Who owns Healthequity?
- Ticker: HQY
- CUSIP Number: 42226a107
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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 | $880M | -6% | Mar 2026 |
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| Vanguard Group | 8.7M | $794M | -1% | Dec 2025 |
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| Daniel D. Thurber | 7.2M | $602M | 9% | Mar 2026 |
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| Vanguard Portfolio Management | 4.2M | $348M | 100% | Mar 2026 |
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| Vanguard Capital Management | 3.8M | $320M | 100% | Mar 2026 |
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| State Street Corporation | 3.1M | $283M | -2% | Dec 2025 |
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| Morgan Stanley | 2.5M | $208M | 67% | Mar 2026 |
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| Geode Capital Management | 2.3M | $189M | 3% | Mar 2026 |
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| AQR Capital Management | 2.1M | $173M | 19% | Mar 2026 |
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| FMR | 2.1M | $188M | -41% | Dec 2025 |
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| William Blair Investment Management | 1.7M | $139M | -11% | Mar 2026 |
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| Dimensional Fund Advisors | 1.6M | $136M | 3% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 1.4M | $118M | -7% | Mar 2026 |
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| ClearBridge Advisors | 1.3M | $110M | -4% | Mar 2026 |
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| Mackenzie Financial | 1.3M | $107M | 9% | Mar 2026 |
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| Greenhouse Funds L | 1.3M | $105M | 16% | Mar 2026 |
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| Geneva Capital Management | 1.2M | $98M | 5% | Mar 2026 |
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| Charles Schwab Investment Management | 1.1M | $104M | -1% | Dec 2025 |
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| Northern Trust | 1.0M | $93M | -6% | Dec 2025 |
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| Davenport & Co | 1.0M | $85M | 157% | Mar 2026 |
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| Loomis, Sayles and | 953k | $87M | -3% | Dec 2025 |
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| Atalan Capital Partners | 915k | $84M | 0% | Dec 2025 |
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| UBS Group | 874k | $73M | 37% | Mar 2026 |
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| Bank of America Corporation | 862k | $72M | 100% | Mar 2026 |
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| Henderson Group | 850k | $71M | 1% | Mar 2026 |
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| Balyasny Asset Management | 835k | $70M | 197% | Mar 2026 |
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| Cadian Capital Management | 833k | $70M | 47% | Mar 2026 |
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| Millennium Management | 809k | $68M | -15% | Mar 2026 |
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| Goldman Sachs Group | 801k | $67M | -13% | Mar 2026 |
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| Wellington Management Company | 767k | $70M | -4% | Dec 2025 |
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| Bamco | 750k | $63M | -1% | Mar 2026 |
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| American Century Companies | 747k | $69M | -3% | Dec 2025 |
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| Westfield Capital Management Company | 713k | $60M | -63% | Mar 2026 |
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| Swedbank AB | 706k | $59M | 62% | Mar 2026 |
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| Stephens Investment Management Group | 685k | $57M | -6% | Mar 2026 |
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| Nuveen | 681k | $57M | 1% | Mar 2026 |
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| Ameriprise Financial | 638k | $53M | -5% | Mar 2026 |
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| Park West Asset Management | 623k | $52M | 100% | Mar 2026 |
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| Sei Investments | 603k | $50M | -10% | Mar 2026 |
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| Bank of New York Mellon | 599k | $50M | -4% | Mar 2026 |
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| Vanguard Fiduciary Trust | 594k | $50M | 100% | Mar 2026 |
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| Nomura Asset Management International | 592k | $50M | 100% | Mar 2026 |
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| Kayne Anderson Rudnick Investment Management | 580k | $53M | -11% | Dec 2025 |
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| Jennifer Ranahan | 464k | $39M | 0% | Mar 2026 |
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| Invesco | 453k | $38M | -48% | Mar 2026 |
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| Marshall Wace | 450k | $41M | 54% | Dec 2025 |
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| Aristotle Capital Boston | 433k | $40M | -1% | Dec 2025 |
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| Man Group | 423k | $35M | 53% | Mar 2026 |
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| Raymond James Financial | 411k | $38M | -1% | Dec 2025 |
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| Bessemer | 388k | $33M | 4% | Mar 2026 |
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| Citadel Advisors | 347k | $29M | 46% | Mar 2026 |
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| Lazard Asset Management | 341k | $29M | -3% | Mar 2026 |
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| Franklin Resources | 341k | $29M | 0% | Mar 2026 |
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| CIBC Bancorp USA | 322k | $27M | 3441% | Mar 2026 |
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| Premier Fund Managers | 309k | $29M | -49% | Dec 2025 |
