HealthequityHQY
13F holders, Q1 2024 (March 31)366holders
5famous investors
$81.58avg. 13F price*
At the end of Q1 2024, 366 institutions reported holding Healthequity Inc. (HQY) in their 13F filings. The largest holders were BlackRock Inc. ($891.9M), Vanguard Group Inc. ($715.8M) and Wasatch Advisors LP ($604.8M). 5 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Healthequity Inc.
- CUSIP
- 42226A107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $120.6M |
| Exits | 35 | $29.9M |
Ownership 366 holders
| BlackRock Inc. | 0.02% | Add +3.2% | 10,926,207 | $891.9M |
| Vanguard Group Inc. | 0.01% | Add +1.7% | 8,768,632 | $715.8M |
| Wasatch Advisors LP | 3.16% | Add +8.3% | 7,409,080 | $604.8M |
| FMR LLC | 0.03% | Reduce -4.8% | 4,961,187 | $405.0M |
| State Street Corp. | 0.01% | Add +3.3% | 3,053,332 | $249.2M |
| Clearbridge Investments, LLC | 0.15% | Reduce -1.0% | 2,333,713 | $190.5M |
| Mackenzie Financial Corp. | 0.24% | Add +12.8% | 2,038,615 | $166.4M |
| Geode Capital Management, LLC | 0.01% | Add +4.4% | 1,975,696 | $161.3M |
| Brown Advisory Inc. | 0.20% | Add +2.9% | 1,866,489 | $152.4M |
| Franklin Resources Inc. | 0.04% | Add +5.3% | 1,559,388 | $127.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -26.6% | 1,536,458 | $125.4M |
| Invesco Ltd. | 0.03% | Add +134.9% | 1,444,902 | $117.9M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.6% | 1,431,561 | $116.9M |
| Millennium Management | 0.10% | Add +56.9% | 1,404,657 | $114.7M |
| Stephens Investment Management Group LLC | 1.29% | Reduce -0.2% | 1,184,360 | $96.7M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -0.3% | 1,125,952 | $91.9M |
| Allspring Global Investments Holdings, LLC | 0.14% | Reduce -7.9% | 1,112,932 | $90.8M |
| ArrowMark Colorado Holdings LLC | 1.02% | Reduce -8.0% | 1,112,708 | $90.8M |
| Janus Henderson Group PLC | 0.05% | Add +1.1% | 1,100,715 | $89.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.8% | 1,060,666 | $86.6M |
| William Blair Investment Management, LLC | 0.22% | Reduce -41.4% | 1,044,426 | $85.3M |
| Northern Trust Corp. | 0.01% | Reduce -7.5% | 1,018,762 | $83.2M |
| Loomis Sayles & Co. L P | 0.11% | Add +5.7% | 930,866 | $76.0M |
| Van Berkom & Associates Inc. | 2.12% | Reduce -6.9% | 913,361 | $74.6M |
| Norges Bank | 0.01% | Add +37.2% | 899,934 | $73.5M |
| Geneva Capital Management LLC | 1.24% | Reduce -0.6% | 865,566 | $70.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.4% | 802,180 | $65.5M |
| Baron Capital (BAMCO) | 0.17% | No change | 800,000 | $65.3M |
| GW&K Investment Management, LLC | 0.57% | Reduce -1.8% | 794,744 | $64.9M |
| Wellington Management Group LLP | 0.01% | Reduce -1.1% | 659,848 | $53.9M |
| Bank of America Corp. | 0.01% | Add +33.5% | 643,076 | $52.5M |
| Morgan Stanley | 0.00% | Reduce -19.1% | 641,055 | $52.3M |
| Vaughan Nelson Investment Management, L.P. | 0.43% | New | 605,710 | $49.4M |
| Aristotle Capital Boston, LLC | 1.44% | Reduce -2.8% | 582,663 | $47.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.11% | Reduce -1.4% | 572,935 | $46.8M |
| Sei Investments Co. | 0.07% | Add +2.3% | 570,051 | $46.5M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.6% | 569,078 | $46.4M |
| American Century Companies Inc. | 0.03% | Add +7.5% | 553,653 | $45.2M |
| Greenhouse Funds LLLP | 2.61% | New | 506,465 | $41.3M |
| DAVENPORT & Co LLC | 0.22% | Reduce -14.5% | 433,384 | $35.4M |
| Eversept Partners, LP | 2.57% | Reduce -14.9% | 421,345 | $34.4M |
| Aureus Asset Management, LLC | 2.29% | Reduce -1.3% | 411,134 | $33.6M |
| UBS Group AG | 0.01% | Add +1168.4% | 374,355 | $30.6M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -12.6% | 373,573 | $30.5M |
| Principal Financial Group Inc. | 0.02% | Add +3.8% | 364,051 | $29.7M |
| Macquarie Group Ltd. | 0.03% | Add +5.5% | 363,518 | $29.7M |
| Victory Capital Management Inc. | 0.03% | Reduce -13.1% | 359,689 | $29.4M |
