Who owns Healthequity?

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 $926M -2% Jun 2024
 View chart
Vanguard Group 8.8M $761M 1% Jun 2024
 View chart
Daniel D. Thurber 7.3M $627M -2% Jun 2024
 View chart
State Street Corporation 3.1M $268M 2% Jun 2024
 View chart
ClearBridge Advisors 2.4M $205M 2% Jun 2024
 View chart
Mackenzie Financial 2.4M $204M 16% Jun 2024
 View chart
Geode Capital Management 2.1M $178M 4% Jun 2024
 View chart
Brown Advisory Holdings Incorporated 1.7M $149M -7% Jun 2024
 View chart
Franklin Resources 1.6M $140M 4% Jun 2024
 View chart
Invesco 1.6M $134M 8% Jun 2024
 View chart
Dimensional Fund Advisors 1.5M $133M 8% Jun 2024
 View chart
Jpmorgan Chase & Co 1.5M $127M -4% Jun 2024
 View chart
Stephens Investment Management Group 1.3M $111M 9% Jun 2024
 View chart
Allspring Global Investments Holdings 1.1M $97M 1% Jun 2024
 View chart
Arrowpoint Asset Management 1.1M $97M 1% Jun 2024
 View chart
Henderson Group 1.1M $95M 0% Jun 2024
 View chart
Charles Schwab Investment Management 1.0M $90M -1% Jun 2024
 View chart
Van Berkom & Associates 930k $80M 2% Jun 2024
 View chart
Bank of New York Mellon 901k $78M 12% Jun 2024
 View chart
Millennium Management 901k $78M -36% Jun 2024
 View chart
Geneva Capital Management 841k $73M -3% Jun 2024
 View chart
Bamco 800k $69M 0% Jun 2024
 View chart
Jennifer Ranahan 789k $68M -1% Jun 2024
 View chart
Goldman Sachs Group 712k $61M -37% Jun 2024
 View chart
Bank of America Corporation 650k $56M 1% Jun 2024
 View chart
Morgan Stanley 638k $55M 0% Jun 2024
 View chart
Vaughan Nelson Investment Management 617k $53M 2% Jun 2024
 View chart
Kayne Anderson Rudnick Investment Management 582k $50M 1% Jun 2024
 View chart
Nuveen Asset Management 555k $48M -3% Jun 2024
 View chart
Aristotle Capital Boston 542k $47M -7% Jun 2024
 View chart
American Century Companies 533k $46M -4% Jun 2024
 View chart
Massachusetts Financial Services 451k $39M 21% Jun 2024
 View chart
Aureus Asset Management 446k $38M 8% Jun 2024
 View chart
Ensign Peak Advisors 414k $36M 22% Jun 2024
 View chart
Davenport & Co 404k $35M -7% Jun 2024
 View chart
Hanna Zanoni 402k $35M 27% Jun 2024
 View chart
Macquarie Group 362k $31M 0% Jun 2024
 View chart
Principal Financial Group 338k $29M -7% Jun 2024
 View chart
Ophir Asset Management Pty 335k $29M -4% Jun 2024
 View chart
Victory Capital Management 331k $29M -8% Jun 2024
 View chart
Royal Bank of Canada 321k $28M -3% Jun 2024
 View chart
CalPERS 310k $27M 111% Jun 2024
 View chart
Ashford Capital Management 308k $27M -10% Jun 2024
 View chart
TimesSquare Capital Management 282k $24M 9% Jun 2024
 View chart
Generate Investment Management 281k $24M 100% Jun 2024
 View chart
Rhumbline Advisers 278k $24M 2% Jun 2024
 View chart
Woodline Partners 275k $24M 100% Jun 2024
 View chart
Ranger Investment Management 251k $22M 100% Jun 2024
 View chart
Summit Creek Advisors 240k $21M -6% Jun 2024
 View chart
Df Dent & Co 235k $20M -7% Jun 2024
 View chart
Retirement Systems of Alabama 216k $19M 101% Jun 2024
 View chart
Cambiar Investors 190k $16M -1% Jun 2024
 View chart
Alliancebernstein 189k $16M 2% Jun 2024
 View chart
Damian Sousa 182k $16M -14% Jun 2024
 View chart
Swiss National Bank 169k $15M 0% Jun 2024
 View chart
Natixis Asset Management Advisors 161k $14M 15% Jun 2024
 View chart
Raymond James & Associates 149k $13M 11% Jun 2024
 View chart
Wintrust Financial Corporation 146k $13M -21% Jun 2024
 View chart
