Security key
42226A107
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 76,929,228
- Total 13F value
- $3,949,320,592
- Share change
- +6,473,948
- Put/Call ratio
- 213%
- SEC-reported price per share
- $51.37
- Number of holders
- 273
- Value change
- +$319,809,436
- Number of buys
- 161
- Number of sells
- 119
- Shares outstanding
- 84,512,642
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2020
Institutions
273
Top holders
10
HQY full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2020
Previous quarter: Q2 2020
HEALTHEQUITY, INC. SEC filings
HEALTHEQUITY, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 42226A107
Recent filing periods:
Ownership snapshot
Top reported holders of HQY - HEALTHEQUITY, INC. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BlackRock Finance, Inc.
Disclosed value leader
BlackRock Finance, Inc.
Comparable rows
15/15
Latest evidence
30 Jun 2020
13F
Lead comparable stake: 10%
Showing 1-6 of 15 holder rows.
Quick read
BlackRock Finance, Inc. leads the comparable SEC ownership view at 10%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BlackRock Finance, Inc.'s linked filing trail.
Comparable ownership
Top 5
BlackRock Finance, Inc.
10%
VANGUARD GROUP INC
7.8%
WASATCH ADVISORS LP
3.8%
WILLIAM BLAIR INVESTMENT MANAGEME...
3%
STATE STREET CORP
2.7%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock Finance, Inc. |
13F
Company
|
10%
|
$497,663,000
8,482,456 shares
|
— | 30 Jun 2020 |
| VANGUARD GROUP INC |
13F
Company
|
7.8%
|
$387,245,000
6,600,393 shares
|
— | 30 Jun 2020 |
| WASATCH ADVISORS LP |
13F
Company
|
3.8%
|
$187,170,000
3,190,208 shares
|
— | 30 Jun 2020 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
Company
|
3%
|
$149,089,000
2,541,151 shares
|
— | 30 Jun 2020 |
| STATE STREET CORP |
13F
Company
|
2.7%
|
$135,269,000
2,305,585 shares
|
— | 30 Jun 2020 |
| ALLIANCEBERNSTEIN L.P. |
13F
Company
|
2.5%
|
$121,767,000
2,075,460 shares
|
— | 30 Jun 2020 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2020
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
273
Shares
76,929,228
Rows available
273
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2020 vs Q2 2020 Across Filers
Q2 2020 holders
287
Q3 2020 holders
273
Holder diff
-14
| Investor | Q2 2020 Shares | Q3 2020 Shares | Share Diff | Share Chg % | Q2 2020 value | Q3 2020 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend