- Type / Class
- Equity / Common Stock
- Shares outstanding
- 85,116,616
- Total 13F shares
- 92,165,244
- Share change
- +2,013,354
- Total reported value
- $8,128,508,816
- Put/Call ratio
- 99%
- Price per share
- $88.37
- Number of holders
- 459
- Value change
- +$152,545,171
- Number of buys
- 266
- Number of sells
- 186
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%
|
10,979,487
|
$1,053,481,777 | — | 31 Dec 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
11%
|
8,976,091
|
$861,255,932 | — | 31 Dec 2024 | |
| WASATCH ADVISORS LP |
13F
|
Company |
8.8%
|
7,513,745
|
$720,943,833 | — | 31 Dec 2024 | |
| FMR LLC |
13F
|
Company |
6.4%
|
5,415,800
|
$519,646,027 | — | 31 Dec 2024 | |
| STATE STREET CORP |
13F
|
Company |
3.8%
|
3,262,346
|
$313,022,099 | — | 31 Dec 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.5%
|
2,089,398
|
$200,522,312 | — | 31 Dec 2024 | |
| BROWN ADVISORY INC |
13F
|
Company |
2.5%
|
2,086,026
|
$200,154,194 | — | 31 Dec 2024 | |
| Clearbridge Investments, LLC |
13F
|
Company |
2.4%
|
2,060,026
|
$197,659,481 | — | 31 Dec 2024 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
2.3%
|
1,935,154
|
$185,678,026 | — | 31 Dec 2024 | |
| Invesco Ltd. |
13F
|
Company |
1.9%
|
1,624,773
|
$155,896,971 | — | 31 Dec 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.9%
|
1,582,823
|
$151,876,971 | — | 31 Dec 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.8%
|
1,501,387
|
$144,058,083 | — | 31 Dec 2024 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
1.6%
|
1,357,437
|
$130,246,101 | — | 31 Dec 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.4%
|
1,155,043
|
$110,826,376 | — | 31 Dec 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.3%
|
1,117,708
|
$107,244,082 | — | 31 Dec 2024 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
1.3%
|
1,107,526
|
$106,267,000 | — | 31 Dec 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.3%
|
1,086,811
|
$104,279,515 | — | 31 Dec 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.3%
|
1,072,266
|
$102,883,921 | — | 31 Dec 2024 | |
| Stephens Investment Management Group LLC |
13F
|
Company |
1.2%
|
1,050,437
|
$100,789,430 | — | 31 Dec 2024 | |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.2%
|
1,048,903
|
$100,642,274 | — | 31 Dec 2024 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
1.1%
|
951,235
|
$92,079,247 | — | 31 Dec 2024 | |
| Greenhouse Funds LLLP |
13F
|
Company |
1%
|
884,404
|
$84,858,564 | — | 31 Dec 2024 | |
| ArrowMark Colorado Holdings LLC |
13F
|
Company |
1%
|
871,762
|
$83,645,564 | — | 31 Dec 2024 | |
| Van Berkom & Associates Inc. |
13F
|
Company |
0.98%
|
838,321
|
$80,437,000 | — | 31 Dec 2024 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.98%
|
833,916
|
$80,016,022 | — | 31 Dec 2024 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
0.96%
|
814,034
|
$78,107,000 | — | 31 Dec 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.94%
|
796,647
|
$76,438,560 | — | 31 Dec 2024 | |
| BAMCO INC /NY/ |
13F
|
Company |
0.92%
|
780,000
|
$74,841,000 | — | 31 Dec 2024 | |
| NORGES BANK |
13F
|
Company |
0.91%
|
778,539
|
$74,700,817 | — | 31 Dec 2024 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.91%
|
772,781
|
$74,148,337 | — | 31 Dec 2024 | |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
13F
|
Company |
0.89%
|
758,463
|
$72,774,000 | — | 31 Dec 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.88%
|
745,882
|
$71,567,362 | — | 31 Dec 2024 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.8%
|
679,603
|
$65,207,908 | — | 31 Dec 2024 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.78%
|
664,676
|
$63,776,256 | — | 31 Dec 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.71%
|
606,197
|
$58,164,602 | — | 31 Dec 2024 | |
| GW&K Investment Management, LLC |
13F
|
Company |
0.71%
|
604,471
|
$57,999,000 | — | 31 Dec 2024 | |
| Aristotle Capital Boston, LLC |
13F
|
Company |
0.67%
|
573,441
|
$55,021,642 | — | 31 Dec 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.67%
|
570,952
|
$54,782,978 | — | 31 Dec 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.64%
|
548,725
|
$52,650,164 | — | 31 Dec 2024 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
0.59%
|
502,572
|
$48,221,779 | — | 31 Dec 2024 | |
| UBS Group AG |
13F
|
Company |
0.56%
|
476,831
|
$45,751,935 | — | 31 Dec 2024 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.56%
|
476,577
|
$45,727,550 | — | 31 Dec 2024 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.51%
|
438,345
|
$42,059,203 | — | 31 Dec 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.51%
|
433,190
|
$41,563,000 | — | 31 Dec 2024 | |
| DAVENPORT & Co LLC |
13F
|
Company |
0.47%
|
395,889
|
$38,252,306 | — | 31 Dec 2024 | |
| Eversept Partners, LP |
13F
|
Company |
0.45%
|
386,697
|
$37,103,577 | — | 31 Dec 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.43%
|
366,753
|
$35,189,949 | — | 31 Dec 2024 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.43%
|
365,778
|
$35,096,399 | — | 31 Dec 2024 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
0.4%
|
340,297
|
$32,652,000 | — | 31 Dec 2024 | |
| Iron Triangle Partners LP |
13F
|
Company |
0.39%
|
335,614
|
$32,202,163 | — | 31 Dec 2024 |
Institutional Holders of HEALTHEQUITY, INC. - Common Stock (HQY) as of Q1 2025
As of 31 Mar 2025,
HEALTHEQUITY, INC. - Common Stock (HQY) was held by
459 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
92,165,244 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, WASATCH ADVISORS LP, FMR LLC, STATE STREET CORP, Invesco Ltd., GEODE CAPITAL MANAGEMENT, LLC, BROWN ADVISORY INC, Clearbridge Investments, LLC, and MACKENZIE FINANCIAL CORP.
This page lists
460
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
440
Q1 2025 holders
459
Holder diff
19
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 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.