HQY
HealthEquity, Inc. · Healthcare · Medical - Healthcare Information Services
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 65.54K | $5.12M | n/a | −1 |
| Q2 2026 | 119 | -1 | 56.71M | $5.11B | +6 | −8 |
| Q1 2026 | 124 | -5 | 55.96M | $4.67B | +5 | −11 |
| Q4 2025 | 129 | 0 | 62.94M | $5.77B | +1 | n/a |
| Q3 2025 | 18 | 0 | 39.21M | $3.72B | +2 | −3 |
| Q2 2025 | 16 | +2 | 35.13M | $3.68B | +4 | −2 |
| Q1 2025 | 11 | 0 | 9.21M | $813.19M | +1 | −1 |
| Q4 2024 | 11 | -1 | 8.97M | $860.26M | +1 | −2 |
| Q3 2024 | 11 | -3 | 5.31M | $434.71M | n/a | −3 |
| Q2 2024 | 14 | n/a | 5.18M | $446.62M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 2.06M | n/a | $177.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Millennium Management ✦ | 900.67K | n/a | $77.64M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Norges Bank ✦ (passive) | 886.63K | n/a | $76.43M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wellington Management ✦ | 715.11K | n/a | $61.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Arrowstreet Capital ✦ | 139.34K | n/a | $12.01M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 132.04K | n/a | $11.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Citadel Advisors ✦ | 92.05K | n/a | $7.93M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Point72 Asset Management ✦ | 91.13K | n/a | $7.86M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 55.00K | n/a | $4.74M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 54.70K | n/a | $4.72M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 27.23K | n/a | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 13.50K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Marshall Wace ✦ | 9.80K | n/a | $844,760 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 3.71K | n/a | $319,802 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 482 holders, 85.01M shares, $6.90B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Officer · EVP Chief Prod &… · 108 sh @ 90.33 · $9,756
Officer · EVP Chief Prod &… · 23 sh @ 95.06 · $2,186
Open-market sales (S)
Director · 1.33K sh · $140,201
Director · 6.30K sh · $658,172
Officer · 108 sh · $11,405
Officer · 23 sh · $1,905
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology