- Type / Class
- Equity / Common Stock
- Shares outstanding
- 85,116,616
- Total 13F shares
- 31,021,693
- Share change
- +15,627,542
- Total reported value
- $568,006,000
- Price per share
- $18.31
- Number of holders
- 67
- Value change
- +$286,139,000
- Number of buys
- 66
Quarterly Holders Quick Answers
What is CUSIP 42226A107?
CUSIP 42226A107 identifies HQY - HEALTHEQUITY, INC. - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Newer quarter: Q4 2014
Recent filing periods for CUSIP 42226A107:
Top shareholders of HQY - HEALTHEQUITY, INC. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of HEALTHEQUITY, INC. - Common Stock (HQY) as of Q3 2014
As of 30 Sep 2014,
HEALTHEQUITY, INC. - Common Stock (HQY) was held by
67 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
31,021,693 shares.
The largest 10 holders included
BERKLEY W R CORP, Napier Park Global Capital (US) LP, BAMCO INC /NY/, MORGAN STANLEY, Atlantic Trust Group, LLC, Stephens Investment Management Group LLC, WELLS FARGO & COMPANY/MN, FRANKLIN RESOURCES INC, OPPENHEIMER FUNDS INC, and JPMORGAN CHASE & CO.
This page lists
67
institutional shareholders reporting positions in this security
for the Q3 2014 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2014 vs Q4 2025 Across Filers
Q4 2025 holders
509
Q3 2014 holders
67
Holder diff
-442
| Investor | Q4 2025 Shares | Q3 2014 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q3 2014 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.