Security record · archived quarter
HQY
HealthEquity, Inc. · Healthcare · Medical - Healthcare Information Services
129Tracked holders
0Δ holders
62.94MShares held
$5.77BReported value
+1New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.1% · net new positions +0.8% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 11.22M | +0.5% | $1.03B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 11.22M | +0.5% | $1.03B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 11.22M | +0.5% | $1.03B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 11.22M | +0.5% | $1.03B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 11.22M | +0.5% | $1.03B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 11.22M | +0.5% | $1.03B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 11.22M | +0.5% | $1.03B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 11.22M | +0.5% | $1.03B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 11.22M | +0.5% | $1.03B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 11.22M | +0.5% | $1.03B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 11.22M | +0.5% | $1.03B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 11.22M | +0.5% | $1.03B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 11.22M | +0.5% | $1.03B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 11.22M | +0.5% | $1.03B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 11.22M | +0.5% | $1.03B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 11.22M | +0.5% | $1.03B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 11.22M | +0.5% | $1.03B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passive) | 8.67M | -0.9% | $794.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passive) | 8.67M | -0.9% | $794.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passive) | 8.67M | -0.9% | $794.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passive) | 8.67M | -0.9% | $794.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | The Vanguard Group ✦ (passive) | 8.67M | -0.9% | $794.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (passive) | 3.09M | -1.9% | $283.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Geode Capital Management ✦ (passive) | 2.20M | +0.3% | $201.69M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 25 | Geode Capital Management ✦ (passive) | 2.20M | +0.3% | $201.69M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 2.05M | -41.2% | $188.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 2.05M | -41.2% | $188.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 2.05M | -41.2% | $188.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 2.05M | -41.2% | $188.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 2.05M | -41.2% | $188.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 2.05M | -41.2% | $188.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 1.76M | -0.1% | $161.45M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 1.76M | -0.1% | $161.45M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 1.76M | -0.1% | $161.45M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 1.76M | -0.1% | $161.45M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 1.76M | -0.1% | $161.45M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 1.76M | -0.1% | $161.45M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 38 | Dimensional Fund Advisors Lp | 1.58M | — | $144.91M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Dimensional Fund Advisors Lp | 1.58M | — | $144.91M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Dimensional Fund Advisors Lp | 1.58M | — | $144.91M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Dimensional Fund Advisors Lp | 1.58M | — | $144.91M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Dimensional Fund Advisors Lp | 1.58M | — | $144.91M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Brown Advisory Inc | 1.52M | — | $138.81M | 0.2% | n/c | 1 | SEC ↗ |
| 44 | Brown Advisory Inc | 1.52M | — | $138.81M | 0.2% | n/c | 1 | SEC ↗ |
| 45 | Brown Advisory Inc | 1.52M | — | $138.81M | 0.2% | n/c | 1 | SEC ↗ |
| 46 | Brown Advisory Inc | 1.52M | — | $138.81M | 0.2% | n/c | 1 | SEC ↗ |
| 47 | Brown Advisory Inc | 1.52M | — | $138.81M | 0.2% | n/c | 1 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 1.49M | +14.1% | $136.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 1.49M | +14.1% | $136.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 1.49M | +14.1% | $136.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 1.49M | +14.1% | $136.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 1.49M | +14.1% | $136.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 1.49M | +14.1% | $136.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 1.49M | +14.1% | $136.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 1.49M | +14.1% | $136.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 1.49M | +14.1% | $136.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 1.49M | +14.1% | $136.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 1.49M | +14.1% | $136.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 1.49M | +14.1% | $136.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 1.49M | +14.1% | $136.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Clearbridge Investments, LLC | 1.36M | — | $124.49M | 0.1% | n/c | 1 | SEC ↗ |
| 62 | T. Rowe Price ✦ | 1.32M | -14.1% | $120.72M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 63 | T. Rowe Price ✦ | 1.32M | -14.1% | $120.72M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 64 | Mackenzie Financial Corp | 1.17M | — | $108.18M | 0.1% | n/c | 1 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 1.17M | -51.6% | $106.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 1.17M | -51.6% | $106.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 1.17M | -51.6% | $106.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 1.17M | -51.6% | $106.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 1.17M | -51.6% | $106.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 1.17M | -51.6% | $106.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | JPMorgan Chase ✦ | 1.17M | -51.6% | $106.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Charles Schwab Investment… | 1.13M | — | $103.77M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Northern Trust Corp | 1.02M | — | $93.28M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Northern Trust Corp | 1.02M | — | $93.28M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Northern Trust Corp | 1.02M | — | $93.28M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Northern Trust Corp | 1.02M | — | $93.28M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Northern Trust Corp | 1.02M | — | $93.28M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Northern Trust Corp | 1.02M | — | $93.28M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Northern Trust Corp | 1.02M | — | $93.28M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Loomis Sayles & Co L P | 953.07K | — | $87.31M | 0.1% | n/c | 1 | SEC ↗ |
| 81 | Loomis Sayles & Co L P | 953.07K | — | $87.31M | 0.1% | n/c | 1 | SEC ↗ |
| 82 | Millennium Management ✦ | 951.56K | +151.6% | $87.17M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 83 | Goldman Sachs Group ✦ | 924.25K | +5.6% | $84.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Goldman Sachs Group ✦ | 924.25K | +5.6% | $84.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Goldman Sachs Group ✦ | 924.25K | +5.6% | $84.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Goldman Sachs Group ✦ | 924.25K | +5.6% | $84.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Invesco Ltd. | 871.80K | — | $79.87M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Invesco Ltd. | 871.80K | — | $79.87M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Invesco Ltd. | 871.80K | — | $79.87M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Invesco Ltd. | 871.80K | — | $79.87M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Invesco Ltd. | 871.80K | — | $79.87M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Invesco Ltd. | 871.80K | — | $79.87M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Invesco Ltd. | 871.80K | — | $79.87M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Janus Henderson Group Plc | 820.23K | — | $75.14M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Janus Henderson Group Plc | 820.23K | — | $75.14M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Janus Henderson Group Plc | 820.23K | — | $75.14M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Wellington Management ✦ | 767.39K | -3.6% | $70.30M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 98 | Wellington Management ✦ | 767.39K | -3.6% | $70.30M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 99 | Wellington Management ✦ | 767.39K | -3.6% | $70.30M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 100 | Wellington Management ✦ | 767.39K | -3.6% | $70.30M | 0.0% | ▼ Trim | 7 | 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.
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: Q4 2025 ·
Methodology ·
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