ETF Holdings Breakdown of HQY

Stock Name	HealthEquity Inc
Ticker	HQY(USD) NASDAQ
TYPE	Common Stock
Country	USA
ISIN	US42226A1079
LEI	529900LRJU1RAFQHM467

HQY institutional holdings

The following institutional investment holdings of HQY have been identified

Date ETF ISIN/Name Num Shares Book value
2025-10-20 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 36,545 USD 3,399,781 1.7%

2025-10-20 IE000WHL2ZK1 (iShares U.S. Equity High Income UCITS ETF USD Inc) 192 60.4% USD 17,862 61.1%

2025-10-20 IE000D8XC064 (iShares World Equity Enhanced Active UCITS ETF USD (Acc)) 908 USD 84,471

2025-10-20 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 59,575 USD 5,542,262

2025-10-20 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 466 USD 43,352

Total = 97,686 USD 9,087,728
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-10-20	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	36,545	USD 3,399,781 1.7%
2025-10-20	IE000WHL2ZK1 (iShares U.S. Equity High Income UCITS ETF USD Inc)	192 60.4%	USD 17,862 61.1%
2025-10-20	IE000D8XC064 (iShares World Equity Enhanced Active UCITS ETF USD (Acc))	908	USD 84,471
2025-10-20	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	59,575	USD 5,542,262
2025-10-20	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	466	USD 43,352
Total =	97,686	USD 9,087,728

