- Type / Class
- Equity / Common Stock
- Shares outstanding
- 85,116,616
- Total 13F shares
- 85,786,896
- Share change
- +1,429,811
- Total reported value
- $5,763,609,886
- Put/Call ratio
- 33%
- Price per share
- $67.17
- Number of holders
- 299
- Value change
- +$105,104,438
- Number of buys
- 139
- Number of sells
- 151
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%
|
9,771,455
|
$599,869,000 | — | 30 Jun 2022 | |
| VANGUARD GROUP INC |
13F
|
Company |
9.6%
|
8,142,880
|
$499,892,000 | — | 30 Jun 2022 | |
| WASATCH ADVISORS LP |
13F
|
Company |
7.8%
|
6,628,751
|
$406,939,000 | — | 30 Jun 2022 | |
| FMR LLC |
13F
|
Company |
4.2%
|
3,589,800
|
$220,378,000 | — | 30 Jun 2022 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
3.2%
|
2,687,591
|
$164,991,000 | — | 30 Jun 2022 | |
| STATE STREET CORP |
13F
|
Company |
3.1%
|
2,597,911
|
$159,486,000 | — | 30 Jun 2022 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
2.9%
|
2,457,011
|
$150,837,000 | — | 30 Jun 2022 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
2.4%
|
2,053,812
|
$126,084,000 | — | 30 Jun 2022 | |
| ArrowMark Colorado Holdings LLC |
13F
|
Company |
2.2%
|
1,847,890
|
$113,442,000 | — | 30 Jun 2022 | |
| BROWN ADVISORY INC |
13F
|
Company |
2.1%
|
1,826,705
|
$112,141,000 | — | 30 Jun 2022 | |
| FRED ALGER MANAGEMENT, LLC |
13F
|
Company |
2.1%
|
1,774,140
|
$108,914,000 | — | 30 Jun 2022 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.7%
|
1,485,034
|
$91,166,000 | — | 30 Jun 2022 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
1.7%
|
1,410,226
|
$86,574,000 | — | 30 Jun 2022 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
1.5%
|
1,308,041
|
$80,301,000 | — | 30 Jun 2022 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.5%
|
1,268,405
|
$77,867,000 | — | 30 Jun 2022 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
1.3%
|
1,141,459
|
$70,074,000 | — | 30 Jun 2022 | |
| Stephens Investment Management Group LLC |
13F
|
Company |
1.3%
|
1,140,122
|
$69,992,000 | — | 30 Jun 2022 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
1.3%
|
1,126,256
|
$69,141,000 | — | 30 Jun 2022 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.1%
|
920,082
|
$56,486,000 | — | 30 Jun 2022 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.1%
|
903,044
|
$55,438,000 | — | 30 Jun 2022 | |
| Granahan Investment Management, LLC |
13F
|
Company |
1%
|
864,057
|
$53,044,000 | — | 30 Jun 2022 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1%
|
864,036
|
$53,043,000 | — | 30 Jun 2022 | |
| GW&K Investment Management, LLC |
13F
|
Company |
1%
|
851,583
|
$52,279,000 | — | 30 Jun 2022 | |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
|
Company |
1%
|
850,277
|
$52,199,000 | — | 30 Jun 2022 | |
| BAMCO INC /NY/ |
13F
|
Company |
0.94%
|
800,000
|
$49,112,000 | — | 30 Jun 2022 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.93%
|
791,472
|
$48,588,000 | — | 30 Jun 2022 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.92%
|
785,913
|
$48,248,000 | — | 30 Jun 2022 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.92%
|
784,162
|
$48,146,000 | — | 30 Jun 2022 | |
| Van Berkom & Associates Inc. |
13F
|
Company |
0.87%
|
737,777
|
$45,292,000 | — | 30 Jun 2022 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.7%
|
598,399
|
$36,736,000 | — | 30 Jun 2022 | |
| Aristotle Capital Boston, LLC |
13F
|
Company |
0.69%
|
586,138
|
$35,983,000 | — | 30 Jun 2022 | |
| MORGAN STANLEY |
13F
|
Company |
0.67%
|
570,496
|
$35,021,000 | — | 30 Jun 2022 | |
| Invesco Ltd. |
13F
|
Company |
0.63%
|
539,621
|
$33,127,000 | — | 30 Jun 2022 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.63%
|
537,240
|
$32,982,000 | — | 30 Jun 2022 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.62%
|
531,807
|
$32,647,000 | — | 30 Jun 2022 | |
| Aureus Asset Management, LLC |
13F
|
Company |
0.6%
|
513,826
|
$31,544,000 | — | 30 Jun 2022 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.6%
|
508,037
|
$31,188,000 | — | 30 Jun 2022 | |
| Granite Investment Partners, LLC |
13F
|
Company |
0.59%
|
498,716
|
$30,616,000 | — | 30 Jun 2022 | |
| Iron Triangle Partners LP |
13F
|
Company |
0.57%
|
485,541
|
$29,807,000 | — | 30 Jun 2022 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
0.56%
|
477,430
|
$29,309,000 | — | 30 Jun 2022 | |
| KORNITZER CAPITAL MANAGEMENT INC /KS |
13F
|
Company |
0.55%
|
467,885
|
$28,723,000 | — | 30 Jun 2022 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.55%
|
467,225
|
$28,682,000 | — | 30 Jun 2022 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.54%
|
463,095
|
$28,431,000 | — | 30 Jun 2022 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.5%
|
422,954
|
$25,965,000 | — | 30 Jun 2022 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.47%
|
396,855
|
$24,364,000 | — | 30 Jun 2022 | |
| Ensign Peak Advisors, Inc |
13F
|
Company |
0.42%
|
360,498
|
$22,131,000 | — | 30 Jun 2022 | |
| ASHFORD CAPITAL MANAGEMENT INC |
13F
|
Company |
0.42%
|
358,048
|
$21,981,000 | — | 30 Jun 2022 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.41%
|
345,859
|
$21,233,000 | — | 30 Jun 2022 | |
| Clearbridge Investments, LLC |
13F
|
Company |
0.4%
|
340,265
|
$20,889,000 | — | 30 Jun 2022 | |
| NORGES BANK |
13F
|
Company |
0.39%
|
333,585
|
$20,478,783 | — | 30 Jun 2022 |
Institutional Holders of HEALTHEQUITY, INC. - Common Stock (HQY) as of Q3 2022
As of 30 Sep 2022,
HEALTHEQUITY, INC. - Common Stock (HQY) was held by
299 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
85,786,896 shares.
The largest 10 holders included
BlackRock Inc., VANGUARD GROUP INC, WASATCH ADVISORS INC, FMR LLC, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, STATE STREET CORP, JPMORGAN CHASE & CO, BROWN ADVISORY INC, ArrowMark Colorado Holdings LLC, and MACKENZIE FINANCIAL CORP.
This page lists
299
institutional shareholders reporting positions in this security
for the Q3 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2022 vs Q2 2022 Across Filers
Q2 2022 holders
297
Q3 2022 holders
299
Holder diff
2
| Investor | Q2 2022 Shares | Q3 2022 Shares | Share Diff | Share Chg % | Q2 2022 Value $ | Q3 2022 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.