HEALTHEQUITY, INC. - COMMON STOCK (HQY)

Historical Holders from Q3 2014 to Q3 2025

Symbol: HQY on Nasdaq
Type / Class: Equity / COMMON STOCK
Shares outstanding: 85,116,616
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares, excl. options: 88,479,619
Holdings value: $8,381,627,457
% of all portfolios: 0.009%
Number of holders: 484
Number of buys: 235
Number of sells: -244
Average buys %: +0%
Average sells %: -0%

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of HEALTHEQUITY, INC. - COMMON STOCK (HQY)

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

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

Period	Reported Shares, Excl. Options	Value, Excl. Options	Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q3	88,479,619	$8,381,627,457	-$284,076,113	$6,409,017	$16,210,914	$94.77	484
2025 Q2	91,265,687	$9,558,076,192	-$62,139,841	$24,126,228	$32,580,360	$104.76	482
2025 Q1	92,165,244	$8,128,508,816	+$152,545,171	$27,025,740	$27,191,404	$88.37	459
2024 Q4	90,161,222	$8,653,352,575	+$170,175,956	$6,793,260	$28,734,016	$95.95	440
2024 Q3	88,358,980	$7,240,539,201	-$1,337,258	$8,275,035	$16,770,418	$81.85	401
2024 Q2	87,933,863	$7,578,890,500	+$125,440,183	$5,335,780	$3,534,200	$86.2	383
2024 Q1	86,440,231	$7,055,956,398	+$115,959,986	$9,877,230	$12,775,095	$81.63	363
2023 Q4	85,288,872	$5,655,435,507	-$174,634,686	$11,264,370	$13,027,950	$66.3	346
2023 Q3	87,732,717	$6,409,147,459	+$222,841,176	$4,653,285	$13,492,335	$73.05	341
2023 Q2	84,708,035	$5,345,679,594	-$18,798,092	$5,240,620	$6,585,502	$63.14	314
2023 Q1	84,947,616	$4,987,032,360	+$94,905,209	$7,062,813	$11,562,078	$58.71	307
2022 Q4	83,488,262	$5,144,359,254	-$152,630,765	$21,839,052	$16,106,532	$61.64	319
2022 Q3	85,786,896	$5,763,609,886	+$105,104,438	$4,910,000	$15,087,000	$67.17	299
2022 Q2	83,615,213	$5,132,344,951	+$14,846,792	$2,232,632	$8,688,164	$61.39	297
2022 Q1	83,664,137	$5,635,991,272	+$177,196,612	$11,660,000	$21,277,000	$67.44	288
2021 Q4	81,505,488	$3,607,007,806	-$76,931,586	$11,043,000	$4,120,000	$44.24	270
2021 Q3	80,796,713	$5,232,496,642	-$283,262,504	$21,236,000	$6,754,000	$64.76	280
2021 Q2	84,185,968	$6,774,579,492	+$154,343,182	$18,325,000	$11,789,000	$80.48	281
2021 Q1	82,527,536	$5,613,882,784	+$216,959,708	$29,068,000	$27,615,000	$68	281
2020 Q4	79,339,982	$5,533,688,719	+$175,728,462	$23,956,000	$27,047,000	$69.71	276
2020 Q3	76,929,228	$3,949,320,592	+$319,809,436	$38,317,000	$18,025,000	$51.37	273
2020 Q2	70,448,985	$4,130,042,190	+$45,790,946	$50,547,000	$13,421,000	$58.67	287
2020 Q1	69,415,127	$3,508,844,555	-$68,858,863	$33,631,000	$13,449,000	$50.59	282
2019 Q4	70,295,721	$5,206,498,712	+$146,353,800	$25,496,000	$10,318,000	$74.07	312
2019 Q3	68,270,726	$3,901,369,797	+$480,802,910	$19,680,000	$9,608,000	$57.14	299
2019 Q2	59,658,080	$3,901,998,640	-$39,577,920	$37,906,000	$11,680,000	$65.4	313
2019 Q1	60,951,315	$4,510,449,933	+$100,010,808	$20,619,000	$13,835,000	$73.98	319
2018 Q4	59,799,325	$3,567,005,264	+$41,405,017	$22,728,000	$10,396,000	$59.65	305
2018 Q3	58,001,710	$5,474,682,848	-$190,878,983	$23,526,000	$21,204,000	$94.41	307
2018 Q2	60,329,889	$4,532,686,127	-$45,200,890	$17,791,000	$8,119,000	$75.1	271
2018 Q1	60,360,785	$3,654,551,207	+$85,975,857	$6,277,000	$8,487,000	$60.54	266
2017 Q4	60,186,553	$2,808,642,326	-$27,496,772	$6,124,000	$2,446,000	$46.66	232
2017 Q3	59,900,013	$3,029,463,156	+$229,527,622	$8,992,000	$2,637,000	$50.58	235
2017 Q2	55,403,390	$2,760,685,117	+$134,085,272	$9,871,000	$5,223,000	$49.83	231
2017 Q1	54,690,448	$2,320,539,689	+$244,333,606	$21,877,000	$3,167,000	$42.45	212
2016 Q4	54,160,476	$2,195,534,927	-$17,452,051	$2,220,000	$5,226,000	$40.52	199
2016 Q3	54,447,438	$2,060,242,638	+$10,473,636	$137,000	$6,845,000	$37.85	164
2016 Q2	53,368,915	$1,614,249,058	+$37,804,374	$46,000	$4,251,000	$30.38	145
2016 Q1	52,285,515	$1,289,286,800	+$83,479,580	$863,000	$1,873,000	$24.67	138
2015 Q4	48,852,387	$1,224,965,105	+$36,522,392	$2,237,000	$2,720,000	$25.07	143
2015 Q3	47,424,396	$1,401,330,892	+$56,709,830	$1,308,000	$3,523,000	$29.55	129
2015 Q2	45,262,818	$1,450,661,554	+$262,673,965	$269,000	$1,273,000	$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