Motley Fool Wealth Management 143k $12M 4% Jun 2024
 View chart
Overbrook Management Corp. 143k $12M 100% Jun 2024
 View chart
Arrowstreet Capital, Limited Partnership 139k $12M 65% Jun 2024
 View chart
Scout Investments 137k $12M -9% Jun 2024
 View chart
AQR Capital Management 132k $11M -25% Jun 2024
 View chart
Jane Street 127k $11M 366% Jun 2024
 View chart
Citadel Advisors 120k $10M -26% Jun 2024
 View chart
Mirae Asset Global Etfs Holdings 119k $10M 100% Jun 2024
 View chart
Wells Fargo & Company 118k $10M 40% Jun 2024
 View chart
Envestnet Asset Management 116k $10M 7% Jun 2024
 View chart
Peregrine Capital Management 113k $9.7M 1% Jun 2024
 View chart
Motley Fool Asset Management 111k $9.6M -6% Jun 2024
 View chart
HighTower Advisors 111k $9.5M 25% Jun 2024
 View chart
Grandeur Peak Global Advisors 106k $9.2M 80% Jun 2024
 View chart
Manufacturers Life Insurance Company 105k $9.0M 1% Jun 2024
 View chart
Mutual Of America Capital Management 97k $8.4M 0% Jun 2024
 View chart
Diversify Wealth Management 95k $6.5M 100% Jun 2024
 View chart
MetLife Investment Advisors 93k $8.0M 2% Jun 2024
 View chart
Hsbc Holdings 92k $7.9M 32% Jun 2024
 View chart
Point72 Asset Management 91k $7.9M -38% Jun 2024
 View chart
GM Advisory 89k $7.7M 0% Jun 2024
 View chart
Taylor Investment Counselors 88k $7.6M 2% Jun 2024
 View chart
Ohio Pers 87k $7.5M -11% Jun 2024
 View chart
Connor, Clark & Lunn Investment Management 85k $7.3M 100% Jun 2024
 View chart
California State Teachers Retirement System 84k $7.2M -2% Jun 2024
 View chart
New York State Teachers Retirement System 83k $7.1M 0% Jun 2024
 View chart
Deutsche Bank Aktiengesellschaft 82k $7.1M -8% Jun 2024
 View chart
Texas Permanent School Fund 77k $6.7M 3% Jun 2024
 View chart
Kornitzer Capital Management 75k $6.5M 0% Jun 2024
 View chart
Integrys Wealth Advisors 75k $6.5M 0% Jun 2024
 View chart
Segall Bryant & Hamill 70k $6.1M 100% Jun 2024
 View chart
Great-West Life Assurance Company 70k $6.0M 7% Jun 2024
 View chart
UMA Financial Services 68k $5.5M 0% Jun 2024
 View chart
Elk River Wealth Management 66k $5.7M 41% Jun 2024
 View chart
Atlantic Trust 66k $5.4M -7% Jun 2024
 View chart
Oberweis Asset Management 65k $5.6M 26% Jun 2024
 View chart
Oppenheimer Asset Management 64k $5.5M 29% Jun 2024
 View chart
Neuberger Berman Group 64k $5.5M 35% Jun 2024
 View chart
B. Metzler seel. Sohn & Co 64k $5.5M -4% Jun 2024
 View chart
Russell Investments 63k $5.4M 50% Jun 2024
 View chart
Fred Alger Management 62k $5.3M -1% Jun 2024
 View chart
Intrinsic Edge Capital Management 60k $5.2M 100% Jun 2024
 View chart
Citigroup 59k $5.1M 124% Jun 2024
 View chart
Moody Aldrich Partners 58k $5.0M 100% Jun 2024
 View chart
Thematics Asset Management 58k $5.0M -4% Jun 2024
 View chart
Renaissance Technologies 55k $4.7M 100% Jun 2024
 View chart
Gradient Investments 55k $4.7M 2% Jun 2024
 View chart
T. Rowe Price Associates 55k $4.7M 6% Jun 2024
 View chart
Madison Asset Management 54k $4.7M 1% Jun 2024
 View chart
Brian McDonald 54k $4.7M -6% Jun 2024
 View chart
Barclays 54k $4.6M -71% Jun 2024
 View chart
M^T Bank Corporation 49k $4.2M -1% Jun 2024
 View chart
Teachers Retirement System Of The State Of Kentucky 48k $4.2M 0% Jun 2024
 View chart
Ing Investment Management 47k $4.1M -38% Jun 2024
 View chart
Luther King Capital Management Corporation 45k $3.9M 6% Jun 2024
 View chart
State of Tennessee, Treasury Department 43k $3.7M 32% Jun 2024
 View chart
Susquehanna International 43k $3.7M -64% Jun 2024