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| Principal Financial Group | 304k | $25M | 10% | Mar 2026 |
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| Royal Bank of Canada | 299k | $25M | -15% | Mar 2026 |
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| Atlantic Trust | 277k | $25M | 30% | Dec 2025 |
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| Ranger Investment Management | 273k | $25M | 0% | Dec 2025 |
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| Artisan Partners Limited Partnership | 271k | $23M | -50% | Mar 2026 |
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| Allspring Global Investments Holdings | 267k | $22M | -63% | Mar 2026 |
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| Ashford Capital Management | 267k | $22M | -2% | Mar 2026 |
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| Citigroup | 253k | $21M | 100% | Mar 2026 |
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| 12th Street Asset Management Company | 251k | $21M | -3% | Mar 2026 |
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| Rhumbline Advisers | 249k | $21M | 0% | Mar 2026 |
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| Alliancebernstein | 222k | $20M | -2% | Mar 2026 |
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| Retirement Systems of Alabama | 214k | $18M | 1% | Mar 2026 |
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| Jane Street | 211k | $18M | 88% | Mar 2026 |
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| Qube Research & Technologies | 202k | $19M | 73% | Dec 2025 |
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| Ubs Global Asset Management Americas | 195k | $16M | 2% | Mar 2026 |
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| Engineers Gate Manager | 194k | $18M | 161% | Dec 2025 |
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| WCM Investment Management | 193k | $16M | -17% | Mar 2026 |
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| Trexquant Investment | 187k | $16M | -6% | Mar 2026 |
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| Eversept Partners | 186k | $17M | 255% | Dec 2025 |
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| Barclays | 185k | $17M | -14% | Dec 2025 |
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| Glenmede Trust Company | 180k | $15M | -10% | Mar 2026 |
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| Squarepoint Ops | 179k | $15M | 100% | Mar 2026 |
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| Susquehanna International | 177k | $16M | 119% | Dec 2025 |
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| Oppenheimer Asset Management | 174k | $15M | 8% | Mar 2026 |
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| Swiss National Bank | 169k | $14M | 0% | Mar 2026 |
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| Segall Bryant & Hamill | 169k | $14M | -5% | Mar 2026 |
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| Summit Creek Advisors | 161k | $14M | -13% | Mar 2026 |
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| Axiom International Investors | 154k | $13M | -9% | Mar 2026 |
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| CalPERS | 154k | $13M | 1% | Mar 2026 |
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| Massachusetts Financial Services | 149k | $14M | -53% | Dec 2025 |
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| Arrowpoint Asset Management | 146k | $12M | -14% | Mar 2026 |
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| Canada Pension Plan Investment Board | 142k | $12M | 39% | Mar 2026 |
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| Oberweis Asset Management | 142k | $13M | 1% | Dec 2025 |
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| Wells Fargo & Company | 140k | $12M | -35% | Mar 2026 |
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| Envestnet Asset Management | 139k | $12M | 29% | Mar 2026 |
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| Ensign Peak Advisors | 134k | $11M | -13% | Mar 2026 |
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| Df Dent & Co | 134k | $11M | -5% | Mar 2026 |
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| Russell Investments | 132k | $11M | -18% | Mar 2026 |
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| Frontier Capital Management | 128k | $12M | 11% | Dec 2025 |
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| Private Advisory | 127k | $11M | 25% | Mar 2026 |
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| Peregrine Capital Management | 126k | $11M | 16% | Mar 2026 |
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| GDS Wealth Management | 126k | $11M | 14% | Mar 2026 |
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| Deutsche Bank Aktiengesellschaft | 120k | $10M | 7% | Mar 2026 |
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| LPL Financial | 120k | $10M | -17% | Mar 2026 |
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| State of Wisconsin Investment Board | 118k | $11M | -1% | Dec 2025 |
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| Legal & General Group | 118k | $9.8M | -13% | Mar 2026 |
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| New York State Common Retirement Fund | 107k | $8.9M | -40% | Mar 2026 |
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| Portolan Capital Management | 102k | $8.5M | 100% | Mar 2026 |
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| California State Teachers Retirement System | 101k | $8.4M | 24% | Mar 2026 |
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| Motley Fool Asset Management | 99k | $8.2M | -3% | Mar 2026 |
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| Renaissance Group | 98k | $8.2M | 24% | Mar 2026 |
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| Ing Investment Management | 96k | $8.0M | -11% | Mar 2026 |
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| Mutual Of America Capital Management | 95k | $7.9M | -3% | Mar 2026 |
