Security key
42226A107
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 854
- Total 13F value
- $75,544
- Share change
- +240
- SEC-reported price per share
- $88.46
- Number of holders
- 4
- Value change
- +$21,230
- Number of buys
- 2
- Number of sells
- 1
- Shares outstanding
- 83,763,988
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2026
Institutions
4
Top holders
4
HQY full security history
Ownership snapshot
Full 13F holder table
HEALTHEQUITY, INC. SEC filings
HEALTHEQUITY, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 42226A107
Recent filing periods:
Ownership snapshot
Top reported holders of HQY - HEALTHEQUITY, INC. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
WASATCH ADVISORS LP
Disclosed value leader
WASATCH ADVISORS LP
Comparable rows
15/15
Latest evidence
25 Aug 2026
13D/G
13F
3/4/5
Lead comparable stake: 9.5%
13D/G row: WASATCH ADVISORS LP
Showing 1-6 of 15 holder rows.
Quick read
WASATCH ADVISORS LP leads the comparable SEC ownership view at 9.5%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens WASATCH ADVISORS LP's linked filing trail.
Comparable ownership
Top 5
WASATCH ADVISORS LP
9.5%
VANGUARD CAPITAL MANAGEMENT LLC
5.3%
VANGUARD PORTFOLIO MANAGEMENT LLC
4.9%
FMR LLC
4.1%
Jon Kessler
0.39%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP |
13D/G
13F
Company
|
9.5%
|
$719,013,585
7,960,735 shares
|
$0 | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5.3%
|
$374,324,237
4,479,170 shares
|
$0 | 31 Mar 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
4.9%
|
$391,987,151
4,137,941 shares
|
-$9,372,397 | 30 Jun 2026 |
| FMR LLC |
13D/G
13F
Company
|
4.1%
|
$330,726,570
3,489,781 shares
|
$0 | 30 Sep 2025 |
| Jon Kessler |
3/4/5
Former Director
|
0.39%
|
$37,071,827
328,510 shares
|
— | 06 Jun 2025 |
| Scott Cutler |
3/4/5
President and CEO, Director
|
0.21%
|
$15,932,899
176,405 shares
|
— | 08 Jul 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
4
Shares
854
Rows available
4
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2026 vs Q2 2026 Across Filers
Q2 2026 holders
499
Q3 2026 holders
4
Holder diff
-495
| Investor | Q2 2026 Shares | Q3 2026 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend