HEALTHEQUITY, INC. - COMMON STOCK (HQY) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
HQY on Nasdaq
Shares outstanding
85,116,616
Price per share
$84.59
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
89,010,461
Total reported value
$8,154,547,902
% of total 13F portfolios
0.01%
Share change
+30,531
Value change
-$1,118,583
Number of holders
499
Price from insider filings
$84.59
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 31 Dec 2025, 499 institutional investors reported holding 89,010,461 shares of HEALTHEQUITY, INC. - COMMON STOCK (HQY). This represents 105% of the company’s total 85,116,616 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of HEALTHEQUITY, INC. - COMMON STOCK (HQY) together control 68% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 13% 11,215,829 +0.45% 0.02% $1,027,482,181
VANGUARD GROUP INC 10% 8,668,534 -0.89% 0.01% $794,124,399
WASATCH ADVISORS LP 7.7% 6,589,646 +4.5% 3.6% $603,677,470
STATE STREET CORP 3.6% 3,091,052 -1.9% 0.01% $283,171,274
GEODE CAPITAL MANAGEMENT, LLC 2.6% 2,201,232 +0.26% 0.01% $201,685,087
FMR LLC 2.4% 2,052,571 -41% 0.01% $188,036,008
WESTFIELD CAPITAL MANAGEMENT CO LP 2.3% 1,952,452 +14% 0.75% $178,864,128
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2.2% 1,855,208 0.47% $169,955,605
AQR CAPITAL MANAGEMENT LLC 2.1% 1,762,335 -0.11% 0.08% $161,447,509
DIMENSIONAL FUND ADVISORS LP 1.9% 1,581,752 +1.5% 0.03% $144,910,523
BROWN ADVISORY INC 1.8% 1,515,259 -5.6% 0.19% $138,812,926
MORGAN STANLEY 1.7% 1,486,057 +14% 0.01% $136,137,871
Clearbridge Investments, LLC 1.6% 1,358,933 -0.07% 0.1% $124,491,896
PRICE T ROWE ASSOCIATES INC /MD/ 1.5% 1,317,719 -14% 0.01% $120,717,000
MACKENZIE FINANCIAL CORP 1.4% 1,171,806 -7.6% 0.13% $108,178,809
JPMORGAN CHASE & CO 1.4% 1,165,311 -3.3% 0.01% $106,754,141
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.3% 1,132,744 -0.81% 0.02% $103,770,678
GENEVA CAPITAL MANAGEMENT LLC 1.3% 1,118,576 +1.9% 1.9% $102,472,720
Greenhouse Funds LLLP 1.3% 1,079,704 +1% 3.8% $98,911,683
NORTHERN TRUST CORP 1.2% 1,018,208 -5.7% 0.01% $93,278,035
LOOMIS SAYLES & CO L P 1.1% 953,072 -3.3% 0.11% $87,310,948
MILLENNIUM MANAGEMENT LLC 1.1% 951,563 +152% 0.06% $87,172,686
GOLDMAN SACHS GROUP INC 1.1% 924,249 +5.6% 0.01% $84,670,451
Atalan Capital Partners, LP 1.1% 915,150 +0.39% 6% $83,836,892
Invesco Ltd. 1% 871,802 -59% 0.01% $79,865,783

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 89,010,461 $8,154,547,902 -$1,118,583 $91.61 499
2025 Q3 88,492,760 $8,382,868,170 -$280,656,178 $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
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