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 |
| Kornitzer Capital Management Inc. | 0.11% | No change | 75,326 | $6.1M |
| Texas Permanent School Fund Corp. | 0.05% | Add +1.5% | 75,092 | $6.1M |
| Inspirion Wealth Advisors, LLC | 1.01% | Reduce -11.8% | 75,005 | $6.1M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -4.0% | 70,964 | $5.8M |
| HSBC Holdings PLC | 0.00% | Add +2.2% | 69,461 | $5.7M |
| Physician Wealth Advisors, Inc. | 1.15% | Reduce -0.0% | 67,853 | $5.4M |
| B. Metzler seel. Sohn & Co. AG | 0.06% | Add +5.8% | 65,971 | $5.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +2.1% | 65,666 | $5.4M |
| Fred Alger Management, LLC | 0.03% | Reduce -7.2% | 62,067 | $5.1M |
| Thematics Asset Management | 0.21% | Reduce -18.7% | 60,457 | $4.9M |
| Grandeur Peak Global Advisors, LLC | 0.38% | Add +2377.1% | 58,980 | $4.8M |
| Lisanti Capital Growth, LLC | 1.15% | New | 57,585 | $4.7M |
| Comerica Bank | 0.02% | Reduce -2.1% | 57,575 | $4.7M |
| Madison Asset Management, LLC | 0.05% | Add +10.7% | 53,859 | $4.4M |
| Gradient Investments LLC | 0.10% | Reduce -6.5% | 53,631 | $4.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.0% | 51,384 | $4.2M |
| Oberweis Asset Management Inc./ | 0.30% | Add +32.6% | 51,300 | $4.2M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 50,250 | $4.1M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -14.5% | 49,641 | $4.1M |
| M&T Bank Corp | 0.01% | Add +4.9% | 49,485 | $4.0M |
| BNP Paribas Financial Markets | 0.01% | Add +15.3% | 49,286 | $4.0M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -5.5% | 48,438 | $4.0M |
| Neuberger Berman Group LLC | 0.00% | Add +1.5% | 47,601 | $3.9M |
| Elk River Wealth Management LLC | 0.78% | New | 46,940 | $3.8M |
| Amalgamated Bank | 0.03% | Reduce -16.2% | 44,959 | $3.7M |
| King Luther Capital Management Corp. | 0.02% | No change | 42,787 | $3.5M |
| McKinley Capital Management LLC | 0.42% | Add +24.1% | 42,780 | $3.5M |
| Marshall Wace, LLP | 0.01% | New | 42,632 | $3.5M |
| ClariVest Asset Management LLC | 0.36% | Reduce -5.8% | 42,204 | $3.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -7.5% | 42,183 | $3.4M |
| Yousif Capital Management, LLC | 0.04% | Reduce -1.8% | 39,799 | $3.2M |
| Citadel Advisors | 0.00% | Reduce -80.2% | 38,016 | $3.1M |
| LPL Financial LLC | 0.00% | Reduce -2.7% | 36,363 | $3.0M |
| Renaissance Group LLC | 0.11% | Add +26.5% | 35,206 | $2.9M |
| Nordea Investment Management AB | 0.00% | Reduce -1.4% | 34,739 | $2.8M |
| Ameritas Investment Partners, Inc. | 0.10% | No change | 34,900 | $2.8M |
| Chase Investment Counsel Corp. | 1.05% | New | 34,414 | $2.8M |
| Beck Bode, LLC | 0.57% | Reduce -13.9% | 34,108 | $2.8M |
| New York State Common Retirement Fund | 0.00% | No change | 33,700 | $2.8M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -1.1% | 33,224 | $2.7M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -21.1% | 32,518 | $2.7M |
| Forest Hill Capital, LLC | 2.23% | Add +3.9% | 31,676 | $2.6M |
| Iron Gate Global Advisors LLC | 0.46% | Reduce -20.3% | 31,439 | $2.5M |
| Advisory Research Inc. | 0.50% | Add +16.9% | 30,720 | $2.5M |
| Teacher Retirement System of Texas | 0.02% | Add +16.4% | 29,460 | $2.4M |
| Vontobel Holding Ltd. | 0.02% | Reduce -30.8% | 28,935 | $2.4M |
| Agf Management Ltd. | 0.01% | Reduce -35.1% | 27,260 | $2.2M |
| Landscape Capital Management, L.L.C. | 0.19% | New | 27,186 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -80.7% | 27,177 | $2.2M |
| Citigroup Inc. | 0.00% | Add +54.0% | 26,301 | $2.1M |
