- Type / Class
- Equity / Common Stock
- Shares outstanding
- 85,116,616
- Total 13F shares
- 60,951,315
- Share change
- +1,072,302
- Total reported value
- $4,510,449,933
- Put/Call ratio
- 149%
- Price per share
- $73.98
- Number of holders
- 319
- Value change
- +$100,010,808
- Number of buys
- 173
- Number of sells
- 143
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?
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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%
|
6,764,271
|
$403,489,000 | — | 31 Dec 2018 | |
| MORGAN STANLEY |
13F
|
Company |
7.6%
|
6,426,694
|
$383,352,000 | — | 31 Dec 2018 | |
| VANGUARD GROUP INC |
13F
|
Company |
6.4%
|
5,434,737
|
$324,183,000 | — | 31 Dec 2018 | |
| FMR LLC |
13F
|
Company |
3.9%
|
3,319,868
|
$198,029,000 | — | 31 Dec 2018 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
2.9%
|
2,452,323
|
$146,281,000 | — | 31 Dec 2018 | |
| Invesco Ltd. |
13F
|
Company |
2.3%
|
1,944,707
|
$116,002,000 | — | 31 Dec 2018 | |
| STATE STREET CORP |
13F
|
Company |
2%
|
1,676,371
|
$99,996,000 | — | 31 Dec 2018 | |
| WASATCH ADVISORS LP |
13F
|
Company |
2%
|
1,662,468
|
$99,166,000 | — | 31 Dec 2018 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
1.2%
|
999,893
|
$59,643,000 | — | 31 Dec 2018 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.2%
|
990,402
|
$59,076,000 | — | 31 Dec 2018 | |
| BAMCO INC /NY/ |
13F
|
Company |
1.1%
|
954,136
|
$56,914,000 | — | 31 Dec 2018 | |
| FRED ALGER MANAGEMENT, LLC |
13F
|
Company |
1.1%
|
909,676
|
$54,262,000 | — | 31 Dec 2018 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1%
|
870,354
|
$51,916,000 | — | 31 Dec 2018 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1%
|
859,300
|
$51,257,000 | — | 31 Dec 2018 | |
| CARILLON TOWER ADVISERS, INC. |
13F
|
Company |
0.88%
|
752,482
|
$44,886,000 | — | 31 Dec 2018 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.83%
|
707,708
|
$42,215,000 | — | 31 Dec 2018 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.8%
|
683,457
|
$40,767,000 | — | 31 Dec 2018 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.77%
|
656,364
|
$39,152,000 | — | 31 Dec 2018 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.77%
|
656,034
|
$39,132,000 | — | 31 Dec 2018 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.77%
|
653,805
|
$39,000,000 | — | 31 Dec 2018 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.75%
|
637,211
|
$38,010,000 | — | 31 Dec 2018 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.74%
|
627,359
|
$37,421,000 | — | 31 Dec 2018 | |
| Stephens Investment Management Group LLC |
13F
|
Company |
0.73%
|
621,739
|
$37,087,000 | — | 31 Dec 2018 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
0.72%
|
610,512
|
$36,417,000 | — | 31 Dec 2018 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.71%
|
604,848
|
$36,080,000 | — | 31 Dec 2018 | |
| ArrowMark Colorado Holdings LLC |
13F
|
Company |
0.7%
|
599,483
|
$35,759,000 | — | 31 Dec 2018 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.69%
|
585,833
|
$34,945,000 | — | 31 Dec 2018 | |
| WADDELL & REED FINANCIAL INC |
13F
|
Company |
0.69%
|
583,661
|
$34,815,000 | — | 31 Dec 2018 | |
| OppenheimerFunds, Inc. |
13F
|
Company |
0.63%
|
536,552
|
$32,006,000 | — | 31 Dec 2018 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.59%
|
505,825
|
$30,171,000 | — | 31 Dec 2018 | |
| NORGES BANK |
13F
|
Company |
0.59%
|
502,093
|
$29,950,000 | — | 31 Dec 2018 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
0.53%
|
453,506
|
$27,052,000 | — | 31 Dec 2018 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.52%
|
444,581
|
$26,519,257 | — | 31 Dec 2018 | |
| GLENMEDE TRUST CO NA |
13F
|
Company |
0.48%
|
405,998
|
$24,217,000 | — | 31 Dec 2018 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.46%
|
391,048
|
$23,327,000 | — | 31 Dec 2018 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.45%
|
383,388
|
$22,867,000 | — | 31 Dec 2018 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.43%
|
368,091
|
$21,957,000 | — | 31 Dec 2018 | |
| Clearbridge Investments, LLC |
13F
|
Company |
0.43%
|
367,312
|
$21,910,000 | — | 31 Dec 2018 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
0.39%
|
328,574
|
$19,599,000 | — | 31 Dec 2018 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.36%
|
306,274
|
$18,269,000 | — | 31 Dec 2018 | |
| PEREGRINE CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.34%
|
286,076
|
$17,064,000 | — | 31 Dec 2018 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.3%
|
259,102
|
$15,455,000 | — | 31 Dec 2018 | |
| PICTET ASSET MANAGEMENT LTD |
13F
|
Company |
0.3%
|
257,500
|
$15,360,000 | — | 31 Dec 2018 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.28%
|
241,153
|
$14,385,000 | — | 31 Dec 2018 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
0.28%
|
240,450
|
$14,343,000 | — | 31 Dec 2018 | |
| BROWN ADVISORY INC |
13F
|
Company |
0.26%
|
221,975
|
$13,241,000 | — | 31 Dec 2018 | |
| PICTON MAHONEY ASSET MANAGEMENT |
13F
|
Company |
0.25%
|
211,292
|
$12,602,000 | — | 31 Dec 2018 | |
| Aureus Asset Management, LLC |
13F
|
Company |
0.25%
|
211,239
|
$12,600,000 | — | 31 Dec 2018 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.23%
|
191,675
|
$11,477,000 | — | 31 Dec 2018 | |
| NEXT CENTURY GROWTH INVESTORS LLC |
13F
|
Company |
0.23%
|
192,094
|
$11,458,000 | — | 31 Dec 2018 |
Institutional Holders of HEALTHEQUITY, INC. - Common Stock (HQY) as of Q1 2019
As of 31 Mar 2019,
HEALTHEQUITY, INC. - Common Stock (HQY) was held by
319 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
60,951,315 shares.
The largest 10 holders included
MORGAN STANLEY, BlackRock Inc., VANGUARD GROUP INC, FMR LLC, WASATCH ADVISORS INC, Invesco Ltd., JANUS HENDERSON GROUP PLC, Jackson Square Partners, LLC, STATE STREET CORP, and Bank of New York Mellon Corp.
This page lists
319
institutional shareholders reporting positions in this security
for the Q1 2019 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2019 vs Q4 2018 Across Filers
Q4 2018 holders
305
Q1 2019 holders
319
Holder diff
14
| Investor | Q4 2018 Shares | Q1 2019 Shares | Share Diff | Share Chg % | Q4 2018 Value $ | Q1 2019 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.