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| Luther King Capital Management Corporation | 92k | $7.7M | -4% | Mar 2026 |
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| Granahan Investment Management | 91k | $8.3M | 100% | Dec 2025 |
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| Diversify Wealth Management | 91k | $7.4M | 0% | Mar 2026 |
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| MetLife Investment Advisors | 88k | $8.0M | -6% | Dec 2025 |
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| B. Metzler seel. Sohn & Co | 86k | $7.2M | -18% | Mar 2026 |
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| New York State Teachers Retirement System | 84k | $7.0M | 6% | Mar 2026 |
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| Tectonic Advisors | 83k | $6.9M | 7% | Mar 2026 |
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| Manufacturers Life Insurance Company | 81k | $6.8M | -5% | Mar 2026 |
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| Vanguard Asset Management | 78k | $6.5M | 100% | Mar 2026 |
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| GM Advisory | 75k | $6.3M | 0% | Mar 2026 |
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| Kornitzer Capital Management | 75k | $6.3M | 0% | Mar 2026 |
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| Cornerstone Advisors | 72k | $6.0M | 100% | Mar 2026 |
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| Mirae Asset Global Etfs Holdings | 71k | $5.9M | -21% | Mar 2026 |
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| Victory Capital Management | 70k | $6.4M | -59% | Dec 2025 |
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| Mariner Wealth Advisors | 69k | $5.8M | 39% | Mar 2026 |
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| Amundi | 68k | $5.6M | 2131% | Mar 2026 |
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| EverSource Wealth Advisors | 66k | $5.5M | 21% | Mar 2026 |
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| Creative Planning | 65k | $5.4M | 9% | Mar 2026 |
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| Integrys Wealth Advisors | 65k | $5.4M | 0% | Mar 2026 |
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| Motley Fool Wealth Management | 65k | $5.4M | -26% | Mar 2026 |
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| Thompson Investment Management | 64k | $5.3M | 100% | Mar 2026 |
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| Ohio Pers | 63k | $5.8M | 1% | Dec 2025 |
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| Warren Averett Asset Management | 63k | $5.7M | 15% | Dec 2025 |
|
| Elk River Wealth Management | 63k | $5.2M | -2% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 61k | $5.1M | 36% | Mar 2026 |
|
| Bridger Management | 61k | $5.5M | 100% | Dec 2025 |
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| Madison Asset Management | 60k | $5.0M | -1% | Mar 2026 |
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| Beacon Investment Advisory Services | 58k | $4.8M | 100% | Mar 2026 |
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| Nordea Investment Management Ab | 57k | $4.7M | -5% | Mar 2026 |
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| Public Sector Pension Investment Board | 57k | $4.8M | 100% | Mar 2026 |
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| 1492 Capital Management | 56k | $4.7M | 0% | Mar 2026 |
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| Capital Fund Management | 52k | $4.4M | 100% | Mar 2026 |
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| Montanaro Asset Management | 51k | $4.2M | 37% | Mar 2026 |
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| Future Fund | 51k | $4.2M | 14% | Mar 2026 |
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| Intech Investment Management | 50k | $4.2M | 6% | Mar 2026 |
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| Great-West Life Assurance Company | 50k | $4.5M | -26% | Dec 2025 |
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| HighTower Advisors | 49k | $4.1M | -45% | Mar 2026 |
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| CastleArk Management | 49k | $4.1M | 100% | Mar 2026 |
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| UMA Financial Services | 47k | $3.9M | 0% | Mar 2026 |
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| Sumitomo Mitsui Asset Management Company | 47k | $3.9M | -2% | Mar 2026 |
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| Quantinno Capital Management | 44k | $3.7M | 230% | Mar 2026 |
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| EFG International | 44k | $4.0M | 100% | Dec 2025 |
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| Grandeur Peak Global Advisors | 36k | $3.0M | -41% | Mar 2026 |
|
| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 33k | $2.8M | -48% | Mar 2026 |
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| Aureus Asset Management | 32k | $2.6M | -86% | Mar 2026 |
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| Moody Aldrich Partners | 31k | $2.5M | -36% | Mar 2026 |
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| Brian McDonald | 26k | $2.4M | -92% | Dec 2025 |
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| Arrowstreet Capital, Limited Partnership | 25k | $2.3M | -67% | Dec 2025 |
|
| Thrivent Financial for Lutherans | 19k | $1.6M | -93% | Mar 2026 |
|
| iA Global Asset Management | 200.00 | $17k | -100% | Mar 2026 |
|
Who sold out of Healthequity?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 1.2M | $114M |
| Norges Bank Investment Management | Dec 2025 | 731k | $67M |
| Macquarie Group | Sep 2025 | 633k | $60M |
| Boone Capital Management | Dec 2025 | 213k | $20M |
| Point72 Asset Management | Dec 2025 | 182k | $17M |
| Congress Asset Management | Dec 2025 | 102k | $9.3M |
| Parkwood | Dec 2025 | 79k | $7.2M |
| Capricorn Fund Managers | Dec 2025 | 76k | $6.9M |
| Woodline Partners | Dec 2025 | 76k | $6.9M |
| Jump Financial | Sep 2025 | 65k | $6.2M |
| Advantage Alpha Capital Partners | Sep 2025 | 51k | $4.8M |