HEALTHEQUITY, INC. - COMMON STOCK (HQY)

Historical Holders from Q3 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
HQY on Nasdaq
Shares outstanding
85,116,616
Price per share
$91.61
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
88,489,135
Total reported value
$8,382,503,209
% of total 13F portfolios
0.01%
Share change
-2,741,085
Value change
-$284,229,717
Number of holders
486
Price from insider filings
$91.61
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of HEALTHEQUITY, INC. - COMMON STOCK (HQY) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 4.1% $330,726,570 3,489,781 FMR LLC 30 Sep 2025
As of 30 Sep 2025, HEALTHEQUITY, INC. - COMMON STOCK (HQY) has 486 institutional shareholders filing 13F forms. They hold 88,489,135 shares. .

Top 25 institutional shareholders own 70% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
BlackRock, Inc. 13% 11,165,858 +4.1% 0.02% $1,058,188,410
VANGUARD GROUP INC 10% 8,746,255 +2.9% 0.01% $828,882,586
WASATCH ADVISORS LP 7.4% 6,307,675 +3.4% 3.2% $597,778,360
FMR LLC 4.1% 3,489,781 -31% 0.02% $330,726,569
STATE STREET CORP 3.7% 3,150,196 -1.1% 0.01% $298,544,075
GEODE CAPITAL MANAGEMENT, LLC 2.6% 2,195,561 +2.3% 0.01% $208,101,249
Invesco Ltd. 2.5% 2,129,154 -10% 0.03% $201,779,926
AQR CAPITAL MANAGEMENT LLC 2.1% 1,764,268 +59% 0.11% $167,199,677
WESTFIELD CAPITAL MANAGEMENT CO LP 2% 1,716,658 +36% 0.68% $162,687,679
BROWN ADVISORY INC 1.9% 1,605,273 -1.3% 0.2% $152,131,788
DIMENSIONAL FUND ADVISORS LP 1.8% 1,559,008 +2.5% 0.03% $147,751,174
PRICE T ROWE ASSOCIATES INC /MD/ 1.8% 1,533,730 +119% 0.02% $145,352,000
Clearbridge Investments, LLC 1.6% 1,359,832 +2.9% 0.1% $128,871,262
MORGAN STANLEY 1.5% 1,302,412 -7.2% 0.01% $123,429,719
MACKENZIE FINANCIAL CORP 1.5% 1,267,752 +0.05% 0.15% $120,144,857
JPMORGAN CHASE & CO 1.4% 1,205,077 +11% 0.01% $114,205,147
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.3% 1,141,987 +1.1% 0.02% $108,226,108
GENEVA CAPITAL MANAGEMENT LLC 1.3% 1,097,607 -0.96% 1.8% $104,020,170
NORTHERN TRUST CORP 1.3% 1,080,140 -0.66% 0.01% $102,364,868
Greenhouse Funds LLLP 1.3% 1,068,921 +17% 3.9% $101,301,643
LOOMIS SAYLES & CO L P 1.2% 985,105 -4.5% 0.11% $93,358,425
Atalan Capital Partners, LP 1.1% 911,600 +30% 6% $86,392,332
GOLDMAN SACHS GROUP INC 1% 875,438 -4.6% 0.01% $82,965,260
FRANKLIN RESOURCES INC 0.99% 840,248 +0.76% 0.02% $79,630,323
JANUS HENDERSON GROUP PLC 0.99% 839,494 -1.5% 0.04% $79,557,899

