HQY · Healthequity, Inc. · Shareholders & Ownership

$94.21 +1.14 (+1.22%)

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$7.70B

82.72M

Volume · Oct 20 17.62K Avg daily vol (3M) 820.71K

Every disclosed holder of HQY in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns HQY

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	504	88,678,219	107.21%	Yes
Insiders (Forms 3, 4, 5)	19	1,550,400	1.87%	Yes
13D/G-only blocks	2	19,195,228	23.21%	Yes
Remaining	—	26,708,551	-32.29%	Negative
Registered funds (N-PORT, not summed)	518	43,351,939	52.41%	No

Shares outstanding: 82,715,296, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of HQY

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,277,914	13.63%	+745,520	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,891,308	3.50%	+62,608	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,178,292	2.63%	+118,206	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	783,398	0.95%	+95,853	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	505,806	0.61%	-13,920	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	156,460	0.19%	+19,435	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	BlackRock Inc. 13G CIK 1364742 · Unknown · Dec 31, 2023 Rule 13d-1(b), qualified institution	10,591,921	12.81%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
3	VANGUARD GROUP INC 13G CIK 102909 · Registered investment adviser · Nov 30, 2023 Rule 13d-1(b), qualified institution	8,603,307	10.40%	—	Nov 30, 2023	Rule 13d-1(b), qualified institution
4	WASATCH ADVISORS LP 13F CIK 814133 · Registered investment adviser · Sep 30, 2026	7,011,469	8.48%	-949,266	Sep 30, 2026
4.1	WASATCH ADVISORS LP 13G CIK 814133 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	7,011,469	8.48%	-949,266	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	Wasatch Core Growth Fund Fund S000000877 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	2,228,785	2.69%	+366,835	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
4.3	Wasatch Small Cap Growth Fund Fund S000000887 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	752,084	0.91%	+63,446	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
4.4	Wasatch Small Cap Value Fund Fund S000000878 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	405,271	0.49%	+5,118	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
4.5	Wasatch Ultra Growth Fund Fund S000000879 · Registered fund · Jun 30, 2026 WASATCH FUNDS TRUST, not summed	224,032	0.27%	0	Jun 30, 2026	WASATCH FUNDS TRUST, not summed
5	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,547,219	5.50%	+2,061,306	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Discovery Portfolio Fund S000004127 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	146,577	0.18%	+15,611	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
5.2	Inception Portfolio Fund S000002825 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	112,651	0.14%	+15,389	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
5.3	Discovery Portfolio Fund S000004167 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	34,348	0.04%	+4,017	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
5.4	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	167	0.00%	+84	Jul 31, 2026	E Trade Trust, not summed
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,057,643	4.91%	-105,950	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,137,941	5.00%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,640,776	4.40%	-183,028	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,241,046	3.92%	+141,149	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	427,626	0.52%	+10,341	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	130,609	0.16%	+520	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	28,963	0.04%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.4	State Street(R) SPDR(R) S&P(R) Health Care Services ETF Fund S000012331 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	25,221	0.03%	+4,083	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	15,495	0.02%	+242	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,523,016	3.05%	-191,285	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,374,467	2.87%	+114,821	Jun 30, 2026	carried, not yet filed for the newest quarter
11	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,999,209	2.42%	-93,014	Jun 30, 2026	carried, not yet filed for the newest quarter
12	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,869,036	2.26%	+241,997	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	367,698	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	270,563	0.33%	+8,953	Jul 31, 2026	Dimensional ETF Trust, not summed
12.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	149,037	0.18%	+3,537	Jul 31, 2026	Dimensional ETF Trust, not summed
12.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	97,220	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.5	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	85,269	0.10%	+55,712	Jul 31, 2026	Dimensional ETF Trust, not summed
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,822,161	2.20%	-147,784	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 13F CIK 1644956 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,773,227	2.14%	+113,611	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	William Blair Small Cap Growth Fund Fund S000008602 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	163,750	0.20%	+51,510	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
14.2	William Blair Small-Mid Cap Growth Fund Fund S000008603 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	155,800	0.19%	-1,000	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
14.3	William Blair Small-Mid Cap Core Fund Fund S000066499 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	35,145	0.04%	+3,631	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
14.4	William Blair Growth Fund Fund S000008594 · Registered fund · Jun 30, 2026 WILLIAM BLAIR FUNDS, not summed	11,860	0.01%	-1,181	Jun 30, 2026	WILLIAM BLAIR FUNDS, not summed
15	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,538,387	1.86%	+403,454	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	927,272	1.12%	+93,706	Jul 31, 2026	Fidelity Salem Street Trust, not summed
15.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	439,329	0.53%	-13,540	May 31, 2026	Fidelity Concord Street Trust, not summed
15.3	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	416,088	0.50%	+43,322	Jun 30, 2026	Fidelity Covington Trust, not summed
15.4	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	235,933	0.29%	0	Jul 31, 2026	Fidelity Securities Fund, not summed
15.5	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	196,608	0.24%	+5,946	May 31, 2026	Fidelity Rutland Square Trust II, not summed
16	Eaton Vance Atlanta Capital SMID-Cap Fund Fund S000005198 · Registered fund · Jun 30, 2026 Eaton Vance Growth Trust, not summed	1,488,394	1.80%	+873,472	Jun 30, 2026	Eaton Vance Growth Trust, not summed
17	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,372,624	1.66%	-40,160	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Brown Advisory Small-Cap Growth Fund Fund S000038483 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	214,956	0.26%	-9,396	Jun 30, 2026	Brown Advisory Funds, not summed
17.2	Brown Advisory Sustainable Small-Cap Core Fund Fund S000072895 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	28,019	0.03%	+535	Jun 30, 2026	Brown Advisory Funds, not summed
17.3	Brown Advisory Mid-Cap Growth Fund Fund S000058723 · Registered fund · Mar 31, 2026 Brown Advisory Funds, not summed	1,436	0.00%	—	Mar 31, 2026	Brown Advisory Funds, not summed
18	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,296,765	1.57%	-13,207	Jun 30, 2026	carried, not yet filed for the newest quarter
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,188,902	1.44%	+13,563	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Greenhouse Funds LLLP 13F CIK 1626220 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,183,024	1.43%	-74,830	Jun 30, 2026	carried, not yet filed for the newest quarter
21	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,158,837	1.40%	-24,574	Jun 30, 2026	carried, not yet filed for the newest quarter
22	GENEVA CAPITAL MANAGEMENT LLC 13F CIK 1009232 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,149,680	1.39%	-24,390	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Nationwide Geneva Small Cap Growth Fund Fund S000041104 · Registered fund · Jul 31, 2026 Nationwide Mutual Funds, not summed	227,629	0.28%	-32,050	Jul 31, 2026	Nationwide Mutual Funds, not summed
22.2	Nationwide Geneva Mid Cap Growth Fund Fund S000041103 · Registered fund · Jul 31, 2026 Nationwide Mutual Funds, not summed	73,159	0.09%	+16,998	Jul 31, 2026	Nationwide Mutual Funds, not summed
22.3	NVIT Mid Cap Index Fund Fund S000005410 · Registered fund · Jun 30, 2026 Nationwide Variable Insurance Trust, not summed	29,472	0.04%	+214	Jun 30, 2026	Nationwide Variable Insurance Trust, not summed
22.4	NVIT Small Cap Index Fund Fund S000012314 · Registered fund · Jun 30, 2026 Nationwide Variable Insurance Trust, not summed	18,484	0.02%	+1,867	Jun 30, 2026	Nationwide Variable Insurance Trust, not summed
22.5	Nationwide Mid Cap Market Index Fund Fund S000004998 · Registered fund · Jul 31, 2026 Nationwide Mutual Funds, not summed	11,222	0.01%	-782	Jul 31, 2026	Nationwide Mutual Funds, not summed
23	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,146,735	1.39%	+284,727	Jun 30, 2026	carried, not yet filed for the newest quarter
24	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,072,119	1.30%	+35,945	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,050,095	1.27%	-53,443	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,007,434	1.22%	+206,616	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	45,914	0.06%	+5,827	Jul 31, 2026	Goldman Sachs Trust, not summed
26.2	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	34,179	0.04%	—	Jun 30, 2026	Goldman Sachs Trust, not summed
26.3	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	30,501	0.04%	+6,597	Jul 31, 2026	Goldman Sachs Trust, not summed
26.4	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	21,720	0.03%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
26.5	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	14,915	0.02%	-2,053	May 31, 2026	Goldman Sachs ETF Trust, not summed
27	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	994,551	1.20%	+191,124	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	449,983	0.54%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
27.2	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	38,941	0.05%	+1,541	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
27.3	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	12,798	0.02%	+2,701	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
27.4	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	11,643	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
27.5	T. Rowe Price Tax-Efficient Equity Fund Fund S000002160 · Registered fund · May 31, 2026 T. ROWE PRICE TAX-EFFICIENT FUNDS, INC., not summed	1,100	0.00%	0	May 31, 2026	T. ROWE PRICE TAX-EFFICIENT FUNDS, INC., not summed
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	969,218	1.17%	+15,227	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	965,807	1.17%	+963,026	Jun 30, 2026	carried, not yet filed for the newest quarter
30	DAVENPORT & Co LLC 13F CIK 887777 · Registered investment adviser · Sep 30, 2026	962,799	1.16%	-124,419	Sep 30, 2026
30.1	DAVENPORT EQUITY OPPORTUNITIES FUND Fund S000030555 · Registered fund · Jun 30, 2026 Williamsburg Investment Trust, not summed	310,310	0.38%	+35,679	Jun 30, 2026	Williamsburg Investment Trust, not summed
30.2	DAVENPORT SMALL CAP FOCUS FUND Fund S000047867 · Registered fund · Jun 30, 2026 Williamsburg Investment Trust, not summed	304,228	0.37%	0	Jun 30, 2026	Williamsburg Investment Trust, not summed
31	Atalan Capital Partners, LP 13F CIK 1662906 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	915,270	1.11%	+31,600	Jun 30, 2026	carried, not yet filed for the newest quarter
32	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	908,554	1.10%	-23,352	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Loomis Sayles Small Cap Growth Fund Fund S000006705 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	245,432	0.30%	-26,458	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
32.2	Loomis Sayles Small/Mid Cap Growth Fund Fund S000049859 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	32,395	0.04%	-3,205	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
33	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	872,972	1.06%	+22,561	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Janus Henderson Small Cap Growth Alpha ETF Fund S000052563 · Registered fund · Jul 31, 2026 Janus Detroit Street Trust, not summed	19,521	0.02%	+4,161	Jul 31, 2026	Janus Detroit Street Trust, not summed
34	Swedbank AB 13F CIK 946431 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	851,400	1.03%	+145,100	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Park West Asset Management LLC 13F CIK 1386928 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	776,651	0.94%	+153,495	Jun 30, 2026	carried, not yet filed for the newest quarter
36	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	759,978	0.92%	+17,129	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	575,511	0.70%	+14,690	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
36.2	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	3,205	0.00%	-1,996	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
37	BAMCO INC /NY/ 13F CIK 1017918 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	750,394	0.91%	+369	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	BARON SMALL CAP FUND Fund S000000584 · Registered fund · Jun 30, 2026 BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed	750,000	0.91%	0	Jun 30, 2026	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
38	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	732,750	0.89%	+52,288	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	255,125	0.31%	0	Jun 30, 2026	College Retirement Equities Fund, not summed
38.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	110,689	0.13%	+10,960	Jul 31, 2026	TIAA-CREF Funds, not summed
38.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	79,518	0.10%	+5,750	Jul 31, 2026	TIAA-CREF Funds, not summed
38.4	Nuveen Small Cap Select Fund Fund S000005569 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	63,903	0.08%	-18,087	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
38.5	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	61,278	0.07%	-1,733	Jul 31, 2026	NuShares ETF Trust, not summed
39	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	729,080	0.88%	+44,461	Jun 30, 2026	carried, not yet filed for the newest quarter
40	WESTFIELD CAPITAL MANAGEMENT CO LP 13F CIK 1177719 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	703,313	0.85%	-9,535	Jun 30, 2026	carried, not yet filed for the newest quarter
41	SEI INVESTMENTS CO 13F CIK 350894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	683,320	0.83%	+80,599	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	SIIT SMALL/MID CAP FUND Fund S000006770 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	39,482	0.05%	-7,839	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
41.2	SEI Select Small Cap ETF Fund S000085976 · Registered fund · Jun 30, 2026 SEI EXCHANGE TRADED FUNDS, not summed	14,609	0.02%	+5,927	Jun 30, 2026	SEI EXCHANGE TRADED FUNDS, not summed
41.3	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	13,400	0.02%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
41.4	SIIT SMALL CAP FUND Fund S000006772 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	7,025	0.01%	-2,515	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
41.5	New Covenant Growth Fund Fund S000024941 · Registered fund · Jun 30, 2026 NEW COVENANT FUNDS, not summed	673	0.00%	0	Jun 30, 2026	NEW COVENANT FUNDS, not summed
42	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	682,961	0.83%	+414,129	Jun 30, 2026	carried, not yet filed for the newest quarter
43	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	678,537	0.82%	+86,523	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Nomura Small Cap Core Fund Fund S000002400 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	292,177	0.35%	-12,459	May 29, 2026	Delaware Group Equity Funds V, not summed
43.2	Nomura Small Cap Growth Fund Fund S000006286 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	146,690	0.18%	+26,858	Jun 30, 2026	IVY FUNDS, not summed
43.3	Optimum Small-Mid Cap Growth Fund Fund S000002424 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	42,305	0.05%	+3,266	Jun 30, 2026	Optimum Fund Trust, not summed
43.4	Nomura VIP Small Cap Growth Series Fund S000006233 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	28,685	0.03%	+6,513	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
44	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	666,260	0.81%	+67,006	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	12,854	0.02%	-1,664	Jul 31, 2026	BNY Mellon ETF Trust, not summed
45	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	632,382	0.76%	+168,067	Jun 30, 2026	carried, not yet filed for the newest quarter
46	CADIAN CAPITAL MANAGEMENT, LP 13F CIK 1423686 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	626,700	0.76%	-206,000	Jun 30, 2026	carried, not yet filed for the newest quarter
47	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	601,824	0.73%	+7,389	Jun 30, 2026	carried, not yet filed for the newest quarter
48	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	533,946	0.65%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
49	ClearBridge Select Fund Fund S000039065 · Registered fund · Jul 31, 2026 Legg Mason Partners Investment Trust, not summed	488,386	0.59%	-34,300	Jul 31, 2026	Legg Mason Partners Investment Trust, not summed
50	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	476,716	0.58%	+63,538	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed

86 more nested rows are not shown here; Every filing lists them all.

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Key facts CIK 1428336 CUSIP 42226A107 13F (30d) 64 filings 59 filers Visit website Investor relations