Security record
HQY
HealthEquity, Inc. · Healthcare · Medical - Healthcare Information Services
121Tracked holders
-1Δ holders
56.85MShares held
$5.13BReported value
+6New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth -0.8% ·
share flow +2.4% ·
net new positions 0.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 11.28M | +7.1% | $1.02B | 0.0% | ▲ Add | 5 | SEC ↗ ×16 |
| 2 | Morgan Stanley ✦ | 4.55M | +82.9% | $410.70M | 0.0% | ▲ Add | 4 | SEC ↗ ×14 |
| 3 | Vanguard Capital Management Llc | 3.64M | -4.8% | $328.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 3.24M | +4.5% | $292.72M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 2.37M | +5.1% | $214.50M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 6 | AQR Capital Management ✦ | 2.00M | -4.5% | $176.05M | 0.1% | ▼ Trim | 9 | SEC ↗ ×9 |
| 7 | Dimensional Fund Advisors Lp | 1.87M | +14.9% | $168.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 8 | Fidelity (FMR) ✦ | 1.54M | +35.5% | $138.95M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 9 | Brown Advisory Inc | 1.37M | -2.8% | $123.98M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Clearbridge Investments, LLC | 1.30M | -1.0% | $117.12M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Charles Schwab Investment… | 1.19M | +1.1% | $107.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Bank Of America Corp /De/ | 1.15M | +33.0% | $103.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 13 | JPMorgan Chase ✦ | 1.16M | -2.1% | $102.10M | 0.0% | ▼ Trim | 4 | SEC ↗ ×8 |
| 14 | Northern Trust Corp | 1.07M | +3.5% | $96.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 15 | Goldman Sachs Group ✦ | 1.01M | +25.8% | $90.99M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 16 | T. Rowe Price ✦ | 994.55K | +23.8% | $89.83M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 17 | Arrowstreet Capital ✦ | 965.81K | +34628.8% | $87.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Loomis Sayles & Co L P | 908.55K | -2.5% | $82.06M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Swedbank AB | 851.40K | +20.5% | $76.90M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | American Century Companies Inc | 759.98K | +2.3% | $68.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bamco Inc /Ny/ | 750.39K | +0.1% | $67.78M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Nuveen, LLC | 732.75K | +7.7% | $66.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 23 | Sei Investments Co | 683.32K | +13.4% | $61.72M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Citadel Advisors ✦ | 682.96K | +154.1% | $61.69M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 25 | Nomura Asset Management… | 678.54K | +14.6% | $61.28M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 666.26K | +11.2% | $60.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×16 |
| 27 | Norges Bank ✦ (passive) | 533.95K | New | $48.23M | 0.0% | New | 1 | SEC ↗ |
| 28 | UBS Group AG | 435.46K | -44.6% | $39.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 29 | Raymond James Financial Inc | 431.97K | +13.5% | $39.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 30 | Kayne Anderson Rudnick Investment… | 400.61K | -17.5% | $36.18M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Wellington Management ✦ | 387.89K | -22.0% | $35.03M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 32 | Artisan Partners Limited Partnership | 384.11K | +41.8% | $34.69M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 33 | Franklin Resources Inc | 360.66K | +5.6% | $32.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 34 | Principal Financial Group Inc | 318.56K | +4.8% | $28.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 35 | CIBC Bancorp USA Inc. | 311.39K | -3.4% | $28.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 36 | Lazard Asset Management Llc | 275.69K | -19.2% | $24.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Rhumbline Advisers | 254.40K | +2.2% | $22.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Millennium Management ✦ | 249.97K | -69.1% | $22.58M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 39 | Royal Bank Of Canada | 212.26K | -29.0% | $19.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 40 | Allspring Global Investments… | 202.69K | -24.0% | $18.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 41 | Alliancebernstein L.P. | 222.48K | +0.1% | $18.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Invesco Ltd. | 198.09K | -56.2% | $17.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 43 | UBS AM, a distinct business unit of… | 193.49K | -0.7% | $17.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 44 | Wells Fargo & Company/Mn | 190.43K | +35.9% | $17.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 45 | Envestnet Asset Management Inc | 175.18K | +26.1% | $15.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Swiss National Bank | 169.50K | +0.2% | $15.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 156.79K | +19.0% | $14.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 48 | Qube Research & Technologies Ltd | 156.55K | +285.8% | $14.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | California Public Employees… | 155.32K | +1.1% | $14.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | New York State Common Retirement… | 150.27K | +40.7% | $13.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Neuberger Berman Group LLC | 137.37K | +2465.7% | $12.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | Canada Pension Plan Investment Board | 135.60K | -4.4% | $12.