| Ophir Asset Management Pty Ltd | 4.97% | Add +9.5% | 347,742 | $28.4M |
| Ashford Capital Management Inc. | 3.77% | Reduce -16.4% | 341,512 | $27.9M |
| Ensign Peak Advisors, Inc | 0.05% | Add +22.6% | 340,592 | $27.8M |
| Royal Bank of Canada | 0.01% | Reduce -6.2% | 330,693 | $27.0M |
| Fuller & Thaler Asset Management, Inc. | 0.11% | Add +39.7% | 317,423 | $25.9M |
| Rhumbline Advisers | 0.02% | Add +0.5% | 272,529 | $22.2M |
| TimesSquare Capital Management, LLC | 0.31% | Reduce -14.8% | 259,229 | $21.2M |
| Summit Creek Advisors LLC | 2.64% | Add +0.6% | 256,331 | $20.9M |
| DF Dent & Co. Inc. | 0.25% | Reduce -0.3% | 252,621 | $20.6M |
| Man Group plc | 0.06% | Reduce -41.2% | 246,547 | $20.1M |
| Glenmede Trust Co. NA | 0.10% | Add +6.8% | 237,912 | $19.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.6% | 222,912 | $18.2M |
| Eagle Asset Management Inc. | 0.09% | Reduce -4.1% | 211,462 | $17.3M |
| Cambiar Investors LLC | 0.58% | Reduce -4.2% | 191,664 | $15.6M |
| Barclays PLC | 0.01% | Reduce -1.7% | 188,513 | $15.4M |
| Great Lakes Advisors, LLC | 0.13% | Reduce -0.6% | 185,845 | $15.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.2% | 185,520 | $15.1M |
| AQR Capital Management | 0.02% | Add +377.6% | 176,804 | $14.4M |
| Swiss National Bank | 0.01% | Add +0.4% | 169,300 | $13.8M |
| American International Group, Inc. | 0.05% | Reduce -1.2% | 154,813 | $12.6M |
| Scout Investments, Inc. | 0.30% | Reduce -6.0% | 150,527 | $12.3M |
| Prudential Financial Inc. | 0.02% | Reduce -74.3% | 147,227 | $12.0M |
| California Public Employees Retirement System | 0.01% | Add +0.8% | 147,147 | $12.0M |
| Point72 Asset Management | 0.04% | Reduce -69.3% | 146,754 | $12.0M |
| Natixis Advisors, LLC | 0.03% | Add +717.0% | 140,614 | $11.5M |
| Motley Fool Wealth Management, LLC | 0.58% | Reduce -1.3% | 137,789 | $11.2M |
| Credit Suisse AG/ | 0.01% | Add +0.1% | 134,661 | $11.0M |
| Legal & General Group Plc | 0.00% | Add +1.4% | 134,368 | $11.0M |
| Raymond James & Associates | 0.01% | Reduce -21.3% | 134,267 | $11.0M |
| Motley Fool Asset Management LLC | 0.63% | Reduce -2.1% | 118,780 | $9.7M |
| Peregrine Capital Management LLC | 0.26% | Reduce -10.0% | 111,068 | $9.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +34.2% | 107,969 | $8.8M |
| Retirement Systems of Alabama | 0.03% | Add +0.5% | 107,744 | $8.8M |
| First Trust Advisors LP | 0.01% | Reduce -8.7% | 107,333 | $8.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +9.6% | 150,801 | $8.7M |
| Advantage Alpha Capital Partners LP | 1.62% | Add +196.4% | 105,284 | $8.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.7% | 104,433 | $8.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +2.3% | 103,615 | $8.5M |
| State of Wisconsin Investment Board | 0.02% | Reduce -11.5% | 99,267 | $8.1M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -4.8% | 97,249 | $7.9M |
| Mutual of America Capital Management LLC | 0.08% | Reduce -5.4% | 96,715 | $7.9M |
| Diversify Advisory Services, LLC | 0.46% | — | 95,893 | $7.8M |
| Castleark Management LLC | 0.31% | Reduce -11.9% | 90,580 | $7.4M |
| Deutsche Bank AG | 0.00% | Add +1.1% | 89,540 | $7.3M |
| GM Advisory Group, LLC | 0.51% | Reduce -26.0% | 89,052 | $7.3M |
| MetLife Investment Management, LLC | 0.05% | Reduce -2.3% | 88,881 | $7.3M |
| HighTower Advisors, LLC | 0.01% | Add +0.7% | 88,703 | $7.2M |
| NBW Capital LLC | 1.44% | Reduce -0.3% | 86,391 | $7.1M |
| California State Teachers Retirement System | 0.01% | Reduce -4.7% | 85,859 | $7.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +229.4% | 84,353 | $6.9M |
| Wells Fargo & Company | 0.00% | Add +2.3% | 84,253 | $6.9M |
| New York State Teachers Retirement System | 0.01% | Add +0.2% | 82,851 | $6.8M |
| Voya Investment Management LLC | 0.01% | Reduce -14.5% | 75,717 | $6.2M |
"% of holder's portfolio" is HQY's weight in each manager's 13F, not the share of Healthequity Inc. the manager owns.