- Type / Class
- Equity / Common Stock
- Shares outstanding
- 85,116,616
- Total 13F shares
- 87,732,717
- Share change
- +2,937,261
- Total reported value
- $6,409,147,459
- Put/Call ratio
- 34%
- Price per share
- $73.05
- Number of holders
- 341
- Value change
- +$222,841,176
- Number of buys
- 179
- 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.
Need full ownership history?
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- Latest 13F filings for newly reported positions across managers.
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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 |
12%
|
10,346,280
|
$653,264,120 | — | 30 Jun 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
10%
|
8,497,656
|
$536,542,000 | — | 30 Jun 2023 | |
| WASATCH ADVISORS LP |
13F
|
Company |
8.4%
|
7,128,322
|
$450,082,251 | — | 30 Jun 2023 | |
| FMR LLC |
13F
|
Company |
5.6%
|
4,741,249
|
$299,362,432 | — | 30 Jun 2023 | |
| STATE STREET CORP |
13F
|
Company |
3.3%
|
2,816,282
|
$177,820,045 | — | 30 Jun 2023 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
3.3%
|
2,792,740
|
$176,333,604 | — | 30 Jun 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
3%
|
2,514,019
|
$158,735,159 | — | 30 Jun 2023 | |
| BROWN ADVISORY INC |
13F
|
Company |
2.5%
|
2,107,495
|
$133,067,259 | — | 30 Jun 2023 | |
| Clearbridge Investments, LLC |
13F
|
Company |
2.3%
|
1,966,559
|
$124,168,559 | — | 30 Jun 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2%
|
1,743,631
|
$110,092,902 | — | 30 Jun 2023 | |
| ArrowMark Colorado Holdings LLC |
13F
|
Company |
1.9%
|
1,656,862
|
$104,614,267 | — | 30 Jun 2023 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
1.7%
|
1,445,385
|
$91,261,616 | — | 30 Jun 2023 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
1.6%
|
1,374,064
|
$86,758,471 | — | 30 Jun 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.5%
|
1,296,843
|
$81,882,667 | — | 30 Jun 2023 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
1.4%
|
1,205,129
|
$76,091,653 | — | 30 Jun 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.4%
|
1,190,424
|
$75,160,243 | — | 30 Jun 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.3%
|
1,139,257
|
$71,932,687 | — | 30 Jun 2023 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
1.3%
|
1,146,086
|
$71,504,306 | — | 30 Jun 2023 | |
| Stephens Investment Management Group LLC |
13F
|
Company |
1.3%
|
1,131,772
|
$71,460,084 | — | 30 Jun 2023 | |
| Van Berkom & Associates Inc. |
13F
|
Company |
1.2%
|
990,646
|
$62,549,000 | — | 30 Jun 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.1%
|
953,649
|
$60,213,398 | — | 30 Jun 2023 | |
| GW&K Investment Management, LLC |
13F
|
Company |
1.1%
|
939,192
|
$59,300,000 | — | 30 Jun 2023 | |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
|
Company |
1%
|
873,813
|
$55,172,550 | — | 30 Jun 2023 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
1%
|
873,037
|
$55,123,556 | — | 30 Jun 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1%
|
859,678
|
$54,280,068 | — | 30 Jun 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1%
|
850,730
|
$53,715,093 | — | 30 Jun 2023 | |
| BAMCO INC /NY/ |
13F
|
Company |
0.94%
|
800,000
|
$50,512,000 | — | 30 Jun 2023 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.88%
|
751,189
|
$47,430,105 | — | 30 Jun 2023 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.86%
|
731,429
|
$46,182,421 | — | 30 Jun 2023 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.81%
|
689,851
|
$43,557,192 | — | 30 Jun 2023 | |
| NORGES BANK |
13F
|
Company |
0.77%
|
653,173
|
$41,241,343 | — | 30 Jun 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.76%
|
645,720
|
$40,770,760 | — | 30 Jun 2023 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.71%
|
604,897
|
$38,193,197 | — | 30 Jun 2023 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.7%
|
598,038
|
$37,760,127 | — | 30 Jun 2023 | |
| Aristotle Capital Boston, LLC |
13F
|
Company |
0.7%
|
593,210
|
$37,455,306 | — | 30 Jun 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.68%
|
581,683
|
$36,727,464 | — | 30 Jun 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.63%
|
535,163
|
$33,790,191 | — | 30 Jun 2023 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
0.62%
|
524,565
|
$33,121,000 | — | 30 Jun 2023 | |
| Granahan Investment Management, LLC |
13F
|
Company |
0.58%
|
490,804
|
$30,989,365 | — | 30 Jun 2023 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.57%
|
487,575
|
$30,785,485 | — | 30 Jun 2023 | |
| Aureus Asset Management, LLC |
13F
|
Company |
0.51%
|
433,063
|
$27,343,598 | — | 30 Jun 2023 | |
| ASHFORD CAPITAL MANAGEMENT INC |
13F
|
Company |
0.49%
|
419,789
|
$26,505,477 | — | 30 Jun 2023 | |
| Ensign Peak Advisors, Inc |
13F
|
Company |
0.46%
|
388,904
|
$24,555,399 | — | 30 Jun 2023 | |
| DAVENPORT & Co LLC |
13F
|
Company |
0.45%
|
383,888
|
$24,007,271 | — | 30 Jun 2023 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.41%
|
351,250
|
$22,177,925 | — | 30 Jun 2023 | |
| Ophir Asset Management Pty Ltd |
13F
|
Company |
0.41%
|
348,954
|
$22,032,956 | — | 30 Jun 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.4%
|
343,270
|
$21,675,000 | — | 30 Jun 2023 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.4%
|
339,306
|
$21,423,782 | — | 30 Jun 2023 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.39%
|
335,257
|
$21,168,127 | — | 30 Jun 2023 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.32%
|
271,737
|
$17,157,474 | — | 30 Jun 2023 |
Institutional Holders of HEALTHEQUITY, INC. - Common Stock (HQY) as of Q3 2023
As of 30 Sep 2023,
HEALTHEQUITY, INC. - Common Stock (HQY) was held by
341 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
87,732,717 shares.
The largest 10 holders included
BlackRock Inc., VANGUARD GROUP INC, WASATCH ADVISORS LP, FMR LLC, STATE STREET CORP, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, JPMORGAN CHASE & CO, Clearbridge Investments, LLC, BROWN ADVISORY INC, and MILLENNIUM MANAGEMENT LLC.
This page lists
341
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
314
Q3 2023 holders
341
Holder diff
27
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 Value $ | Q3 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.