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 | $1.0B | 0% | Dec 2025 |
|
| Vanguard Group | 8.7M | $794M | -1% | Dec 2025 |
|
| Daniel D. Thurber | 6.6M | $604M | 4% | Dec 2025 |
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| State Street Corporation | 3.1M | $283M | -2% | Dec 2025 |
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| Geode Capital Management | 2.2M | $202M | 0% | Dec 2025 |
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| FMR | 2.1M | $188M | -41% | Dec 2025 |
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| Westfield Capital Management Company | 2.0M | $179M | 14% | Dec 2025 |
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| William Blair Investment Management | 1.9M | $170M | 100% | Dec 2025 |
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| AQR Capital Management | 1.8M | $162M | 0% | Dec 2025 |
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| Dimensional Fund Advisors | 1.6M | $145M | 1% | Dec 2025 |
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| Brown Advisory Holdings Incorporated | 1.5M | $139M | -6% | Dec 2025 |
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| ClearBridge Advisors | 1.4M | $125M | 0% | Dec 2025 |
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| Mackenzie Financial | 1.2M | $108M | -8% | Dec 2025 |
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| Charles Schwab Investment Management | 1.1M | $104M | -1% | Dec 2025 |
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| Geneva Capital Management | 1.1M | $103M | 2% | Dec 2025 |
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| Greenhouse Funds L | 1.1M | $99M | 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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| Millennium Management | 952k | $87M | 152% | Dec 2025 |
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| Goldman Sachs Group | 924k | $85M | 6% | Dec 2025 |
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| Atalan Capital Partners | 915k | $84M | 0% | Dec 2025 |
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| Invesco | 872k | $80M | -59% | Dec 2025 |
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| Wellington Management Company | 767k | $70M | -4% | Dec 2025 |
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| Bamco | 756k | $69M | 0% | Dec 2025 |
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| American Century Companies | 747k | $69M | -3% | Dec 2025 |
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| Norges Bank Investment Management | 731k | $67M | 100% | Dec 2025 |
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| Allspring Global Investments Holdings | 730k | $66M | -5% | Dec 2025 |
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| Stephens Investment Management Group | 726k | $67M | 0% | Dec 2025 |
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| Nuveen | 674k | $62M | 23% | Dec 2025 |
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| Ameriprise Financial | 673k | $62M | -3% | Dec 2025 |
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| Sei Investments | 669k | $61M | 7% | Dec 2025 |
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| UBS Group | 635k | $58M | 11% | Dec 2025 |
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| Bank of New York Mellon | 622k | $57M | -4% | Dec 2025 |
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| Kayne Anderson Rudnick Investment Management | 580k | $53M | -11% | Dec 2025 |
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| Cadian Capital Management | 567k | $52M | 100% | Dec 2025 |
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| Artisan Partners Limited Partnership | 542k | $50M | -9% | Dec 2025 |
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| Jennifer Ranahan | 463k | $42M | 4% | Dec 2025 |
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| Marshall Wace | 450k | $41M | 54% | Dec 2025 |
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| Swedbank AB | 437k | $40M | 100% | Dec 2025 |
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| Aristotle Capital Boston | 433k | $40M | -1% | Dec 2025 |
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| Raymond James Financial | 411k | $38M | -1% | Dec 2025 |
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| Bessemer | 373k | $34M | 7% | Dec 2025 |
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| Lazard Asset Management | 351k | $32M | -5% | Dec 2025 |
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| Franklin Resources | 342k | $31M | -59% | Dec 2025 |
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| Premier Fund Managers | 309k | $29M | -49% | Dec 2025 |
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| Balyasny Asset Management | 282k | $26M | 100% | Dec 2025 |
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| Principal Financial Group | 277k | $25M | 9% | Dec 2025 |
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| Thrivent Financial for Lutherans | 277k | $25M | -3% | Dec 2025 |
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| Atlantic Trust | 277k | $25M | 30% | Dec 2025 |
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| Man Group | 276k | $25M | -10% | Dec 2025 |
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| Ranger Investment Management | 273k | $25M | 0% | Dec 2025 |
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| Ashford Capital Management | 272k | $25M | 0% | Dec 2025 |
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| 12th Street Asset Management Company | 259k | $24M | -5% | Dec 2025 |