News associated with HQY

Royal Bank Of Canada Raises HealthEquity (NASDAQ:HQY) Price Target to $110.00: HealthEquity (NASDAQ:HQY – Get Free Report) had its price target boosted by equities research analysts at Royal Bank Of Canada from $109.00 to $110.00 in a research report issued on Wednesday,Benzinga reports. The brokerage presently has an “outperform” rating on the stock. Royal Bank Of Canada’s price target would suggest a potential upside of 12.59% […] - 2025-09-05 05:35:09
Jefferies Financial Group Increases HealthEquity (NASDAQ:HQY) Price Target to $134.00: HealthEquity (NASDAQ:HQY – Get Free Report) had its price objective increased by Jefferies Financial Group from $130.00 to $134.00 in a report released on Wednesday, MarketBeat reports. The firm presently has a “buy” rating on the stock. Jefferies Financial Group’s price objective suggests a potential upside of 37.15% from the stock’s previous close. A number […] - 2025-09-05 05:35:09
JPMorgan Chase & Co. Boosts HealthEquity (NASDAQ:HQY) Price Target to $126.00: HealthEquity (NASDAQ:HQY – Get Free Report) had its price target lifted by investment analysts at JPMorgan Chase & Co. from $125.00 to $126.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The firm currently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s price target points to a potential […] - 2025-09-05 05:35:09
HealthEquity (NASDAQ:HQY) Shares Gap Up on Analyst Upgrade: HealthEquity, Inc. (NASDAQ:HQY – Get Free Report) shares gapped up before the market opened on Wednesday after Jefferies Financial Group raised their price target on the stock from $130.00 to $134.00. The stock had previously closed at $88.85, but opened at $93.50. Jefferies Financial Group currently has a buy rating on the stock. HealthEquity shares […] - 2025-09-05 02:15:50
HealthEquity, Inc. (NASDAQ:HQY) Given Consensus Rating of “Buy” by Analysts: Shares of HealthEquity, Inc. (NASDAQ:HQY – Get Free Report) have earned an average recommendation of “Buy” from the eleven ratings firms that are covering the firm, MarketBeat Ratings reports. One analyst has rated the stock with a hold recommendation, nine have given a buy recommendation and one has given a strong buy recommendation to the […] - 2025-08-18 05:10:56
Charles Schwab Investment Management Inc. Boosts Stake in HealthEquity, Inc. (NASDAQ:HQY): Charles Schwab Investment Management Inc. lifted its holdings in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 1.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,100,970 shares of the company’s stock after buying an additional 14,159 shares during […] - 2025-08-13 06:14:47
Vanguard Group Inc. Trims Stake in HealthEquity, Inc. (NASDAQ:HQY): Vanguard Group Inc. cut its stake in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 1.7% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,821,838 shares of the company’s stock after selling 154,253 shares during the period. Vanguard Group Inc. owned 0.10% of HealthEquity […] - 2025-08-13 04:54:53
PNC Financial Services Group Inc. Purchases 4,183 Shares of HealthEquity, Inc. (NASDAQ:HQY): PNC Financial Services Group Inc. boosted its position in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 47.1% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 13,063 shares of the company’s stock after acquiring an additional 4,183 shares during the period. PNC […] - 2025-08-11 05:38:50
Federated Hermes Inc. Purchases 1,547 Shares of HealthEquity, Inc. (NASDAQ:HQY): Federated Hermes Inc. lifted its position in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 18.8% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,756 shares of the company’s stock after purchasing an additional 1,547 shares during the quarter. Federated Hermes Inc.’s holdings in […] - 2025-08-08 06:16:53
Arkadios Wealth Advisors Reduces Stock Position in HealthEquity, Inc. (NASDAQ:HQY): Arkadios Wealth Advisors lessened its position in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 22.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,689 shares of the company’s stock after selling 1,064 shares during the quarter. Arkadios Wealth Advisors’ holdings in HealthEquity were […] - 2025-08-06 06:05:17
Victory Capital Management Inc. Sells 41,703 Shares of HealthEquity, Inc. (NASDAQ:HQY): Victory Capital Management Inc. decreased its holdings in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 18.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 186,870 shares of the company’s stock after selling 41,703 shares during the period. […] - 2025-07-23 06:00:55
Cerity Partners LLC Decreases Stock Holdings in HealthEquity, Inc. (NASDAQ:HQY): Cerity Partners LLC lessened its position in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 7.3% during the 1st quarter, HoldingsChannel.com reports. The fund owned 15,023 shares of the company’s stock after selling 1,177 shares during the quarter. Cerity Partners LLC’s holdings in HealthEquity were worth $1,328,000 at the end of the most recent reporting period. […] - 2025-07-22 08:15:23
Xponance Inc. Buys 136 Shares of HealthEquity, Inc. (NASDAQ:HQY): Xponance Inc. increased its stake in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 1.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,412 shares of the company’s stock after buying an additional 136 shares during the quarter. Xponance Inc.’s […] - 2025-07-16 05:56:56
Alps Advisors Inc. Has $780,000 Stake in HealthEquity, Inc. (NASDAQ:HQY): Alps Advisors Inc. trimmed its stake in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 10.4% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,824 shares of the company’s stock after selling 1,020 shares during the period. Alps Advisors Inc.’s holdings in HealthEquity […] - 2025-07-15 06:25:10
HealthEquity, Inc. (NASDAQ:HQY) Shares Acquired by Teacher Retirement System of Texas: Teacher Retirement System of Texas lifted its holdings in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 25.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 23,829 shares of the company’s stock after acquiring an additional 4,790 shares […] - 2025-07-11 05:00:54
