Who owns Healthequity?
- Ticker: HQY
- CUSIP Number: 42226a107
Tip: Access positions for across all investors
Analyze quarterly positions in Healthequity with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Healthequity stock
Who bought or sold Healthequity this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| BlackRock | 11M | $1.1B | 4% | Sep 2025 |
|
| Vanguard Group | 8.7M | $829M | 3% | Sep 2025 |
|
| Daniel D. Thurber | 6.3M | $598M | 3% | Sep 2025 |
|
| FMR | 3.5M | $331M | -31% | Sep 2025 |
|
| State Street Corporation | 3.2M | $299M | -1% | Sep 2025 |
|
| Geode Capital Management | 2.2M | $208M | 2% | Sep 2025 |
|
| Invesco | 2.1M | $202M | -10% | Sep 2025 |
|
| AQR Capital Management | 1.8M | $167M | 59% | Sep 2025 |
|
| Westfield Capital Management Company | 1.7M | $163M | 36% | Sep 2025 |
|
| Brown Advisory Holdings Incorporated | 1.6M | $152M | -1% | Sep 2025 |
|
| Dimensional Fund Advisors | 1.6M | $148M | 3% | Sep 2025 |
|
| Morgan Stanley | 1.4M | $147M | 100% | Jun 2025 |
|
| ClearBridge Advisors | 1.4M | $129M | 3% | Sep 2025 |
|
| Mackenzie Financial | 1.3M | $120M | 0% | Sep 2025 |
|
| Jpmorgan Chase & Co | 1.2M | $114M | 33% | Sep 2025 |
|
| Charles Schwab Investment Management | 1.1M | $108M | 1% | Sep 2025 |
|
| Geneva Capital Management | 1.1M | $104M | -1% | Sep 2025 |
|
| Northern Trust | 1.1M | $102M | -1% | Sep 2025 |
|
| Greenhouse Funds L | 1.1M | $101M | 17% | Sep 2025 |
|
| Loomis, Sayles and | 985k | $93M | -4% | Sep 2025 |
|
| Atalan Capital Partners | 912k | $86M | 30% | Sep 2025 |
|
| Goldman Sachs Group | 875k | $83M | -23% | Sep 2025 |
|
| Franklin Resources | 840k | $80M | 1% | Sep 2025 |
|
| Henderson Group | 840k | $80M | -1% | Sep 2025 |
|
| Wellington Management Company | 796k | $76M | -14% | Sep 2025 |
|
| American Century Companies | 771k | $73M | 12% | Sep 2025 |
|
| Allspring Global Investments Holdings | 764k | $69M | -4% | Sep 2025 |
|
| Bamco | 760k | $72M | -3% | Sep 2025 |
|
| Stephens Investment Management Group | 724k | $69M | -29% | Sep 2025 |
|
| Ameriprise Financial | 691k | $65M | -6% | Sep 2025 |
|
| Kayne Anderson Rudnick Investment Management | 652k | $62M | -5% | Sep 2025 |
|
| Bank of New York Mellon | 646k | $61M | -2% | Sep 2025 |
|
| Macquarie Group | 633k | $60M | 258% | Sep 2025 |
|
| Sei Investments | 624k | $59M | -3% | Sep 2025 |
|
| Premier Fund Managers | 610k | $58M | 0% | Sep 2025 |
|
| Artisan Partners Limited Partnership | 597k | $57M | -4% | Sep 2025 |
|
| UBS Group | 572k | $54M | -9% | Sep 2025 |
|
| Point72 Asset Management | 561k | $53M | 100% | Sep 2025 |
|
| Nuveen | 550k | $52M | 1% | Sep 2025 |
|
| Citadel Advisors | 515k | $49M | -59% | Sep 2025 |
|
| Jennifer Ranahan | 447k | $42M | -10% | Sep 2025 |
|
| Aristotle Capital Boston | 436k | $41M | -2% | Sep 2025 |
|
| Raymond James Financial | 413k | $39M | -3% | Sep 2025 |
|
| Davenport & Co | 386k | $37M | 24% | Sep 2025 |
|
| Millennium Management | 378k | $36M | -20% | Sep 2025 |
|
| Lazard Asset Management | 371k | $35M | -4% | Sep 2025 |
|
| Royal Bank of Canada | 351k | $35M | -26% | Sep 2025 |
|
| Bessemer | 349k | $33M | 21% | Sep 2025 |
|
| Brian McDonald | 343k | $33M | 44% | Sep 2025 |
|
| Massachusetts Financial Services | 315k | $30M | -17% | Sep 2025 |
|
| Man Group | 307k | $29M | 21% | Sep 2025 |
|
| Marshall Wace | 293k | $28M | 460% | Sep 2025 |
|
| Aureus Asset Management | 292k | $28M | -2% | Sep 2025 |
|
| Thrivent Financial for Lutherans | 287k | $27M | 2% | Sep 2025 |
|
| Woodline Partners | 276k | $26M | 100% | Sep 2025 |
|
| Ranger Investment Management | 274k | $26M | -3% | Sep 2025 |
|
| Rhumbline Advisers | 272k | $26M | -2% | Sep 2025 |
|
| 12th Street Asset Management Company | 272k | $26M | 114% | Sep 2025 |
|
| Ashford Capital Management | 272k | $26M | -3% | Sep 2025 |
|
| Principal Financial Group | 254k | $24M | 2% | Sep 2025 |
|
| WCM Investment Management | 248k | $24M | 0% | Sep 2025 |
|
| Arrowpoint Asset Management | 232k | $22M | -39% | Sep 2025 |
|
| Alliancebernstein | 227k | $22M | -1% | Sep 2025 |
|
| Barclays | 214k | $20M | 7% | Sep 2025 |
|
| Retirement Systems of Alabama | 214k | $20M | -1% | Sep 2025 |
|
| Atlantic Trust | 213k | $20M | -81% | Sep 2025 |
|
| Df Dent & Co | 206k | $20M | -28% | Sep 2025 |
|
| Ubs Global Asset Management Americas | 194k | $18M | -54% | Sep 2025 |
|
| Summit Creek Advisors | 193k | $18M | -8% | Sep 2025 |
|
| Wells Fargo & Company | 178k | $17M | -6% | Sep 2025 |
|
| New York State Common Retirement Fund | 177k | $17M | -9% | Sep 2025 |
|
| Ensign Peak Advisors | 177k | $17M | -47% | Sep 2025 |
|
| Victory Capital Management | 170k | $16M | -12% | Sep 2025 |
|
| Segall Bryant & Hamill | 170k | $16M | 2% | Sep 2025 |
|
| Swiss National Bank | 168k | $16M | 1% | Sep 2025 |
|
| Legal & General Group | 158k | $15M | -3% | Sep 2025 |
|
| Oppenheimer Asset Management | 156k | $15M | 45% | Sep 2025 |
|
| CalPERS | 155k | $15M | 8% | Sep 2025 |
|
| Axiom International Investors | 151k | $14M | 22% | Sep 2025 |
|
| Russell Investments | 151k | $14M | -21% | Sep 2025 |
|
| LPL Financial | 145k | $14M | 269% | Sep 2025 |
|
| Oberweis Asset Management | 140k | $13M | 23% | Sep 2025 |
|
| Envestnet Asset Management | 139k | $13M | 2% | Sep 2025 |
|
| Ing Investment Management | 120k | $11M | -59% | Sep 2025 |
|
| State of Wisconsin Investment Board | 119k | $11M | 19% | Sep 2025 |
|
| Qube Research & Technologies | 117k | $11M | 56% | Sep 2025 |
|
| Frontier Capital Management | 115k | $11M | 2% | Sep 2025 |
|
| Grandeur Peak Global Advisors | 110k | $10M | -3% | Sep 2025 |
|
| Deutsche Bank Aktiengesellschaft | 110k | $10M | 8% | Sep 2025 |
|
| Motley Fool Asset Management | 107k | $10M | -6% | Sep 2025 |
|
| Peregrine Capital Management | 103k | $9.7M | 7% | Sep 2025 |
|
| Motley Fool Wealth Management | 101k | $9.6M | -11% | Sep 2025 |
|
| GDS Wealth Management | 101k | $9.6M | 16% | Sep 2025 |
|
| Thematics Asset Management | 99k | $9.4M | -3% | Sep 2025 |
|
| Private Advisory | 96k | $9.1M | 100% | Sep 2025 |
|
| Mutual Of America Capital Management | 94k | $8.9M | -3% | Sep 2025 |
|
| MetLife Investment Advisors | 93k | $8.8M | -3% | Sep 2025 |
|
| Mirae Asset Global Etfs Holdings | 92k | $8.7M | -11% | Sep 2025 |
|
| Diversify Wealth Management | 91k | $8.6M | 0% | Sep 2025 |
|
| Manufacturers Life Insurance Company | 90k | $8.5M | -5% | Sep 2025 |
|
| HighTower Advisors | 89k | $8.4M | 2% | Sep 2025 |
|
| B. Metzler seel. Sohn & Co | 84k | $8.0M | 1% | Sep 2025 |
|
| GM Advisory | 84k | $7.9M | 0% | Sep 2025 |
|
| Susquehanna International | 81k | $7.7M | -70% | Sep 2025 |
|
| Luther King Capital Management Corporation | 81k | $7.6M | 61% | Sep 2025 |
|
| California State Teachers Retirement System | 81k | $7.6M | 0% | Sep 2025 |
|
| Renaissance Group | 81k | $7.6M | 9% | Sep 2025 |
|
| New York State Teachers Retirement System | 79k | $7.4M | 0% | Sep 2025 |
|
| Tectonic Advisors | 77k | $7.3M | 123% | Sep 2025 |
|
| Kornitzer Capital Management | 75k | $7.1M | 0% | Sep 2025 |
|
| Integrys Wealth Advisors | 75k | $6.1M | 15% | Sep 2025 |
|
| Arrowstreet Capital, Limited Partnership | 75k | $7.1M | 65% | Sep 2025 |
|
| Congress Asset Management | 75k | $7.1M | 9% | Sep 2025 |
