Bamco Inc. NY Sells 20,475 Shares of HealthEquity, Inc. $HQY

Institutional investor decreased its stake in the healthcare company

Mar. 15, 2026 at 8:35am

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Bamco Inc. NY, an institutional investor, decreased its holdings in HealthEquity, Inc. (NASDAQ:HQY) by 2.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm now owns 759,525 shares of the company's stock, valued at $71,980,000.

Why it matters

This filing provides insight into the investment decisions of Bamco Inc. NY, a notable institutional investor. Changes in major shareholders' positions can impact a company's stock price and market dynamics.

The details

Bamco Inc. NY sold 20,475 shares of HealthEquity, Inc. during the 3rd quarter, reducing its stake in the company to 759,525 shares. HealthEquity is a leading administrator of consumer-directed health accounts and related benefit solutions in the United States.

  • The filing covers Bamco Inc. NY's holdings as of the end of the 3rd quarter.

The players

Bamco Inc. NY

An institutional investor that decreased its stake in HealthEquity, Inc.

HealthEquity, Inc.

A leading administrator of consumer-directed health accounts and related benefit solutions in the United States.

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The takeaway

This filing highlights the changing investment landscape around HealthEquity, as a major institutional investor reduced its position in the company. Investors may want to monitor HealthEquity's stock performance and any further changes in institutional ownership.