| Zacks Investment Management | 0.02% | Add +29.2% | 25,284 | $2.1M |
| Susquehanna Portfolio Strategies, LLC | 0.05% | Reduce -33.9% | 24,999 | $2.0M |
| Louisiana State Employees Retirement System | 0.04% | Add +2.9% | 24,700 | $2.0M |
| Arizona State Retirement System | 0.01% | Reduce -1.5% | 23,580 | $1.9M |
| Townsquare Capital LLC | 0.03% | Reduce -7.2% | 23,117 | $1.9M |
| Danske Bank A/S | 0.01% | — | 22,144 | $1.8M |
| Amica Mutual Insurance Co. | 0.18% | No change | 21,728 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.5% | 21,502 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -12.2% | 21,218 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +11.6% | 21,139 | $1.7M |
| State of Michigan Retirement System | 0.01% | Add +2.4% | 21,022 | $1.7M |
| Redwood Investments, LLC | 0.49% | Reduce -15.8% | 20,979 | $1.7M |
| STRS Ohio | 0.01% | Add +26.7% | 20,400 | $1.7M |
| South Dakota Investment Council | 0.03% | Reduce -6.6% | 19,893 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -52.6% | 19,491 | $1.6M |
| ProShare Advisors LLC | 0.00% | Add +5.7% | 19,477 | $1.6M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +11.1% | 26,663 | $1.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.5% | 19,138 | $1.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.5% | 18,980 | $1.5M |
| Zions Bancorporation, N.A. | 0.11% | Add +4.0% | 18,446 | $1.5M |
| Abn Amro Investment Solutions | 0.03% | Add +3.2% | 18,014 | $1.5M |
| Lunt Capital Management, Inc. | 0.72% | No change | 17,730 | $1.4M |
| Graham Capital Management, L.P. | 0.08% | Reduce -71.3% | 17,668 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -42.5% | 17,490 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -7.6% | 17,481 | $1.4M |
| Cornercap Investment Counsel Inc. | 0.22% | Add +0.9% | 17,347 | $1.4M |
| New Mexico Educational Retirement Board | 0.05% | No change | 17,300 | $1.4M |
| Handelsbanken Fonder AB | 0.01% | Add +13.1% | 17,216 | $1.4M |
| ABLE Financial Group, LLC | 0.52% | New | 16,369 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +5.0% | 16,129 | $1.3M |
| Creative Planning | 0.00% | Add +66.0% | 15,943 | $1.3M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.11% | Reduce -0.1% | 15,716 | $1.3M |
| Inspire Investing, LLC | 0.13% | Add +169.9% | 15,597 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -7.7% | 14,328 | $1.2M |
| Dynamic Technology Lab Private Ltd | 0.12% | Add +9.0% | 14,313 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -4.3% | 13,676 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Add +2.5% | 13,181 | $1.1M |
| Hancock Whitney Corp. | 0.04% | New | 13,142 | $1.1M |
| Alps Advisors Inc. | 0.01% | Reduce -16.4% | 12,842 | $1.0M |
| Choreo, LLC | 0.03% | New | 12,757 | $1.0M |
| Alberta Investment Management Corp | 0.01% | New | 12,647 | $1.0M |
| Williamson Legacy Group, LLC | 0.79% | Add +1.6% | 12,485 | $1.0M |
| Xponance LLC | 0.01% | Add +0.3% | 12,310 | $1.0M |
| HC Advisors, LLC | 0.46% | Reduce -1.4% | 11,949 | $975K |
| Crossmark Global Holdings, Inc. | 0.02% | Add +4.5% | 11,738 | $959K |
| US Bancorp \de | 0.00% | Add +4.8% | 11,489 | $938K |
| Pictet Asset Management Holding SA | 0.00% | Add +18.1% | 11,445 | $934K |
| Federated Hermes, Inc. | 0.00% | Reduce -8.9% | 11,237 | $917K |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.7% | 10,902 | $890K |
| PDT Partners, LLC | 0.08% | New | 10,506 | $858K |
| Captrust Financial Advisors | 0.00% | Reduce -10.7% | 10,482 | $856K |
| PEAK6 Investments LLC | 0.04% | Add +5254.9% | 10,442 | $852K |
