- Type / Class
- Equity / Common Stock
- Shares outstanding
- 84,512,642
- Total 13F shares
- 90,161,222
- Share change
- +1,730,590
- Total reported value
- $8,653,352,575
- Put/Call ratio
- 24%
- Price per share
- $95.95
- Number of holders
- 440
- Value change
- +$170,175,956
- Number of buys
- 235
- Number of sells
- 183
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?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
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, Inc. |
13F
|
Company |
13%
|
10,941,670
|
$895,575,689 | — | 30 Sep 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
11%
|
8,876,467
|
$726,538,825 | — | 30 Sep 2024 | |
| WASATCH ADVISORS LP |
13F
|
Company |
9.2%
|
7,758,890
|
$635,065,147 | — | 30 Sep 2024 | |
| FMR LLC |
13F
|
Company |
6.3%
|
5,290,116
|
$432,996,009 | — | 30 Sep 2024 | |
| STATE STREET CORP |
13F
|
Company |
3.7%
|
3,131,900
|
$256,346,015 | — | 30 Sep 2024 | |
| Clearbridge Investments, LLC |
13F
|
Company |
2.8%
|
2,388,392
|
$195,489,846 | — | 30 Sep 2024 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
2.8%
|
2,357,536
|
$192,964,322 | — | 30 Sep 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.5%
|
2,078,977
|
$170,196,692 | — | 30 Sep 2024 | |
| BROWN ADVISORY INC |
13F
|
Company |
2.2%
|
1,862,010
|
$152,405,520 | — | 30 Sep 2024 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
1.9%
|
1,640,215
|
$139,369,068 | — | 30 Sep 2024 | |
| Invesco Ltd. |
13F
|
Company |
1.9%
|
1,612,348
|
$131,970,685 | — | 30 Sep 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.9%
|
1,581,723
|
$129,453,018 | — | 30 Sep 2024 | |
| Stephens Investment Management Group LLC |
13F
|
Company |
1.5%
|
1,249,082
|
$102,237,362 | — | 30 Sep 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.4%
|
1,215,321
|
$99,474,024 | — | 30 Sep 2024 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
1.3%
|
1,126,645
|
$92,216,000 | — | 30 Sep 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.3%
|
1,061,807
|
$86,908,903 | — | 30 Sep 2024 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
1.2%
|
1,037,780
|
$84,942,346 | — | 30 Sep 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.2%
|
1,034,042
|
$84,636,338 | — | 30 Sep 2024 | |
| ArrowMark Colorado Holdings LLC |
13F
|
Company |
1.2%
|
985,834
|
$80,690,513 | — | 30 Sep 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.1%
|
947,294
|
$77,536,014 | — | 30 Sep 2024 | |
| Van Berkom & Associates Inc. |
13F
|
Company |
1.1%
|
935,581
|
$76,577,000 | — | 30 Sep 2024 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
1.1%
|
899,240
|
$73,603,752 | — | 30 Sep 2024 | |
| NORGES BANK |
13F
|
Company |
1%
|
879,632
|
$71,997,879 | — | 30 Sep 2024 | |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
13F
|
Company |
1%
|
843,423
|
$69,034,000 | — | 30 Sep 2024 | |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
|
Company |
1%
|
842,009
|
$68,918,397 | — | 30 Sep 2024 | |
| Greenhouse Funds LLLP |
13F
|
Company |
0.94%
|
792,469
|
$64,863,588 | — | 30 Sep 2024 | |
| GW&K Investment Management, LLC |
13F
|
Company |
0.94%
|
790,908
|
$64,736,000 | — | 30 Sep 2024 | |
| BAMCO INC /NY/ |
13F
|
Company |
0.89%
|
750,000
|
$61,387,500 | — | 30 Sep 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.88%
|
744,886
|
$60,968,919 | — | 30 Sep 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.83%
|
705,255
|
$57,725,348 | — | 30 Sep 2024 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.82%
|
690,439
|
$56,512,433 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.77%
|
647,195
|
$52,972,910 | — | 30 Sep 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.76%
|
645,871
|
$52,864,541 | — | 30 Sep 2024 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.75%
|
630,369
|
$51,596,789 | — | 30 Sep 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.71%
|
602,946
|
$49,351,130 | — | 30 Sep 2024 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.67%
|
569,164
|
$46,586,073 | — | 30 Sep 2024 | |
| Aristotle Capital Boston, LLC |
13F
|
Company |
0.64%
|
538,313
|
$44,060,930 | — | 30 Sep 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.63%
|
531,767
|
$43,525,234 | — | 30 Sep 2024 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.57%
|
484,782
|
$39,679,406 | — | 30 Sep 2024 | |
| DAVENPORT & Co LLC |
13F
|
Company |
0.57%
|
480,413
|
$39,321,804 | — | 30 Sep 2024 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
0.55%
|
462,475
|
$37,853,540 | — | 30 Sep 2024 | |
| Aureus Asset Management, LLC |
13F
|
Company |
0.5%
|
423,082
|
$34,629,262 | — | 30 Sep 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.46%
|
391,756
|
$32,065,000 | — | 30 Sep 2024 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.45%
|
383,645
|
$31,190,338 | — | 30 Sep 2024 | |
| Woodline Partners LP |
13F
|
Company |
0.4%
|
336,783
|
$27,565,689 | — | 30 Sep 2024 | |
| Ensign Peak Advisors, Inc |
13F
|
Company |
0.4%
|
335,418
|
$27,453,964 | — | 30 Sep 2024 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.39%
|
332,971
|
$27,253,676 | — | 30 Sep 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.39%
|
329,477
|
$26,967,693 | — | 30 Sep 2024 | |
| Eversept Partners, LP |
13F
|
Company |
0.38%
|
319,078
|
$26,116,534 | — | 30 Sep 2024 | |
| ASHFORD CAPITAL MANAGEMENT INC |
13F
|
Company |
0.36%
|
305,222
|
$24,982,421 | — | 30 Sep 2024 |
Institutional Holders of HealthEquity Inc - Common Stock (HQY) as of Q4 2024
As of 31 Dec 2024,
HealthEquity Inc - Common Stock (HQY) was held by
440 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
90,161,222 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, WASATCH ADVISORS LP, FMR LLC, STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, BROWN ADVISORY INC, Clearbridge Investments, LLC, MACKENZIE FINANCIAL CORP, and Invesco Ltd..
This page lists
441
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
401
Q4 2024 holders
440
Holder diff
39
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 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.