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HQY

Healthequity, Inc.

Company with tickers: HQY

CIK
1428336
CUSIP
42226A107
Shares Outstanding
83,602,157
13F Activity (30d)
340 filings 333 filers
Holders: 482
Total Value: $7,211,457,257
Total Shares: 86,292,421
Showing 1–100 of 489 holdings by value · page 1 of 5

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 482 13F filers · Δ vs Dec 31, 2025
Top Holder
12.2%
Jun 2023 → Mar 2026 · range 11.5% – 12.6%
−0.3 pts
Top 5
33.4%
Jun 2023 → Mar 2026 · range 33.4% – 40.4%
−2.1 pts
Top 10
45.1%
Jun 2023 → Mar 2026 · range 45.1% – 53.4%
−0.7 pts
HHI
344
Jun 2023 → Mar 2026 · range 344 – 447
Broadly held −41

Quarterly Activity

vs Dec 31, 2025
New
80
Increased
178
Decreased
180
Sold Out
109
Unchanged
44
Holder count: -29
Institutional value: -11.9%
Shares held: -3.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega MORGAN STANLEY +999,856 2,485,913
Large DAVENPORT & Co LLC +621,019 1,015,434
Large WASATCH ADVISORS LP +613,288 7,202,934
Large Balyasny Asset Management L.P. +553,441 835,072
Mega AQR CAPITAL MANAGEMENT LLC +329,888 2,092,223

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large WESTFIELD CAPITAL MANAGEMENT CO LP −1,239,604 712,848
Mega FMR LLC −917,638 1,134,933
Mega BlackRock, Inc. −683,435 10,532,394
Mega PRICE T ROWE ASSOCIATES INC /MD/ −514,292 803,427
Large Allspring Global Investments Holdings, LLC −462,895 266,615

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 4,163,593 $347,951,467
Mega VANGUARD CAPITAL MANAGEMENT LLC 3,823,804 $319,555,300
Mid Park West Asset Management LLC 623,156 $52,077,146
Mega VANGUARD FIDUCIARY TRUST CO 594,435 $49,676,932
Large CIBC Bancorp USA Inc. 322,228 $26,928,592