| Bank of Montreal | 0.00% | Add +11.8% | 10,231 | $844K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -1.4% | 10,196 | $832K |
| Edgestream Partners, L.P. | 0.04% | Add +29.8% | 10,025 | $818K |
| Campbell & CO Investment Adviser LLC | 0.07% | Add +20.6% | 9,886 | $807K |
| State of Alaska, Department of Revenue | 0.01% | Add +0.6% | 9,306 | $759K |
| Premier Fund Managers Ltd | 0.03% | Reduce -14.1% | 9,030 | $720K |
| Guggenheim Capital LLC | 0.00% | Add +48.1% | 8,488 | $693K |
| Pearl River Capital, LLC | 0.11% | Add +103.5% | 8,458 | $690K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.9% | 8,366 | $683K |
| LMCG Investments, LLC | 0.04% | Reduce -30.0% | 8,288 | $677K |
| Peterson Wealth Services | 0.24% | New | 8,224 | $671K |
| Commerce Bank | 0.00% | Reduce -3.1% | 8,173 | $667K |
| Pathstone Holdings, LLC | 0.00% | Add +12.4% | 7,887 | $644K |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -13.2% | 7,767 | $634K |
| Sheets Smith Wealth Management | 0.07% | Add +0.2% | 7,766 | $634K |
| Sendero Wealth Management, LLC | 0.11% | No change | 7,600 | $620K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -20.2% | 7,104 | $580K |
| Securian Asset Management, Inc. | 0.02% | Reduce -1.4% | 7,039 | $575K |
| Petrus Trust Company, LTA | 0.05% | Reduce -29.1% | 7,024 | $573K |
| Institute for Wealth Management, LLC. | 0.07% | No change | 6,769 | $553K |
| BTC Capital Management, Inc. | 0.05% | — | 6,753 | $551K |
| Blair William & Co. | 0.00% | Reduce -33.4% | 6,566 | $536K |
| Legato Capital Management LLC | 0.06% | New | 6,535 | $533K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -5.9% | 6,400 | $522K |
| Stephens Inc. | 0.01% | Add +2.2% | 5,862 | $479K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -45.4% | 5,732 | $468K |
| Bantamac Capital, LLC | 0.25% | New | 5,403 | $441K |
| KLR Investment Advisors, LLC | 0.32% | Reduce -8.3% | 5,422 | $440K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3.9% | 5,219 | $426K |
| Cim Investment Management Inc. | 0.12% | No change | 5,114 | $417K |
| Scientech Research LLC | 0.22% | New | 5,053 | $412K |
| NJ State Employees Deferred Compensation Plan | 0.05% | No change | 5,000 | $408K |
| Arkadios Wealth Advisors | 0.03% | Reduce -0.0% | 4,902 | $400K |
| Vestcor Inc | 0.01% | Reduce -40.0% | 4,894 | $399K |
| Radnor Capital Management, LLC | 0.07% | No change | 4,845 | $395K |
| Profund Advisors LLC | 0.02% | Add +4.1% | 4,812 | $393K |
| State of Wyoming | 0.06% | Reduce -35.0% | 4,768 | $389K |
| Two Sigma Investments, LP | 0.00% | Reduce -81.8% | 4,760 | $389K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +7.3% | 4,672 | $381K |
| Deerfield Management Company, L.P. | 0.01% | New | 4,660 | $380K |
| AlphaMark Advisors, LLC | 0.13% | New | 4,592 | $375K |
| Metropolitan Life Insurance Co | 0.02% | Reduce -7.7% | 4,468 | $365K |
| Ontario Teachers Pension Plan Board | 0.00% | New | 4,442 | $363K |
| Narus Financial Partners, LLC | 0.15% | Reduce -0.2% | 4,416 | $360K |
| Corton Capital Inc. | 0.13% | Reduce -15.7% | 4,381 | $358K |
| Fortis Capital Advisors, LLC | 0.15% | New | 4,225 | $345K |
| Belpointe Asset Management LLC | 0.03% | New | 4,225 | $345K |
| MeadowBrook Investment Advisors LLC | 0.32% | Reduce -7.3% | 4,090 | $334K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -3.6% | 4,033 | $329K |
| Bank of Nova Scotia | 0.00% | Reduce -32.5% | 3,991 | $326K |
| Janney Montgomery Scott LLC | 0.00% | Add +27.4% | 3,970 | $324K |
