- Type / Class
- Equity / Common Stock
- Shares outstanding
- 85,116,616
- Total 13F shares
- 47,424,396
- Share change
- +1,937,400
- Total reported value
- $1,401,330,892
- Put/Call ratio
- 37%
- Price per share
- $29.55
- Number of holders
- 129
- Value change
- +$56,709,830
- Number of buys
- 85
- Number of sells
- 46
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.
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- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BERKLEY W R CORP |
13F
|
Company |
17%
|
14,269,000
|
$457,321,000 | — | 30 Jun 2015 | |
| Napier Park Global Capital (US) LP |
13F
|
Company |
3.3%
|
2,826,468
|
$90,588,000 | — | 30 Jun 2015 | |
| JANUS HENDERSON INVESTORS US LLC |
13F
|
Company |
2.8%
|
2,372,023
|
$76,023,000 | — | 30 Jun 2015 | |
| BlackRock Fund Advisors |
13F
|
Company |
2.6%
|
2,233,064
|
$71,570,000 | — | 30 Jun 2015 | |
| VANGUARD GROUP INC |
13F
|
Company |
2.5%
|
2,170,316
|
$69,559,000 | — | 30 Jun 2015 | |
| BAMCO INC /NY/ |
13F
|
Company |
2.1%
|
1,781,213
|
$57,088,000 | — | 30 Jun 2015 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.8%
|
1,492,820
|
$47,845,000 | — | 30 Jun 2015 | |
| NEXT CENTURY GROWTH INVESTORS LLC |
13F
|
Company |
1.5%
|
1,318,719
|
$42,264,000 | — | 30 Jun 2015 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
1.5%
|
1,300,848
|
$41,693,000 | — | 30 Jun 2015 | |
| WASATCH ADVISORS LP |
13F
|
Company |
1.4%
|
1,198,980
|
$38,427,000 | — | 30 Jun 2015 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
1.4%
|
1,152,500
|
$36,938,000 | — | 30 Jun 2015 | |
| MORGAN STANLEY |
13F
|
Company |
1.3%
|
1,125,466
|
$36,071,000 | — | 30 Jun 2015 | |
| Stephens Investment Management Group LLC |
13F
|
Company |
1.3%
|
1,074,097
|
$34,425,000 | — | 30 Jun 2015 | |
| STATE STREET CORP |
13F
|
Company |
0.84%
|
717,180
|
$22,987,000 | — | 30 Jun 2015 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
0.78%
|
663,831
|
$21,276,000 | — | 30 Jun 2015 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.77%
|
656,320
|
$21,035,000 | — | 30 Jun 2015 | |
| OppenheimerFunds, Inc. |
13F
|
Company |
0.65%
|
554,770
|
$17,780,000 | — | 30 Jun 2015 | |
| BlackRock Institutional Trust Company, N.A. |
13F
|
Company |
0.63%
|
537,935
|
$17,241,000 | — | 30 Jun 2015 | |
| Cortina Asset Management, LLC |
13F
|
Company |
0.5%
|
422,092
|
$13,528,000 | — | 30 Jun 2015 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.49%
|
416,182
|
$13,338,000 | — | 30 Jun 2015 | |
| BLACKROCK ADVISORS LLC |
13F
|
Company |
0.47%
|
400,912
|
$12,849,000 | — | 30 Jun 2015 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.4%
|
336,775
|
$10,794,000 | — | 30 Jun 2015 | |
| CIBC Private Wealth Group LLC |
13F
|
Company |
0.39%
|
331,914
|
$10,638,000 | — | 30 Jun 2015 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.38%
|
322,075
|
$10,323,000 | — | 30 Jun 2015 | |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
13F
|
Company |
0.35%
|
298,008
|
$9,551,000 | — | 30 Jun 2015 | |
| RUSSELL FRANK CO/ |
13F
|
Company |
0.31%
|
262,189
|
$8,403,000 | — | 30 Jun 2015 | |
| OBERWEIS ASSET MANAGEMENT INC/ |
13F
|
Company |
0.29%
|
244,705
|
