- Type / Class
- Equity / Common Stock
- Shares outstanding
- 85,116,616
- Total 13F shares
- 88,358,980
- Share change
- +43,859
- Total reported value
- $7,240,539,201
- Put/Call ratio
- 49%
- Price per share
- $81.85
- Number of holders
- 401
- Value change
- -$1,337,258
- Number of buys
- 194
- Number of sells
- 192
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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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%
|
10,739,493
|
$925,744,296 | — | 30 Jun 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
10%
|
8,825,504
|
$760,758,445 | — | 30 Jun 2024 | |
| WASATCH ADVISORS LP |
13F
|
Company |
8.5%
|
7,275,621
|
$627,158,530 | — | 30 Jun 2024 | |
| FMR LLC |
13F
|
Company |
6.3%
|
5,329,839
|
$459,432,079 | — | 30 Jun 2024 | |
| STATE STREET CORP |
13F
|
Company |
3.7%
|
3,108,287
|
$267,934,339 | — | 30 Jun 2024 | |
| Clearbridge Investments, LLC |
13F
|
Company |
2.8%
|
2,377,204
|
$204,915,026 | — | 30 Jun 2024 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
2.8%
|
2,364,521
|
$203,821,710 | — | 30 Jun 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.4%
|
2,063,832
|
$177,936,391 | — | 30 Jun 2024 | |
| BROWN ADVISORY INC |
13F
|
Company |
2%
|
1,732,195
|
$149,315,209 | — | 30 Jun 2024 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
1.9%
|
1,628,556
|
$140,381,557 | — | 30 Jun 2024 | |
| Invesco Ltd. |
13F
|
Company |
1.8%
|
1,556,582
|
$134,177,368 | — | 30 Jun 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.8%
|
1,547,402
|
$133,377,242 | — | 30 Jun 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.7%
|
1,467,565
|
$126,504,102 | — | 30 Jun 2024 | |
| Stephens Investment Management Group LLC |
13F
|
Company |
1.5%
|
1,288,049
|
$111,029,824 | — | 30 Jun 2024 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
1.3%
|
1,122,057
|
$96,721,374 | — | 30 Jun 2024 | |
| ArrowMark Colorado Holdings LLC |
13F
|
Company |
1.3%
|
1,120,869
|
$96,618,908 | — | 30 Jun 2024 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
1.3%
|
1,101,980
|
$94,991,000 | — | 30 Jun 2024 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
1.3%
|
1,101,473
|
$94,945,250 | — | 30 Jun 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.2%
|
1,056,732
|
$91,090,299 | — | 30 Jun 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.2%
|
1,047,275
|
$90,275,105 | — | 30 Jun 2024 | |
| Van Berkom & Associates Inc. |
13F
|
Company |
1.1%
|
930,168
|
$80,180,000 | — | 30 Jun 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.1%
|
901,174
|
$77,681,216 | — | 30 Jun 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.1%
|
900,671
|
$77,637,840 | — | 30 Jun 2024 | |
| NORGES BANK |
13F
|
Company |
1%
|
886,632
|
$76,427,678 | — | 30 Jun 2024 | |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.99%
|
841,369
|
$72,525,978 | — | 30 Jun 2024 | |
| BAMCO INC /NY/ |
13F
|
Company |
0.94%
|
800,000
|
$68,960,000 | — | 30 Jun 2024 | |
| GW&K Investment Management, LLC |
13F
|
Company |
0.93%
|
788,652
|
$67,982,000 | — | 30 Jun 2024 | |
| Greenhouse Funds LLLP |
13F
|
Company |
0.89%
|
756,694
|
$65,227,023 | — | 30 Jun 2024 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.84%
|
715,105
|
$61,642,051 | — | 30 Jun 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.84%
|
711,915
|
$61,367,073 | — | 30 Jun 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.76%
|
649,500
|
$55,986,900 | — | 30 Jun 2024 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.76%
|
645,244
|
$55,619,611 | — | 30 Jun 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.75%
|
638,314
|
$55,022,732 | — | 30 Jun 2024 | |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
13F
|
Company |
0.72%
|
616,860
|
$53,173,000 | — | 30 Jun 2024 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.68%
|
581,529
|
$50,127,800 | — | 30 Jun 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.65%
|
554,495
|
$47,797,469 | — | 30 Jun 2024 | |
| Aristotle Capital Boston, LLC |
13F
|
Company |
0.64%
|
541,492
|
$46,676,625 | — | 30 Jun 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.63%
|
532,710
|
$45,919,707 | — | 30 Jun 2024 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.53%
|
451,259
|
$38,898,525 | — | 30 Jun 2024 | |
| Aureus Asset Management, LLC |
13F
|
Company |
0.52%
|
445,991
|
$38,444,424 | — | 30 Jun 2024 | |
| Ensign Peak Advisors, Inc |
13F
|
Company |
0.49%
|
414,019
|
$35,688,437 | — | 30 Jun 2024 | |
| Eversept Partners, LP |
13F
|
Company |
0.49%
|
413,531
|
$35,646,372 | — | 30 Jun 2024 | |
| DAVENPORT & Co LLC |
13F
|
Company |
0.48%
|
404,435
|
$34,862,297 | — | 30 Jun 2024 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
0.47%
|
401,848
|
$34,639,300 | — | 30 Jun 2024 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.43%
|
362,353
|
$31,235,000 | — | 30 Jun 2024 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.4%
|
337,566
|
$29,098,188 | — | 30 Jun 2024 | |
| Ophir Asset Management Pty Ltd |
13F
|
Company |
0.39%
|
334,473
|
$28,831,573 | — | 30 Jun 2024 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.39%
|
330,688
|
$28,505,305 | — | 30 Jun 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.38%
|
323,280
|
$27,866,737 | — | 30 Jun 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.38%
|
320,965
|
$27,667,000 | — | 30 Jun 2024 |
Institutional Holders of HEALTHEQUITY, INC. - Common Stock (HQY) as of Q3 2024
As of 30 Sep 2024,
HEALTHEQUITY, INC. - Common Stock (HQY) was held by
401 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
88,358,980 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
402
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2024 vs Q2 2024 Across Filers
Q2 2024 holders
383
Q3 2024 holders
401
Holder diff
18
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 Value $ | Q3 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.