- Type / Class
- Equity / Common Stock
- Shares outstanding
- 85,116,616
- Total 13F shares
- 87,933,863
- Share change
- +1,373,038
- Total reported value
- $7,578,890,500
- Put/Call ratio
- 151%
- Price per share
- $86.20
- Number of holders
- 383
- Value change
- +$125,440,183
- Number of buys
- 205
- Number of sells
- 150
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 |
13%
|
10,926,207
|
$891,906,277 | — | 31 Mar 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
10%
|
8,768,632
|
$715,783,429 | — | 31 Mar 2024 | |
| WASATCH ADVISORS LP |
13F
|
Company |
8.7%
|
7,409,080
|
$604,803,200 | — | 31 Mar 2024 | |
| FMR LLC |
13F
|
Company |
5.8%
|
4,961,187
|
$404,981,655 | — | 31 Mar 2024 | |
| STATE STREET CORP |
13F
|
Company |
3.6%
|
3,053,332
|
$249,243,491 | — | 31 Mar 2024 | |
| Clearbridge Investments, LLC |
13F
|
Company |
2.7%
|
2,333,713
|
$190,501,000 | — | 31 Mar 2024 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
2.4%
|
2,038,615
|
$166,412,142 | — | 31 Mar 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.3%
|
1,975,696
|
$161,299,044 | — | 31 Mar 2024 | |
| BROWN ADVISORY INC |
13F
|
Company |
2.2%
|
1,866,489
|
$152,361,497 | — | 31 Mar 2024 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
1.8%
|
1,559,388
|
$127,292,803 | — | 31 Mar 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.8%
|
1,536,458
|
$125,421,030 | — | 31 Mar 2024 | |
| Invesco Ltd. |
13F
|
Company |
1.7%
|
1,444,902
|
$117,947,351 | — | 31 Mar 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.7%
|
1,431,561
|
$116,858,325 | — | 31 Mar 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.7%
|
1,404,657
|
$114,662,151 | — | 31 Mar 2024 | |
| Stephens Investment Management Group LLC |
13F
|
Company |
1.4%
|
1,184,360
|
$96,679,307 | — | 31 Mar 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.3%
|
1,125,952
|
$91,911,461 | — | 31 Mar 2024 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
1.3%
|
1,112,932
|
$90,848,615 | — | 31 Mar 2024 | |
| ArrowMark Colorado Holdings LLC |
13F
|
Company |
1.3%
|
1,112,708
|
$90,830,354 | — | 31 Mar 2024 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
1.3%
|
1,100,715
|
$89,850,600 | — | 31 Mar 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.2%
|
1,060,666
|
$86,582,166 | — | 31 Mar 2024 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
1.2%
|
1,044,426
|
$85,256,494 | — | 31 Mar 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.2%
|
1,018,762
|
$83,161,542 | — | 31 Mar 2024 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
1.1%
|
930,866
|
$75,987,000 | — | 31 Mar 2024 | |
| Van Berkom & Associates Inc. |
13F
|
Company |
1.1%
|
913,361
|
$74,558,000 | — | 31 Mar 2024 | |
| NORGES BANK |
13F
|
Company |
1.1%
|
899,934
|
$73,461,612 | — | 31 Mar 2024 | |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
|
Company |
1%
|
865,566
|
$70,656,114 | — | 31 Mar 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.94%
|
802,180
|
$65,481,978 | — | 31 Mar 2024 | |
| BAMCO INC /NY/ |
13F
|
Company |
0.94%
|
800,000
|
$65,304,000 | — | 31 Mar 2024 | |
| GW&K Investment Management, LLC |
13F
|
Company |
0.93%
|
794,744
|
$64,875,000 | — | 31 Mar 2024 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.78%
|
659,848
|
$53,863,392 | — | 31 Mar 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.76%
|
643,076
|
$52,494,294 | — | 31 Mar 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.75%
|
641,055
|
$52,329,390 | — | 31 Mar 2024 | |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
13F
|
Company |
0.71%
|
605,710
|
$49,443,000 | — | 31 Mar 2024 | |
| Aristotle Capital Boston, LLC |
13F
|
Company |
0.68%
|
582,663
|
$47,562,760 | — | 31 Mar 2024 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.67%
|
572,935
|
$46,768,684 | — | 31 Mar 2024 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.67%
|
570,051
|
$46,533,137 | — | 31 Mar 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.67%
|
569,078
|
$46,440,229 | — | 31 Mar 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.65%
|
553,653
|
$45,194,767 | — | 31 Mar 2024 | |
| Greenhouse Funds LLLP |
13F
|
Company |
0.6%
|
506,465
|
$41,342,738 | — | 31 Mar 2024 | |
| DAVENPORT & Co LLC |
13F
|
Company |
0.51%
|
433,384
|
$35,377,135 | — | 31 Mar 2024 | |
| Eversept Partners, LP |
13F
|
Company |
0.5%
|
421,345
|
$34,394,392 | — | 31 Mar 2024 | |
| Aureus Asset Management, LLC |
13F
|
Company |
0.48%
|
411,134
|
$33,560,868 | — | 31 Mar 2024 | |
| UBS Group AG |
13F
|
Company |
0.44%
|
374,355
|
$30,558,599 | — | 31 Mar 2024 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.44%
|
373,573
|
$30,494,764 | — | 31 Mar 2024 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.43%
|
364,051
|
$29,717,484 | — | 31 Mar 2024 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.43%
|
363,518
|
$29,674,000 | — | 31 Mar 2024 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.42%
|
359,689
|
$29,361,414 | — | 31 Mar 2024 | |
| Ophir Asset Management Pty Ltd |
13F
|
Company |
0.41%
|
347,742
|
$28,386,179 | — | 31 Mar 2024 | |
| ASHFORD CAPITAL MANAGEMENT INC |
13F
|
Company |
0.4%
|
341,512
|
$27,877,625 | — | 31 Mar 2024 | |
| Ensign Peak Advisors, Inc |
13F
|
Company |
0.4%
|
340,592
|
$27,802,525 | — | 31 Mar 2024 |
Institutional Holders of HEALTHEQUITY, INC. - Common Stock (HQY) as of Q2 2024
As of 30 Jun 2024,
HEALTHEQUITY, INC. - Common Stock (HQY) was held by
383 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
87,933,863 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
383
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
363
Q2 2024 holders
383
Holder diff
20
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 Value $ | Q2 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.