Registro do valor mobiliário · trimestre arquivado
HQY
HealthEquity, Inc. · Healthcare · Medical - Healthcare Information Services
129Detentores rastreados
0Δ titulares
62.94MAções mantidas
$5.77BValor reportado
+1Novas posições
−0Saídas
Dados de momentum (gestores comparáveis): amplitude de detentores 0.0% · fluxo de ações -4.1% · novas posições líquidas +0.8% — fórmula
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q4 2025
Participação ao longo do tempo
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| 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 | — |
| 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 | — | — |
Quem detém · Q4 2025
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 11.22M | +0.5% | $1.03B | 0.0% | ▲ Add | 3 | SEC ↗ ×17 |
| 2 | The Vanguard Group ✦ (passivo) | 8.67M | -0.9% | $794.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passivo) | 3.09M | -1.9% | $283.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passivo) | 2.20M | +0.3% | $201.69M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 5 | Fidelity (FMR) ✦ | 2.05M | -41.2% | $188.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 6 | AQR Capital Management ✦ | 1.76M | -0.1% | $161.45M | 0.1% | ▼ Trim | 7 | SEC ↗ ×6 |
| 7 | Dimensional Fund Advisors Lp | 1.58M | — | $144.91M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 8 | Brown Advisory Inc | 1.52M | — | $138.81M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 9 | Morgan Stanley ✦ | 1.49M | +14.1% | $136.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×13 |
| 10 | Clearbridge Investments, LLC | 1.36M | — | $124.49M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 1.32M | -14.1% | $120.72M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 12 | Mackenzie Financial Corp | 1.17M | — | $108.18M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 1.17M | -51.6% | $106.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 14 | Charles Schwab Investment… | 1.13M | — | $103.77M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northern Trust Corp | 1.02M | — | $93.28M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 16 | Loomis Sayles & Co L P | 953.07K | — | $87.31M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 17 | Millennium Management ✦ | 951.56K | +151.6% | $87.17M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 924.25K | +5.6% | $84.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 19 | Invesco Ltd. | 871.80K | — | $79.87M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 20 | Janus Henderson Group Plc | 820.23K | — | $75.14M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Wellington Management ✦ | 767.39K | -3.6% | $70.30M | 0.0% | ▼ Trim | 7 | SEC ↗ ×4 |
| 22 | Bamco Inc /Ny/ | 756.02K | — | $69.26M | 0.2% | n/c | 1 | SEC ↗ |
| 23 | American Century Companies Inc | 747.40K | — | $68.47M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Norges Bank ✦ (passivo) | 730.57K | Novo | $66.93M | 0.0% | New | 1 | SEC ↗ |
| 25 | Allspring Global Investments… | 729.51K | — | $66.44M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 26 | Nuveen, LLC | 674.07K | — | $61.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Ameriprise Financial Inc | 673.19K | — | $61.67M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Sei Investments Co | 668.95K | — | $61.28M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 29 | Nomura Asset Management… | 634.17K | — | $58.10M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 621.88K | — | $56.97M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 31 | UBS Group AG | 617.74K | — | $56.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Bank Of America Corp /De/ | 600.86K | — | $55.04M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 33 | Kayne Anderson Rudnick Investment… | 580.07K | — | $53.14M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 34 | Artisan Partners Limited Partnership | 542.22K | — | $49.67M | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Marshall Wace ✦ | 450.32K | +53.6% | $41.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | Swedbank AB | 437.30K | — | $40.06M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Raymond James Financial Inc | 410.81K | — | $37.75M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 38 | Lazard Asset Management Llc | 351.29K | — | $32.18M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Franklin Resources Inc | 341.70K | — | $31.30M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 40 | Royal Bank Of Canada | 338.46K | — | $31.01M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 41 | Balyasny Asset Management L.P. | 281.63K | — | $25.80M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 42 | Principal Financial Group Inc | 277.42K | — | $25.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Man Group plc | 276.44K | — | $25.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Rhumbline Advisers | 247.96K | — | $22.72M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Wcm Investment Management, Llc | 233.96K | — | $21.64M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Alliancebernstein L.P. | 226.18K | — | $20.72M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 216.03K | — | $19.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 48 | Citadel Advisors ✦ | 215.27K | -49.6% | $19.72M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 49 | Qube Research & Technologies Ltd | 202.41K | — | $18.54M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | UBS AM, a distinct business unit of… | 190.21K | — | $17.42M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 51 | Barclays Plc | 185.10K | — | $16.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 52 | Point72 Asset Management ✦ | 182.02K | -67.6% | $16.