| City Center Advisors, LLC | 0.37% | — | 3,887 | $317K |
| Shelton Capital Management | 0.01% | No change | 3,742 | $305K |
| Cwm, LLC | 0.00% | Add +7.0% | 3,703 | $302K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.2% | 3,541 | $289K |
| Cetera Investment Advisers | 0.00% | New | 3,409 | $278K |
| Sherbrooke Park Advisers LLC | 0.05% | New | 3,375 | $276K |
| Summit Trail Advisors, LLC | 0.01% | No change | 3,363 | $275K |
| Nicolet Advisory Services, LLC | 0.03% | New | 3,404 | $268K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | New | 3,235 | $264K |
| Osaic Holdings, Inc. | 0.00% | Reduce -47.6% | 3,164 | $258K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -74.5% | 3,092 | $252K |
| Dakota Wealth Management | 0.01% | Reduce -8.1% | 3,003 | $245K |
| MQS Management LLC | 0.13% | New | 2,869 | $234K |
| Shell Asset Management Co. | 0.01% | New | 2,686 | $232K |
| Bessemer Group Inc. | 0.00% | Add +19.2% | 2,838 | $231K |
| Ieq Capital, LLC | 0.00% | Reduce -43.6% | 2,822 | $230K |
| Farallon Capital Management, L.L.C. | 0.00% | New | 2,800 | $229K |
| Vident Advisory, LLC | 0.00% | New | 2,761 | $225K |
| Raymond James Trust N.A. | 0.01% | New | 2,721 | $222K |
| Truist Financial Corp. | 0.00% | New | 2,676 | $218K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.6% | 2,656 | $217K |
| Portside Wealth Group, LLC | 0.04% | New | 2,634 | $215K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 2,622 | $214K |
| Rosenbaum Jay D. | 1.24% | New | 2,616 | $214K |
| SG Americas Securities, LLC | 0.00% | Reduce -46.9% | 2,557 | $209K |
| Cresset Asset Management, LLC | 0.00% | New | 2,495 | $204K |
| Handelsinvest Investeringsforvaltning | 0.09% | Reduce -34.2% | 2,308 | $188K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -28.1% | 2,200 | $180K |
| KBC Group NV | 0.00% | Add +18.5% | 1,873 | $153K |
| Quadrant Capital Group LLC | 0.01% | Add +14.2% | 1,845 | $151K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -12.1% | 1,623 | $132K |
| Natixis Investment Managers International | 0.01% | No change | 1,604 | $131K |
| Headlands Technologies LLC | 0.03% | New | 1,595 | $130K |
| Ostrum Asset Management | 0.01% | Add +100.4% | 1,427 | $116K |
| Harvest Fund Management Co., Ltd | 0.01% | Add +7775.0% | 1,260 | $103K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -24.5% | 1,230 | $100K |
| Covestor Ltd | 0.06% | Add +7.3% | 1,198 | $98K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,167 | $95K |
| Signaturefd, LLC | 0.00% | Add +13.5% | 1,108 | $90K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -0.3% | 849 | $69K |
| Assetmark, Inc. | 0.00% | No change | 815 | $67K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 801 | $65K |
| Parallel Advisors, LLC | 0.00% | Add +16.9% | 794 | $65K |
| Lindbrook Capital, LLC | 0.01% | Add +22.7% | 698 | $57K |
| Fifth Third Bancorp | 0.00% | Add +9.7% | 667 | $54K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -2.2% | 658 | $53K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +13.4% | 559 | $46K |
| Lazard Asset Management LLC | 0.00% | No change | 549 | $44K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 549 | $44K |
| Balefire, LLC | 0.01% | Reduce -6.1% | 494 | $40K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 426 | $35K |
| Huntington National Bank | 0.00% | Add +6.5% | 408 | $33K |
| Rise Advisors, LLC | 0.01% | New | 345 | $28K |
| EntryPoint Capital, LLC | 0.03% | Reduce -80.8% | 342 | $28K |
| USA Financial Formulas | 0.00% | New | 303 | $25K |
| GAMMA Investing LLC | 0.00% | Add +119.8% | 277 | $23K |
