HealthequityHQY
13F holders, Q2 2024 (June 30)386holders +20
51new positions
33sold out
8famous investors
$86.17avg. 13F price*
At the end of Q2 2024, 386 institutions reported holding Healthequity Inc. (HQY) in their 13F filings, up 20 from Q1 2024. 51 opened new positions and 33 sold out. The largest holders were BlackRock Inc. ($925.7M), Vanguard Group Inc. ($760.8M) and Wasatch Advisors LP ($627.2M). 8 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $144.7M |
| Exits | 33 | $130.9M |
All 13F filers, Q1 2024 → Q2 2024: 5,607,624 shares bought and 4,442,405 shares sold, net +1,165,219 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 386 holders
| BlackRock Inc. | 0.02% | Reduce -1.7% | 10,739,493 | $925.7M |
| Vanguard Group Inc. | 0.01% | Add +0.7% | 8,825,504 | $760.8M |
| Wasatch Advisors LP | 3.35% | Reduce -1.8% | 7,275,621 | $627.2M |
| FMR LLC | 0.03% | Add +7.4% | 5,329,839 | $459.4M |
| State Street Corp. | 0.01% | Add +1.8% | 3,108,287 | $267.9M |
| Clearbridge Investments, LLC | 0.17% | Add +1.9% | 2,377,204 | $204.9M |
| Mackenzie Financial Corp. | 0.30% | Add +16.0% | 2,364,521 | $203.8M |
| Geode Capital Management, LLC | 0.02% | Add +4.5% | 2,063,832 | $177.9M |
| Brown Advisory Inc. | 0.20% | Reduce -7.2% | 1,732,195 | $149.3M |
| Franklin Resources Inc. | 0.04% | Add +4.4% | 1,628,556 | $140.4M |
| Invesco Ltd. | 0.03% | Add +7.7% | 1,556,582 | $134.2M |
| Dimensional Fund Advisors LP | 0.03% | Add +8.1% | 1,547,402 | $133.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.5% | 1,467,565 | $126.5M |
| Stephens Investment Management Group LLC | 1.55% | Add +8.8% | 1,288,049 | $111.0M |
| Allspring Global Investments Holdings, LLC | 0.16% | Add +0.8% | 1,122,057 | $96.7M |
| ArrowMark Colorado Holdings LLC | 1.15% | Add +0.7% | 1,120,869 | $96.6M |
| Loomis Sayles & Co. L P | 0.13% | Add +18.4% | 1,101,980 | $95.0M |
| Janus Henderson Group PLC | 0.05% | Add +0.1% | 1,101,473 | $94.9M |
| Northern Trust Corp. | 0.02% | Add +3.7% | 1,056,732 | $91.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.3% | 1,047,275 | $90.3M |
| Van Berkom & Associates Inc. | 2.40% | Add +1.8% | 930,168 | $80.2M |
| Bank of New York Mellon Corp | 0.01% | Add +12.3% | 901,174 | $77.7M |
| Millennium Management | 0.07% | Reduce -35.9% | 900,671 | $77.6M |
| Norges Bank | 0.01% | Reduce -1.5% | 886,632 | $76.4M |
| Geneva Capital Management LLC | 1.32% | Reduce -2.8% | 841,369 | $72.5M |
| Baron Capital (BAMCO) | 0.20% | No change | 800,000 | $69.0M |
| GW&K Investment Management, LLC | 0.62% | Reduce -0.8% | 788,652 | $68.0M |
| Greenhouse Funds LLLP | 3.42% | Add +49.4% | 756,694 | $65.2M |
| Wellington Management Group LLP | 0.01% | Add +8.4% | 715,105 | $61.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -36.8% | 711,915 | $61.4M |
| Bank of America Corp. | 0.01% | Add +1.0% | 649,500 | $56.0M |
| Sei Investments Co. | 0.08% | Add +13.2% | 645,244 | $55.6M |
| Morgan Stanley | 0.00% | Reduce -0.4% | 638,314 | $55.0M |
| Vaughan Nelson Investment Management, L.P. | 0.49% | Add +1.8% | 616,860 | $53.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.12% | Add +1.5% | 581,529 | $50.1M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -2.6% | 554,495 | $47.8M |
| Aristotle Capital Boston, LLC | 1.57% | Reduce -7.1% | 541,492 | $46.7M |
| American Century Companies Inc. | 0.03% | Reduce -3.8% | 532,710 | $45.9M |
| Massachusetts Financial Services Co. | 0.01% | Add +20.8% | 451,259 | $38.9M |
| Aureus Asset Management, LLC | 2.69% | Add +8.5% | 445,991 | $38.4M |
| Ensign Peak Advisors, Inc | 0.07% | Add +21.6% | 414,019 | $35.7M |
| Eversept Partners, LP | 2.73% | Reduce -1.9% | 413,531 | $35.6M |
| DAVENPORT & Co LLC | 0.22% | Reduce -6.7% | 404,435 | $34.9M |
| Fuller & Thaler Asset Management, Inc. | 0.15% | Add +26.6% | 401,848 | $34.6M |
| Macquarie Group Ltd. | 0.04% | Reduce -0.3% | 362,353 | $31.2M |
| Principal Financial Group Inc. | 0.02% | Reduce -7.3% | 337,566 | $29.1M |
