- Type / Class
- Equity / Common Stock
- Shares outstanding
- 85,116,616
- Total 13F shares
- 9,148,928
- Share change
- +1,113,634
- Total reported value
- $763,985,049
- Price per share
- $83.57
- Number of holders
- 78
- Value change
- +$91,109,169
- Number of buys
- 45
- Number of sells
- 37
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.
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- 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.
- Previous quarter: Q4 2025
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%
|
11,215,829
|
$1,027,482,181 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
10%
|
8,668,534
|
$794,124,399 | — | 31 Dec 2025 | |
| WASATCH ADVISORS LP |
13F
|
Company |
7.7%
|
6,589,646
|
$603,677,470 | — | 31 Dec 2025 | |
| FMR LLC |
13D/G
13F
|
Company |
4.1%
|
3,489,781
|
$330,726,570 | $0 | 30 Sep 2025 | |
| STATE STREET CORP |
13F
|
Company |
3.6%
|
3,091,052
|
$283,171,274 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.6%
|
2,201,232
|
$201,685,087 | — | 31 Dec 2025 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
13F
|
Company |
2.3%
|
1,952,452
|
$178,864,128 | — | 31 Dec 2025 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
2.2%
|
1,855,208
|
$169,955,605 | — | 31 Dec 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
2.1%
|
1,762,335
|
$161,447,509 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.9%
|
1,581,752
|
$144,910,523 | — | 31 Dec 2025 | |
| BROWN ADVISORY INC |
13F
|
Company |
1.8%
|
1,515,259
|
$138,812,926 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.7%
|
1,486,057
|
$136,137,871 | — | 31 Dec 2025 | |
| Clearbridge Investments, LLC |
13F
|
Company |
1.6%
|
1,358,933
|
$124,491,896 | — | 31 Dec 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
1.5%
|
1,317,719
|
$120,717,000 | — | 31 Dec 2025 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
1.4%
|
1,171,806
|
$108,178,809 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.4%
|
1,165,311
|
$106,754,141 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.3%
|
1,132,744
|
$103,770,678 | — | 31 Dec 2025 | |
| GENEVA CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.3%
|
1,118,576
|
$102,472,720 | — | 31 Dec 2025 | |
| Greenhouse Funds LLLP |
13F
|
Company |
1.3%
|
1,079,704
|
$98,911,683 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.2%
|
1,018,208
|
$93,278,035 | — | 31 Dec 2025 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
1.1%
|
953,072
|
$87,310,948 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.1%
|
951,563
|
$87,172,686 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.1%
|
924,249
|
$84,670,451 | — | 31 Dec 2025 | |
| Atalan Capital Partners, LP |
13F
|
Company |
1.1%
|
915,150
|
$83,836,892 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
1%
|
871,802
|
$79,865,783 | — | 31 Dec 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.96%
|
820,233
|
$75,140,408 | — | 31 Dec 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
0.9%
|
767,391
|
$70,300,690 | — | 31 Dec 2025 | |
| BAMCO INC /NY/ |
13F
|
Company |
0.89%
|
756,025
|
$69,259,450 | — | 31 Dec 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.88%
|
747,398
|
$68,469,287 | — | 31 Dec 2025 | |
| NORGES BANK |
13F
|
Company |
0.86%
|
730,567
|
$66,927,243 | — | 31 Dec 2025 | |
| Stephens Investment Management Group LLC |
13F
|
Company |
0.85%
|
726,185
|
$66,525,808 | — | 31 Dec 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.86%
|
729,510
|
$66,436,476 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.79%
|
674,066
|
$61,751,186 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.79%
|
673,191
|
$61,672,493 | — | 31 Dec 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.79%
|
668,945
|
$61,281,869 | — | 31 Dec 2025 | |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. |
13F
|
Company |
0.75%
|
634,175
|
$58,097,000 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.73%
|
621,879
|
$56,970,381 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.73%
|
617,741
|
$56,591,253 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.71%
|
600,858
|
$55,044,556 | — | 31 Dec 2025 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.68%
|
580,074
|
$53,140,580 | — | 31 Dec 2025 | |
| CADIAN CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.67%
|
566,700
|
$51,915,387 | — | 31 Dec 2025 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
0.64%
|
542,216
|
$49,672,408 | — | 31 Dec 2025 | |
| GW&K Investment Management, LLC |
13F
|
Company |
0.54%
|
462,891
|
$42,406,000 | — | 31 Dec 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.53%
|
450,322
|
$41,253,999 | — | 31 Dec 2025 | |
| Swedbank AB |
13F
|
Company |
0.51%
|
437,300
|
$40,061,053 | — | 31 Dec 2025 | |
| Aristotle Capital Boston, LLC |
13F
|
Company |
0.51%
|
432,939
|
$39,661,560 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.48%
|
410,811
|
$37,753,143 | — | 31 Dec 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 |
0.46%
|
394,415
|
$36,378,005 | — | 31 Dec 2025 | |
| BESSEMER GROUP INC |
13F
|
Company |
0.44%
|
373,389
|
$34,207,000 | — | 31 Dec 2025 |
Institutional Holders of HEALTHEQUITY, INC. - Common Stock (HQY) as of Q1 2026
As of 31 Mar 2026,
HEALTHEQUITY, INC. - Common Stock (HQY) was held by
78 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,148,928 shares.
The largest 10 holders included
WASATCH ADVISORS LP, DAVENPORT & Co LLC, PEREGRINE CAPITAL MANAGEMENT LLC, TECTONIC ADVISORS LLC, INSPIRION WEALTH ADVISORS, LLC, THOMPSON INVESTMENT MANAGEMENT, INC., Elk River Wealth Management LLC, BEACON INVESTMENT ADVISORY SERVICES, INC., 1492 Capital Management LLC, and Covea Finance.
This page lists
78
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
509
Q1 2026 holders
78
Holder diff
-431
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 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.