- Type / Class
- Equity / Common Stock
- Shares outstanding
- 85,116,616
- Total 13F shares
- 60,360,785
- Share change
- +1,290,404
- Total reported value
- $3,654,551,207
- Put/Call ratio
- 74%
- Price per share
- $60.54
- Number of holders
- 266
- Value change
- +$85,975,857
- Number of buys
- 148
- Number of sells
- 106
Quarterly Holders Quick Answers
What is CUSIP 42226A107?
CUSIP 42226A107 identifies HQY - HEALTHEQUITY, INC. - Common Stock in SEC institutional holdings data.
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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 |
|---|---|---|---|---|---|---|---|---|
| BlackRock Finance, Inc. |
13F
|
Company |
7.9%
|
6,751,491
|
$315,026,000 | — | 31 Dec 2017 | |
| BERKLEY W R CORP |
13F
|
Company |
7.5%
|
6,404,562
|
$298,837,000 | — | 31 Dec 2017 | |
| VANGUARD GROUP INC |
13F
|
Company |
5.6%
|
4,748,295
|
$221,555,000 | — | 31 Dec 2017 | |
| Invesco Ltd. |
13F
|
Company |
2.9%
|
2,427,389
|
$113,261,000 | — | 31 Dec 2017 | |
| WASATCH ADVISORS LP |
13F
|
Company |
2.7%
|
2,293,280
|
$107,004,000 | — | 31 Dec 2017 | |
| FMR LLC |
13F
|
Company |
2.6%
|
2,254,277
|
$105,185,000 | — | 31 Dec 2017 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
2.4%
|
2,066,277
|
$96,412,000 | — | 31 Dec 2017 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
1.6%
|
1,392,222
|
$64,961,000 | — | 31 Dec 2017 | |
| MORGAN STANLEY |
13F
|
Company |
1.5%
|
1,317,915
|
$61,493,000 | — | 31 Dec 2017 | |
| STATE STREET CORP |
13F
|
Company |
1.5%
|
1,281,221
|
$59,783,000 | — | 31 Dec 2017 | |
| BAMCO INC /NY/ |
13F
|
Company |
1.4%
|
1,203,771
|
$56,168,000 | — | 31 Dec 2017 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
1.4%
|
1,180,761
|
$55,094,000 | — | 31 Dec 2017 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.4%
|
1,151,090
|
$53,710,000 | — | 31 Dec 2017 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
1.3%
|
1,136,645
|
$53,206,000 | — | 31 Dec 2017 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.3%
|
1,090,673
|
$50,891,000 | — | 31 Dec 2017 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
1.2%
|
1,031,711
|
$48,139,000 | — | 31 Dec 2017 | |
| WADDELL & REED FINANCIAL INC |
13F
|
Company |
1.1%
|
941,860
|
$43,947,000 | — | 31 Dec 2017 | |
| Stephens Investment Management Group LLC |
13F
|
Company |
1.1%
|
939,516
|
$43,838,000 | — | 31 Dec 2017 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.1%
|
904,105
|
$42,186,000 | — | 31 Dec 2017 | |
| ArrowMark Colorado Holdings LLC |
13F
|
Company |
1%
|
871,326
|
$40,656,000 | — | 31 Dec 2017 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.96%
|
819,593
|
$38,242,000 | — | 31 Dec 2017 | |
| PEREGRINE CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.89%
|
757,355
|
$35,338,000 | — | 31 Dec 2017 | |
| CARILLON TOWER ADVISERS, INC. |
13F
|
Company |
0.86%
|
730,811
|
$34,100,000 | — | 31 Dec 2017 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.77%
|
654,510
|
$30,539,000 | — | 31 Dec 2017 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
0.76%
|
644,535
|
$30,074,000 | — | 31 Dec 2017 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.63%
|
536,530
|
$25,035,000 | — | 31 Dec 2017 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
