HEALTHEQUITY INC HQY
$95.31
+3.3% 52w: $73.21 – $105.44
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data73.2189.33105.44
Jun 20, 2025 Jul 2, 2026
Institutional holders
487
-25 QoQ
13F value
$7.21B
-11.7% QoQ
Smart-money holders
23
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
1.1×
$14.9M calls / $14.0M puts
Institutional value by quarter
Number of holders
Who owns HQY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 10.5M | $880.2M | 0.0% | -6.1% |
| WASATCH ADVISORS LP | Other | 7.2M | $601.9M | 4.0% | +9.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 4.2M | $348.0M | 0.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 3.8M | $319.6M | 0.0% | — |
| STATE STREET CORP | Index provider | 3.1M | $259.1M | 0.0% | +0.3% |
| MORGAN STANLEY | Bank broker | 2.5M | $207.7M | 0.0% | +67.3% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 2.3M | $188.9M | 0.0% | +2.7% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 2.1M | $172.6M | 0.1% | +18.7% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Other | 1.7M | $138.7M | 0.5% | -10.5% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 1.6M | $136.0M | 0.0% | +2.9% |
| BROWN ADVISORY INC | Diversified mechanical | 1.4M | $118.1M | 0.2% | -6.8% |
| Clearbridge Investments, LLC | Other | 1.3M | $109.5M | 0.1% | -3.6% |
| MACKENZIE FINANCIAL CORP | Diversified mechanical | 1.3M | $107.1M | 0.1% | +9.4% |
| Greenhouse Funds LLLP ★2 | Fundamental diversified | 1.3M | $105.1M | 5.0% | +16.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.2M | $98.2M | 0.0% | +3.8% |
| GENEVA CAPITAL MANAGEMENT LLC | Other | 1.2M | $98.1M | 2.1% | +5.0% |
| JPMORGAN CHASE & CO | Bank broker | 1.2M | $96.4M | 0.0% | +1.6% |
| FMR LLC | Long only active | 1.1M | $94.8M | 0.0% | -44.7% |
| NORTHERN TRUST CORP | Index provider | 1.0M | $86.6M | 0.0% | +1.8% |
| DAVENPORT & Co LLC | Diversified mechanical | 1.0M | $84.9M | 0.5% | +157.5% |
| LOOMIS SAYLES & CO L P | Other | 931.9K | $77.9M | 0.1% | -2.2% |
| Atalan Capital Partners, LP ★3 | Fundamental concentrated | 883.7K | $73.8M | 6.8% | -3.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 862.0K | $72.0M | 0.0% | +43.5% |
| JANUS HENDERSON GROUP PLC | Diversified mechanical | 850.4K | $71.1M | 0.0% | +3.7% |
| Balyasny Asset Management L.P. | Multistrat pod | 835.1K | $69.8M | 0.1% | +196.5% |
| CADIAN CAPITAL MANAGEMENT, LP ★2 | Fundamental concentrated | 832.7K | $69.6M | 8.5% | +46.9% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 808.9K | $67.6M | 0.1% | -15.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 803.4K | $67.1M | 0.0% | -39.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 800.8K | $66.9M | 0.0% | -13.4% |
| UBS Group AG | Bank broker | 786.7K | $65.7M | 0.0% | +27.3% |
| BAMCO INC /NY/ | Other | 750.0K | $62.7M | 0.2% | -0.8% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 742.8K | $62.1M | 0.0% | -0.6% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Other | 712.8K | $59.6M | 0.2% | -63.5% |
| Swedbank AB | Other | 706.3K | $59.0M | 0.1% | +61.5% |
| Stephens Investment Management Group LLC | Other | 684.6K | $57.2M | 0.8% | -5.7% |
| Nuveen, LLC | Diversified mechanical | 680.5K | $56.9M | 0.0% | +0.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 638.0K | $53.3M | 0.0% | -5.2% |
| Park West Asset Management LLC ★2 | Fundamental diversified | 623.2K | $52.1M | 4.6% | New |
| SEI INVESTMENTS CO | Diversified mechanical | 602.7K | $50.4M | 0.0% | -9.9% |
| Bank of New York Mellon Corp | Diversified mechanical | 599.3K | $50.1M | 0.0% | -3.6% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 594.4K | $49.7M | 0.0% | — |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Diversified mechanical | 592.0K | $49.5M | 0.1% | -6.6% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 497.5K | $41.6M | 0.0% | -35.2% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Other | 485.4K | $40.6M | 0.1% | -16.3% |
| GW&K Investment Management, LLC | Other | 464.3K | $38.8M | 0.3% | +0.3% |
| Invesco Ltd. | Index provider | 452.7K | $37.8M | 0.0% | -48.1% |
| Man Group plc | Quant stat arb | 423.3K | $35.4M | 0.1% | +53.1% |
| Aristotle Capital Boston, LLC | Other | 397.2K | $33.2M | 2.1% | -8.2% |
| BESSEMER GROUP INC | Diversified mechanical | 388.4K | $32.5M | 0.1% | +4.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 380.5K | $31.6M | 0.0% | -7.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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