Who owns Healthequity?

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Analyze quarterly positions in Healthequity with up to 7 years of data, all consolidated into one spreadsheet

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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 $1.0B 7% Jun 2026
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Daniel D. Thurber 8.0M $719M 11% Jun 2026
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Vanguard Portfolio Management 4.1M $367M -3% Jun 2026
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Vanguard Capital Management 3.6M $329M -5% Jun 2026
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State Street Corporation 3.1M $259M 0% Mar 2026
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Morgan Stanley 2.5M $208M 67% Mar 2026
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Geode Capital Management 2.4M $215M 5% Jun 2026
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AQR Capital Management 2.0M $176M -4% Jun 2026
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Dimensional Fund Advisors 1.9M $169M 15% Jun 2026
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William Blair Investment Management 1.8M $160M 7% Jun 2026
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FMR 1.5M $139M 36% Jun 2026
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Brown Advisory Holdings Incorporated 1.4M $124M -3% Jun 2026
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ClearBridge Advisors 1.3M $117M -1% Jun 2026
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Charles Schwab Investment Management 1.2M $107M 1% Jun 2026
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Sixth Street Partners Management Company 1.2M $107M 100% Jun 2026
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Greenhouse Funds L 1.2M $107M -6% Jun 2026
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Jpmorgan Chase & Co 1.2M $102M 100% Jun 2026
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Geneva Capital Management 1.1M $104M -2% Jun 2026
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Bank of America Corporation 1.1M $104M 33% Jun 2026
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Davenport & Co 1.1M $98M 7% Jun 2026
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Northern Trust 1.1M $97M 3% Jun 2026
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Goldman Sachs Group 1.0M $91M 26% Jun 2026
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Arrowstreet Capital, Limited Partnership 966k $87M 34629% Jun 2026
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Atalan Capital Partners 915k $83M 4% Jun 2026
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Loomis, Sayles and 909k $82M -3% Jun 2026
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Jupiter Topco 873k $79M 100% Jun 2026
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Swedbank AB 851k $77M 21% Jun 2026
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Henderson Group 850k $71M 100% Mar 2026
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T. Rowe Price Associates 803k $67M -39% Mar 2026
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Park West Asset Management 777k $70M 25% Jun 2026
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American Century Companies 760k $69M 2% Jun 2026
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Bamco 750k $68M 0% Jun 2026
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Nuveen 733k $66M 8% Jun 2026
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Stephens Investment Management Group 729k $66M 6% Jun 2026
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Westfield Capital Management Company 703k $64M -1% Jun 2026
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Citadel Advisors 698k $63M 101% Jun 2026
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Sei Investments 683k $62M 13% Jun 2026
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Nomura Asset Management International 679k $61M 15% Jun 2026
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Bank of New York Mellon 666k $60M 11% Jun 2026
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Jennifer Ranahan 632k $57M 36% Jun 2026
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Cadian Capital Management 627k $57M -25% Jun 2026
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Vanguard Fiduciary Trust 602k $54M 1% Jun 2026
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Norges Bank Investment Management 534k $48M 100% Jun 2026
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Nationale-Nederlanden Powszechne Towarzystwo Emerytalne 457k $41M 100% Jun 2026
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UBS Group 436k $39M -50% Jun 2026
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Raymond James Financial 432k $39M 14% Jun 2026
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Kayne Anderson Rudnick Investment Management 401k $36M -17% Jun 2026
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Wellington Management Company 388k $35M -22% Jun 2026
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Artisan Partners Limited Partnership 384k $35M 42% Jun 2026
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Franklin Resources 361k $33M 6% Jun 2026
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12th Street Asset Management Company 345k $31M 37% Jun 2026
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Aristotle Capital Boston 333k $30M -16% Jun 2026
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Ranger Investment Management 319k $29M 18% Jun 2026
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Curated Wealth Partners 319k $88M 7658% Jun 2026
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Principal Financial Group 319k $29M 5% Jun 2026
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CIBC Bancorp USA 311k $28M -3% Jun 2026
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Lazard Asset Management 276k $25M -19% Jun 2026
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Rhumbline Advisers 254k $23M 2% Jun 2026
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Ashford Capital Management 253k $23M -5% Jun 2026
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Citigroup 253k $21M 100% Mar 2026
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Millennium Management 250k $23M -69% Jun 2026
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Df Dent & Co 247k $22M 85% Jun 2026
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Segall Bryant & Hamill 238k $22M 41% Jun 2026
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Oppenheimer Asset Management 233k $21M 34% Jun 2026
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Oberweis Asset Management 228k $21M 37% Jun 2026
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Alliancebernstein 223k $19M 0% Jun 2026
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Royal Bank of Canada 212k $19M -29% Jun 2026
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Allspring Global Investments Holdings 203k $19M -24% Jun 2026
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Invesco 198k $18M -56% Jun 2026
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Retirement Systems of Alabama 196k $18M -8% Jun 2026
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Ubs Global Asset Management Americas 194k $18M -1% Jun 2026
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Wells Fargo & Company 190k $17M 36% Jun 2026
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Frontier Capital Management 184k $17M -4% Jun 2026
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Envestnet Asset Management 175k $16M 26% Jun 2026
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Glenmede Trust Company 174k $16M -3% Jun 2026
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Swiss National Bank 170k $15M 0% Jun 2026
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Russell Investments 157k $14M 19% Jun 2026
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Qube Research & Technologies 157k $14M 286% Jun 2026
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CalPERS 155k $14M 1% Jun 2026
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New York State Common Retirement Fund 150k $14M 41% Jun 2026
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Premier Fund Managers 145k $13M -50% Jun 2026
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Public Sector Pension Investment Board 141k $13M 146% Jun 2026
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Neuberger Berman Group 137k $12M 2466% Jun 2026
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GDS Wealth Management 137k $12M 9% Jun 2026
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Canada Pension Plan Investment Board 136k $12M -4% Jun 2026
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Deutsche Bank Aktiengesellschaft 133k $12M 10% Jun 2026
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Peregrine Capital Management 133k $12M 5% Jun 2026
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CastleArk Management 128k $12M 163% Jun 2026
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Ameriprise Financial 126k $11M -80% Jun 2026
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Axiom International Investors 121k $11M -21% Jun 2026
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Capital Fund Management 120k $11M 129% Jun 2026
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Legal & General Group 119k $11M 1% Jun 2026
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Ensign Peak Advisors 117k $11M -13% Jun 2026
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Susquehanna International 117k $11M -31% Jun 2026
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Sontag Advisory 112k $10M 195% Jun 2026
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B. Metzler seel. Sohn & Co 111k $10M 30% Jun 2026
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Mariner Wealth Advisors 109k $9.8M 58% Jun 2026
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Bessemer 109k $9.8M -72% Jun 2026
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State of Wisconsin Investment Board 103k $9.3M 1% Jun 2026
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California State Teachers Retirement System 98k $8.8M -3% Jun 2026
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Granahan Investment Management 97k $8.8M -20% Jun 2026
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Renaissance Group 97k $8.7M -2% Jun 2026
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Ing Investment Management 95k $8.5M -2% Jun 2026
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Beacon Investment Advisory Services 94k $8.5M 63% Jun 2026
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Motley Fool Asset Management 93k $8.4M -6% Jun 2026
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Mutual Of America Capital Management 93k $8.4M -2% Jun 2026
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Diversify Wealth Management 91k $9.0M 0% Jun 2026
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Diversify Advisory Services 91k $9.0M 100% Jun 2026
