HealthequityHQY
13F holders, Q2 2026 (June 30)500holders +13
71new positions
55sold out
6famous investors
$90.24avg. 13F price*
At the end of Q2 2026, 500 institutions reported holding Healthequity Inc. (HQY) in their 13F filings, up 13 from Q1 2026. 71 opened new positions and 55 sold out. The largest holders were BlackRock, Inc. ($1.0B), Wasatch Advisors LP ($719.0M) and Morgan Stanley ($410.7M). 6 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Healthequity Inc.
- CUSIP
- 42226A107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $117.7M |
| Exits | 55 | $263.4M |
All 13F filers, Q1 2026 → Q2 2026: 11,174,659 shares bought and 8,155,326 shares sold, net +3,019,333 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 500 holders
| BlackRock, Inc. | 0.02% | Add +7.1% | 11,277,914 | $1.0B |
| Wasatch Advisors LP | 4.71% | Add +10.5% | 7,960,735 | $719.0M |
| Morgan Stanley | 0.02% | Add +82.9% | 4,547,219 | $410.7M |
| Vanguard Portfolio Management LLC | 0.02% | Reduce -2.5% | 4,057,643 | $366.5M |
| Vanguard Capital Management LLC | 0.01% | Reduce -4.8% | 3,640,776 | $328.8M |
| State Street Corp. | 0.01% | Add +4.5% | 3,241,046 | $292.7M |
| Geode Capital Management, LLC | 0.01% | Add +5.1% | 2,374,467 | $214.5M |
| AQR Capital Management | 0.06% | Reduce -4.5% | 1,999,209 | $176.1M |
| Dimensional Fund Advisors LP | 0.03% | Add +14.9% | 1,869,036 | $168.8M |
| William Blair Investment Management, LLC | 0.48% | Add +6.8% | 1,773,227 | $160.2M |
| FMR LLC | 0.01% | Add +35.5% | 1,538,387 | $138.9M |
| Brown Advisory Inc. | 0.19% | Reduce -2.8% | 1,372,624 | $124.0M |
| Clearbridge Investments, LLC | 0.10% | Reduce -1.0% | 1,296,765 | $117.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.1% | 1,188,902 | $107.4M |
| Greenhouse Funds LLLP | 5.63% | Reduce -6.0% | 1,183,024 | $106.9M |
| Geneva Capital Management LLC | 2.38% | Reduce -2.1% | 1,149,680 | $103.8M |
| Bank of America Corp. | 0.01% | Add +33.0% | 1,146,735 | $103.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.1% | 1,158,837 | $102.1M |
| DAVENPORT & Co LLC | 0.50% | Add +7.1% | 1,087,218 | $98.2M |
| Northern Trust Corp. | 0.01% | Add +3.5% | 1,072,119 | $96.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +25.8% | 1,007,434 | $91.0M |
| T. Rowe Price Associates Inc. | 0.01% | Add +23.8% | 994,551 | $89.8M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +34628.8% | 965,807 | $87.2M |
| Atalan Capital Partners, LP | 5.07% | Add +3.6% | 915,270 | $82.7M |
| Loomis Sayles & Co. L P | 0.10% | Reduce -2.5% | 908,554 | $82.1M |
| Jupiter Topco LLC | 0.03% | — | 872,972 | $78.8M |
| Swedbank AB | 0.07% | Add +20.5% | 851,400 | $76.9M |
| Park West Asset Management LLC | 4.80% | Add +24.6% | 776,651 | $70.1M |
| American Century Companies Inc. | 0.03% | Add +2.3% | 759,978 | $68.6M |
| Baron Capital (BAMCO) | 0.10% | Add +0.1% | 750,394 | $67.8M |
| Nuveen, LLC | 0.02% | Add +7.7% | 732,750 | $66.2M |
| Stephens Investment Management Group LLC | 0.71% | Add +6.5% | 729,080 | $65.9M |
| Westfield Capital Management Co. LP | 0.21% | Reduce -1.3% | 703,313 | $63.5M |
| Sei Investments Co. | 0.05% | Add +13.4% | 683,320 | $61.7M |
| Citadel Advisors | 0.04% | Add +154.1% | 682,961 | $61.7M |
| Nomura Asset Management International Inc. | 0.09% | Add +14.6% | 678,537 | $61.3M |
| Bank of New York Mellon Corp | 0.01% | Add +11.2% | 666,260 | $60.2M |
| GW&K Investment Management, LLC | 0.45% | Add +36.2% | 632,382 | $57.1M |
| Cadian Capital Management, LP | 4.28% | Reduce -24.7% | 626,700 | $56.6M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +1.2% | 601,824 | $54.4M |
| Norges Bank | 0.00% | — | 533,946 | $48.2M |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 2.26% | New | 456,922 | $41.3M |
| UBS Group AG | 0.01% | Reduce -44.6% | 435,457 | $39.3M |
| Raymond James Financial Inc. | 0.01% | Add +13.5% | 431,967 | $39.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.11% | Reduce -17.5% | 400,613 | $36.2M |
| Wellington Management Group LLP | 0.01% | Reduce -22.0% | 387,894 | $35.0M |
