Effectdossier
HQY
HealthEquity, Inc. · Healthcare · Medical - Healthcare Information Services
121Gevolgde houders
-1Δ houders
56.85MGehouden aandelen
$5.13BGerapporteerde waarde
+6Nieuwe posities
−6Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -0.8% ·
aandelenstroom +2.4% ·
netto nieuwe posities 0.0%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 11.28M | +7.1% | $1.02B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 11.28M | +7.1% | $1.02B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 11.28M | +7.1% | $1.02B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passief) | 11.28M | +7.1% | $1.02B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passief) | 11.28M | +7.1% | $1.02B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 11.28M | +7.1% | $1.02B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 11.28M | +7.1% | $1.02B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 11.28M | +7.1% | $1.02B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passief) | 11.28M | +7.1% | $1.02B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passief) | 11.28M | +7.1% | $1.02B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passief) | 11.28M | +7.1% | $1.02B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passief) | 11.28M | +7.1% | $1.02B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passief) | 11.28M | +7.1% | $1.02B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passief) | 11.28M | +7.1% | $1.02B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passief) | 11.28M | +7.1% | $1.02B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | BlackRock ✦ (passief) | 11.28M | +7.1% | $1.02B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 4.55M | +82.9% | $410.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 4.55M | +82.9% | $410.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 4.55M | +82.9% | $410.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 4.55M | +82.9% | $410.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 4.55M | +82.9% | $410.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 4.55M | +82.9% | $410.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 4.55M | +82.9% | $410.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 4.55M | +82.9% | $410.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 4.55M | +82.9% | $410.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 4.55M | +82.9% | $410.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 4.55M | +82.9% | $410.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 4.55M | +82.9% | $410.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 4.55M | +82.9% | $410.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 4.55M | +82.9% | $410.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Vanguard Capital Management Llc | 3.64M | -4.8% | $328.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | State Street Global Advisors ✦ (passief) | 3.24M | +4.5% | $292.72M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 33 | Geode Capital Management ✦ (passief) | 2.37M | +5.1% | $214.50M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 34 | Geode Capital Management ✦ (passief) | 2.37M | +5.1% | $214.50M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 2.00M | -4.5% | $176.05M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 2.00M | -4.5% | $176.05M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 2.00M | -4.5% | $176.05M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 2.00M | -4.5% | $176.05M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 2.00M | -4.5% | $176.05M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 2.00M | -4.5% | $176.05M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 2.00M | -4.5% | $176.05M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 2.00M | -4.5% | $176.05M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 2.00M | -4.5% | $176.05M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 44 | Dimensional Fund Advisors Lp | 1.87M | +14.9% | $168.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Dimensional Fund Advisors Lp | 1.87M | +14.9% | $168.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Dimensional Fund Advisors Lp | 1.87M | +14.9% | $168.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Dimensional Fund Advisors Lp | 1.87M | +14.9% | $168.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Dimensional Fund Advisors Lp | 1.87M | +14.9% | $168.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 1.54M | +35.5% | $138.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 1.54M | +35.5% | $138.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 1.54M | +35.5% | $138.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 1.54M | +35.5% | $138.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 1.54M | +35.5% | $138.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 54 | Brown Advisory Inc | 1.37M | -2.8% | $123.98M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 55 | Brown Advisory Inc | 1.37M | -2.8% | $123.98M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 56 | Brown Advisory Inc | 1.37M | -2.8% | $123.98M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 57 | Clearbridge Investments, LLC | 1.30M | -1.0% | $117.12M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 58 | Charles Schwab Investment… | 1.19M | +1.1% | $107.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Charles Schwab Investment… | 1.19M | +1.1% | $107.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Bank Of America Corp /De/ | 1.15M | +33.0% | $103.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Bank Of America Corp /De/ | 1.15M | +33.0% | $103.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Bank Of America Corp /De/ | 1.15M | +33.0% | $103.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Bank Of America Corp /De/ | 1.15M | +33.0% | $103.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Bank Of America Corp /De/ | 1.15M | +33.0% | $103.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 1.16M | -2.1% | $102.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 1.16M | -2.1% | $102.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 1.16M | -2.1% | $102.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 1.16M | -2.1% | $102.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 1.16M | -2.1% | $102.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 1.16M | -2.1% | $102.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 71 | JPMorgan Chase ✦ | 1.16M | -2.1% | $102.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 72 | JPMorgan Chase ✦ | 1.16M | -2.1% | $102.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 73 | Northern Trust Corp | 1.07M | +3.5% | $96.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Northern Trust Corp | 1.07M | +3.5% | $96.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Northern Trust Corp | 1.07M | +3.5% | $96.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Northern Trust Corp | 1.07M | +3.5% | $96.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Northern Trust Corp | 1.07M | +3.5% | $96.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Northern Trust Corp | 1.07M | +3.5% | $96.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Northern Trust Corp | 1.07M | +3.5% | $96.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Goldman Sachs Group ✦ | 1.01M | +25.8% | $90.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 81 | Goldman Sachs Group ✦ | 1.01M | +25.8% | $90.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 82 | Goldman Sachs Group ✦ | 1.01M | +25.8% | $90.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 83 | Goldman Sachs Group ✦ | 1.01M | +25.8% | $90.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 84 | T. Rowe Price ✦ | 994.55K | +23.8% | $89.83M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 85 | T. Rowe Price ✦ | 994.55K | +23.8% | $89.83M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 86 | Arrowstreet Capital ✦ | 965.81K | +34628.8% | $87.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 87 | Loomis Sayles & Co L P | 908.55K | -2.5% | $82.06M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 88 | Loomis Sayles & Co L P | 908.55K | -2.5% | $82.06M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 89 | Swedbank AB | 851.40K | +20.5% | $76.90M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 90 | American Century Companies Inc | 759.98K | +2.3% | $68.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Bamco Inc /Ny/ | 750.39K | +0.1% | $67.78M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 92 | Nuveen, LLC | 732.75K | +7.7% | $66.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Nuveen, LLC | 732.75K | +7.7% | $66.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Nuveen, LLC | 732.75K | +7.7% | $66.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Nuveen, LLC | 732.75K | +7.7% | $66.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Sei Investments Co | 683.32K | +13.4% | $61.72M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 97 | Sei Investments Co | 683.32K | +13.4% | $61.72M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 98 | Citadel Advisors ✦ | 682.96K | +154.1% | $61.69M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 99 | Citadel Advisors ✦ | 682.96K | +154.1% | $61.69M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 100 | Nomura Asset Management… | 678.54K | +14.6% | $61.28M | 0.1% | ▲ Add | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| 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% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 482 houders, 85.01M aandelen, $6.90B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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