HEALTHEQUITY, INC. - Common Stock (HQY)

CUSIP: 42226A107

Q2 2019 13F Holders as of 30 Jun 2019

Type / Class
Equity / Common Stock
Shares outstanding
85,116,616
Total 13F shares
59,658,080
Share change
-482,071
Total reported value
$3,901,998,640
Put/Call ratio
325%
Price per share
$65.40
Number of holders
313
Value change
-$39,577,920
Number of buys
205
Number of sells
125

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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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
MORGAN STANLEY
13F
Company
7.7%
6,516,270
$482,075,000 31 Mar 2019
13F
BlackRock Finance, Inc.
13F
Company
7.6%
6,428,508
$475,583,000 31 Mar 2019
13F
VANGUARD GROUP INC
13F
Company
6.5%
5,508,275
$407,502,000 31 Mar 2019
13F
FMR LLC
13F
Company
3.4%
2,871,544
$212,437,000 31 Mar 2019
13F
WASATCH ADVISORS LP
13F
Company
2.4%
2,038,929
$150,840,000 31 Mar 2019
13F
Invesco Ltd.
13F
Company
2.2%
1,882,082
$139,236,000 31 Mar 2019
13F
JANUS HENDERSON GROUP PLC
13F
Company
2.1%
1,807,139
$133,692,000 31 Mar 2019
13F
Jackson Square Partners, LLC
13F
Company
2%
1,737,284
$128,524,000 31 Mar 2019
13F
STATE STREET CORP
13F
Company
2%
1,689,593
$124,996,000 31 Mar 2019
13F
Bank of New York Mellon Corp
13F
Company
1.4%
1,164,909
$86,180,000 31 Mar 2019
13F
WELLS FARGO & COMPANY/MN
13F
Company
1.1%
962,572
$71,212,000 31 Mar 2019
13F
BAMCO INC /NY/
13F
Company
1.1%
954,436
$70,609,000 31 Mar 2019
13F
FRED ALGER MANAGEMENT, LLC
13F
Company
1.1%
897,262
$66,379,000 31 Mar 2019
13F
NORTHERN TRUST CORP
13F
Company
1%
873,468
$64,618,000 31 Mar 2019
13F
AMERIPRISE FINANCIAL INC
13F
Company
1%
854,674
$63,229,000 31 Mar 2019
13F
JPMORGAN CHASE & CO
13F
Company
0.96%
814,569
$60,262,000 31 Mar 2019
13F
CREDIT SUISSE AG/
13F
Company
0.89%
759,393
$56,179,000 31 Mar 2019
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
0.83%
706,050
$52,234,000 31 Mar 2019
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.83%
705,665
$52,205,000 31 Mar 2019
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
0.79%
669,454
$49,526,000 31 Mar 2019
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
0.77%
657,534
$48,644,000 31 Mar 2019
13F
ArrowMark Colorado Holdings LLC
13F
Company
0.75%
635,254
$46,996,000 31 Mar 2019
13F
Artisan Partners Limited Partnership
13F
Company
0.75%
634,568
$46,945,000 31 Mar 2019
13F
ROYAL BANK OF CANADA
13F
Company
0.68%
580,728
$42,963,000 31 Mar 2019
13F
EAGLE ASSET MANAGEMENT INC
13F
Company
0.65%
552,621
$40,882,000 31 Mar 2019
13F
NORGES BANK
13F
Company
0.65%
551,281
$40,785,000 31 Mar 2019
13F
WADDELL & REED FINANCIAL INC
13F
Company
0.65%
549,086
$40,621,000 31 Mar 2019
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
0.64%
543,377
$40,198,000 31 Mar 2019
13F
FRANKLIN RESOURCES INC
13F
Company
0.59%
498,830
$36,904,000 31 Mar 2019
13F
Stephens Investment Management Group LLC
13F
Company
0.58%
493,392
$36,501,000 31 Mar 2019
13F
CARILLON TOWER ADVISERS, INC.
13F
Company
0.54%
459,572
$33,999,000 31 Mar 2019
13F
GLENMEDE TRUST CO NA
13F
Company
0.53%
449,367
$33,243,000 31 Mar 2019
13F
VOYA INVESTMENT MANAGEMENT LLC
13F
Company
0.52%
438,782
$32,462,000 31 Mar 2019
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.51%
432,039
$31,963,000 31 Mar 2019
13F
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13F
Company
0.51%
430,969
$31,883,000 31 Mar 2019
13F
JENNISON ASSOCIATES LLC
13F
Company
0.45%
383,138
$28,345,000 31 Mar 2019
13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
0.41%
352,304
$26,063,451 31 Mar 2019
13F
OppenheimerFunds, Inc.
13F
Company
0.41%
346,748
$25,653,000 31 Mar 2019
13F
Echo Street Capital Management LLC
13F
Company
0.39%
335,091
$24,790,000 31 Mar 2019
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.36%
308,049
$22,790,000 31 Mar 2019
13F
TimesSquare Capital Management, LLC
13F
Company
0.36%
303,000
$22,416,000 31 Mar 2019
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
0.35%
300,543
$22,234,000 31 Mar 2019
13F
BROWN ADVISORY INC
13F
Company
0.34%
285,352
$21,111,000 31 Mar 2019
13F
SEI INVESTMENTS CO
13F
Company
0.32%
273,685
$20,243,000 31 Mar 2019
13F
Granahan Investment Management, LLC
13F
Company
0.32%
268,400
$19,856,000 31 Mar 2019
13F
Clearbridge Investments, LLC
13F
Company
0.31%
264,680
$19,581,000 31 Mar 2019
13F
Aureus Asset Management, LLC
13F
Company
0.29%
250,049
$18,499,000 31 Mar 2019
13F
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13F
Company
0.28%
242,140
$17,914,000 31 Mar 2019
13F
PRINCIPAL FINANCIAL GROUP INC
13F
Company
0.28%
240,222
$17,772,000 31 Mar 2019
13F
ASHFORD CAPITAL MANAGEMENT INC
13F
Company
0.28%
235,928
$17,454,000 31 Mar 2019
13F

Institutional Holders of HEALTHEQUITY, INC. - Common Stock (HQY) as of Q2 2019

As of 30 Jun 2019, HEALTHEQUITY, INC. - Common Stock (HQY) was held by 313 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 59,658,080 shares. The largest 10 holders included BlackRock Inc., VANGUARD GROUP INC, Jackson Square Partners, LLC, Invesco Ltd., JANUS HENDERSON GROUP PLC, WASATCH ADVISORS INC, STATE STREET CORP, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, and RENAISSANCE TECHNOLOGIES LLC. This page lists 313 institutional shareholders reporting positions in this security for the Q2 2019 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2019 vs Q1 2019 Across Filers

Q1 2019 holders
319
Q2 2019 holders
313
Holder diff
-6
Investor Q1 2019 Shares Q2 2019 Shares Share Diff Share Chg % Q1 2019 Value $ Q2 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.