- Type / Class
- Equity / Common Stock
- Shares outstanding
- 85,116,616
- Total 13F shares
- 86,440,231
- Share change
- +1,325,303
- Total reported value
- $7,055,956,398
- Put/Call ratio
- 77%
- Price per share
- $81.63
- Number of holders
- 363
- Value change
- +$115,959,986
- Number of buys
- 170
- Number of sells
- 172
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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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%
|
10,591,921
|
$702,244,363 | — | 31 Dec 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
10%
|
8,619,499
|
$571,472,783 | — | 31 Dec 2023 | |
| WASATCH ADVISORS LP |
13F
|
Company |
8%
|
6,839,831
|
$453,480,795 | — | 31 Dec 2023 | |
| FMR LLC |
13F
|
Company |
6.1%
|
5,213,015
|
$345,622,869 | — | 31 Dec 2023 | |
| STATE STREET CORP |
13F
|
Company |
3.5%
|
2,956,410
|
$196,009,983 | — | 31 Dec 2023 | |
| Clearbridge Investments, LLC |
13F
|
Company |
2.8%
|
2,357,572
|
$156,307,012 | — | 31 Dec 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
2.5%
|
2,091,948
|
$138,696,133 | — | 31 Dec 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.2%
|
1,892,924
|
$125,514,998 | — | 31 Dec 2023 | |
| BROWN ADVISORY INC |
13F
|
Company |
2.1%
|
1,814,403
|
$120,294,919 | — | 31 Dec 2023 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
2.1%
|
1,807,407
|
$119,831,084 | — | 31 Dec 2023 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
2.1%
|
1,782,911
|
$118,206,999 | — | 31 Dec 2023 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
1.7%
|
1,480,655
|
$98,167,445 | — | 31 Dec 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.7%
|
1,409,740
|
$93,465,891 | — | 31 Dec 2023 | |
| ArrowMark Colorado Holdings LLC |
13F
|
Company |
1.4%
|
1,209,652
|
$80,199,928 | — | 31 Dec 2023 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
1.4%
|
1,208,626
|
$80,131,911 | — | 31 Dec 2023 | |
| Stephens Investment Management Group LLC |
13F
|
Company |
1.4%
|
1,186,491
|
$78,664,353 | — | 31 Dec 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.3%
|
1,129,634
|
$74,894,735 | — | 31 Dec 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.3%
|
1,101,200
|
$73,009,560 | — | 31 Dec 2023 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
1.3%
|
1,088,267
|
$72,153,060 | — | 31 Dec 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.2%
|
1,002,283
|
$66,451,362 | — | 31 Dec 2023 | |
| Van Berkom & Associates Inc. |
13F
|
Company |
1.2%
|
981,351
|
$65,064,000 | — | 31 Dec 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.1%
|
895,195
|
$59,351,428 | — | 31 Dec 2023 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
1%
|
880,654
|
$58,387,000 | — | 31 Dec 2023 | |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
|
Company |
1%
|
870,735
|
$57,729,730 | — | 31 Dec 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.98%
|
830,504
|
$55,062,427 | — | 31 Dec 2023 | |
| GW&K Investment Management, LLC |
13F
|
Company |
0.95%
|
809,235
|
$53,653,000 | — | 31 Dec 2023 | |
| BAMCO INC /NY/ |
13F
|
Company |
0.94%
|
800,000
|
$53,040,000 | — | 31 Dec 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.93%
|
792,834
|
$52,565,061 | — | 31 Dec 2023 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.78%
|
667,288
|
$44,241,194 | — | 31 Dec 2023 | |
| NORGES BANK |
13F
|
Company |
0.77%
|
655,835
|
$43,481,861 | — | 31 Dec 2023 | |
| Invesco Ltd. |
13F
|
Company |
0.72%
|
615,149
|
$40,784,378 | — | 31 Dec 2023 | |
| Aristotle Capital Boston, LLC |
13F
|
Company |
0.7%
|
599,392
|
$39,739,667 | — | 31 Dec 2023 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.68%
|
581,342
|
$38,542,975 | — | 31 Dec 2023 | |
| PRUDENTIAL FINANCIAL INC |
13F
|
Company |
0.67%
|
573,143
|
$37,999,381 | — | 31 Dec 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.67%
|
572,495
|
$37,956,419 | — | 31 Dec 2023 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.65%
|
557,093
|
$36,935,600 | — | 31 Dec 2023 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.6%
|
514,795
|
$34,130,946 | — | 31 Dec 2023 | |
| DAVENPORT & Co LLC |
13F
|
Company |
0.6%
|
507,135
|
$33,635,508 | — | 31 Dec 2023 | |
| Eversept Partners, LP |
13F
|
Company |
0.58%
|
494,919
|
$32,813,130 | — | 31 Dec 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.57%
|
481,680
|
$31,935,384 | — | 31 Dec 2023 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.56%
|
477,378
|
$31,650,161 | — | 31 Dec 2023 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.5%
|
427,278
|
$28,328,531 | — | 31 Dec 2023 | |
| Man Group plc |
13F
|
Company |
0.49%
|
418,986
|
$27,778,772 | — | 31 Dec 2023 | |
| Aureus Asset Management, LLC |
13F
|
Company |
0.49%
|
416,571
|
$27,618,657 | — | 31 Dec 2023 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.49%
|
413,732
|
$27,430,432 | — | 31 Dec 2023 | |
| ASHFORD CAPITAL MANAGEMENT INC |
13F
|
Company |
0.48%
|
408,682
|
$27,095,617 | — | 31 Dec 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.41%
|
352,461
|
$23,368,000 | — | 31 Dec 2023 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.41%
|
350,666
|
$23,249,155 | — | 31 Dec 2023 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.4%
|
344,505
|
$22,841,000 | — | 31 Dec 2023 | |
| Ophir Asset Management Pty Ltd |
13F
|
Company |
0.37%
|
317,677
|
$21,061,985 | — | 31 Dec 2023 |
Institutional Holders of HEALTHEQUITY, INC. - Common Stock (HQY) as of Q1 2024
As of 31 Mar 2024,
HEALTHEQUITY, INC. - Common Stock (HQY) was held by
363 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
86,440,231 shares.
The largest 10 holders included
BlackRock Inc., VANGUARD GROUP INC, WASATCH ADVISORS LP, FMR LLC, STATE STREET CORP, Clearbridge Investments, LLC, MACKENZIE FINANCIAL CORP, GEODE CAPITAL MANAGEMENT, LLC, BROWN ADVISORY INC, and FRANKLIN RESOURCES INC.
This page lists
364
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2024 vs Q4 2023 Across Filers
Q4 2023 holders
346
Q1 2024 holders
363
Holder diff
17
| Investor | Q4 2023 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q4 2023 Value $ | Q1 2024 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.