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 |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -10.7% | 86,876 | $7.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | New | 84,896 | $7.3M |
| California State Teachers Retirement System | 0.01% | Reduce -2.2% | 83,994 | $7.2M |
| Danske Bank A/S | 0.03% | Add +278.0% | 83,701 | $7.2M |
| New York State Teachers Retirement System | 0.02% | No change | 82,851 | $7.1M |
| Deutsche Bank AG | 0.00% | Reduce -8.1% | 82,274 | $7.1M |
| Kornitzer Capital Management Inc. | 0.12% | No change | 75,326 | $6.5M |
| Inspirion Wealth Advisors, LLC | 0.99% | No change | 75,005 | $6.5M |
| Diversify Wealth Management, LLC | 0.80% | — | 94,922 | $6.5M |
| Segall Bryant & Hamill, LLC | 0.11% | New | 70,402 | $6.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +6.7% | 70,092 | $6.0M |
| Elk River Wealth Management LLC | 1.11% | Add +40.5% | 65,964 | $5.7M |
| Oberweis Asset Management Inc./ | 0.34% | Add +25.9% | 64,600 | $5.6M |
| Oppenheimer Asset Management Inc. | 0.07% | Add +29.4% | 64,214 | $5.5M |
| Neuberger Berman Group LLC | 0.00% | Add +34.8% | 64,144 | $5.5M |
| Physician Wealth Advisors, Inc. | 1.02% | No change | 67,853 | $5.5M |
| B. Metzler seel. Sohn & Co. AG | 0.05% | Reduce -3.8% | 63,456 | $5.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +49.7% | 63,146 | $5.4M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -7.1% | 65,952 | $5.4M |
| Fred Alger Management, LLC | 0.03% | Reduce -1.0% | 61,469 | $5.3M |
| Intrinsic Edge Capital Management LLC | 0.50% | New | 60,000 | $5.2M |
| Citigroup Inc. | 0.00% | Add +124.4% | 59,023 | $5.1M |
| Moody Aldrich Partners LLC | 0.98% | New | 58,046 | $5.0M |
| Thematics Asset Management | 0.20% | Reduce -4.5% | 57,747 | $5.0M |
| Cinctive Capital Management LP | 0.26% | New | 56,809 | $4.9M |
| Renaissance Technologies | 0.01% | New | 55,000 | $4.7M |
| Gradient Investments LLC | 0.11% | Add +2.3% | 54,849 | $4.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.5% | 54,704 | $4.7M |
| Madison Asset Management, LLC | 0.06% | Add +0.6% | 54,172 | $4.7M |
| Comerica Bank | 0.02% | Reduce -6.1% | 54,048 | $4.7M |
| Barclays PLC | 0.00% | Reduce -71.5% | 53,825 | $4.6M |
| M&T Bank Corp | 0.01% | Reduce -0.7% | 49,126 | $4.2M |
| Teachers Retirement System of the State of Kentucky | 0.04% | No change | 48,438 | $4.2M |
| Voya Investment Management LLC | 0.00% | Reduce -37.7% | 47,151 | $4.1M |
| King Luther Capital Management Corp. | 0.02% | Add +5.9% | 45,295 | $3.9M |
| State of Tennessee, Department of Treasury | 0.01% | Add +32.0% | 42,935 | $3.7M |
| ClariVest Asset Management LLC | 0.37% | Add +0.1% | 42,233 | $3.6M |
| Amalgamated Bank | 0.03% | Reduce -6.3% | 42,144 | $3.6M |
| Chase Investment Counsel Corp. | 1.25% | Add +19.1% | 40,986 | $3.5M |
| Man Group plc | 0.01% | Reduce -84.1% | 39,147 | $3.4M |
| Renaissance Group LLC | 0.13% | Add +10.8% | 39,020 | $3.4M |
| Yousif Capital Management, LLC | 0.04% | Reduce -6.1% | 37,368 | $3.2M |
| LPL Financial LLC | 0.00% | Reduce -3.1% | 35,237 | $3.0M |
| New York State Common Retirement Fund | 0.00% | Add +3.6% | 34,918 | $3.0M |
| Ameritas Investment Partners, Inc. | 0.10% | Reduce -1.7% | 34,302 | $3.0M |