0.6%
|
513,096
|
$23,941,000 | — | 31 Dec 2017 | |
| CLEARBRIDGE, LLC |
13F
|
Company |
0.58%
|
497,510
|
$23,214,000 | — | 31 Dec 2017 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.54%
|
459,841
|
$21,455,000 | — | 31 Dec 2017 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.5%
|
428,026
|
$19,972,000 | — | 31 Dec 2017 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
0.49%
|
414,286
|
$19,331,000 | — | 31 Dec 2017 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.49%
|
412,898
|
$19,265,000 | — | 31 Dec 2017 | |
| OppenheimerFunds, Inc. |
13F
|
Company |
0.47%
|
400,607
|
$18,692,000 | — | 31 Dec 2017 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.46%
|
392,980
|
$18,336,000 | — | 31 Dec 2017 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.39%
|
329,550
|
$15,376,000 | — | 31 Dec 2017 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.37%
|
313,860
|
$14,645,000 | — | 31 Dec 2017 | |
| FRED ALGER MANAGEMENT, LLC |
13F
|
Company |
0.36%
|
309,698
|
$14,451,000 | — | 31 Dec 2017 | |
| PICTON MAHONEY ASSET MANAGEMENT |
13F
|
Company |
0.35%
|
298,200
|
$13,915,000 | — | 31 Dec 2017 | |
| COLUMBIA WANGER ASSET MANAGEMENT LLC |
13F
|
Company |
0.34%
|
289,149
|
$13,492,000 | — | 31 Dec 2017 | |
| KORNITZER CAPITAL MANAGEMENT INC /KS |
13F
|
Company |
0.33%
|
279,150
|
$13,025,000 | — | 31 Dec 2017 | |
| Granite Investment Partners, LLC |
13F
|
Company |
0.32%
|
268,173
|
$12,513,000 | — | 31 Dec 2017 | |
| CIBC Private Wealth Group LLC |
13F
|
Company |
0.31%
|
266,714
|
$12,445,000 | — | 31 Dec 2017 | |
| NEXT CENTURY GROWTH INVESTORS LLC |
13F
|
Company |
0.3%
|
256,612
|
$11,973,000 | — | 31 Dec 2017 | |
| Aureus Asset Management, LLC |
13F
|
Company |
0.29%
|
247,762
|
$11,561,000 | — | 31 Dec 2017 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.28%
|
239,024
|
$11,153,000 | — | 31 Dec 2017 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.28%
|
236,589
|
$11,039,000 | — | 31 Dec 2017 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.28%
|
234,465
|
$10,940,000 | — | 31 Dec 2017 | |
| NORGES BANK |
13F
|
Company |
0.27%
|
232,535
|
$10,850,000 | — | 31 Dec 2017 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.25%
|
210,766
|
$9,884,000 | — | 31 Dec 2017 | |
| Iron Gate Global Advisors LLC |
13F
|
Company |
0.24%
|
202,392
|
$9,444,000 | — | 31 Dec 2017 |
Institutional Holders of HEALTHEQUITY, INC. - Common Stock (HQY) as of Q1 2018
As of 31 Mar 2018,
HEALTHEQUITY, INC. - Common Stock (HQY) was held by
266 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
60,360,785 shares.
The largest 10 holders included
BlackRock Inc., VANGUARD GROUP INC, BERKLEY W R CORP, MORGAN STANLEY, JANUS HENDERSON GROUP PLC, FMR LLC, Invesco Ltd., WASATCH ADVISORS INC, STATE STREET CORP, and JPMORGAN CHASE & CO.
This page lists
266
institutional shareholders reporting positions in this security
for the Q1 2018 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2018 vs Q4 2017 Across Filers
Q4 2017 holders
232
Q1 2018 holders
266
Holder diff
34
| Investor | Q4 2017 Shares | Q1 2018 Shares | Share Diff | Share Chg % | Q4 2017 Value $ | Q1 2018 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.