HEALTHEQUITY, INC. - Common Stock (HQY)

CUSIP: 42226A107

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class
Equity / Common Stock
Shares outstanding
85,116,616
Total 13F shares
84,947,616
Share change
+1,685,844
Total reported value
$4,987,032,360
Put/Call ratio
61%
Price per share
$58.71
Number of holders
307
Value change
+$94,905,209
Number of buys
147
Number of sells
152

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
BlackRock Finance, Inc.
13F
Company
12%
10,422,979
$642,472,424 31 Dec 2022
13F
VANGUARD GROUP INC
13F
Company
9.8%
8,319,745
$512,829,081 31 Dec 2022
13F
WASATCH ADVISORS LP
13F
Company
6.7%
5,731,921
$353,315,611 31 Dec 2022
13F
FMR LLC
13F
Company
5.1%
4,324,024
$266,532,823 31 Dec 2022
13F
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
13F
Company
3.5%
2,986,294
$184,075,162 31 Dec 2022
13F
STATE STREET CORP
13F
Company
3.2%
2,697,875
$166,297,015 31 Dec 2022
13F
JPMORGAN CHASE & CO
13F
Company
2.5%
2,142,695
$132,076,000 31 Dec 2022
13F
BROWN ADVISORY INC
13F
Company
2.3%
1,985,769
$122,402,801 31 Dec 2022
13F
FRED ALGER MANAGEMENT, LLC
13F
Company
1.9%
1,583,002
$97,576,243 31 Dec 2022
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.8%
1,568,088
$96,656,000 31 Dec 2022
13F
ArrowMark Colorado Holdings LLC
13F
Company
1.8%
1,502,490
$92,613,484 31 Dec 2022
13F
Allspring Global Investments Holdings, LLC
13F
Company
1.7%
1,426,284
$87,916,145 31 Dec 2022
13F
MACKENZIE FINANCIAL CORP
13F
Company
1.5%
1,274,033
$78,531,395 31 Dec 2022
13F
NORTHERN TRUST CORP
13F
Company
1.5%
1,246,738
$76,848,931 31 Dec 2022
13F
FRANKLIN RESOURCES INC
13F
Company
1.4%
1,171,782
$72,228,642 31 Dec 2022
13F
Clearbridge Investments, LLC
13F
Company
1.3%
1,138,185
$70,157,723 31 Dec 2022
13F
JANUS HENDERSON GROUP PLC
13F
Company
1.3%
1,089,758
$67,172,473 31 Dec 2022
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
1.2%
1,056,752
$65,138,000 31 Dec 2022
13F
Stephens Investment Management Group LLC
13F
Company
1.2%
1,033,416
$63,048,710 31 Dec 2022
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
1.1%
963,521
$59,389,000 31 Dec 2022
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
1.1%
933,708
$57,553,761 31 Dec 2022
13F
Invesco Ltd.
13F
Company
1.1%
913,057
$56,280,833 31 Dec 2022
13F
Bank of New York Mellon Corp
13F
Company
1%
892,699
$55,025,966 31 Dec 2022
13F
TimesSquare Capital Management, LLC
13F
Company
1%
891,955
$54,980,000 31 Dec 2022
13F
GENEVA CAPITAL MANAGEMENT LLC
13F
Company
1%
867,798
$53,491,069 31 Dec 2022
13F
GW&K Investment Management, LLC
13F
Company
0.98%
830,755
$51,207,000 31 Dec 2022
13F
BAMCO INC /NY/
13F
Company
0.94%
800,000
$49,312,000 31 Dec 2022
13F
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13F
Company
0.9%
768,258
$47,355,453 31 Dec 2022
13F
Van Berkom & Associates Inc.
13F
Company
0.89%
757,916
$46,718,000 31 Dec 2022
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.83%
705,653
$43,496,450 31 Dec 2022
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.81%
692,411
$42,680,213 31 Dec 2022
13F
Point72 Asset Management, L.P.
13F
Company
0.74%
632,425
$38,982,677 31 Dec 2022
13F
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
0.74%
630,762
$38,880,170 31 Dec 2022
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
0.73%
621,494
$38,308,891 31 Dec 2022
13F
Granahan Investment Management, LLC
13F
Company
0.72%
615,238
$37,923,270 31 Dec 2022
13F
Nuveen Asset Management, LLC
13F
Company
0.68%
582,479
$35,903,000 31 Dec 2022
13F
Aristotle Capital Boston, LLC
13F
Company
0.66%
565,661
$34,867,344 31 Dec 2022
13F
NORGES BANK
13F
Company
0.65%
552,740
$34,070,894 31 Dec 2022
13F
MARSHALL WACE, LLP
13F
Company
0.64%
542,897
$33,464,172 31 Dec 2022
13F
MORGAN STANLEY
13F
Company
0.59%
504,835
$31,118,030 31 Dec 2022
13F
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13F
Company
0.57%
485,360
$29,917,590 31 Dec 2022
13F
CREDIT SUISSE AG/
13F
Company
0.57%
481,365
$29,671,339 31 Dec 2022
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
0.53%
454,898
$28,039,912 31 Dec 2022
13F
Granite Investment Partners, LLC
13F
Company
0.53%
449,871
$27,730,048 31 Dec 2022
13F
ROYAL BANK OF CANADA
13F
Company
0.51%
431,411
$26,591,000 31 Dec 2022
13F
KORNITZER CAPITAL MANAGEMENT INC /KS
13F
Company
0.49%
417,196
$25,715,961 31 Dec 2022
13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
0.47%
403,649
$24,880,925 31 Dec 2022
13F
Aureus Asset Management, LLC
13F
Company
0.47%
399,693
$24,637,077 31 Dec 2022
13F
PRINCIPAL FINANCIAL GROUP INC
13F
Company
0.45%
380,608
$23,460,677 31 Dec 2022
13F
Ophir Asset Management Pty Ltd
13F
Company
0.43%
368,269
$22,700,101 31 Dec 2022
13F

Institutional Holders of HEALTHEQUITY, INC. - Common Stock (HQY) as of Q1 2023

As of 31 Mar 2023, HEALTHEQUITY, INC. - Common Stock (HQY) was held by 307 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 84,947,616 shares. The largest 10 holders included BlackRock Inc., VANGUARD GROUP INC, WASATCH ADVISORS LP, FMR LLC, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, STATE STREET CORP, JPMORGAN CHASE & CO, BROWN ADVISORY INC, ArrowMark Colorado Holdings LLC, and GEODE CAPITAL MANAGEMENT, LLC. This page lists 307 institutional shareholders reporting positions in this security for the Q1 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2023 vs Q4 2022 Across Filers

Q4 2022 holders
319
Q1 2023 holders
307
Holder diff
-12
Investor Q4 2022 Shares Q1 2023 Shares Share Diff Share Chg % Q4 2022 Value $ Q1 2023 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.