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 8,668,534 $794,124,398
Mega NORGES BANK 730,567 $66,927,242
Large CIBC Private Wealth Group LLC 276,723 $25,350,594
Small BOONE CAPITAL MANAGEMENT LLC 212,856 $19,499,738
Small Summit Creek Advisors LLC 184,841 $16,933,284
Filter: New 80 Increased 178 Reduced 180 Sold out 109 Unchanged 44
Showing 100 of 489
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $880,192,158 12.21% 10,532,394
Large WASATCH ADVISORS LP $601,949,194 8.35% 7,202,934
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $347,951,467 4.82% 4,163,593
Mega VANGUARD CAPITAL MANAGEMENT LLC $319,555,300 4.43% 3,823,804
Mega STATE STREET CORP $259,058,392 3.59% 3,099,897
Mega MORGAN STANLEY $207,747,743 2.88% 2,485,913
Mega GEODE CAPITAL MANAGEMENT, LLC $188,838,615 2.62% 2,259,646
Mega AQR CAPITAL MANAGEMENT LLC $174,847,072 2.42% 2,092,223
Large WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $138,694,109 1.92% 1,659,616
Mega DIMENSIONAL FUND ADVISORS LP $135,971,647 1.89% 1,627,039
Large BROWN ADVISORY INC $118,066,356 1.64% 1,412,784
Mega Clearbridge Investments, LLC $109,474,360 1.52% 1,309,972
Large MACKENZIE FINANCIAL CORP $107,108,075 1.49% 1,281,657
Mid Greenhouse Funds LLLP $105,118,858 1.46% 1,257,854
Mega JPMORGAN CHASE & CO $98,897,654 1.37% 1,183,411
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $98,223,080 1.36% 1,175,339
Mid GENEVA CAPITAL MANAGEMENT LLC $98,117,029 1.36% 1,174,070
Mega FMR LLC $94,846,349 1.32% 1,134,933
Mega NORTHERN TRUST CORP Bank $86,593,057 1.20% 1,036,174
Large DAVENPORT & Co LLC $84,859,819 1.18% 1,015,434
Large LOOMIS SAYLES & CO L P $77,879,383 1.08% 931,906
Mid Atalan Capital Partners, LP $73,848,301 1.02% 883,670
Mega BANK OF AMERICA CORP /DE/ Bank $72,038,007 1.00% 862,008
Mega JANUS HENDERSON GROUP PLC $71,068,846 0.99% 850,411
Large Balyasny Asset Management L.P. $69,786,967 0.97% 835,072
Small CADIAN CAPITAL MANAGEMENT, LP $69,588,739 0.96% 832,700
Mega MILLENNIUM MANAGEMENT LLC $67,597,015 0.94% 808,867
Mega PRICE T ROWE ASSOCIATES INC /MD/ $67,142,393 0.93% 803,427
Mega GOLDMAN SACHS GROUP INC $66,924,359 0.93% 800,818
Mega UBS Group AG $65,741,760 0.91% 786,667
Large BAMCO INC /NY/ $62,679,589 0.87% 750,025
Mega AMERICAN CENTURY COMPANIES INC $62,079,890 0.86% 742,849
Large WESTFIELD CAPITAL MANAGEMENT CO LP $59,572,707 0.83% 712,848
Large Swedbank AB Bank $59,025,491 0.82% 706,300
Mid Stephens Investment Management Group LLC $57,213,609 0.79% 684,619
Mega Nuveen, LLC $56,866,208 0.79% 680,462
Mega AMERIPRISE FINANCIAL INC $53,320,499 0.74% 638,034
Mid Park West Asset Management LLC $52,077,146 0.72% 623,156
Large SEI INVESTMENTS CO $50,369,393 0.70% 602,721
Mega Bank of New York Mellon Corp Bank $50,079,649 0.69% 599,254
Mega VANGUARD FIDUCIARY TRUST CO Bank $49,676,932 0.69% 594,435
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $49,474,609 0.69% 592,014
Mega WELLINGTON MANAGEMENT GROUP LLP $41,577,745 0.58% 497,520
Large KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $40,568,554 0.56% 485,444
Large GW&K Investment Management, LLC $38,802,803 0.54% 464,315
Mega Invesco Ltd. $37,835,729 0.52% 452,743
Large Man Group plc $35,373,675 0.49% 423,282
Mid Aristotle Capital Boston, LLC $33,196,427 0.46% 397,229
Large BESSEMER GROUP INC $32,460,422 0.45% 388,422
Mega RAYMOND JAMES FINANCIAL INC $31,797,882 0.44% 380,494
Large LAZARD ASSET MANAGEMENT LLC $28,530,714 0.40% 341,399
Mega FRANKLIN RESOURCES INC $28,529,793 0.40% 341,388
Large CIBC Bancorp USA Inc. Bank $26,928,592 0.37% 322,228
Mega PRINCIPAL FINANCIAL GROUP INC $25,409,374 0.35% 304,049
Mega ROYAL BANK OF CANADA Bank $24,988,012 0.35% 299,007
Mid Premier Fund Managers Ltd $24,055,373 0.33% 287,847
Mid Ranger Investment Management, L.P. $22,666,106 0.31% 271,223
Large Artisan Partners Limited Partnership $22,642,622 0.31% 270,942
Mega CITADEL ADVISORS LLC $22,466,290 0.31% 268,832
Large Allspring Global Investments Holdings, LLC $22,281,015 0.31% 266,615
Small ASHFORD CAPITAL MANAGEMENT INC $22,269,817 0.31% 266,481
Mega CITIGROUP INC $21,171,289 0.29% 253,336
Small 12th Street Asset Management Company, LLC $21,006,238 0.29% 251,361
Mega RHUMBLINE ADVISERS $20,801,826 0.29% 248,915
Mega ALLIANCEBERNSTEIN L.P. $18,570,674 0.26% 222,217
Large Retirement Systems of Alabama Pension $17,854,312 0.25% 213,645
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $16,284,529 0.23% 194,861
Large WCM INVESTMENT MANAGEMENT, LLC $16,160,014 0.22% 193,371
Mega JANE STREET GROUP, LLC $16,128,423 0.22% 192,993
Mid FRONTIER CAPITAL MANAGEMENT CO LLC $16,078,868 0.22% 192,400
Large Trexquant Investment LP $15,588,897 0.22% 186,537
Large GLENMEDE TRUST CO NA Bank $15,027,807 0.21% 179,823
Large Squarepoint Ops LLC $14,988,530 0.21% 179,353
Mid OPPENHEIMER ASSET MANAGEMENT INC. $14,528,976 0.20% 173,854
Mega Swiss National Bank Bank $14,140,044 0.20% 169,200
Mid SEGALL BRYANT & HAMILL, LLC $14,127,424 0.20% 169,049
Mid OBERWEIS ASSET MANAGEMENT INC/ $13,926,188 0.19% 166,641
Mid AXIOM INVESTORS LLC /DE $12,840,029 0.18% 153,644
Mega California Public Employees Retirement System Pension $12,833,844 0.18% 153,570
Mid ArrowMark Colorado Holdings LLC $12,186,762 0.17% 145,827
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $11,858,583 0.16% 141,900
Mega WELLS FARGO & COMPANY/MN $11,708,741 0.16% 140,107
Mega ENVESTNET ASSET MANAGEMENT INC $11,605,198 0.16% 138,868
Large Ensign Peak Advisors, Inc $11,229,885 0.16% 134,377
Large Russell Investments Group, Ltd. $11,009,341 0.15% 131,738
Mid Private Advisory Group LLC $10,626,426 0.15% 127,156
Mid PEREGRINE CAPITAL MANAGEMENT LLC $10,549,124 0.15% 126,231
Mid GDS Wealth Management $10,497,060 0.15% 125,608
Mid Granahan Investment Management, LLC $10,203,813 0.14% 122,099
Mega DEUTSCHE BANK AG\ Bank $10,059,150 0.14% 120,368
Mega LPL Financial LLC $10,034,500 0.14% 120,073
Mega Legal & General Group Plc $9,832,761 0.14% 117,659
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $8,927,030 0.12% 106,821
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $8,507,426 0.12% 101,800
Mid Portolan Capital Management, LLC $8,494,556 0.12% 101,646
Large STATE OF WISCONSIN INVESTMENT BOARD $8,483,357 0.12% 101,512
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $8,407,476 0.12% 100,604
Mid Motley Fool Asset Management LLC $8,234,987 0.11% 98,540
Mid RENAISSANCE GROUP LLC $8,216,100 0.11% 98,314
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $8,106,290 0.11% 97,000
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