13F reference period
Q2 2026
Security Snapshot
HEALTHEQUITY, INC. - Common Stock SH (HQY) Institutional Ownership
CUSIP: 42226A107
13F Institutional Holders and Ownership History from Q3 2014 to Q3 2026
Institutions Reporting
500
Shares (Excl. Options)
89.73M
Full value: 89,725,452 · shares · 30 Jun 2026Price
$90.32
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
Save this security page for your next review
Watchlists follow companies and investors, across their share classes. Bookmark this page to revisit this specific CUSIP and its quarterly holders. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Common Stock SH
- Symbol
- HQY on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 89,725,452
- Total 13F value
- $8,096,398,882
- Portfolio coverage rank
- 0.01%
- Share change
- +3,510,638
- Value change
- +$340,400,772
- Number of holders
- 500
- Shares outstanding
- 82,487,871
- SEC-reported price per share
- $88.46
- Insider filing price
- $88.46
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- HQY - HEALTHEQUITY, INC. - Common Stock SH is tracked under CUSIP 42226A107.
- 500 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 487 to 500 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$7.21B
Full value: $7,208,133,813 · USD · 31 Mar 2026.$8.1B
Full value: $8,096,398,882 · USD · 30 Jun 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 500 institutions filings for Q2 2026.
Security key
42226A107
13F reference period
Q2 2026
13F holders
500
13D/G owners
4
CIK / CUSIP context first
Open Q2 2026 holders
HQY full holder history
HEALTHEQUITY, INC. SEC filings
HEALTHEQUITY, INC. company facts
HEALTHEQUITY, INC. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 42226A107:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
HQY
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| WASATCH ADVISORS LP | 8.5% | -10% | $620,232,444 | -$83,971,786 | 7,011,469 | -12% | Wasatch Advisors LP | 30 Sep 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.3% | $374,324,237 | 4,479,170 | Vanguard Capital Management | 31 Mar 2026 | |||
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.9% | -1.4% | $391,987,151 | -$9,372,397 | 4,137,941 | -2.3% | Vanguard Portfolio Management | 30 Jun 2026 |
| FMR LLC | 4.1% | $330,726,570 | 3,489,781 | FMR LLC | 30 Sep 2025 |
As of 30 Jun 2026,
500
institutional investors reported holding
shares of
HEALTHEQUITY, INC. - Common Stock SH (HQY).
This represents
109%
of the company’s total
outstanding shares.
89.73M
Full value: 89,725,452 · shares · 30 Jun 202682.49M
Full value: 82,487,871 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
72%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14% | 11,277,914 | +7.1% | 0.02% | $1,018,621,255 |
| WASATCH ADVISORS LP | 9.7% | 7,960,735 | +11% | 4.7% | $719,013,585 |
| MORGAN STANLEY | 5.5% | 4,547,218 | +83% | 0.02% | $410,704,829 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.9% | 4,057,643 | -2.5% | 0.02% | $366,486,316 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.4% | 3,640,776 | -4.8% | 0.01% | $328,834,888 |
| STATE STREET CORP | 3.9% | 3,241,046 | +4.6% | 0.01% | $292,717,061 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.9% | 2,374,467 | +5.1% | 0.01% | $214,497,588 |
| AQR CAPITAL MANAGEMENT LLC | 2.4% | 1,999,209 | -4.4% | 0.06% | $176,050,345 |
| DIMENSIONAL FUND ADVISORS LP | 2.3% | 1,869,036 | +15% | 0.03% | $168,794,190 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2.1% | 1,773,227 | +6.8% | 0.48% | $160,157,863 |
| FMR LLC | 1.9% | 1,538,387 | +36% | 0.01% | $138,947,073 |
| BROWN ADVISORY INC | 1.7% | 1,372,624 | -2.8% | 0.19% | $123,975,449 |
| Clearbridge Investments, LLC | 1.6% | 1,296,765 | -1% | 0.1% | $117,123,775 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4% | 1,188,902 | +1.2% | 0.01% | $107,381,628 |
| Greenhouse Funds LLLP | 1.4% | 1,183,024 | -5.9% | 5.6% | $106,850,728 |
| JPMORGAN CHASE & CO | 1.4% | 1,158,837 | -2.1% | 0.01% | $102,097,653 |
| GENEVA CAPITAL MANAGEMENT LLC | 1.4% | 1,149,680 | -2.1% | 2.4% | $103,839,080 |
| BANK OF AMERICA CORP /DE/ | 1.4% | 1,146,735 | +33% | 0.01% | $103,573,112 |
| DAVENPORT & Co LLC | 1.3% | 1,087,218 | +7.1% | 0.5% | $98,197,530 |
| NORTHERN TRUST CORP | 1.3% | 1,072,119 | +3.5% | 0.01% | $96,833,789 |
| GOLDMAN SACHS GROUP INC | 1.2% | 1,007,434 | +26% | 0.01% | $90,991,438 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.2% | 994,551 | +24% | 0.01% | $89,829,000 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.2% | 965,807 | +34629% | 0.04% | $87,231,688 |
| Atalan Capital Partners, LP | 1.1% | 915,270 | +3.6% | 5.1% | $82,667,186 |
| LOOMIS SAYLES & CO L P | 1.1% | 908,554 | -2.5% | 0.1% | $82,060,598 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Headline period
Q2 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 9,423,246 | $832,794,626 | -$94,289,587 | $88.46 | 100 |
| 2026 Q2 | 89,725,452 | $8,096,398,882 | +$340,400,772 | $90.32 | 500 |
| 2026 Q1 | 86,313,600 | $7,208,133,813 | -$234,204,170 | $83.57 | 487 |
| 2025 Q4 | 89,097,853 | $8,162,571,554 | +$470,046 | $91.61 | 511 |
| 2025 Q3 | 88,488,719 | $8,382,485,204 | -$281,039,998 | $94.77 | 488 |
| 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 |