Security record · archived quarter
HQY
HealthEquity, Inc. · Healthcare · Medical - Healthcare Information Services
18Tracked holders
0Δ holders
39.21MShares held
$3.72BReported value
+2New positions
−3Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.5% · net new positions -5.6% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
| 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 | — | −3 |
| Q2 2024 | 14 | — | 5.18M | $446.62M | — | — |
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 11.17M | +4.1% | $1.06B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 11.17M | +4.1% | $1.06B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 11.17M | +4.1% | $1.06B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 11.17M | +4.1% | $1.06B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 11.17M | +4.1% | $1.06B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 11.17M | +4.1% | $1.06B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 11.17M | +4.1% | $1.06B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 11.17M | +4.1% | $1.06B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 11.17M | +4.1% | $1.06B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 11.17M | +4.1% | $1.06B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 11.17M | +4.1% | $1.06B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 11.17M | +4.1% | $1.06B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 11.17M | +4.1% | $1.06B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 11.17M | +4.1% | $1.06B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 11.17M | +4.1% | $1.06B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 11.17M | +4.1% | $1.06B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 11.17M | +4.1% | $1.06B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 11.17M | +4.1% | $1.06B | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passive) | 8.75M | +2.9% | $828.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passive) | 8.75M | +2.9% | $828.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passive) | 8.75M | +2.9% | $828.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | The Vanguard Group ✦ (passive) | 8.75M | +2.9% | $828.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | The Vanguard Group ✦ (passive) | 8.75M | +2.9% | $828.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 3.49M | -30.8% | $330.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 3.49M | -30.8% | $330.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 3.49M | -30.8% | $330.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 3.49M | -30.8% | $330.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 3.49M | -30.8% | $330.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 3.49M | -30.8% | $330.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | State Street Global Advisors ✦ (passive) | 3.15M | -1.1% | $298.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 2.41M | — | $228.41M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 2.41M | — | $228.41M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 2.41M | — | $228.41M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 2.41M | — | $228.41M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 2.41M | — | $228.41M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 2.41M | — | $228.41M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 2.41M | — | $228.41M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 2.41M | — | $228.41M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 2.41M | — | $228.41M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 2.41M | — | $228.41M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 2.41M | — | $228.41M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 2.41M | — | $228.41M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 2.41M | — | $228.41M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 2.41M | — | $228.41M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Geode Capital Management ✦ (passive) | 2.20M | +2.2% | $208.10M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 46 | Geode Capital Management ✦ (passive) | 2.20M | +2.2% | $208.10M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 1.76M | +59.3% | $167.20M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 1.76M | +59.3% | $167.20M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 1.76M | +59.3% | $167.20M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 1.76M | +59.3% | $167.20M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 1.76M | +59.3% | $167.20M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 1.76M | +59.3% | $167.20M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 53 | T. Rowe Price ✦ | 1.53M | +119.0% | $145.35M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 54 | T. Rowe Price ✦ | 1.53M | +119.0% | $145.35M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 1.30M | — | $123.43M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 1.30M | — | $123.43M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 1.30M | — | $123.43M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 1.30M | — | $123.43M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 1.30M | — | $123.43M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 1.30M | — | $123.43M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 1.30M | — | $123.43M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 1.30M | — | $123.43M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 1.30M | — | $123.43M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 1.30M | — | $123.43M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 1.30M | — | $123.43M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Goldman Sachs Group ✦ | 875.44K | — | $82.97M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Goldman Sachs Group ✦ | 875.44K | — | $82.97M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Goldman Sachs Group ✦ | 875.44K | — | $82.97M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Goldman Sachs Group ✦ | 875.44K | — | $82.97M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Wellington Management ✦ | 796.25K | -13.9% | $75.46M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 71 | Wellington Management ✦ | 796.25K | -13.9% | $75.46M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 72 | Wellington Management ✦ | 796.25K | -13.9% | $75.46M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 73 | Wellington Management ✦ | 796.25K | -13.9% | $75.46M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 74 | Point72 Asset Management ✦ | 561.02K | New | $53.17M | 0.1% | New | 1 | SEC ↗ |
| 75 | Citadel Advisors ✦ | 426.81K | -64.7% | $40.45M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 76 | Citadel Advisors ✦ | 426.81K | -64.7% | $40.45M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 77 | Millennium Management ✦ | 378.28K | -20.4% | $35.85M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 78 | Marshall Wace ✦ | 293.18K | +460.2% | $27.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Marshall Wace ✦ | 293.18K | +460.2% | $27.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Arrowstreet Capital ✦ | 74.89K | +65.3% | $7.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Gotham Asset Management ✦ | 36.82K | +121.1% | $3.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Bridgewater Associates ✦ | 6.38K | New | $604,538 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $53.17M | 0.1% |
| Bridgewater Associates | $604,538 | 0.0% |
Exited
| Norges Bank | $75.07M | was 0.0% |
| Viking Global Investors | $23.02M | was 0.1% |
| Renaissance Technologies | $6.51M | 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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2025 ·
Methodology ·
Get this via the API