| Lisanti Capital Growth, LLC | 0.69% | Reduce -42.0% | 33,410 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -35.1% | 32,615 | $2.8M |
| Forest Hill Capital, LLC | 2.25% | No change | 31,676 | $2.7M |
| Advisory Research Inc. | 0.50% | Add +0.0% | 30,730 | $2.6M |
| Nordea Investment Management AB | 0.00% | Reduce -13.0% | 30,230 | $2.6M |
| Agf Management Ltd. | 0.01% | Add +7.3% | 29,245 | $2.5M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -13.0% | 28,907 | $2.5M |
| Zacks Investment Management | 0.03% | Add +12.3% | 28,397 | $2.4M |
| Teacher Retirement System of Texas | 0.01% | Reduce -3.7% | 28,368 | $2.4M |
| Prudential PLC | 0.02% | New | 28,180 | $2.4M |
| D. E. Shaw & Co. | 0.00% | New | 27,226 | $2.3M |
| Iron Gate Global Advisors LLC | 0.39% | Reduce -14.4% | 26,920 | $2.3M |
| Vontobel Holding Ltd. | 0.01% | Reduce -12.8% | 25,237 | $2.2M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -0.4% | 24,600 | $2.1M |
| Arizona State Retirement System | 0.01% | Add +2.3% | 24,120 | $2.1M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -10.2% | 23,953 | $2.1M |
| Redwood Investments, LLC | 0.66% | Add +7.7% | 22,594 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Add +182.0% | 22,238 | $1.9M |
| Amica Mutual Insurance Co. | 0.19% | No change | 21,728 | $1.9M |
| Townsquare Capital LLC | 0.03% | Reduce -7.2% | 21,453 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +1.4% | 21,439 | $1.8M |
| State of Michigan Retirement System | 0.01% | Reduce -0.5% | 20,922 | $1.8M |
| STRS Ohio | 0.01% | Add +2.5% | 20,900 | $1.8M |
| Choreo, LLC | 0.03% | Add +61.0% | 20,537 | $1.8M |
| US Bancorp \de | 0.00% | Add +79.3% | 20,601 | $1.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +3.3% | 20,138 | $1.7M |
| Creative Planning | 0.00% | Add +25.0% | 19,926 | $1.7M |
| South Dakota Investment Council | 0.04% | Reduce -0.1% | 19,876 | $1.7M |
| Alberta Investment Management Corp | 0.02% | Add +53.6% | 19,431 | $1.7M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +1.5% | 19,419 | $1.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +1.6% | 19,285 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -14.9% | 18,066 | $1.6M |
| Zions Bancorporation, N.A. | 0.12% | Reduce -3.5% | 17,792 | $1.5M |
| Lunt Capital Management, Inc. | 0.75% | No change | 17,730 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +0.3% | 17,533 | $1.5M |
| ABLE Financial Group, LLC | 0.54% | Add +5.8% | 17,324 | $1.5M |
| New Mexico Educational Retirement Board | 0.05% | No change | 17,300 | $1.5M |
| Handelsbanken Fonder AB | 0.01% | No change | 17,216 | $1.5M |
| Cornercap Investment Counsel Inc. | 0.24% | Reduce -0.8% | 17,204 | $1.5M |
| EFG Asset Management (North America) Corp. | 0.25% | New | 16,563 | $1.4M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.12% | No change | 15,716 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +405.0% | 15,615 | $1.3M |
| ProShare Advisors LLC | 0.00% | Reduce -20.4% | 15,503 | $1.3M |
| Resona Asset Management Co.,Ltd. | 0.01% | New | 15,482 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -7.0% | 15,001 | $1.3M |
| Abn Amro Investment Solutions | 0.02% | Reduce -19.7% | 14,473 | $1.2M |
