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Healthequity shares owned by Baird Financial

Quarter-by-quarter ownership of Healthequity (HQY) shares owned by Baird Financial from 13F filings

Historical chart of Baird Financial investment in Healthequity

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All positions including Healthequity held by Baird Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Healthequity by Baird Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.5M 38k 91.61
2025-09-30 $3.9M 41k 94.77
2025-06-30 $4.7M 45k 104.76
2025-03-31 $848k 9.6k 88.37

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Top funds holding Healthequity

BlackRock
Vanguard Group
Daniel D. Thurber
FMR
State Street Corporation
Geode Capital Management
Westfield Capital Management Company
William Blair Investment Management
AQR Capital Management
Dimensional Fund Advisors
Brown Advisory Holdings Incorporated
ClearBridge Advisors
Jpmorgan Chase & Co
Mackenzie Financial
Charles Schwab Investment Management

View all funds holding Healthequity