- Type / Class
- Equity / Common Stock
- Shares outstanding
- 85,116,616
- Total 13F shares
- 79,339,982
- Share change
- +2,354,274
- Total reported value
- $5,533,688,719
- Put/Call ratio
- 89%
- Price per share
- $69.71
- Number of holders
- 276
- Value change
- +$175,728,462
- Number of buys
- 119
- Number of sells
- 141
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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- Back to full security ownership history for the broader multi-quarter picture.
- 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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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 |
10%
|
8,671,586
|
$445,459,000 | — | 30 Sep 2020 | |
| VANGUARD GROUP INC |
13F
|
Company |
8.2%
|
7,019,805
|
$360,606,000 | — | 30 Sep 2020 | |
| WASATCH ADVISORS LP |
13F
|
Company |
4.7%
|
3,971,124
|
$203,996,000 | — | 30 Sep 2020 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
4.3%
|
3,650,089
|
$187,505,000 | — | 30 Sep 2020 | |
| Jackson Square Partners, LLC |
13F
|
Company |
3.9%
|
3,299,782
|
$169,509,000 | — | 30 Sep 2020 | |
| ArrowMark Colorado Holdings LLC |
13F
|
Company |
2.9%
|
2,460,733
|
$126,408,000 | — | 30 Sep 2020 | |
| STATE STREET CORP |
13F
|
Company |
2.7%
|
2,297,466
|
$118,021,000 | — | 30 Sep 2020 | |
| FRED ALGER MANAGEMENT, LLC |
13F
|
Company |
2.5%
|
2,135,956
|
$109,724,000 | — | 30 Sep 2020 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
2.2%
|
1,910,209
|
$94,479,000 | — | 30 Sep 2020 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.8%
|
1,538,223
|
$79,018,000 | — | 30 Sep 2020 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
1.7%
|
1,438,853
|
$73,914,000 | — | 30 Sep 2020 | |
| Echo Street Capital Management LLC |
13F
|
Company |
1.6%
|
1,367,564
|
$70,252,000 | — | 30 Sep 2020 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
1.5%
|
1,308,043
|
$67,194,000 | — | 30 Sep 2020 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.4%
|
1,198,593
|
$61,572,000 | — | 30 Sep 2020 | |
| BROWN ADVISORY INC |
13F
|
Company |
1.4%
|
1,152,507
|
$59,205,000 | — | 30 Sep 2020 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.3%
|
1,146,072
|
$58,873,000 | — | 30 Sep 2020 | |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.3%
|
1,127,633
|
$57,926,000 | — | 30 Sep 2020 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.3%
|
1,124,281
|
$57,754,000 | — | 30 Sep 2020 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
1.3%
|
1,077,631
|
$55,358,000 | — | 30 Sep 2020 | |
| BAMCO INC /NY/ |
13F
|
Company |
1.2%
|
1,053,436
|
$54,115,000 | — | 30 Sep 2020 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
1.1%
|
961,229
|
$49,379,000 | — | 30 Sep 2020 | |
| Dorsal Capital Management, LP |
13F
|
Company |
1.1%
|
950,000
|
$48,802,000 | — | 30 Sep 2020 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.1%
|
916,252
|
$47,069,000 | — | 30 Sep 2020 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
1%
|
875,640
|
$44,981,000 | — | 30 Sep 2020 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
1%
|
852,070
|
$43,771,000 | — | 30 Sep 2020 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.98%
|
830,586
|
$42,668,000 | — | 30 Sep 2020 | |
| Stephens Investment Management Group LLC |
13F
|
Company |
0.89%
|
755,862
|
$38,829,000 | — | 30 Sep 2020 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.86%
|
729,055
|
$37,451,000 | — | 30 Sep 2020 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.85%
|
726,920
|
$37,364,000 | — | 30 Sep 2020 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.83%
|
706,029
|
$36,269,000 | — | 30 Sep 2020 | |
| GW&K Investment Management, LLC |
13F
|
Company |
0.78%
|
661,323
|
$33,973,000 | — | 30 Sep 2020 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.72%
|
608,906
|
$31,280,000 | — | 30 Sep 2020 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
0.67%
|
568,630
|
$29,211,000 | — | 30 Sep 2020 | |
| Ensign Peak Advisors, Inc |
13F
|
Company |
0.6%
|
512,725
|
$26,339,000 | — | 30 Sep 2020 | |
| NORGES BANK |
13F
|
Company |
0.59%
|
506,135
|
$26,000,000 | — | 30 Sep 2020 | |
| Granahan Investment Management, LLC |
13F
|
Company |
0.57%
|
487,290
|
$25,032,000 | — | 30 Sep 2020 | |
| Aristotle Capital Boston, LLC |
13F
|
Company |
0.55%
|
468,666
|
$24,075,000 | — | 30 Sep 2020 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.54%
|
458,648
|
$23,560,000 | — | 30 Sep 2020 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.5%
|
422,350
|
$21,696,000 | — | 30 Sep 2020 | |
| Clearbridge Investments, LLC |
13F
|
Company |
0.45%
|
382,470
|
$19,647,000 | — | 30 Sep 2020 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.44%
|
376,081
|
$19,319,000 | — | 30 Sep 2020 | |
| ASHFORD CAPITAL MANAGEMENT INC |
13F
|
Company |
0.44%
|
373,473
|
$19,185,000 | — | 30 Sep 2020 | |
| FMR LLC |
13F
|
Company |
0.44%
|
372,279
|
$19,124,000 | — | 30 Sep 2020 | |
| Rock Springs Capital Management LP |
13F
|
Company |
0.42%
|
360,100
|
$18,498,000 | — | 30 Sep 2020 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.42%
|
354,348
|
$18,203,000 | — | 30 Sep 2020 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.41%
|
351,510
|
$18,056,000 | — | 30 Sep 2020 | |
| Hood River Capital Management LLC |
13F
|
Company |
0.39%
|
335,970
|
$17,259,000 | — | 30 Sep 2020 | |
| GLENMEDE TRUST CO NA |
13F
|
Company |
0.39%
|
332,599
|
$17,084,000 | — | 30 Sep 2020 | |
| Summit Creek Advisors LLC |
13F
|
Company |
0.37%
|
315,798
|
$16,223,000 | — | 30 Sep 2020 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.37%
|
311,263
|
$15,990,000 | — | 30 Sep 2020 |
Institutional Holders of HEALTHEQUITY, INC. - Common Stock (HQY) as of Q4 2020
As of 31 Dec 2020,
HEALTHEQUITY, INC. - Common Stock (HQY) was held by
276 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
79,339,982 shares.
The largest 10 holders included
BlackRock Inc., VANGUARD GROUP INC, WASATCH ADVISORS INC, Jackson Square Partners, LLC, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, STATE STREET CORP, ArrowMark Colorado Holdings LLC, JPMORGAN CHASE & CO, CREDIT SUISSE AG/, and Echo Street Capital Management LLC.
This page lists
276
institutional shareholders reporting positions in this security
for the Q4 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2020 vs Q3 2020 Across Filers
Q3 2020 holders
273
Q4 2020 holders
276
Holder diff
3
| Investor | Q3 2020 Shares | Q4 2020 Shares | Share Diff | Share Chg % | Q3 2020 Value $ | Q4 2020 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.