| Ophir Asset Management Pty Ltd | 5.11% | Reduce -3.8% | 334,473 | $28.8M |
| Victory Capital Management Inc. | 0.03% | Reduce -8.1% | 330,688 | $28.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +209.6% | 323,280 | $27.9M |
| Royal Bank of Canada | 0.01% | Reduce -2.9% | 320,965 | $27.7M |
| California Public Employees Retirement System | 0.02% | Add +110.8% | 310,185 | $26.7M |
| Ashford Capital Management Inc. | 3.58% | Reduce -9.9% | 307,682 | $26.5M |
| UBS Group AG | 0.01% | Reduce -22.6% | 289,639 | $25.0M |
| TimesSquare Capital Management, LLC | 0.38% | Add +8.6% | 281,480 | $24.3M |
| Generate Investment Management Ltd | 1.76% | New | 280,557 | $24.2M |
| Rhumbline Advisers | 0.02% | Add +2.1% | 278,254 | $24.0M |
| Woodline Partners LP | 0.23% | New | 275,196 | $23.7M |
| Ranger Investment Management, L.P. | 1.47% | New | 250,960 | $21.6M |
| Glenmede Trust Co. NA | 0.11% | Add +3.9% | 247,220 | $21.3M |
| Summit Creek Advisors LLC | 2.83% | Reduce -6.5% | 239,696 | $20.7M |
| DF Dent & Co. Inc. | 0.26% | Reduce -7.1% | 234,715 | $20.2M |
| Thrivent Financial for Lutherans | 0.04% | Add +924.2% | 220,220 | $19.0M |
| Retirement Systems of Alabama | 0.07% | Add +100.8% | 216,297 | $18.6M |
| Prudential Financial Inc. | 0.03% | Add +37.4% | 202,274 | $17.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.4% | 199,769 | $17.2M |
| Cambiar Investors LLC | 0.64% | Reduce -0.8% | 190,031 | $16.4M |
| Alliancebernstein L.P. | 0.01% | Add +1.7% | 188,619 | $16.3M |
| Eagle Asset Management Inc. | 0.08% | Reduce -14.0% | 181,938 | $15.8M |
| First Trust Advisors LP | 0.02% | Add +65.7% | 177,867 | $15.3M |
| Swiss National Bank | 0.01% | No change | 169,300 | $14.6M |
| Natixis Advisors, LLC | 0.03% | Add +14.6% | 161,166 | $13.9M |
| Corebridge Financial, Inc. | 0.07% | — | 154,936 | $13.4M |
| Raymond James & Associates | 0.01% | Add +11.3% | 149,407 | $12.9M |
| Great Lakes Advisors, LLC | 0.11% | Reduce -21.4% | 146,026 | $12.6M |
| Overbrook Management Corp | 3.10% | New | 142,501 | $12.3M |
| Motley Fool Wealth Management, LLC | 0.63% | Add +4.1% | 143,409 | $12.3M |
| Legal & General Group Plc | 0.00% | Add +6.0% | 142,373 | $12.3M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +65.2% | 139,337 | $12.0M |
| Scout Investments, Inc. | 0.32% | Reduce -8.7% | 137,388 | $11.8M |
| AQR Capital Management | 0.02% | Reduce -25.3% | 132,040 | $11.0M |
| Jane Street Group, LLC | 0.01% | Add +365.8% | 126,599 | $10.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | — | 118,748 | $10.2M |
| Wells Fargo & Company | 0.00% | Add +39.7% | 117,734 | $10.1M |
| ExodusPoint Capital Management, LP | 0.11% | New | 116,971 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.1% | 115,614 | $10.0M |
| Peregrine Capital Management LLC | 0.28% | Add +1.3% | 112,526 | $9.7M |
| Motley Fool Asset Management LLC | 0.64% | Reduce -6.4% | 111,226 | $9.6M |
| HighTower Advisors, LLC | 0.01% | Add +24.6% | 110,545 | $9.5M |
| Grandeur Peak Global Advisors, LLC | 0.73% | Add +80.0% | 106,188 | $9.2M |
| Advantage Alpha Capital Partners LP | 1.98% | Reduce -0.0% | 105,260 | $9.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.8% | 104,494 | $9.0M |
| State of Wisconsin Investment Board | 0.02% | Add +0.6% | 99,810 | $8.6M |
| Mutual of America Capital Management LLC | 0.09% | Add +0.4% | 97,070 | $8.4M |
| MetLife Investment Management, LLC | 0.05% | Add +4.7% | 93,095 | $8.0M |
| Citadel Advisors | 0.01% | Add +142.1% | 92,049 | $7.9M |
| HSBC Holdings PLC | 0.01% | Add +32.4% | 91,969 | $7.9M |
| Point72 Asset Management | 0.03% | Reduce -37.9% | 91,129 | $7.9M |
| Castleark Management LLC | 0.32% | Reduce -0.9% | 89,800 | $7.7M |
| GM Advisory Group, LLC | 0.50% | Reduce -0.0% | 89,013 | $7.7M |
| NBW Capital LLC | 1.50% | Add +2.3% | 88,348 | $7.6M |
"% of holder's portfolio" is HQY's weight in each manager's 13F, not the share of Healthequity Inc. the manager owns.