- Type / Class
- Equity / Common Stock
- Shares outstanding
- 85,116,616
- Total 13F shares
- 88,488,719
- Share change
- -2,710,822
- Total reported value
- $8,382,485,204
- Put/Call ratio
- 40%
- Price per share
- $94.77
- Number of holders
- 488
- Value change
- -$281,039,998
- Number of buys
- 235
- Number of sells
- 246
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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- Latest 13F filings for newly reported positions across managers.
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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, Inc. |
13F
|
Company |
13%
|
10,723,982
|
$1,123,444,355 | — | 30 Jun 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
10%
|
8,502,706
|
$890,743,481 | — | 30 Jun 2025 | |
| WASATCH ADVISORS LP |
13F
|
Company |
7.2%
|
6,101,064
|
$639,147,465 | — | 30 Jun 2025 | |
| FMR LLC |
13F
13D/G
|
Company |
4.1%
from 13D/G
|
5,040,016
|
$527,992,039 | — | 30 Jun 2025 | |
| STATE STREET CORP |
13F
|
Company |
3.7%
|
3,184,220
|
$333,578,887 | — | 30 Jun 2025 | |
| Invesco Ltd. |
13F
|
Company |
2.8%
|
2,365,860
|
$247,847,538 | — | 30 Jun 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.5%
|
2,147,178
|
$224,965,230 | — | 30 Jun 2025 | |
| BROWN ADVISORY INC |
13F
|
Company |
1.9%
|
1,627,024
|
$170,447,083 | — | 30 Jun 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.8%
|
1,520,854
|
$159,325,353 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.6%
|
1,404,168
|
$147,100,818 | — | 30 Jun 2025 | |
| Clearbridge Investments, LLC |
13F
|
Company |
1.6%
|
1,321,383
|
$138,428,090 | — | 30 Jun 2025 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
1.5%
|
1,267,168
|
$132,748,520 | — | 30 Jun 2025 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
13F
|
Company |
1.5%
|
1,265,208
|
$132,543,190 | — | 30 Jun 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
1.4%
|
1,210,386
|
$126,800,037 | — | 30 Jun 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.3%
|
1,129,115
|
$118,286,087 | — | 30 Jun 2025 | |
| CIBC Private Wealth Group LLC |
13F
|
Company |
1.3%
|
1,127,054
|
$118,070,177 | — | 30 Jun 2025 | |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.3%
|
1,108,241
|
$116,099,294 | — | 30 Jun 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.3%
|
1,107,448
|
$116,016,253 | — | 30 Jun 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.3%
|
1,087,339
|
$113,909,633 | — | 30 Jun 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.3%
|
1,080,794
|
$113,223,980 | — | 30 Jun 2025 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
1.2%
|
1,031,328
|
$108,041,916 | — | 30 Jun 2025 | |
| Stephens Investment Management Group LLC |
13F
|
Company |
1.2%
|
1,016,333
|
$106,471,045 | — | 30 Jun 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
1.1%
|
924,922
|
$96,894,829 | — | 30 Jun 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.1%
|
917,283
|
$96,094,566 | — | 30 Jun 2025 | |
| Greenhouse Funds LLLP |
13F
|
Company |
1.1%
|
911,815
|
$95,521,739 | — | 30 Jun 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
1%
|
852,595
|
$89,316,389 | — | 30 Jun 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.98%
|
833,949
|
$87,364,457 | — | 30 Jun 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.94%
|
796,472
|
$81,949,003 | — | 30 Jun 2025 | |
| BAMCO INC /NY/ |
13F
|
Company |
0.92%
|
780,000
|
$81,712,800 | — | 30 Jun 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.86%
|
732,434
|
$76,729,786 | — | 30 Jun 2025 | |
| NORGES BANK |
13F
|
Company |
0.84%
|
716,613
|
$75,072,378 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.83%
|
708,734
|
$74,246,922 | — | 30 Jun 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.82%
|
700,369
|
$73,372,000 | — | 30 Jun 2025 | |
| Atalan Capital Partners, LP |
13F
|
Company |
0.82%
|
700,000
|
$73,332,000 | — | 30 Jun 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.81%
|
689,741
|
$72,257,481 | — | 30 Jun 2025 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.81%
|
686,672
|
$71,935,759 | — | 30 Jun 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.77%
|
659,559
|
$69,095,355 | — | 30 Jun 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.75%
|
642,013
|
$67,257,456 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
0.74%
|
630,877
|
$66,090,674 | — | 30 Jun 2025 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
0.73%
|
621,647
|
$65,123,740 | — | 30 Jun 2025 | |
| Premier Fund Managers Ltd |
13F
|
Company |
0.72%
|
612,927
|
$64,326,000 | — | 30 Jun 2025 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
0.71%
|
601,820
|
$63,047,000 | — | 30 Jun 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.64%
|
545,494
|
$57,145,951 | — | 30 Jun 2025 | |
| GW&K Investment Management, LLC |
13F
|
Company |
0.59%
|
498,898
|
$52,265,000 | — | 30 Jun 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.56%
|
475,392
|
$49,802,066 | — | 30 Jun 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.56%
|
474,587
|
$49,717,000 | — | 30 Jun 2025 | |
| Aristotle Capital Boston, LLC |
13F
|
Company |
0.52%
|
443,325
|
$46,442,806 | — | 30 Jun 2025 | |
| Van Berkom & Associates Inc. |
13F
|
Company |
0.52%
|
442,830
|
$46,391,000 | — | 30 Jun 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.5%
|
425,005
|
$44,523,518 | — | 30 Jun 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.49%
|
417,729
|
$43,761,290 | — | 30 Jun 2025 |
Institutional Holders of HEALTHEQUITY, INC. - Common Stock (HQY) as of Q3 2025
As of 30 Sep 2025,
HEALTHEQUITY, INC. - Common Stock (HQY) was held by
488 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
88,488,719 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, WASATCH ADVISORS LP, FMR LLC, STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, Invesco Ltd., AQR CAPITAL MANAGEMENT LLC, WESTFIELD CAPITAL MANAGEMENT CO LP, and BROWN ADVISORY INC.
This page lists
489
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
482
Q3 2025 holders
488
Holder diff
6
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 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.