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | New York State Common Retirement… | 178.81K | — | $16.38M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Swiss National Bank | 170.00K | — | $15.57M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Russell Investments Group, Ltd. | 161.56K | — | $14.80M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 56 | Ensign Peak Advisors, Inc | 155.00K | — | $14.20M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | California Public Employees… | 152.76K | — | $13.99M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Massachusetts Financial Services Co… | 149.12K | — | $13.66M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | LPL Financial LLC | 143.85K | — | $13.18M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Legal & General Group Plc | 135.36K | — | $12.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 61 | State Of Wisconsin Investment Board | 118.14K | — | $10.82M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Deutsche Bank Ag\ | 112.30K | — | $10.29M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 63 | Voya Investment Management Llc | 108.13K | — | $9.91M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 64 | Envestnet Asset Management Inc | 107.76K | — | $9.87M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Canada Pension Plan Investment Board | 102.00K | — | $9.34M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 89.40K | — | $8.19M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | HighTower Advisors, LLC | 89.05K | — | $8.16M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Manufacturers Life Insurance… | 85.27K | — | $7.81M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | California State Teachers… | 81.32K | — | $7.45M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Citigroup Inc | 79.68K | — | $7.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 71 | Jane Street Group, Llc | 78.84K | — | $7.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 72 | Victory Capital Management Inc | 69.94K | — | $6.41M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Nordea Investment Management Ab | 60.25K | — | $5.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 74 | Creative Planning | 59.65K | — | $5.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 75 | Mariner, LLC | 49.60K | — | $4.55M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Bnp Paribas Financial Markets | 44.72K | — | $4.10M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Baird Financial Group, Inc. | 38.23K | — | $3.50M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 78 | Prudential Financial Inc | 37.97K | — | $3.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 79 | BNP Paribas Asset Management… | 36.89K | — | $3.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 80 | First Trust Advisors Lp | 30.65K | — | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Cerity Partners LLC | 30.17K | — | $2.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 82 | Captrust Financial Advisors | 27.31K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Cetera Investment Advisers | 25.94K | — | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Zurcher Kantonalbank (Zurich… | 25.60K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Universal- Beteiligungs- und… | 25.16K | — | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Osaic Holdings, Inc. | 25.10K | — | $2.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 87 | Tidal Investments LLC | 24.96K | — | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Arrowstreet Capital ✦ | 24.66K | -67.1% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Stifel Financial Corp | 23.88K | — | $2.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 90 | Bridgewater Associates ✦ | 20.83K | +226.5% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | State Board Of Administration Of… | 19.06K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | ProShare Advisors LLC | 19.06K | — | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Us Bancorp \De\ | 17.36K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 94 | Credit Agricole S A | 16.68K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Pnc Financial Services Group, Inc. | 15.08K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 96 | Rockefeller Capital Management L.P. | 14.49K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 97 | Susquehanna International Group, Llp | 14.16K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Pacer Advisors, Inc. | 13.43K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Quantinno Capital Management LP | 13.37K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Hrt Financial Lp | 12.81K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
"Peso do gestor" = a participação da posição no valor total de ações 13F reportado pelo gestor — a medida de convicção. ✦ = gestor curado.
Novos compradores
| Norges Bank | $66.93M | 0.0% |
Encerrado
| Nenhuma saída rastreada neste trimestre. |
Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 482 detentores, 85.01M ações, $6.90B reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
Frequentemente detidos em conjunto
O que os detentores rastreados deste título mais frequentemente também detêm — contagens de participação compartilhada, não relações fundamentais.
Compras no mercado aberto (P)
Nenhuma compra direta no mercado por insiders em nossa janela de cobertura.
Vendas no mercado aberto (S)
Aug 25
DILLON ADRIAN T
Director · 6.30K ações · $658,172
Aug 25
DILLON ADRIAN T
Director · 1.33K ações · $140,201
Prêmios, exercícios e retenção fiscal nunca são contabilizados como compras ou vendas aqui. Metodologia
Oct 09
SC 13G/A — WASATCH ADVISORS LP
Jul 31
SC 13G/A — VANGUARD PORTFOLIO MANAGEMENT LLC
Jul 15
SC 13G/A — WASATCH ADVISORS LP
Proveniência: Participação a partir de posições em ações ordinárias de 13F analisadas (universo rastreado, conjuntos comparáveis para variações); linhas de insiders dos Formulários 3/4/5; participações dos Schedules 13D/13G; cada filing está vinculado ao original no SEC EDGAR.
Período de referência: Q4 2025 ·
Metodologia ·
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