$7,843,000 | — | 30 Jun 2015 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.27%
|
231,911
|
$7,433,000 | — | 30 Jun 2015 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.26%
|
224,718
|
$7,202,000 | — | 30 Jun 2015 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.25%
|
214,058
|
$6,860,000 | — | 30 Jun 2015 | |
| CROSSLINK CAPITAL INC |
13F
|
Company |
0.24%
|
200,088
|
$6,413,000 | — | 30 Jun 2015 | |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO |
13F
|
Company |
0.23%
|
197,853
|
$6,341,000 | — | 30 Jun 2015 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.21%
|
180,700
|
$5,791,000 | — | 30 Jun 2015 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.2%
|
172,789
|
$5,538,000 | — | 30 Jun 2015 | |
| GILDER GAGNON HOWE & CO LLC |
13F
|
Company |
0.2%
|
170,861
|
$5,476,000 | — | 30 Jun 2015 | |
| BlackRock Investment Management, LLC |
13F
|
Company |
0.19%
|
159,096
|
$5,099,000 | — | 30 Jun 2015 | |
| FMR LLC |
13F
|
Company |
0.18%
|
150,000
|
$4,808,000 | — | 30 Jun 2015 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.17%
|
143,090
|
$4,586,000 | — | 30 Jun 2015 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.15%
|
124,668
|
$3,996,000 | — | 30 Jun 2015 | |
| DRIEHAUS CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.15%
|
123,421
|
$3,956,000 | — | 30 Jun 2015 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.13%
|
108,635
|
$3,480,000 | — | 30 Jun 2015 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.13%
|
107,467
|
$3,445,000 | — | 30 Jun 2015 | |
| Aureus Asset Management, LLC |
13F
|
Company |
0.12%
|
98,278
|
$3,150,000 | — | 30 Jun 2015 | |
| Invesco Ltd. |
13F
|
Company |
0.11%
|
91,296
|
$2,926,000 | — | 30 Jun 2015 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.1%
|
88,401
|
$2,833,000 | — | 30 Jun 2015 | |
| TURNER INVESTMENTS LLC |
13F
|
Company |
0.1%
|
83,390
|
$2,673,000 | — | 30 Jun 2015 | |
| Asset Management One Co., Ltd. |
13F
|
Company |
0.09%
|
79,908
|
$2,558,000 | — | 30 Jun 2015 | |
| PRUDENTIAL FINANCIAL INC |
13F
|
Company |
0.09%
|
75,800
|
$2,429,000 | — | 30 Jun 2015 | |
| PUTNAM INVESTMENTS LLC |
13F
|
Company |
0.09%
|
73,892
|
$2,368,000 | — | 30 Jun 2015 | |
| COMERICA BANK |
13F
|
Company |
0.08%
|
68,526
|
$2,196,000 | — | 30 Jun 2015 |
Institutional Holders of HEALTHEQUITY, INC. - Common Stock (HQY) as of Q3 2015
As of 30 Sep 2015,
HEALTHEQUITY, INC. - Common Stock (HQY) was held by
129 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
47,424,396 shares.
The largest 10 holders included
BERKLEY W R CORP, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, VANGUARD GROUP INC, JANUS CAPITAL MANAGEMENT LLC, BlackRock Fund Advisors, BAMCO INC /NY/, Napier Park Global Capital (US) LP, LORD, ABBETT & CO. LLC, and NEXT CENTURY GROWTH INVESTORS LLC.
This page lists
129
institutional shareholders reporting positions in this security
for the Q3 2015 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2015 vs Q2 2015 Across Filers
Q2 2015 holders
116
Q3 2015 holders
129
Holder diff
13
| Investor | Q2 2015 Shares | Q3 2015 Shares | Share Diff | Share Chg % | Q2 2015 Value $ | Q3 2015 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.