|
| Engineers Gate Manager | 74k | $7.0M | 469% | Sep 2025 |
|
| Canada Pension Plan Investment Board | 74k | $7.0M | 36850% | Sep 2025 |
|
| Nordea Investment Management Ab | 69k | $6.5M | 15% | Sep 2025 |
|
| Great-West Life Assurance Company | 67k | $6.4M | 0% | Sep 2025 |
|
| Dark Forest Capital Management | 66k | $6.3M | 992% | Sep 2025 |
|
| Jump Financial | 65k | $6.2M | 1418% | Sep 2025 |
|
| Elk River Wealth Management | 65k | $6.1M | -1% | Sep 2025 |
|
| Ohio Pers | 62k | $5.9M | -33% | Sep 2025 |
|
| Madison Asset Management | 61k | $5.8M | 0% | Sep 2025 |
|
| Moody Aldrich Partners | 60k | $5.7M | -16% | Sep 2025 |
|
| 1492 Capital Management | 55k | $5.2M | 6% | Sep 2025 |
|
| Warren Averett Asset Management | 55k | $5.2M | 0% | Sep 2025 |
|
| First Trust Advisors | 54k | $5.1M | 5% | Sep 2025 |
|
| UMA Financial Services | 54k | $5.1M | 0% | Sep 2025 |
|
| Taylor Investment Counselors | 54k | $5.6M | 3% | Jun 2025 |
|
| Jane Street | 53k | $5.0M | -76% | Sep 2025 |
|
| Eversept Partners | 52k | $5.0M | -66% | Sep 2025 |
|
| Advantage Alpha Capital Partners | 51k | $4.8M | 13% | Sep 2025 |
|
| Creative Planning | 50k | $4.8M | 3% | Sep 2025 |
|
| EverSource Wealth Advisors | 49k | $4.7M | 51% | Sep 2025 |
|
| Ambassador Advisors | 47k | $4.4M | 100% | Sep 2025 |
|
| Intech Investment Management | 46k | $4.4M | -10% | Sep 2025 |
|
| EFG Asset Management | 45k | $4.3M | 1% | Sep 2025 |
|
| Overbrook Management Corp. | 45k | $4.3M | -5% | Sep 2025 |
|
| Mariner Wealth Advisors | 45k | $4.3M | 58% | Sep 2025 |
|
| Baird Financial | 41k | $3.9M | -9% | Sep 2025 |
|
| Teachers Retirement System Of The State Of Kentucky | 41k | $3.8M | -14% | Sep 2025 |
|
| Formula Growth | 41k | $3.8M | 38% | Sep 2025 |
|
| Covea Finance | 39k | $3.7M | 0% | Sep 2025 |
|
| Amalgamated Bank | 38k | $3.6M | 0% | Sep 2025 |
|
| Atria Investments | 38k | $3.6M | 69% | Sep 2025 |
|
| Commonwealth Equity Services | 38k | $3.6M | 100% | Sep 2025 |
|
| Gotham Asset Management | 37k | $3.5M | 121% | Sep 2025 |
|
| Morningstar Investment Management | 36k | $3.4M | 100% | Sep 2025 |
|
| HPM Partners | 36k | $3.4M | 31% | Sep 2025 |
|
| State of Tennessee, Treasury Department | 35k | $3.3M | 7% | Sep 2025 |
|
| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 35k | $3.3M | 120% | Sep 2025 |
|
| Squarepoint Ops | 30k | $2.8M | -15% | Sep 2025 |
|
| Verition Fund Management | 28k | $2.6M | -28% | Sep 2025 |
|
| Avidity Partners Management | 25k | $2.4M | -72% | Sep 2025 |
|
| Harbor Capital Advisors | 16k | $1.5M | -67% | Sep 2025 |
|
| T. Rowe Price Investment Management | 12k | $1.1M | -98% | Sep 2025 |
|
| Farallon Capital Management | 5.0k | $474k | -98% | Sep 2025 |
|
| Neuberger Berman Group | 3.5k | $328k | -96% | Sep 2025 |
|
Who sold out of Healthequity?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Norges Bank Investment Management | Jun 2025 | 717k | $75M |
| Van Berkom & Associates | Jun 2025 | 443k | $46M |
| Twin Tree Management | Jun 2025 | 312k | $33M |
| Viking Global Investors | Jun 2025 | 220k | $23M |
| Balyasny Asset Management | Jun 2025 | 142k | $15M |
| Next Century Growth Investors | Jun 2025 | 130k | $14M |
| Granahan Investment Management | Jun 2025 | 100k | $11M |
| First Turn Management | Jun 2025 | 81k | $8.5M |
| CastleArk Management | Jun 2025 | 76k | $7.9M |
| Renaissance Technologies | Jun 2025 | 62k | $6.5M |
| Clough Capital Partners | Jun 2025 | 44k | $4.6M |
| Covenant Asset Management | Jun 2025 | 37k | $3.9M |
| Aubrey Capital Management | Jun 2025 | 37k | $3.8M |
| AH Lisanti Capital Growth | Jun 2025 | 36k | $3.8M |