| Artisan Partners Limited Partnership | 0.06% | Add +41.8% | 384,107 | $34.7M |
| Franklin Resources Inc. | 0.01% | Add +5.6% | 360,659 | $32.6M |
| 12th Street Asset Management Company, LLC | 4.45% | Add +37.4% | 345,390 | $31.2M |
| Aristotle Capital Boston, LLC | 2.02% | Reduce -16.2% | 332,884 | $30.1M |
| Ranger Investment Management, L.P. | 1.82% | Add +17.7% | 319,253 | $28.8M |
| Principal Financial Group Inc. | 0.01% | Add +4.8% | 318,565 | $28.8M |
| CIBC Bancorp USA Inc. | 0.03% | Reduce -3.4% | 311,395 | $28.1M |
| Lazard Asset Management LLC | 0.04% | Reduce -19.3% | 275,693 | $24.9M |
| Rhumbline Advisers | 0.02% | Add +2.2% | 254,403 | $23.0M |
| Ashford Capital Management Inc. | 2.45% | Reduce -4.9% | 253,441 | $22.9M |
| Millennium Management | 0.02% | Reduce -69.1% | 249,975 | $22.6M |
| DF Dent & Co. Inc. | 0.42% | Add +84.7% | 247,132 | $22.3M |
| Segall Bryant & Hamill, LLC | 0.26% | Add +40.9% | 238,243 | $21.5M |
| Oppenheimer Asset Management Inc. | 0.22% | Add +34.2% | 233,378 | $21.1M |
| Oberweis Asset Management Inc./ | 0.43% | Add +37.0% | 228,291 | $20.6M |
| Royal Bank of Canada | 0.00% | Reduce -29.0% | 212,264 | $19.2M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -24.0% | 202,691 | $18.7M |
| Alliancebernstein L.P. | 0.01% | Add +0.1% | 222,480 | $18.6M |
| Invesco Ltd. | 0.00% | Reduce -56.3% | 198,095 | $17.9M |
| Retirement Systems of Alabama | 0.05% | Reduce -8.1% | 196,278 | $17.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.7% | 193,492 | $17.5M |
| Wells Fargo & Company | 0.00% | Add +35.9% | 190,425 | $17.2M |
| Frontier Capital Management Co. LLC | 0.16% | Reduce -4.2% | 184,308 | $16.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.1% | 175,182 | $15.8M |
| Glenmede Trust Co. NA | 0.07% | Reduce -3.3% | 173,867 | $15.7M |
| Swiss National Bank | 0.01% | Add +0.2% | 169,500 | $15.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +19.0% | 156,786 | $14.2M |
| Qube Research & Technologies Ltd | 0.02% | Add +285.8% | 156,551 | $14.1M |
| California Public Employees Retirement System | 0.01% | Add +1.1% | 155,319 | $14.0M |
| New York State Common Retirement Fund | 0.02% | Add +40.7% | 150,273 | $13.6M |
| Premier Fund Managers Ltd | 1.16% | Reduce -49.5% | 145,243 | $12.8M |
| Public Sector Pension Investment Board | 0.03% | Add +145.9% | 140,952 | $12.7M |
| Neuberger Berman Group LLC | 0.01% | Add +2465.7% | 137,365 | $12.4M |
| GDS Wealth Management | 0.59% | Add +9.1% | 137,092 | $12.4M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -4.4% | 135,600 | $12.2M |
| Deutsche Bank AG | 0.00% | Add +10.3% | 132,705 | $12.0M |
| Peregrine Capital Management LLC | 0.39% | Add +5.1% | 132,691 | $12.0M |
| Castleark Management LLC | 0.31% | Add +163.4% | 127,770 | $11.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -80.3% | 125,882 | $11.4M |
| Axiom Investors LLC | 0.09% | Reduce -21.3% | 120,911 | $10.9M |
| Capital Fund Management S.A. | 0.08% | Add +129.1% | 119,832 | $10.8M |
| Legal & General Group Plc | 0.00% | Add +0.7% | 118,522 | $10.7M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -12.7% | 117,281 | $10.6M |
| Wealthspire Advisors, LLC | 0.06% | Add +194.9% | 111,986 | $10.1M |
| B. Metzler seel. Sohn & Co. AG | 0.09% | Add +29.7% | 111,108 | $10.0M |
| Mariner, LLC | 0.01% | Add +57.7% | 108,898 | $9.8M |
| Bessemer Group Inc. | 0.01% | Reduce -72.0% | 108,688 | $9.8M |
| State of Wisconsin Investment Board | 0.02% | Add +1.3% | 102,875 | $9.3M |
| Tectonic Advisors LLC | 0.44% | Add +21.1% | 100,323 | $9.1M |
| Diversify Advisory Services, LLC | 0.15% | New | 90,675 | $9.0M |
| Diversify Wealth Management, LLC | 0.15% | Add +0.1% | 90,675 | $9.0M |
| California State Teachers Retirement System | 0.01% | Reduce -2.8% | 97,794 | $8.8M |
| Granahan Investment Management, LLC | 0.31% | Reduce -20.3% | 97,318 | $8.8M |
| Renaissance Group LLC | 0.36% | Reduce -1.5% | 96,839 | $8.7M |
"% of holder's portfolio" is HQY's weight in each manager's 13F, not the share of Healthequity Inc. the manager owns.