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| Rhumbline Advisers | 248k | $23M | -9% | Dec 2025 |
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| Citadel Advisors | 239k | $22M | -54% | Dec 2025 |
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| WCM Investment Management | 234k | $22M | -6% | Dec 2025 |
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| Alliancebernstein | 226k | $21M | 0% | Dec 2025 |
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| Aureus Asset Management | 220k | $20M | -25% | Dec 2025 |
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| Wells Fargo & Company | 216k | $20M | 21% | Dec 2025 |
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| Boone Capital Management | 213k | $20M | 100% | Dec 2025 |
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| Retirement Systems of Alabama | 212k | $19M | -1% | Dec 2025 |
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| Qube Research & Technologies | 202k | $19M | 73% | Dec 2025 |
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| Glenmede Trust Company | 199k | $18M | 100% | Dec 2025 |
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| Trexquant Investment | 198k | $18M | 100% | Dec 2025 |
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| Engineers Gate Manager | 194k | $18M | 161% | Dec 2025 |
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| Ubs Global Asset Management Americas | 190k | $17M | -2% | Dec 2025 |
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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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| Summit Creek Advisors | 185k | $17M | -4% | Dec 2025 |
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| Point72 Asset Management | 182k | $17M | -68% | Dec 2025 |
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| New York State Common Retirement Fund | 179k | $16M | 1% | Dec 2025 |
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| Segall Bryant & Hamill | 178k | $16M | 5% | Dec 2025 |
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| Susquehanna International | 177k | $16M | 119% | Dec 2025 |
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| Swiss National Bank | 170k | $16M | 1% | Dec 2025 |
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| Arrowpoint Asset Management | 170k | $16M | -27% | Dec 2025 |
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| Axiom International Investors | 168k | $15M | 11% | Dec 2025 |
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| Oppenheimer Asset Management | 162k | $15M | 4% | Dec 2025 |
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| Russell Investments | 162k | $15M | 7% | Dec 2025 |
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| Ensign Peak Advisors | 155k | $14M | -12% | Dec 2025 |
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| CalPERS | 153k | $14M | -1% | Dec 2025 |
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| Massachusetts Financial Services | 149k | $14M | -53% | Dec 2025 |
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| LPL Financial | 144k | $13M | -1% | Dec 2025 |
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| Oberweis Asset Management | 142k | $13M | 1% | Dec 2025 |
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| Df Dent & Co | 140k | $13M | -32% | Dec 2025 |
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| Legal & General Group | 135k | $12M | -14% | Dec 2025 |
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| Frontier Capital Management | 128k | $12M | 11% | Dec 2025 |
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| State of Wisconsin Investment Board | 118k | $11M | -1% | Dec 2025 |
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| Jane Street | 113k | $10M | 112% | Dec 2025 |
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| Deutsche Bank Aktiengesellschaft | 112k | $10M | 2% | Dec 2025 |
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| GDS Wealth Management | 110k | $10M | 9% | Dec 2025 |
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| Peregrine Capital Management | 109k | $10M | 6% | Dec 2025 |
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| Ing Investment Management | 108k | $9.9M | -10% | Dec 2025 |
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| Envestnet Asset Management | 108k | $9.9M | -22% | Dec 2025 |
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| B. Metzler seel. Sohn & Co | 104k | $9.5M | 23% | Dec 2025 |
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| Canada Pension Plan Investment Board | 102k | $9.3M | 38% | Dec 2025 |
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| Motley Fool Asset Management | 102k | $9.3M | -5% | Dec 2025 |
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| Private Advisory | 101k | $9.3M | 6% | Dec 2025 |
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| Mutual Of America Capital Management | 98k | $9.0M | 4% | Dec 2025 |
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| Luther King Capital Management Corporation | 96k | $8.8M | 19% | Dec 2025 |
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| Granahan Investment Management | 91k | $8.3M | 100% | Dec 2025 |
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| Diversify Wealth Management | 90k | $7.6M | 0% | Dec 2025 |
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| Mirae Asset Global Etfs Holdings | 89k | $8.2M | -2% | Dec 2025 |
