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 |
|---|---|---|---|---|---|---|
| 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 |
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 ↗ ×17 |
| 2 | The Vanguard Group ✦ (passive) | 8.67M | -0.9% | $794.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passive) | 3.09M | -1.9% | $283.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 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 | n/a | $144.91M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 8 | Brown Advisory Inc | 1.52M | n/a | $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 | n/a | $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 | n/a | $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 | n/a | $103.77M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northern Trust Corp | 1.02M | n/a | $93.28M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 16 | Loomis Sayles & Co L P | 953.07K | n/a | $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 | n/a | $79.87M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 20 | Janus Henderson Group Plc | 820.23K | n/a | $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 | n/a | $69.26M | 0.2% | n/c | 1 | SEC ↗ |
| 23 | American Century Companies Inc | 747.40K | n/a | $68.47M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Norges Bank ✦ (passive) | 730.57K | New | $66.93M | 0.0% | New | 1 | SEC ↗ |
| 25 | Allspring Global Investments… | 729.51K | n/a | $66.44M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 26 | Nuveen, LLC | 674.07K | n/a | $61.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Ameriprise Financial Inc | 673.19K | n/a | $61.67M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Sei Investments Co | 668.95K | n/a | $61.28M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 29 | Nomura Asset Management… | 634.17K | n/a | $58.10M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 621.88K | n/a | $56.97M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 31 | UBS Group AG | 617.74K | n/a | $56.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Bank Of America Corp /De/ | 600.86K | n/a | $55.04M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 33 | Kayne Anderson Rudnick Investment… | 580.07K | n/a | $53.14M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 34 | Artisan Partners Limited Partnership | 542.22K | n/a | $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 | n/a | $40.06M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Raymond James Financial Inc | 410.81K | n/a | $37.75M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 38 | Lazard Asset Management Llc | 351.29K | n/a | $32.18M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Franklin Resources Inc | 341.70K | n/a | $31.30M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 40 | Royal Bank Of Canada | 338.46K | n/a | $31.01M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 41 | Balyasny Asset Management L.P. | 281.63K | n/a | $25.80M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 42 | Principal Financial Group Inc | 277.42K | n/a | $25.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Man Group plc | 276.44K | n/a | $25.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Rhumbline Advisers | 247.96K | n/a | $22.72M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Wcm Investment Management, Llc | 233.96K | n/a | $21.64M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Alliancebernstein L.P. | 226.18K | n/a | $20.72M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 216.03K | n/a | $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 | n/a | $18.54M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | UBS AM, a distinct business unit of… | 190.21K | n/a | $17.42M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 51 | Barclays Plc | 185.10K | n/a | $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 | n/a | $16.38M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Swiss National Bank | 170.00K | n/a | $15.57M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Russell Investments Group, Ltd. | 161.56K | n/a | $14.80M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 56 | Ensign Peak Advisors, Inc | 155.00K | n/a | $14.20M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | California Public Employees… | 152.76K | n/a | $13.99M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Massachusetts Financial Services Co… | 149.12K | n/a | $13.66M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | LPL Financial LLC | 143.85K | n/a | $13.18M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Legal & General Group Plc | 135.36K | n/a | $12.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 61 | State Of Wisconsin Investment Board | 118.14K | n/a | $10.82M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Deutsche Bank Ag\ | 112.30K | n/a | $10.29M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 63 | Voya Investment Management Llc | 108.13K | n/a | $9.91M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 64 | Envestnet Asset Management Inc | 107.76K | n/a | $9.87M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Canada Pension Plan Investment Board | 102.00K | n/a | $9.34M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 89.40K | n/a | $8.19M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | HighTower Advisors, LLC | 89.05K | n/a | $8.16M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Manufacturers Life Insurance… | 85.27K | n/a | $7.81M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | California State Teachers… | 81.32K | n/a | $7.45M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Citigroup Inc | 79.68K | n/a | $7.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 71 | Jane Street Group, Llc | 78.84K | n/a | $7.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 72 | Victory Capital Management Inc | 69.94K | n/a | $6.41M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Nordea Investment Management Ab | 60.25K | n/a | $5.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 74 | Creative Planning | 59.65K | n/a | $5.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 75 | Mariner, LLC | 49.60K | n/a | $4.55M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Bnp Paribas Financial Markets | 44.72K | n/a | $4.10M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Baird Financial Group, Inc. | 38.23K | n/a | $3.50M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 78 | Prudential Financial Inc | 37.97K | n/a | $3.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 79 | BNP Paribas Asset Management… | 36.89K | n/a | $3.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 80 | First Trust Advisors Lp | 30.65K | n/a | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Cerity Partners LLC | 30.17K | n/a | $2.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 82 | Captrust Financial Advisors | 27.31K | n/a | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Cetera Investment Advisers | 25.94K | n/a | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Zurcher Kantonalbank (Zurich… | 25.60K | n/a | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Universal- Beteiligungs- und… | 25.16K | n/a | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Osaic Holdings, Inc. | 25.10K | n/a | $2.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 87 | Tidal Investments LLC | 24.96K | n/a | $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 | n/a | $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 | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | ProShare Advisors LLC | 19.06K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Us Bancorp \De\ | 17.36K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 94 | Credit Agricole S A | 16.68K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Pnc Financial Services Group, Inc. | 15.08K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 96 | Rockefeller Capital Management L.P. | 14.49K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 97 | Susquehanna International Group, Llp | 14.16K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Pacer Advisors, Inc. | 13.43K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Quantinno Capital Management LP | 13.37K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Hrt Financial Lp | 12.81K | n/a | $1.17M | 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
| Norges Bank | $66.93M | 0.0% |
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.
Open-market purchases (P)
Oct 15
Rajasekar Sunil
Officer · EVP Chief Prod &… · 108 sh @ 90.33 · $9,756
Jul 08
Rajasekar Sunil
Officer · EVP Chief Prod &… · 23 sh @ 95.06 · $2,186
Open-market sales (S)
Aug 25
DILLON ADRIAN T
Director · 1.33K sh · $140,201
Aug 25
DILLON ADRIAN T
Director · 6.30K sh · $658,172
Aug 24
Rajasekar Sunil
Officer · 108 sh · $11,405
Apr 22
Rajasekar Sunil
Officer · 23 sh · $1,905
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
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
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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