- Type / Class
- Equity / Common Stock
- Shares outstanding
- 85,116,616
- Total 13F shares
- 89,072,389
- Share change
- +38,895
- Total reported value
- $8,160,238,798
- Put/Call ratio
- 29%
- Price per share
- $91.61
- Number of holders
- 508
- Value change
- -$288,564
- Number of buys
- 254
- Number of sells
- 241
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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Next holder-history checks
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- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
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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%
|
11,165,858
|
$1,058,188,410 | — | 30 Sep 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
10%
|
8,746,255
|
$828,882,586 | — | 30 Sep 2025 | |
| WASATCH ADVISORS LP |
13F
|
Company |
7.4%
|
6,307,675
|
$597,778,360 | — | 30 Sep 2025 | |
| FMR LLC |
13D/G
13F
|
Company |
4.1%
|
3,489,781
|
$330,726,570 | $0 | 30 Sep 2025 | |
| STATE STREET CORP |
13F
|
Company |
3.7%
|
3,150,196
|
$298,544,075 | — | 30 Sep 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.6%
|
2,195,561
|
$208,101,249 | — | 30 Sep 2025 | |
| Invesco Ltd. |
13F
|
Company |
2.5%
|
2,129,154
|
$201,779,926 | — | 30 Sep 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
2.1%
|
1,764,268
|
$167,199,677 | — | 30 Sep 2025 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
13F
|
Company |
2%
|
1,716,658
|
$162,687,679 | — | 30 Sep 2025 | |
| BROWN ADVISORY INC |
13F
|
Company |
1.9%
|
1,605,273
|
$152,131,788 | — | 30 Sep 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.8%
|
1,559,008
|
$147,751,174 | — | 30 Sep 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
1.8%
|
1,533,730
|
$145,352,000 | — | 30 Sep 2025 | |
| Clearbridge Investments, LLC |
13F
|
Company |
1.6%
|
1,359,832
|
$128,871,262 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.5%
|
1,302,412
|
$123,429,719 | — | 30 Sep 2025 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
1.5%
|
1,267,752
|
$120,144,857 | — | 30 Sep 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.4%
|
1,205,077
|
$114,205,147 | — | 30 Sep 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.3%
|
1,141,987
|
$108,226,108 | — | 30 Sep 2025 | |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.3%
|
1,097,607
|
$104,020,170 | — | 30 Sep 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.3%
|
1,080,140
|
$102,364,868 | — | 30 Sep 2025 | |
| Greenhouse Funds LLLP |
13F
|
Company |
1.3%
|
1,068,921
|
$101,301,643 | — | 30 Sep 2025 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
1.2%
|
985,105
|
$93,358,425 | — | 30 Sep 2025 | |
| Atalan Capital Partners, LP |
13F
|
Company |
1.1%
|
911,600
|
$86,392,332 | — | 30 Sep 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1%
|
875,438
|
$82,965,260 | — | 30 Sep 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.99%
|
840,248
|
$79,630,323 | — | 30 Sep 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.99%
|
839,494
|
$79,557,899 | — | 30 Sep 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.94%
|
796,249
|
$75,460,518 | — | 30 Sep 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.91%
|
771,205
|
$73,087,246 | — | 30 Sep 2025 | |
| BAMCO INC /NY/ |
13F
|
Company |
0.89%
|
759,525
|
$71,980,184 | — | 30 Sep 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.9%
|
764,187
|
$69,319,402 | — | 30 Sep 2025 | |
| Stephens Investment Management Group LLC |
13F
|
Company |
0.85%
|
724,244
|
$68,636,604 | — | 30 Sep 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.81%
|
690,569
|
$65,445,224 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.79%
|
675,530
|
$64,019,978 | — | 30 Sep 2025 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.77%
|
652,246
|
$61,813,354 | — | 30 Sep 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.76%
|
645,843
|
$61,206,503 | — | 30 Sep 2025 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.74%
|
633,143
|
$60,003,000 | — | 30 Sep 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.73%
|
624,272
|
$59,162,366 | — | 30 Sep 2025 | |
| Premier Fund Managers Ltd |
13F
|
Company |
0.72%
|
610,129
|
$58,159,000 | — | 30 Sep 2025 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
0.7%
|
597,445
|
$56,619,863 | — | 30 Sep 2025 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.66%
|
561,025
|
$53,168,274 | — | 30 Sep 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.65%
|
549,978
|
$52,121,415 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
0.65%
|
549,217
|
$52,049,295 | — | 30 Sep 2025 | |
| GW&K Investment Management, LLC |
13F
|
Company |
0.53%
|
446,993
|
$42,362,000 | — | 30 Sep 2025 | |
| Aristotle Capital Boston, LLC |
13F
|
Company |
0.51%
|
436,034
|
$41,322,951 | — | 30 Sep 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.5%
|
426,814
|
$40,449,163 | — | 30 Sep 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.49%
|
413,163
|
$39,155,447 | — | 30 Sep 2025 | |
| Jon Kessler |
3/4/5
|
Former Director |
0.39%
|
328,510
|
$37,071,827 | -$25,992,977 | 06 Jun 2025 | |
| DAVENPORT & Co LLC |
13F
|
Company |
0.45%
|
386,388
|
$36,772,587 | — | 30 Sep 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.44%
|
378,280
|
$35,849,596 | — | 30 Sep 2025 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
0.44%
|
370,923
|
$35,152,400 | — | 30 Sep 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.41%
|
351,102
|
$33,274,000 | — | 30 Sep 2025 |
Institutional Holders of HEALTHEQUITY, INC. - Common Stock (HQY) as of Q4 2025
As of 31 Dec 2025,
HEALTHEQUITY, INC. - Common Stock (HQY) was held by
508 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
89,072,389 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, WASATCH ADVISORS LP, STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, FMR LLC, WESTFIELD CAPITAL MANAGEMENT CO LP, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, AQR CAPITAL MANAGEMENT LLC, and DIMENSIONAL FUND ADVISORS LP.
This page lists
508
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
488
Q4 2025 holders
508
Holder diff
20
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 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.