| Planning Capital Management Corp | 0.01% | No change | 234 | $19K |
| Red Tortoise LLC | 0.01% | New | 190 | $16K |
| Private Trust Co. NA | 0.00% | Reduce -16.7% | 185 | $15K |
| Macroview Investment Management LLC | 0.02% | No change | 180 | $15K |
| Mather Group, Llc. | 0.00% | New | 221 | $15K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -15.7% | 166 | $14K |
| CI Investments Inc. | 0.00% | Add +28.9% | 165 | $13K |
| WR Wealth Planners, LLC | 0.00% | New | 150 | $12K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 143 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -4.2% | 138 | $11K |
| Avior Wealth Management, LLC | 0.00% | Add +35.8% | 129 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -51.9% | 116 | $9K |
| Park Place Capital Corp | 0.00% | No change | 102 | $8K |
| Northwest Capital Management Inc | 0.00% | No change | 100 | $8K |
| Hantz Financial Services, Inc. | 0.00% | New | 90 | $7K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 80 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 80 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 79 | $6K |
| Castleview Partners, LLC | 0.00% | Add +69.6% | 78 | $6K |
| Allworth Financial LP | 0.00% | Add +46.8% | 69 | $6K |
| LGT Financial Advisors LLC | 0.01% | No change | 61 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 57 | $5K |
| Continuum Advisory, LLC | 0.00% | New | 57 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 54 | $4K |
| First PREMIER Bank | 0.00% | New | 44 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 49 | $4K |
| Harbour Investments, Inc. | 0.00% | New | 49 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 47 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 46 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 44 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 38 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +9.4% | 35 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 34 | $3K |
| Fairman Group, LLC | 0.00% | No change | 30 | $2K |
| SYSTM Wealth Solutions LLC | 0.00% | No change | 28 | $2K |
| Beacon Capital Management, LLC | 0.00% | New | 25 | $2K |
| Valley National Advisers Inc. | 0.00% | Add +40.0% | 35 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -97.2% | 23 | $2K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 21 | $2K |
| UMB Bank, n.a. | 0.00% | New | 21 | $2K |
| Arax Advisory Partners | 0.00% | No change | 20 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -65.2% | 16 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 14 | $1K |
| Smartleaf Asset Management LLC | 0.00% | Add +1300.0% | 14 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 13 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 13 | $1K |
| Asset Dedication, LLC | 0.00% | No change | 9 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 11 | $898 |
| Abound Wealth Management | 0.00% | No change | 10 | $817 |
| Rothschild Investment LLC | 0.00% | New | 10 | $816 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -33.3% | 10 | $816 |
| Sachetta, LLC | 0.00% | No change | 12 | $796 |
| CoreCap Advisors, LLC | 0.00% | New | 6 | $490 |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -97.3% | 5 | $409 |
| Sandy Spring Bank | 0.00% | No change | 2 | $164 |
| Tucker Asset Management LLC | 0.00% | No change | 2 | $163 |
| TFO Wealth Partners, LLC | 0.00% | Reduce -75.0% | 1 | $82 |
"% of holder's portfolio" is HQY's weight in each manager's 13F, not the share of Healthequity Inc. the manager owns.