| Inspire Investing, LLC | 0.14% | Reduce -12.1% | 13,715 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -0.2% | 13,648 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Add +183.6% | 13,500 | $1.2M |
| Intech Investment Management LLC | 0.01% | New | 13,205 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.6% | 13,102 | $1.1M |
| Hancock Whitney Corp. | 0.04% | Reduce -0.4% | 13,091 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | New | 13,011 | $1.1M |
| Alps Advisors Inc. | 0.01% | Add +1.1% | 12,977 | $1.1M |
| Convergence Investment Partners, LLC | 0.30% | New | 12,022 | $1.0M |
| HC Advisors, LLC | 0.94% | Reduce -1.5% | 11,773 | $1.0M |
| Xponance LLC | 0.01% | Reduce -5.8% | 11,601 | $1.0M |
| Bank of Montreal | 0.00% | Add +10.5% | 11,308 | $976K |
| Captrust Financial Advisors | 0.00% | Add +7.8% | 11,305 | $974K |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -3.9% | 11,281 | $972K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -1.6% | 11,267 | $971K |
| NewEdge Advisors, LLC | 0.01% | Reduce -21.5% | 11,252 | $970K |
| Atria Investments, Inc | 0.01% | New | 11,221 | $967K |
| Schroder Investment Management Group | 0.00% | New | 11,290 | $952K |
| PNC Financial Services Group, Inc. | 0.00% | Add +30.6% | 10,929 | $942K |
| Federated Hermes, Inc. | 0.00% | Reduce -3.4% | 10,856 | $936K |
| Marshall Wace, LLP | 0.00% | Reduce -77.0% | 9,800 | $845K |
| State of Alaska, Department of Revenue | 0.01% | Add +1.7% | 9,461 | $815K |
| Petrus Trust Company, LTA | 0.08% | Add +33.6% | 9,385 | $809K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -8.8% | 9,303 | $802K |
| Peterson Wealth Services | 0.27% | Add +10.1% | 9,056 | $781K |
| Beck Bode, LLC | 0.16% | Reduce -73.5% | 9,049 | $780K |
| Premier Fund Managers Ltd | 0.03% | No change | 9,030 | $761K |
| Algert Global LLC | 0.02% | New | 8,679 | $748K |
| LMCG Investments, LLC | 0.04% | Reduce -0.9% | 8,216 | $708K |
| Commerce Bank | 0.00% | No change | 8,173 | $705K |
| Guggenheim Capital LLC | 0.01% | Reduce -3.8% | 8,162 | $704K |
| Exchange Traded Concepts, LLC | 0.02% | Add +5.0% | 8,154 | $703K |
| Avantax Advisory Services, Inc. | 0.00% | New | 7,992 | $689K |
| Sheets Smith Wealth Management | 0.08% | Add +0.0% | 7,767 | $670K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +8.8% | 7,730 | $666K |
| BNP Paribas Financial Markets | 0.00% | Reduce -84.4% | 7,692 | $663K |
| Sendero Wealth Management, LLC | 0.11% | No change | 7,600 | $655K |
| Securian Asset Management, Inc. | 0.02% | Reduce -1.4% | 6,939 | $598K |
| Pearl River Capital, LLC | 0.09% | Reduce -19.9% | 6,776 | $584K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -1.2% | 6,689 | $577K |
| Narus Financial Partners, LLC | 0.23% | Add +47.8% | 6,526 | $563K |
| BTC Capital Management, Inc. | 0.05% | Reduce -4.4% | 6,457 | $557K |
| Cetera Investment Advisers | 0.00% | Add +89.3% | 6,453 | $556K |
| NorthCrest Asset Manangement, LLC | 0.02% | No change | 6,400 | $552K |
| Stephens Inc. | 0.01% | Add +4.6% | 6,132 | $529K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -41.3% | 5,805 | $500K |
| Mattson Financial Services, LLC | 0.17% | — | 5,536 | $477K |