 View chart
ClariVest Asset Management 42k $3.6M 0% Jun 2024
 View chart
Amalgamated Bank 42k $3.6M -6% Jun 2024
 View chart
Chase Investment Counsel Corp. 41k $3.5M 19% Jun 2024
 View chart
Man Group 39k $3.4M -84% Jun 2024
 View chart
Renaissance Group 39k $3.4M 11% Jun 2024
 View chart
Yousif Capital Management 37k $3.2M -6% Jun 2024
 View chart
LPL Financial 35k $3.0M -3% Jun 2024
 View chart
New York State Common Retirement Fund 35k $3.0M 4% Jun 2024
 View chart
Summit Investment Advisors 34k $3.0M -2% Jun 2024
 View chart
AH Lisanti Capital Growth 33k $2.9M -42% Jun 2024
 View chart
State of New Jersey Common Pension Fund D 33k $2.8M -35% Jun 2024
 View chart
Forest Hill Capital 32k $2.7M 0% Jun 2024
 View chart
Advisory Research 31k $2.6M 0% Jun 2024
 View chart
Nordea Investment Management Ab 30k $2.6M -13% Jun 2024
 View chart
Agf Management 29k $2.5M 7% Jun 2024
 View chart
Thomas Stevens, CFA" 29k $2.5M -13% Jun 2024
 View chart
Zacks Investment Management 28k $2.4M 12% Jun 2024
 View chart
Teacher Retirement System Of Texas 28k $2.4M -4% Jun 2024
 View chart
Prudential 28k $2.4M 100% Jun 2024
 View chart
D. E. Shaw & Co 27k $2.3M 100% Jun 2024
 View chart
Amussen Hunsaker & Associates 27k $2.3M -14% Jun 2024
 View chart
Vontobel Holding 25k $2.2M -13% Jun 2024
 View chart
Louisiana State Employees Retirement System 25k $2.1M 0% Jun 2024
 View chart
Arizona State Retirement System 24k $2.1M 2% Jun 2024
 View chart
Florida State Board of Administration 24k $2.1M -10% Jun 2024
 View chart
Redwood Investments 23k $1.9M 8% Jun 2024
 View chart
Pathstone Holdings 22k $1.9M 182% Jun 2024
 View chart
Amica Mutual Insurance Company 22k $1.9M 0% Jun 2024
 View chart
Stifel Financial 21k $1.8M 1% Jun 2024
 View chart
State Treasurer State Of Michigan 21k $1.8M 0% Jun 2024
 View chart
OTR - Nominee Name for The State Teachers Retirement Board of Ohio 21k $1.8M 2% Jun 2024
 View chart
Us Bancorp 21k $1.8M 79% Jun 2024
 View chart
Rsm Us Wealth Management 21k $1.8M 61% Jun 2024
 View chart
Raymond James Financial Services Advisors 20k $1.7M 3% Jun 2024
 View chart
Creative Planning 20k $1.7M 25% Jun 2024
 View chart
Oregon Public Employees Retirement Fund 18k $1.6M -15% Jun 2024
 View chart
Marshall Wace 9.8k $845k -77% Jun 2024
 View chart
Beck Bode 9.0k $780k -73% Jun 2024
 View chart
Bnp Paribas Arbitrage, Snc 7.7k $663k -84% Jun 2024
 View chart
Mirae Asset Global Investments 298.00 $26k -100% Jun 2024
 View chart

Who sold out of Healthequity?

Fund or Company Name Date Sold Shares Held Valued At
William Blair Investment Management Mar 2024 1.0M $85M
Wellington Management Company Dec 2023 667k $44M
Norges Bank Investment Management Dec 2023 656k $44M
Prudential Financial Dec 2023 573k $38M
Eversept Partners Dec 2023 495k $33M
UBS Group Dec 2023 193k $13M
American International Mar 2024 155k $13M
Credit Suisse Dec 2023 135k $8.9M
Legal & General Group Dec 2023 133k $8.8M
State of Wisconsin Investment Board Dec 2023 112k $7.4M
Ubs Global Asset Management Americas Dec 2023 104k $6.9M
CastleArk Management Dec 2023 103k $6.8M
Diversify Advisory Services Mar 2024 96k $7.8M
Weiss Multi-strategy Advisers Dec 2023 75k $5.0M
Mckinley Capital Management Mar 2024 43k $3.5M
Eaton Financial Holdings Company Dec 2023 39k $2.6M
Landscape Capital Management Mar 2024 27k $2.2M
PEAK6 Investments Dec 2023 27k $1.8M
Susquehanna Portfolio Strategies Mar 2024 25k $2.0M
Townsquare Capital Dec 2023 25k $1.7M