Latest Period
Q1 2026
Security Snapshot
HEALTHEQUITY, INC. - Common Stock (HQY) Institutional Ownership
CUSIP: 42226A107
13F Institutional Holders and Ownership History from Q3 2014 to Q1 2026
Institutions Reporting
482
Shares (Excl. Options)
86,267,646
Price
$83.57
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- Security type / class
- Equity / Common Stock
- Symbol
- HQY on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 86,267,646
- Total 13F value
- $7,204,293,225
- Portfolio coverage rank
- 0.01%
- Share change
- -2,575,362
- Value change
- -$235,177,041
- Number of holders
- 482
- Shares outstanding
- 84,512,642
- SEC-reported price per share
- $80.46
- Insider filing price
- $80.46
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
Key facts
- HQY - HEALTHEQUITY, INC. - Common Stock is tracked under CUSIP 42226A107.
- 482 institutions reported positions in Q1 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 510 to 482 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $8,162,558,912 to $7,204,293,225.
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 482 institutions filings for Q1 2026.
Security key
42226A107
Latest holder period
Q1 2026
13F holders
482
13D/G owners
3
CIK / CUSIP context first
Open Q1 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
3
Security
HQY
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 5.3% | $374,324,237 | 4,479,170 | Vanguard Capital Management | 31 Mar 2026 | |||
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5% | $354,075,978 | 4,236,879 | Vanguard Portfolio Management | 31 Mar 2026 | |||
| FMR LLC | 4.1% | $330,726,570 | 3,489,781 | FMR LLC | 30 Sep 2025 |
As of 31 Mar 2026, 482 institutional investors reported holding 86,267,646 shares of HEALTHEQUITY, INC. - Common Stock (HQY). This represents 102% of the company’s total 84,512,642 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
65%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12% | 10,532,394 | -6.1% | 0.02% | $880,192,208 |
| WASATCH ADVISORS LP | 8.5% | 7,202,934 | +9.3% | 4% | $601,949,194 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.9% | 4,163,593 | 0% | 0.02% | $347,951,467 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.5% | 3,823,804 | 0% | 0.01% | $319,555,300 |
| STATE STREET CORP | 3.7% | 3,099,897 | +0.29% | 0.01% | $259,058,392 |
| MORGAN STANLEY | 2.9% | 2,485,913 | +67% | 0.01% | $207,747,965 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.7% | 2,259,646 | +2.7% | 0.01% | $188,871,255 |
| AQR CAPITAL MANAGEMENT LLC | 2.5% | 2,092,223 | +19% | 0.08% | $172,587,475 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2% | 1,659,616 | -11% | 0.46% | $138,694,109 |
| DIMENSIONAL FUND ADVISORS LP | 1.9% | 1,627,039 | +2.9% | 0.03% | $135,956,994 |
| BROWN ADVISORY INC | 1.7% | 1,412,784 | -6.8% | 0.19% | $118,066,377 |
| Clearbridge Investments, LLC | 1.6% | 1,309,972 | -3.6% | 0.1% | $109,474,352 |
| MACKENZIE FINANCIAL CORP | 1.5% | 1,281,657 | +9.4% | 0.13% | $107,108,075 |
| Greenhouse Funds LLLP | 1.5% | 1,257,854 | +16% | 5% | $105,118,859 |
| JPMORGAN CHASE & CO | 1.4% | 1,183,411 | +1.6% | 0.01% | $96,424,327 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4% | 1,175,339 | +3.8% | 0.02% | $98,223,080 |
| GENEVA CAPITAL MANAGEMENT LLC | 1.4% | 1,174,070 | +5% | 2.1% | $98,117,013 |
| FMR LLC | 1.3% | 1,134,933 | -45% | 0% | $94,846,334 |
| NORTHERN TRUST CORP | 1.2% | 1,036,174 | +1.8% | 0.01% | $86,593,062 |
| DAVENPORT & Co LLC | 1.2% | 1,015,434 | +157% | 0.47% | $84,859,819 |
| LOOMIS SAYLES & CO L P | 1.1% | 931,906 | -2.2% | 0.11% | $77,879,375 |
| Atalan Capital Partners, LP | 1% | 883,670 | -3.4% | 6.8% | $73,848,302 |
| BANK OF AMERICA CORP /DE/ | 1% | 862,008 | +43% | 0.01% | $72,038,020 |
| JANUS HENDERSON GROUP PLC | 1% | 850,411 | +3.7% | 0.03% | $71,067,521 |
| Balyasny Asset Management L.P. | 0.99% | 835,072 | +197% | 0.14% | $69,786,967 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
47
Latest
Q1 2026
Rows shown
1-25 of 47
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 86,267,646 | $7,204,293,225 | -$235,177,041 | $83.57 | 482 |
| 2025 Q4 | 89,097,715 | $8,162,558,912 | +$470,046 | $91.61 | 510 |
| 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 |
| 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 |