5K- 34.53% |
$808K - $1.19M
|
20K
$1.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-10.8K- 22.83% |
$826K - $1.22M
|
36.3K
$3.36M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-11.6K- 12.16% |
$888K - $1.31M
|
83.6K
$7.73M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-11.9K- 9.49% |
$914K - $1.35M
|
114K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-12.5K- 0.82% |
$961K - $1.42M
|
1.52M
$141M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.2K- 94.27% |
$1.09M - $1.6M
|
862
$79.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
SELL
|
- |
-15.3K- 88.51% |
$1.18M - $1.73M
|
1.99K
$184K
|
|
|
Aug 13, 2025
Q2 2025
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-17.2K- 27.78% |
$1.32M - $1.94M
|
44.7K
$4.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-18.1K- 6.78% |
$1.39M - $2.04M
|
249K
$23M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-20.2K- 3.1% |
$1.55M - $2.28M
|
631K
$58.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-21.9K- 31.59% |
$1.68M - $2.48M
|
47.5K
$4.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-24.4K- 98.87% |
$1.87M - $2.76M
|
279
$25.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-27.3K- 4.07% |
$2.09M - $3.08M
|
642K
$59.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-32.2K- 9.36% |
$2.47M - $3.64M
|
312K
$28.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-34.3K- 7.18% |
$2.63M - $3.88M
|
443K
$41M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-36.7K- 14.97% |
$2.81M - $4.15M
|
208K
$19.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-38.9K- 5.36% |
$2.98M - $4.4M
|
687K
$63.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-39K- 31.56% |
$2.99M - $4.41M
|
84.6K
$7.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-39.6K- 3.52% |
$3.04M - $4.48M
|
1.09M
$101M
|
|
|
Aug 14, 2025
Q2 2025
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-43.5K- 50.0% |
$3.34M - $4.92M
|
43.5K
$4.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-53.1K- 4.97% |
$4.08M - $6M
|
1.02M
$94M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-55.1K- 9.18% |
$4.23M - $6.23M
|
545K
$50.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-56.7K- 29.16% |
$4.35M - $6.41M
|
138K
$12.7M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-57.9K- 17.01% |
$4.44M - $6.55M
|
282K
$26.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-59.6K- 16.7% |
$4.58M - $6.74M
|
297K
$27.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-80.3K- 3.28% |
$6.17M - $9.08M
|
2.37M
$219M
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-81.6K- 7.33% |
$6.27M - $9.23M
|
1.03M
$95.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-84.6K- 96.87% |
$6.49M - $9.56M
|
2.74K
$253K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-85.4K- 11.02% |
$6.56M - $9.66M
|
690K
$63.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-88.4K- 9.99% |
$6.78M - $9.99M
|
796K
$73.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-89.7K- 15.23% |
$6.88M - $10.1M
|
499K
$46.1M
|
|
|
Aug 14, 2025
Q2 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-92.9K- 13.37% |
$7.13M - $10.5M
|
602K
$55.7M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-95.6K- 65.07% |
$7.34M - $10.8M
|
51.3K
$4.75M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-95.8K- 2.92% |
$7.36M - $10.8M
|
3.18M
$295M
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-98.1K- 20.52% |
$7.53M - $11.1M
|
380K
$35.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Farallon Capital Management LLC
San Francisco, CA |
SELL
|
- |
-102K- 24.18% |
$7.83M - $11.5M
|
320K
$29.6M
|