HQY
HealthEquity, Inc. · Healthcare · Medical - Healthcare Information Services
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +2.7% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 66.73K | $5.23M | n/a | n/a |
| Q2 2026 | 121 | -1 | 56.85M | $5.13B | +6 | −6 |
| 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 | State Street Global Advisors ✦ (passive) | 3.28M | +0.5% | $289.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 2.14M | +2.6% | $189.40M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Wellington Management ✦ | 848.94K | +24.9% | $75.02M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 4 | Norges Bank ✦ (passive) | 777.27K | -0.2% | $68.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 639.35K | +995.6% | $56.50M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | Millennium Management ✦ | 588.69K | -60.8% | $52.02M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 445.65K | +89.9% | $38.54M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 8 | Citadel Advisors ✦ | 433.24K | +30.3% | $38.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 32.20K | New | $2.85M | 0.0% | New | 1 | SEC ↗ |
| 10 | Adage Capital Partners ✦ | 12.00K | +50.0% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 11.00K | -20.4% | $972,070 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $2.85M | 0.0% |
Exited
| Arrowstreet Capital | $639,603 | was 0.0% |
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