Institutional Holders of HEALTHEQUITY, INC. - COMMON STOCK (HQY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 824,463 $75,824,519 +$2,957,047 $91.61 29
2025 Q3 88,489,135 $8,382,503,209 -$284,229,717 $94.77 486
2025 Q2 91,265,687 $9,558,076,192 -$62,139,841 $104.76 482
2025 Q1 92,165,244 $8,128,508,816 +$152,545,171 $88.37 459
2024 Q4 90,161,222 $8,653,352,575 +$170,175,956 $95.95 440
2024 Q3 88,358,980 $7,240,539,201 -$1,337,258 $81.85 401
2024 Q2 87,933,863 $7,578,890,500 +$125,440,183 $86.20 383
2024 Q1 86,440,231 $7,055,956,398 +$115,959,986 $81.63 363
2023 Q4 85,288,872 $5,655,435,507 -$174,634,686 $66.30 346
2023 Q3 87,732,717 $6,409,147,459 +$222,841,176 $73.05 341
2023 Q2 84,708,035 $5,345,679,594 -$18,798,092 $63.14 314
2023 Q1 84,947,616 $4,987,032,360 +$94,905,209 $58.71 307
2022 Q4 83,488,262 $5,144,359,254 -$152,630,765 $61.64 319
2022 Q3 85,786,896 $5,763,609,886 +$105,104,438 $67.17 299
2022 Q2 83,615,213 $5,132,344,951 +$14,846,792 $61.39 297
2022 Q1 83,664,137 $5,635,991,272 +$177,196,612 $67.44 288
2021 Q4 81,505,488 $3,607,007,806 -$76,931,586 $44.24 270
2021 Q3 80,796,713 $5,232,496,642 -$283,262,504 $64.76 280
2021 Q2 84,185,968 $6,774,579,492 +$154,343,182 $80.48 281
2021 Q1 82,527,536 $5,613,882,784 +$216,959,708 $68.00 281
2020 Q4 79,339,982 $5,533,688,719 +$175,728,462 $69.71 276
2020 Q3 76,929,228 $3,949,320,592 +$319,809,436 $51.37 273
2020 Q2 70,448,985 $4,130,042,190 +$45,790,946 $58.67 287
2020 Q1 69,415,127 $3,508,844,555 -$68,858,863 $50.59 282
2019 Q4 70,295,721 $5,206,498,712 +$146,353,800 $74.07 312
2019 Q3 68,270,726 $3,901,369,797 +$480,802,910 $57.14 299
2019 Q2 59,658,080 $3,901,998,640 -$39,577,920 $65.40 313
2019 Q1 60,951,315 $4,510,449,933 +$100,010,808 $73.98 319
2018 Q4 59,799,325 $3,567,005,264 +$41,405,017 $59.65 305
2018 Q3 58,001,710 $5,474,682,848 -$190,878,983 $94.41 307
2018 Q2 60,329,889 $4,532,686,127 -$45,200,890 $75.10 271
2018 Q1 60,360,785 $3,654,551,207 +$85,975,857 $60.54 266
2017 Q4 60,186,553 $2,808,642,326 -$27,496,772 $46.66 232
2017 Q3 59,900,013 $3,029,463,156 +$229,527,622 $50.58 235
2017 Q2 55,403,390 $2,760,685,117 +$134,085,272 $49.83 231
2017 Q1 54,690,448 $2,320,539,689 +$244,333,606 $42.45 212
2016 Q4 54,160,476 $2,195,534,927 -$17,452,051 $40.52 199
2016 Q3 54,447,438 $2,060,242,638 +$10,473,636 $37.85 164
2016 Q2 53,368,915 $1,614,249,058 +$37,804,374 $30.38 145
2016 Q1 52,285,515 $1,289,286,800 +$83,479,580 $24.67 138
2015 Q4 48,852,387 $1,224,965,105 +$36,522,392 $25.07 143
2015 Q3 47,424,396 $1,401,330,892 +$56,709,830 $29.55 129
2015 Q2 45,262,818 $1,450,661,554 +$262,673,965 $32.05 116
2015 Q1 37,149,699 $928,354,532 +$150,284,478 $24.99 88
2014 Q4 31,132,591 $792,326,461 +$8,019,864 $25.45 68
2014 Q3 31,021,693 $568,006,000 +$286,139,000 $18.31 67