- Type / Class
- Equity / Common Stock
- Shares outstanding
- 85,116,616
- Total 13F shares
- 80,796,713
- Share change
- -3,269,071
- Total reported value
- $5,232,496,642
- Put/Call ratio
- 314%
- Price per share
- $64.76
- Number of holders
- 280
- Value change
- -$283,262,504
- Number of buys
- 152
- Number of sells
- 122
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 |
11%
|
9,053,477
|
$728,624,000 | — | 30 Jun 2021 | |
| VANGUARD GROUP INC |
13F
|
Company |
9.4%
|
8,006,958
|
$644,400,000 | — | 30 Jun 2021 | |
| WASATCH ADVISORS LP |
13F
|
Company |
6.9%
|
5,831,352
|
$469,307,000 | — | 30 Jun 2021 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
4.4%
|
3,727,613
|
$299,998,000 | — | 30 Jun 2021 | |
| Jackson Square Partners, LLC |
13F
|
Company |
4.1%
|
3,519,199
|
$283,225,000 | — | 30 Jun 2021 | |
| FRED ALGER MANAGEMENT, LLC |
13F
|
Company |
3.8%
|
3,257,641
|
$262,175,000 | — | 30 Jun 2021 | |
| STATE STREET CORP |
13F
|
Company |
3%
|
2,572,633
|
$207,046,000 | — | 30 Jun 2021 | |
| Echo Street Capital Management LLC |
13F
|
Company |
2.4%
|
2,061,399
|
$165,901,000 | — | 30 Jun 2021 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
2.3%
|
1,971,259
|
$158,647,000 | — | 30 Jun 2021 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
2.1%
|
1,749,958
|
$140,837,000 | — | 30 Jun 2021 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
1.8%
|
1,543,658
|
$124,234,000 | — | 30 Jun 2021 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
1.8%
|
1,543,628
|
$124,231,000 | — | 30 Jun 2021 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.8%
|
1,535,937
|
$123,611,000 | — | 30 Jun 2021 | |
| BROWN ADVISORY INC |
13F
|
Company |
1.8%
|
1,533,501
|
$123,416,000 | — | 30 Jun 2021 | |
| ArrowMark Colorado Holdings LLC |
13F
|
Company |
1.7%
|
1,452,541
|
$116,900,000 | — | 30 Jun 2021 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.7%
|
1,425,310
|
$114,708,000 | — | 30 Jun 2021 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
1.6%
|
1,389,042
|
$111,790,000 | — | 30 Jun 2021 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.5%
|
1,273,840
|
$102,518,000 | — | 30 Jun 2021 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.4%
|
1,210,521
|
$97,422,000 | — | 30 Jun 2021 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
1.4%
|
1,197,762
|
$96,396,000 | — | 30 Jun 2021 | |
| FMR LLC |
13F
|
Company |
1.4%
|
1,182,851
|
$95,196,000 | — | 30 Jun 2021 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
1.3%
|
1,070,074
|
$86,120,000 | — | 30 Jun 2021 | |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.2%
|
1,058,532
|
$85,191,000 | — | 30 Jun 2021 | |
| BAMCO INC /NY/ |
13F
|
Company |
1.2%
|
1,001,371
|
$80,590,000 | — | 30 Jun 2021 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.1%
|
932,011
|
$75,009,000 | — | 30 Jun 2021 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
1%
|
890,188
|
$71,642,000 | — | 30 Jun 2021 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
1%
|
857,858
|
$69,040,000 | — | 30 Jun 2021 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.99%
|
846,664
|
$68,126,000 | — | 30 Jun 2021 | |
| Granahan Investment Management, LLC |
13F
|
Company |
0.98%
|
834,705
|
$67,177,000 | — | 30 Jun 2021 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.92%
|
783,501
|
$63,056,000 | — | 30 Jun 2021 | |
| Stephens Investment Management Group LLC |
13F
|
Company |
0.82%
|
695,769
|
$55,995,000 | — | 30 Jun 2021 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.81%
|
687,869
|
$55,360,000 | — | 30 Jun 2021 | |
| MORGAN STANLEY |
13F
|
Company |
0.79%
|
676,662
|
$54,458,000 | — | 30 Jun 2021 | |
| GW&K Investment Management, LLC |
13F
|
Company |
0.78%
|
667,709
|
$53,737,000 | — | 30 Jun 2021 | |
| KORNITZER CAPITAL MANAGEMENT INC /KS |
13F
|
Company |
0.75%
|
638,605
|
$51,395,000 | — | 30 Jun 2021 | |
| Aristotle Capital Boston, LLC |
13F
|
Company |
0.6%
|
509,106
|
$40,973,000 | — | 30 Jun 2021 | |
| Ensign Peak Advisors, Inc |
13F
|
Company |
0.56%
|
476,235
|
$38,327,000 | — | 30 Jun 2021 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.5%
|
427,636
|
$34,423,000 | — | 30 Jun 2021 | |
| Hood River Capital Management LLC |
13F
|
Company |
0.46%
|
393,345
|
$31,656,000 | — | 30 Jun 2021 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.46%
|
388,056
|
$31,231,000 | — | 30 Jun 2021 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.45%
|
380,239
|
$30,602,000 | — | 30 Jun 2021 | |
| NORGES BANK |
13F
|
Company |
0.44%
|
378,654
|
$30,474,000 | — | 30 Jun 2021 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.44%
|
372,338
|
$29,966,000 | — | 30 Jun 2021 | |
| Mirae Asset Global Investments Co., Ltd. |
13F
|
Company |
0.43%
|
362,765
|
$29,195,000 | — | 30 Jun 2021 | |
| Greenhouse Funds LLLP |
13F
|
Company |
0.39%
|
334,735
|
$26,939,000 | — | 30 Jun 2021 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.38%
|
321,712
|
$25,892,000 | — | 30 Jun 2021 | |
| ASHFORD CAPITAL MANAGEMENT INC |
13F
|
Company |
0.37%
|
314,685
|
$25,326,000 | — | 30 Jun 2021 | |
| Invesco Ltd. |
13F
|
Company |
0.36%
|
308,633
|
$24,839,000 | — | 30 Jun 2021 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.35%
|
296,361
|
$23,851,000 | — | 30 Jun 2021 | |
| Clearbridge Investments, LLC |
13F
|
Company |
0.35%
|
295,666
|
$23,795,000 | — | 30 Jun 2021 |
Institutional Holders of HEALTHEQUITY, INC. - Common Stock (HQY) as of Q3 2021
As of 30 Sep 2021,
HEALTHEQUITY, INC. - Common Stock (HQY) was held by
280 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
80,796,713 shares.
The largest 10 holders included
BlackRock Inc., VANGUARD GROUP INC, WASATCH ADVISORS INC, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, FRED ALGER MANAGEMENT, LLC, STATE STREET CORP, JPMORGAN CHASE & CO, Echo Street Capital Management LLC, MACKENZIE FINANCIAL CORP, and WELLS FARGO & COMPANY/MN.
This page lists
280
institutional shareholders reporting positions in this security
for the Q3 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2021 vs Q2 2021 Across Filers
Q2 2021 holders
281
Q3 2021 holders
280
Holder diff
-1
| Investor | Q2 2021 Shares | Q3 2021 Shares | Share Diff | Share Chg % | Q2 2021 Value $ | Q3 2021 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.