- Type / Class
- Equity / Common Stock
- Shares outstanding
- 85,116,616
- Total 13F shares
- 91,265,687
- Share change
- -845,011
- Total reported value
- $9,558,076,192
- Put/Call ratio
- 74%
- Price per share
- $104.76
- Number of holders
- 482
- Value change
- -$62,139,841
- Number of buys
- 250
- Number of sells
- 223
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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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%
|
10,868,100
|
$960,413,996 | — | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
10%
|
8,821,838
|
$779,585,825 | — | 31 Mar 2025 | |
| WASATCH ADVISORS LP |
13F
|
Company |
8.5%
|
7,234,036
|
$639,271,761 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
5.9%
|
4,985,213
|
$440,543,284 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
3.9%
|
3,280,068
|
$289,859,609 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
2.9%
|
2,446,198
|
$216,170,513 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.5%
|
2,142,792
|
$189,399,914 | — | 31 Mar 2025 | |
| BROWN ADVISORY INC |
13F
|
Company |
2.3%
|
1,932,930
|
$170,813,046 | — | 31 Mar 2025 | |
| Clearbridge Investments, LLC |
13F
|
Company |
2.2%
|
1,853,097
|
$163,758,147 | — | 31 Mar 2025 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
2%
|
1,666,578
|
$147,275,498 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.8%
|
1,533,373
|
$135,496,087 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.7%
|
1,407,294
|
$124,362,750 | — | 31 Mar 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
1.6%
|
1,394,667
|
$123,246,682 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.3%
|
1,133,166
|
$100,137,916 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.3%
|
1,126,983
|
$99,591,488 | — | 31 Mar 2025 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
1.3%
|
1,112,947
|
$98,351,000 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.3%
|
1,100,970
|
$97,292,719 | — | 31 Mar 2025 | |
| Stephens Investment Management Group LLC |
13F
|
Company |
1.3%
|
1,069,446
|
$94,506,943 | — | 31 Mar 2025 | |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.2%
|
1,043,754
|
$92,236,580 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.1%
|
904,359
|
$79,918,206 | — | 31 Mar 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
1%
|
884,830
|
$77,024,452 | — | 31 Mar 2025 | |
| CIBC Private Wealth Group LLC |
13F
|
Company |
1.1%
|
978,314
|
$75,105,166 | — | 31 Mar 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
1%
|
848,940
|
$75,020,828 | — | 31 Mar 2025 | |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
13F
|
Company |
0.98%
|
835,413
|
$73,826,000 | — | 31 Mar 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.99%
|
845,039
|
$73,480,561 | — | 31 Mar 2025 | |
| BAMCO INC /NY/ |
13F
|
Company |
0.92%
|
785,000
|
$69,370,450 | — | 31 Mar 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.91%
|
775,147
|
$68,499,894 | — | 31 Mar 2025 | |
| Greenhouse Funds LLLP |
13F
|
Company |
0.9%
|
765,185
|
$67,619,398 | — | 31 Mar 2025 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.85%
|
725,551
|
$64,116,942 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.82%
|
696,554
|
$61,554,477 | — | 31 Mar 2025 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
0.82%
|
694,720
|
$61,393,000 | — | 31 Mar 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.79%
|
669,939
|
$59,202,510 | — | 31 Mar 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.79%
|
669,268
|
$59,143,597 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.78%
|
663,862
|
$58,665,524 | — | 31 Mar 2025 | |
| ArrowMark Colorado Holdings LLC |
13F
|
Company |
0.77%
|
654,266
|
$57,817,486 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.76%
|
651,060
|
$57,534,172 | — | 31 Mar 2025 | |
| Van Berkom & Associates Inc. |
13F
|
Company |
0.76%
|
650,061
|
$57,446,000 | — | 31 Mar 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.75%
|
639,345
|
$56,500,000 | — | 31 Mar 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.71%
|
600,607
|
$53,075,641 | — | 31 Mar 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.69%
|
588,687
|
$52,022,270 | — | 31 Mar 2025 | |
| GW&K Investment Management, LLC |
13F
|
Company |
0.69%
|
588,548
|
$52,010,000 | — | 31 Mar 2025 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
13F
|
Company |
0.66%
|
563,389
|
$49,786,686 | — | 31 Mar 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.56%
|
478,104
|
$42,250,049 | — | 31 Mar 2025 | |
| Aristotle Capital Boston, LLC |
13F
|
Company |
0.56%
|
477,641
|
$42,209,162 | — | 31 Mar 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.52%
|
445,653
|
$38,540,028 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.51%
|
433,628
|
$38,319,991 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.51%
|
433,238
|
$38,285,242 | — | 31 Mar 2025 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
0.5%
|
429,395
|
$37,945,636 | — | 31 Mar 2025 | |
| FARALLON CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.5%
|
421,800
|
$37,274,466 | — | 31 Mar 2025 | |
| Jon Kessler |
3/4/5
|
Former Director |
0.39%
|
328,510
|
$37,071,827 | -$25,992,977 | 06 Jun 2025 |
Institutional Holders of HEALTHEQUITY, INC. - Common Stock (HQY) as of Q2 2025
As of 30 Jun 2025,
HEALTHEQUITY, INC. - Common Stock (HQY) was held by
482 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
91,265,687 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, DIMENSIONAL FUND ADVISORS LP, and MORGAN STANLEY.
This page lists
482
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
459
Q2 2025 holders
482
Holder diff
23
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 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.