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Amundi 90k $8.2M 34% Jun 2026
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Victory Capital Management 90k $8.1M 34% Jun 2026
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Portolan Capital Management 89k $8.1M -12% Jun 2026
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MetLife Investment Advisors 89k $8.0M 3% Jun 2026
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Summit Creek Advisors 84k $7.6M -48% Jun 2026
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EverSource Wealth Advisors 83k $7.5M 27% Jun 2026
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Marshall Wace 83k $7.5M 163% Jun 2026
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Tectonic Advisors 83k $6.9M 7% Mar 2026
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Vanguard Asset Management 82k $7.4M 6% Jun 2026
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Nordea Investment Management Ab 82k $7.2M 42% Jun 2026
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Manufacturers Life Insurance Company 81k $7.3M 0% Jun 2026
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Luther King Capital Management Corporation 81k $7.3M -12% Jun 2026
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Creative Planning 79k $7.2M 22% Jun 2026
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New York State Teachers Retirement System 78k $7.1M -7% Jun 2026
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Adage Capital Partners GP 76k $6.9M -22% Jun 2026
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GM Advisory 75k $6.3M 0% Mar 2026
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Kornitzer Capital Management 75k $6.8M 0% Jun 2026
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Moran Wealth Management 74k $6.7M 100% Jun 2026
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Warren Averett Asset Management 74k $6.6M 20% Jun 2026
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Sumitomo Mitsui Asset Management Company 73k $6.5M 55% Jun 2026
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Beacon Investment Advisors 72k $6.5M 48% Jun 2026
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Man Group 68k $6.1M -84% Jun 2026
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Mirae Asset Global Etfs Holdings 68k $6.1M -4% Jun 2026
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Integrys Wealth Advisors 65k $6.0M 0% Jun 2026
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Hilton Capital Management 65k $5.9M 23% Jun 2026
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Thompson Investment Management 65k $5.8M 1% Jun 2026
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Madison Asset Management 61k $5.5M 0% Jun 2026
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Future Fund 60k $5.4M 19% Jun 2026
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Elk River Wealth Management 57k $5.2M -8% Jun 2026
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Teachers Retirement System Of The State Of Kentucky 55k $4.9M 114% Jun 2026
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AlphaCore Capital 53k $4.8M 100% Jun 2026
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Pier Capital 53k $4.8M 100% Jun 2026
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Bridger Management 52k $4.7M 100% Jun 2026
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1492 Capital Management 52k $4.7M -8% Jun 2026
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Winton Capital 51k $4.6M 100% Jun 2026
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XTX Topco 49k $4.5M 676% Jun 2026
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Great-West Life Assurance Company 49k $4.4M 3% Jun 2026
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Quantinno Capital Management 49k $4.4M 10% Jun 2026
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HighTower Advisors 47k $4.3M -3% Jun 2026
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Montanaro Asset Management 47k $4.3M -7% Jun 2026
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UMA Financial Services 47k $4.2M 0% Jun 2026
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Bnp Paribas Investment Partners 46k $4.1M 1% Jun 2026
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Bnp Paribas Arbitrage, Snc 43k $3.9M -29% Jun 2026
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Barclays 36k $3.3M -27% Jun 2026
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Intech Investment Management 25k $2.3M -49% Jun 2026
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LPL Financial 22k $2.0M -82% Jun 2026
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Jane Street 19k $1.8M -91% Jun 2026
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Mirova 13k $1.2M -84% Jun 2026
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Private Advisory 2.6k $234k -98% Jun 2026
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Ohio Pers 430.00 $39k -99% Jun 2026
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Who sold out of Healthequity?

Fund or Company Name Date Sold Shares Held Valued At
Mackenzie Financial Mar 2026 1.3M $107M
Balyasny Asset Management Mar 2026 835k $70M
WCM Investment Management Mar 2026 193k $16M
Trexquant Investment Mar 2026 187k $16M
Squarepoint Ops Mar 2026 179k $15M
Arrowpoint Asset Management Mar 2026 146k $12M
Cornerstone Advisors Mar 2026 72k $6.0M
Motley Fool Wealth Management Mar 2026 65k $5.4M
Eversept Partners Mar 2026 52k $4.3M