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 $960M -1% Mar 2025
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Vanguard Group 8.8M $780M -2% Mar 2025
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Daniel D. Thurber 7.2M $639M -4% Mar 2025
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FMR 5.0M $441M -8% Mar 2025
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State Street Corporation 3.3M $290M 1% Mar 2025
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Invesco 2.4M $216M 51% Mar 2025
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Geode Capital Management 2.1M $189M 3% Mar 2025
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Brown Advisory Holdings Incorporated 1.9M $171M -7% Mar 2025
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ClearBridge Advisors 1.9M $164M -10% Mar 2025
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Mackenzie Financial 1.7M $147M -14% Mar 2025
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Dimensional Fund Advisors 1.5M $136M -3% Mar 2025
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Franklin Resources 1.4M $123M 3% Mar 2025
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Goldman Sachs Group 1.1M $100M 1% Mar 2025
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Northern Trust 1.1M $100M -2% Mar 2025
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Loomis, Sayles and 1.1M $98M 0% Mar 2025
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Charles Schwab Investment Management 1.1M $97M 1% Mar 2025
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Stephens Investment Management Group 1.1M $95M 2% Mar 2025
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Geneva Capital Management 1.0M $92M 0% Mar 2025
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Atlantic Trust 978k $75M 1432% Mar 2025
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Jpmorgan Chase & Co 904k $80M -16% Mar 2025
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Allspring Global Investments Holdings 885k $77M -7% Mar 2025
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Wellington Management Company 849k $75M 25% Mar 2025
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Henderson Group 845k $73M 1% Mar 2025
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Vaughan Nelson Investment Management 835k $74M 10% Mar 2025
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Bamco 785k $69M 1% Mar 2025
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American Century Companies 775k $69M 36% Mar 2025
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Greenhouse Funds L 765k $68M -13% Mar 2025
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Kayne Anderson Rudnick Investment Management 726k $64M -6% Mar 2025
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UBS Group 693k $61M 45% Mar 2025
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Ameriprise Financial 670k $59M 148% Mar 2025
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Sei Investments 669k $59M 1% Mar 2025
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Bank of New York Mellon 664k $59M -11% Mar 2025
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Arrowpoint Asset Management 654k $58M -25% Mar 2025
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Van Berkom & Associates 650k $57M -22% Mar 2025
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Nuveen 601k $53M 100% Mar 2025
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Millennium Management 589k $52M -64% Mar 2025
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Jennifer Ranahan 589k $52M -3% Mar 2025
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Westfield Capital Management Company 563k $50M 100% Mar 2025
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Citadel Advisors 480k $42M 27% Mar 2025
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Massachusetts Financial Services 478k $42M 9% Mar 2025
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Aristotle Capital Boston 478k $42M -17% Mar 2025
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AQR Capital Management 446k $39M 90% Mar 2025
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Raymond James Financial 434k $38M -9% Mar 2025
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Artisan Partners Limited Partnership 429k $38M 68% Mar 2025
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Farallon Capital Management 422k $37M 14964% Mar 2025
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Ranger Investment Management 414k $37M 35% Mar 2025
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Premier Fund Managers 410k $36M 3602% Mar 2025
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Royal Bank of Canada 406k $37M -6% Mar 2025
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Bessemer 400k $36M 35% Mar 2025
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Lazard Asset Management 385k $34M 100% Mar 2025
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Twin Tree Management 375k $33M 1958% Mar 2025
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Ubs Global Asset Management Americas 373k $33M 2% Mar 2025
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Aureus Asset Management 357k $32M 10% Mar 2025
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CalPERS 355k $31M -3% Mar 2025
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Eversept Partners 352k $31M -9% Mar 2025
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Davenport & Co 344k $30M -13% Mar 2025
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Df Dent & Co 280k $25M -3% Mar 2025
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Ashford Capital Management 275k $24M 2% Mar 2025
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Rhumbline Advisers 270k $24M 1% Mar 2025
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Principal Financial Group 267k $24M 1% Mar 2025
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Summit Creek Advisors 245k $22M -14% Mar 2025
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Glenmede Trust Company 235k $21M -2% Mar 2025
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WCM Investment Management 233k $20M 100% Mar 2025
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Alliancebernstein 217k $19M 21% Mar 2025
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Retirement Systems of Alabama 214k $19M 0% Mar 2025
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Susquehanna International 201k $18M 68% Mar 2025
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Citigroup 194k $17M 5% Mar 2025
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Natixis Asset Management Advisors 188k $17M 2% Mar 2025
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Victory Capital Management 187k $17M -18% Mar 2025
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Macquarie Group 182k $16M -25% Mar 2025
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Swiss National Bank 168k $15M -2% Mar 2025
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Wells Fargo & Company 164k $15M 31% Mar 2025
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Ing Investment Management 153k $14M 97% Mar 2025
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Legal & General Group 149k $13M 0% Mar 2025
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First Trust Advisors 147k $13M 74% Mar 2025
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Russell Investments 141k $12M 109% Mar 2025
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New York State Common Retirement Fund 140k $12M 37% Mar 2025
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Corebridge Financial 137k $12M -3% Mar 2025
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Barclays 130k $12M -35% Mar 2025
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Envestnet Asset Management 129k $11M 12% Mar 2025
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Motley Fool Wealth Management 126k $11M -8% Mar 2025
