ETF Holdings Breakdown of HQY

News associated with HQY

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 08:26:54

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 07:58:50

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 08:30:52

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 07:34:53

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 07:34:49

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 05:07:05

Company News for Jun 5, 2025

Companies in The News Are: HPE,CRWD,GWRE,HQY - 2025-06-05 13:30:00

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 10:18:10

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 09:02:57

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 18:00:01

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 07:56:53

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 08:20:51

HealthEquity, Inc. (NASDAQ:HQY) Receives $111.75 Average Price Target from Brokerages

HealthEquity, Inc. (NASDAQ:HQY – Get Free Report) has been assigned an average recommendation of “Buy” from the twelve ratings firms that are presently covering the firm, MarketBeat.com reports. One equities research analyst has rated the stock with a hold recommendation, ten have assigned a buy recommendation and one has assigned a strong buy recommendation to […] - 2025-05-13 05:44:57

First Trust Advisors LP Has $8.09 Million Holdings in HealthEquity, Inc. (NASDAQ:HQY)

First Trust Advisors LP decreased its holdings in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 42.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 84,307 shares of the company’s stock after selling 61,589 shares during the quarter. First Trust Advisors LP owned 0.10% […] - 2025-04-30 09:31:05

Cerity Partners LLC Has $1.53 Million Stake in HealthEquity, Inc. (NASDAQ:HQY)

Cerity Partners LLC lessened its holdings in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 6.1% during the fourth quarter, Holdings Channel reports. The fund owned 16,200 shares of the company’s stock after selling 1,059 shares during the period. Cerity Partners LLC’s holdings in HealthEquity were worth $1,533,000 as of its most recent filing with the […] - 2025-04-18 09:24:51

HealthEquity, Inc. (NASDAQ:HQY) Receives $112.58 Average PT from Brokerages

Shares of HealthEquity, Inc. (NASDAQ:HQY – Get Free Report) have received an average rating of “Buy” from the twelve research firms that are covering the firm, Marketbeat reports. One research analyst has rated the stock with a hold recommendation, ten have assigned a buy recommendation and one has given a strong buy recommendation to the […] - 2025-04-18 05:28:59

HealthEquity, Inc. (NASDAQ:HQY) Stake Raised by Russell Investments Group Ltd.

Russell Investments Group Ltd. raised its holdings in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 15.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 67,471 shares of the company’s stock after acquiring an additional 8,981 shares […] - 2025-04-14 07:55:01

HealthEquity, Inc. (NASDAQ:HQY) Shares Sold by Orion Portfolio Solutions LLC

Orion Portfolio Solutions LLC reduced its stake in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 26.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,395 shares of the company’s stock after selling 865 shares during the quarter. Orion […] - 2025-04-11 09:04:56

Michael Henry Fiore Sells 8,881 Shares of HealthEquity, Inc. (NASDAQ:HQY) Stock

HealthEquity, Inc. (NASDAQ:HQY – Get Free Report) EVP Michael Henry Fiore sold 8,881 shares of the firm’s stock in a transaction that occurred on Friday, April 4th. The stock was sold at an average price of $78.26, for a total transaction of $695,027.06. Following the transaction, the executive vice president now owns 56,655 shares in […] - 2025-04-10 08:12:55

HealthEquity, Inc. (NASDAQ:HQY) Shares Bought by LPL Financial LLC

LPL Financial LLC increased its position in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 11.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 42,256 shares of the company’s stock after buying an additional 4,451 shares during the quarter. LPL […] - 2025-04-10 07:38:50

Schroder Investment Management Group Lowers Position in HealthEquity, Inc. (NASDAQ:HQY)

Schroder Investment Management Group decreased its holdings in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 41.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,915 shares of the company’s stock after selling 4,926 shares during the quarter. Schroder Investment […] - 2025-04-08 08:16:58

Norges Bank Invests $74.70 Million in HealthEquity, Inc. (NASDAQ:HQY)

Norges Bank purchased a new stake in HealthEquity, Inc. (NASDAQ:HQY – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 778,539 shares of the company’s stock, valued at approximately $74,701,000. Norges Bank owned about 0.90% of […] - 2025-04-03 07:48:54

Envestnet Portfolio Solutions Inc. Sells 315 Shares of HealthEquity, Inc. (NASDAQ:HQY)

Envestnet Portfolio Solutions Inc. reduced its position in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 8.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,506 shares of the company’s stock after selling 315 shares during the quarter. Envestnet Portfolio Solutions […] - 2025-03-28 09:12:48

HealthEquity (NASDAQ:HQY) Stock Rating Upgraded by Raymond James

HealthEquity (NASDAQ:HQY – Get Free Report) was upgraded by analysts at Raymond James from an “outperform” rating to a “strong-buy” rating in a note issued to investors on Tuesday, MarketBeat.com reports. The brokerage presently has a $115.00 target price on the stock, down from their previous target price of $120.00. Raymond James’ price target would […] - 2025-03-27 06:01:00

KeyCorp Has Lowered Expectations for HealthEquity (NASDAQ:HQY) Stock Price

HealthEquity (NASDAQ:HQY – Free Report) had its price target lowered by KeyCorp from $120.00 to $110.00 in a report issued on Monday,Benzinga reports. The firm currently has an overweight rating on the stock. Several other brokerages have also recently weighed in on HQY. Royal Bank of Canada boosted their target price on HealthEquity from $100.00 […] - 2025-03-25 06:24:58

Company News for Mar 20, 2025

Companies In The Article Are:TSLA, GIS, GILD, HQY - 2025-03-20 12:47:00

HealthEquity, Inc. (NASDAQ:HQY) Shares Acquired by Daiwa Securities Group Inc.

Daiwa Securities Group Inc. lifted its stake in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 8.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,950 shares of the company’s stock after purchasing an additional 150 shares during the quarter. Daiwa Securities Group […] - 2025-03-17 08:40:59

Atria Investments Inc Reduces Holdings in HealthEquity, Inc. (NASDAQ:HQY)

Atria Investments Inc trimmed its position in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 7.4% in the 4th quarter, Holdings Channel reports. The firm owned 8,366 shares of the company’s stock after selling 665 shares during the period. Atria Investments Inc’s holdings in HealthEquity were worth $803,000 at the end of the most […] - 2025-03-14 08:02:56

Victory Capital Management Inc. Lowers Position in HealthEquity, Inc. (NASDAQ:HQY)

Victory Capital Management Inc. trimmed its holdings in shares of HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 14.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 228,573 shares of the company’s stock after selling 39,024 shares during the quarter. Victory […] - 2025-03-12 07:52:49

4,092 Shares in HealthEquity, Inc. (NASDAQ:HQY) Purchased by Keybank National Association OH

Keybank National Association OH bought a new position in HealthEquity, Inc. (NASDAQ:HQY – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 4,092 shares of the company’s stock, valued at approximately $393,000. Several other large investors have also recently […] - 2025-03-11 08:45:00

HQY institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-06-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	55,053	USD 5,772,858 0.8%
2025-06-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	32,875	USD 3,447,273
2025-06-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	677	USD 70,990
2025-06-26	IE000D8XC064 (iShares World Equity Enhanced Active UCITS ETF USD (Acc))	109	USD 11,430
Total =		88,714	USD 9,302,551

Book value of shares is calculated on the adjusted close price of each day (row).

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