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| HighTower Advisors | 89k | $8.2M | 0% | Dec 2025 |
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| MetLife Investment Advisors | 88k | $8.0M | -6% | Dec 2025 |
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| Motley Fool Wealth Management | 87k | $8.0M | -14% | Dec 2025 |
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| Manufacturers Life Insurance Company | 85k | $7.8M | -5% | Dec 2025 |
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| California State Teachers Retirement System | 81k | $7.4M | 1% | Dec 2025 |
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| Renaissance Group | 80k | $7.3M | -1% | Dec 2025 |
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| Parkwood | 79k | $7.2M | 100% | Dec 2025 |
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| New York State Teachers Retirement System | 79k | $7.2M | 0% | Dec 2025 |
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| Tectonic Advisors | 78k | $7.1M | 1% | Dec 2025 |
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| Capricorn Fund Managers | 76k | $6.9M | 100% | Dec 2025 |
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| Woodline Partners | 76k | $6.9M | -73% | Dec 2025 |
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| GM Advisory | 75k | $6.9M | -10% | Dec 2025 |
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| Kornitzer Capital Management | 75k | $6.9M | 0% | Dec 2025 |
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| Victory Capital Management | 70k | $6.4M | -59% | Dec 2025 |
|
| iA Global Asset Management | 69k | $6.3M | 100% | Dec 2025 |
|
| Integrys Wealth Advisors | 65k | $5.4M | 0% | Mar 2026 |
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| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 64k | $5.9M | 84% | Dec 2025 |
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| Elk River Wealth Management | 64k | $5.9M | -1% | Dec 2025 |
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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 |
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| Grandeur Peak Global Advisors | 62k | $5.7M | -44% | Dec 2025 |
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| Madison Asset Management | 61k | $5.6M | 0% | Dec 2025 |
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| Bridger Management | 61k | $5.5M | 100% | Dec 2025 |
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| Nordea Investment Management Ab | 60k | $5.5M | -12% | Dec 2025 |
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| Creative Planning | 60k | $5.5M | 18% | Dec 2025 |
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| Beacon Investment Advisory Services | 58k | $4.8M | 100% | Mar 2026 |
|
| 1492 Capital Management | 56k | $5.1M | 2% | Dec 2025 |
|
| EverSource Wealth Advisors | 54k | $5.0M | 10% | Dec 2025 |
|
| Great-West Life Assurance Company | 50k | $4.5M | -26% | Dec 2025 |
|
| Mariner Wealth Advisors | 50k | $4.5M | 10% | Dec 2025 |
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| Moody Aldrich Partners | 48k | $4.4M | -20% | Dec 2025 |
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| Sumitomo Mitsui Asset Management Company | 48k | $4.4M | 100% | Dec 2025 |
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| UMA Financial Services | 47k | $4.3M | -12% | Dec 2025 |
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| Intech Investment Management | 47k | $4.3M | 2% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 45k | $4.1M | 35% | Dec 2025 |
|
| Future Fund | 44k | $4.1M | 41% | Dec 2025 |
|
| EFG International | 44k | $4.0M | 100% | Dec 2025 |
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| Y-Intercept | 42k | $3.8M | 100% | Dec 2025 |
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| Formula Growth | 39k | $3.6M | -3% | Dec 2025 |
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| Covea Finance | 39k | $3.3M | 0% | Mar 2026 |
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| Sontag Advisory | 38k | $3.5M | 10318% | Dec 2025 |
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| Atria Investments | 38k | $3.5M | 1% | Dec 2025 |
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| Baird Financial | 38k | $3.5M | -7% | Dec 2025 |
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| Prudential Financial | 38k | $3.5M | 191% | Dec 2025 |
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| Teachers Retirement System Of The State Of Kentucky | 38k | $3.4M | -8% | Dec 2025 |
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| Montanaro Asset Management | 37k | $3.4M | 13% | Dec 2025 |
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| Ambassador Advisors | 36k | $3.3M | -22% | Dec 2025 |
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| Amalgamated Bank | 36k | $3.3M | -4% | Dec 2025 |
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| First Trust Advisors | 31k | $2.8M | -43% | Dec 2025 |
|
| Brian McDonald | 26k | $2.4M | -92% | Dec 2025 |
|
| Arrowstreet Capital, Limited Partnership | 25k | $2.3M | -67% | Dec 2025 |
|
| Overbrook Management Corp. | 13k | $1.1M | -69% | Mar 2026 |
|
Who sold out of Healthequity?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Macquarie Group | Sep 2025 | 633k | $60M |
| Congress Asset Management | Dec 2025 | 102k | $9.3M |
| Dark Forest Capital Management | Sep 2025 | 66k | $6.3M |
| Jump Financial | Sep 2025 | 65k | $6.2M |
| Advantage Alpha Capital Partners | Sep 2025 | 51k | $4.8M |
| Commonwealth Equity Services | Sep 2025 | 38k | $3.6M |