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Deutsche Bank Ag\ | 132.71K | +10.2% | $11.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 54 | Ameriprise Financial Inc | 125.88K | -80.3% | $11.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 55 | Legal & General Group Plc | 118.52K | +0.7% | $10.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 56 | Ensign Peak Advisors, Inc | 117.28K | -12.7% | $10.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Mariner, LLC | 108.90K | +57.7% | $9.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | State Of Wisconsin Investment Board | 102.88K | +1.3% | $9.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Voya Investment Management Llc | 94.63K | -1.6% | $8.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 60 | Amundi | 90.33K | +33.6% | $8.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 61 | Victory Capital Management Inc | 89.47K | +33.9% | $8.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Marshall Wace ✦ | 83.06K | +163.4% | $7.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 63 | Manufacturers Life Insurance… | 80.89K | -0.3% | $7.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Nordea Investment Management Ab | 81.68K | +42.2% | $7.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 65 | Creative Planning | 79.36K | +21.9% | $7.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 66 | Adage Capital Partners ✦ | 76.00K | -21.6% | $6.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Man Group plc | 67.56K | -84.0% | $6.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 67.51K | -4.4% | $6.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Citigroup Inc | 61.71K | -75.6% | $5.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 70 | Quantinno Capital Management LP | 48.59K | +10.0% | $4.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | HighTower Advisors, LLC | 47.41K | -2.9% | $4.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | BNP Paribas Asset Management… | 45.81K | +1.4% | $4.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 73 | Captrust Financial Advisors | 45.31K | +49.6% | $4.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | First Trust Advisors Lp | 43.61K | +14.5% | $3.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Bnp Paribas Financial Markets | 43.38K | -28.6% | $3.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Hsbc Holdings Plc | 43.62K | +54.8% | $3.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 77 | Assenagon Asset Management S.A. | 42.43K | New | $3.83M | 0.0% | New | 1 | SEC ↗ ×2 |
| 78 | Cerity Partners LLC | 42.34K | +57.5% | $3.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 79 | Tidal Investments LLC | 42.23K | +10.4% | $3.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Barclays Plc | 36.44K | -27.3% | $3.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 81 | Cetera Investment Advisers | 30.53K | +16.3% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Zurcher Kantonalbank (Zurich… | 30.50K | +4.4% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Universal- Beteiligungs- und… | 29.79K | +4.7% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Mercer Global Advisors Inc /Adv | 28.89K | +219.0% | $2.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Corient Private Wealth LP | 27.41K | 0.0% | $2.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Baird Financial Group, Inc. | 26.20K | -5.0% | $2.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 87 | Wealth Enhancement Advisory… | 33.84K | +80.5% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Fifth Third Bancorp | 23.17K | -8.0% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Gotham Asset Management ✦ | 22.55K | +33.6% | $2.04M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 90 | Prudential Financial Inc | 22.39K | -46.8% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 91 | Jones Financial Companies Lllp | 22.49K | +10.1% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | LPL Financial LLC | 21.92K | -81.8% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Stifel Financial Corp | 20.57K | -13.0% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 94 | D. E. Shaw & Co. ✦ | 20.43K | New | $1.85M | 0.0% | New | 1 | SEC ↗ |
| 95 | Connor, Clark & Lunn Investment… | 20.33K | +136.0% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | State Board Of Administration Of… | 19.06K | 0.0% | $1.72M | 0.0% | Held | 3 | SEC ↗ |
| 97 | Susquehanna International Group, Llp | 18.35K | -37.5% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Rockefeller Capital Management L.P. | 16.78K | -2.1% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 99 | Bank Of Montreal /Can/ | 15.13K | +6.5% | $1.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 100 | Us Bancorp \De\ | 15.13K | -14.9% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $48.23M | 0.0% |
| Assenagon Asset Management… | $3.83M | 0.0% |
| D. E. Shaw & Co. | $1.85M | 0.0% |
Exited
| Mackenzie Financial Corp | $107.11M | was 0.1% |
| Balyasny Asset Management L.P. | $69.79M | was 0.1% |
| Wcm Investment Management, Llc | $15.76M | was 0.0% |
| Squarepoint Ops LLC | $14.99M | was 0.0% |
| Peak6 Llc | $2.42M | was 0.1% |
| Nomura Asset Management Co Ltd | $18,385 | 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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Aug 25
DILLON ADRIAN T
Director · 6.30K sh · $658,172
Aug 25
DILLON ADRIAN T
Director · 1.33K sh · $140,201
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: Q2 2026 ·
Methodology ·
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