HealthEquity, Inc. (NASDAQ:HQY) Shares Purchased by Principal Financial Group Inc.: Principal Financial Group Inc. increased its holdings in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 1.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 266,841 shares of the company’s stock after acquiring an additional 3,873 shares during the quarter. […] - 2025-07-09 05:51:36
5,172 Shares in HealthEquity, Inc. (NASDAQ:HQY) Acquired by Mutual Advisors LLC: Mutual Advisors LLC acquired a new position in HealthEquity, Inc. (NASDAQ:HQY – Free Report) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 5,172 shares of the company’s stock, valued at approximately $444,000. Several other hedge funds also recently added to or reduced their […] - 2025-07-08 05:39:00
Janney Montgomery Scott LLC Buys 924 Shares of HealthEquity, Inc. (NASDAQ:HQY): Janney Montgomery Scott LLC boosted its position in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 17.3% in the first quarter, Holdings Channel.com reports. The institutional investor owned 6,276 shares of the company’s stock after acquiring an additional 924 shares during the period. Janney Montgomery Scott LLC’s holdings in HealthEquity were worth $555,000 at […] - 2025-07-03 04:18:53
Retirement Systems of Alabama Reduces Holdings in HealthEquity, Inc. (NASDAQ:HQY): Retirement Systems of Alabama reduced its holdings in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 0.3% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 214,384 shares of the company’s stock after selling 700 shares during the quarter. Retirement Systems of […] - 2025-06-22 05:26:54
Hennion & Walsh Asset Management Inc. Buys 897 Shares of HealthEquity, Inc. (NASDAQ:HQY): Hennion & Walsh Asset Management Inc. increased its stake in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 40.0% in the first quarter, Holdings Channel.com reports. The institutional investor owned 3,137 shares of the company’s stock after acquiring an additional 897 shares during the period. Hennion & Walsh Asset Management Inc.’s holdings in HealthEquity were worth […] - 2025-06-10 04:58:50
HealthEquity (NASDAQ:HQY) Price Target Raised to $125.00 at Barrington Research: HealthEquity (NASDAQ:HQY – Free Report) had its price objective lifted by Barrington Research from $112.00 to $125.00 in a research report released on Thursday morning,Benzinga reports. The firm currently has an outperform rating on the stock. Other research analysts also recently issued research reports about the stock. JMP Securities upped their price objective on shares […] - 2025-06-06 05:30:52
Royal Bank of Canada Forecasts Strong Price Appreciation for HealthEquity (NASDAQ:HQY) Stock: HealthEquity (NASDAQ:HQY – Get Free Report) had its price target boosted by stock analysts at Royal Bank of Canada from $112.00 to $117.00 in a research note issued to investors on Wednesday, MarketBeat Ratings reports. The brokerage currently has an “outperform” rating on the stock. Royal Bank of Canada’s price objective would suggest a potential […] - 2025-06-06 04:34:53
HealthEquity (NASDAQ:HQY) Stock Price Expected to Rise, JMP Securities Analyst Says: HealthEquity (NASDAQ:HQY – Get Free Report) had its price target hoisted by investment analysts at JMP Securities from $110.00 to $117.00 in a note issued to investors on Wednesday, MarketBeat Ratings reports. The brokerage currently has a “market outperform” rating on the stock. JMP Securities’ price objective indicates a potential upside of 3.82% from the […] - 2025-06-06 04:34:49
HealthEquity (NASDAQ:HQY) Reaches New 1-Year High After Strong Earnings: HealthEquity, Inc. (NASDAQ:HQY – Get Free Report) reached a new 52-week high during trading on Wednesday after the company announced better than expected quarterly earnings. The stock traded as high as $116.00 and last traded at $114.00, with a volume of 410742 shares changing hands. The stock had previously closed at $103.76. The company reported […] - 2025-06-06 02:07:05
Company News for Jun 5, 2025: Companies in The News Are: HPE,CRWD,GWRE,HQY - 2025-06-05 10:30:00
HealthEquity Reaches Analyst Target Price: In recent trading, shares of HealthEquity Inc (Symbol: HQY) have crossed above the average analyst 12-month target price of $110.93, changing hands for $113.06/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on va - 2025-06-05 07:18:10
HealthEquity (NASDAQ:HQY) Given New $125.00 Price Target at Bank of America: HealthEquity (NASDAQ:HQY – Free Report) had its price objective increased by Bank of America from $110.00 to $125.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm currently has a buy rating on the stock. HQY has been the subject of a number of other reports. Barrington Research restated an “outperform” rating […] - 2025-06-05 06:02:57
After-Hours Earnings Report for June 3, 2025 : CRWD, HPE, GWRE, HQY, ASAN, BASE, YEXT, MAMA, SPWH: The following companies are expected to report earnings after hours on 06/03/2025. Visit our Earnings Calendar for a full list of expected earnings releases.CrowdStrike Holdings, Inc. (CRWD)is reporting for the quarter ending April 30, 2025. The security company's consensus earn - 2025-06-03 15:00:01
Quantinno Capital Management LP Buys New Holdings in HealthEquity, Inc. (NASDAQ:HQY): Quantinno Capital Management LP purchased a new position in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 3,174 shares of the company’s stock, valued at approximately $305,000. Other institutional investors have also recently […] - 2025-05-26 04:56:53
Ameriprise Financial Inc. Acquires 97,329 Shares of HealthEquity, Inc. (NASDAQ:HQY): Ameriprise Financial Inc. increased its holdings in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 56.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 270,042 shares of the company’s stock after purchasing an additional 97,329 shares during the period. Ameriprise Financial Inc. […] - 2025-05-15 05:20:51

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