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Neuberger Berman Group 124k $11M 20% Mar 2025
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Grandeur Peak Global Advisors 119k $11M -9% Mar 2025
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Motley Fool Asset Management 118k $11M -3% Mar 2025
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Thematics Asset Management 112k $9.9M 98% Mar 2025
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Deutsche Bank Aktiengesellschaft 111k $9.8M -6% Mar 2025
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Mirae Asset Global Etfs Holdings 109k $9.6M -5% Mar 2025
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Oberweis Asset Management 106k $9.4M 16% Mar 2025
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State of Wisconsin Investment Board 104k $9.2M 2% Mar 2025
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Segall Bryant & Hamill 101k $8.9M 51% Mar 2025
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Next Century Growth Investors 98k $8.7M 30% Mar 2025
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Manufacturers Life Insurance Company 98k $8.6M -1% Mar 2025
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MetLife Investment Advisors 97k $8.6M -2% Mar 2025
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Mutual Of America Capital Management 94k $8.3M -2% Mar 2025
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Axiom International Investors 94k $8.3M 100% Mar 2025
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Peregrine Capital Management 93k $8.2M -10% Mar 2025
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Ohio Pers 93k $8.2M -5% Mar 2025
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Diversify Wealth Management 90k $7.8M -2% Mar 2025
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Frontier Capital Management 90k $8.0M 106% Mar 2025
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HighTower Advisors 88k $7.8M -8% Mar 2025
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Thrivent Financial for Lutherans 87k $7.7M -74% Mar 2025
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Clough Capital Partners 87k $7.7M 134% Mar 2025
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New York State Teachers Retirement System 85k $7.5M 3% Mar 2025
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First Turn Management 84k $7.4M -33% Mar 2025
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GM Advisory 84k $7.4M 0% Mar 2025
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California State Teachers Retirement System 81k $7.1M -1% Mar 2025
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Avidity Partners Management 78k $6.9M 100% Mar 2025
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CastleArk Management 78k $6.9M -24% Mar 2025
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Kornitzer Capital Management 75k $6.7M 0% Mar 2025
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Oppenheimer Asset Management 75k $6.6M 7% Mar 2025
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Brian McDonald 70k $6.2M 43% Mar 2025
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Overbrook Management Corp. 69k $6.1M -5% Mar 2025
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Madison Asset Management 69k $6.1M -1% Mar 2025
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Great-West Life Assurance Company 69k $6.1M -7% Mar 2025
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Congress Asset Management 68k $6.0M 168% Mar 2025
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GDS Wealth Management 68k $6.0M 65% Mar 2025
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Moody Aldrich Partners 68k $6.0M 48% Mar 2025
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Elk River Wealth Management 66k $5.8M 0% Mar 2025
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Integrys Wealth Advisors 65k $6.8M 0% Jun 2025
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Alberta Investment Management Corporation 64k $5.6M 416% Mar 2025
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Nordea Investment Management Ab 60k $5.2M 0% Mar 2025
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Granahan Investment Management 60k $5.3M 100% Mar 2025
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Renaissance Group 57k $5.0M 22% Mar 2025
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Intech Investment Management 57k $5.0M 74% Mar 2025
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Jane Street 55k $4.9M 226% Mar 2025
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UMA Financial Services 54k $4.7M 0% Mar 2025
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1492 Capital Management 53k $4.7M 16% Mar 2025
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Taylor Investment Counselors 52k $4.6M -34% Mar 2025
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Warren Averett Asset Management 52k $4.6M 100% Mar 2025
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Luther King Capital Management Corporation 50k $4.4M 0% Mar 2025
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Teachers Retirement System Of The State Of Kentucky 50k $4.4M 9% Mar 2025
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Harbor Capital Advisors 49k $5.1M 25% Jun 2025
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AH Lisanti Capital Growth 47k $4.2M 467% Mar 2025
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LPL Financial 42k $3.5M -1% Mar 2025
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Texas Permanent School Fund 38k $3.3M 100% Mar 2025
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Amalgamated Bank 38k $3.4M -4% Mar 2025
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Covenant Asset Management 38k $3.4M 100% Mar 2025
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Creative Planning 35k $3.1M 1% Mar 2025
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Forest Hill Capital 34k $3.0M 13% Mar 2025
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Credit Agricole 34k $3.0M 29% Mar 2025
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Summit Investment Advisors 33k $2.9M -2% Mar 2025
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State of Tennessee, Treasury Department 33k $2.9M 23% Mar 2025
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Renaissance Technologies 32k $2.8M 100% Mar 2025
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Covea Finance 32k $2.8M 78% Mar 2025
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Zacks Investment Management 32k $2.8M 6% Mar 2025
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M^T Bank Corporation 32k $2.8M -31% Mar 2025
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Yousif Capital Management 31k $2.7M -3% Mar 2025
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Arp Americas 31k $2.7M 235% Mar 2025
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Formula Growth 30k $2.7M 100% Mar 2025
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Advisory Research 29k $2.6M 0% Mar 2025
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State of New Jersey Common Pension Fund D 29k $2.6M -11% Mar 2025
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Connor, Clark & Lunn Investment Management 23k $2.0M -61% Mar 2025
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Man Group 18k $1.6M -92% Mar 2025
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Hanna Zanoni 757.00 $67k -100% Mar 2025
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Who sold out of Healthequity?

Fund or Company Name Date Sold Shares Held Valued At
Wealthfront Advisers Dec 2024 107M $2.0B
Norges Bank Investment Management Dec 2024 779k $75M
Agf Management Dec 2024 136k $13M
Pier Capital Dec 2024 84k $8.0M
TimesSquare Capital Management Dec 2024 65k $6.2M
Nicholas Investments Partners Dec 2024 65k $6.2M
Caption Management Dec 2024 54k $5.2M