| Canada Pension Plan Investment Board | 0.00% | New | 5,400 | $465K |
| Radnor Capital Management, LLC | 0.14% | Add +9.2% | 5,289 | $456K |
| State of Wyoming | 0.07% | Add +7.5% | 5,124 | $442K |
| PEAK6 Investments LLC | 0.02% | Reduce -51.4% | 5,076 | $438K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -4.0% | 5,009 | $432K |
| NJ State Employees Deferred Compensation Plan | 0.05% | No change | 5,000 | $431K |
| Arkadios Wealth Advisors | 0.03% | Add +0.7% | 4,938 | $426K |
| Vestcor Inc | 0.01% | No change | 4,894 | $422K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -1.7% | 4,592 | $396K |
| Polar Capital Holdings Plc | 0.00% | New | 4,485 | $387K |
| Bank of Nova Scotia | 0.00% | Add +11.6% | 4,453 | $384K |
| Cim Investment Management Inc. | 0.12% | Reduce -14.4% | 4,376 | $377K |
| Integrated Advisors Network LLC | 0.02% | New | 4,335 | $374K |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.3% | 4,332 | $373K |
| Sherbrooke Park Advisers LLC | 0.07% | Add +28.1% | 4,323 | $373K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.4% | 4,303 | $371K |
| MeadowBrook Investment Advisors LLC | 0.34% | Add +0.1% | 4,095 | $353K |
| Profund Advisors LLC | 0.01% | Reduce -15.2% | 4,079 | $352K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -0.5% | 4,013 | $346K |
| Summit Trail Advisors, LLC | 0.01% | Add +18.7% | 3,993 | $344K |
| Harvest Fund Management Co., Ltd | 0.02% | Add +216.5% | 3,988 | $343K |
| Cwm, LLC | 0.00% | Add +6.9% | 3,958 | $341K |
| AlphaMark Advisors, LLC | 0.12% | Reduce -16.2% | 3,848 | $332K |
| Brown Financial Advisors | 0.15% | — | 3,838 | $331K |
| Bayesian Capital Management, LP | 0.04% | New | 3,800 | $328K |
| SG Americas Securities, LLC | 0.00% | Add +48.5% | 3,798 | $327K |
| Gotham Asset Management | 0.00% | New | 3,710 | $320K |
| City Center Advisors, LLC | 0.37% | No change | 3,887 | $317K |
| Nicolet Advisory Services, LLC | 0.03% | Add +17.1% | 3,985 | $315K |
| Toth Financial Advisory Corp. | 0.04% | New | 3,650 | $315K |
| Tidal Investments LLC | 0.00% | New | 3,642 | $314K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.8% | 3,639 | $314K |
| Corton Capital Inc. | 0.16% | Reduce -17.1% | 3,634 | $313K |
| Versor Investments LP | 0.06% | New | 3,600 | $310K |
| Cresset Asset Management, LLC | 0.00% | Add +44.2% | 3,597 | $310K |
| Shelton Capital Management | 0.01% | Reduce -4.3% | 3,582 | $309K |
| Rosenbaum Jay D. | 1.65% | Add +27.5% | 3,336 | $288K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 3,319 | $286K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 3,319 | $286K |
| Dakota Wealth Management | 0.01% | Add +4.5% | 3,138 | $270K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 3,071 | $265K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -8.2% | 2,969 | $256K |
| Natixis | 0.00% | New | 2,943 | $254K |
| Truist Financial Corp. | 0.00% | Add +7.0% | 2,864 | $247K |
| Nisa Investment Advisors, LLC | 0.00% | Add +7.5% | 2,854 | $246K |
| Ieq Capital, LLC | 0.00% | No change | 2,822 | $243K |
| Farallon Capital Management, L.L.C. | 0.00% | No change | 2,800 | $241K |
| Candriam S.C.A. | 0.00% | New | 2,784 | $240K |
| Legato Capital Management LLC | 0.03% | Reduce -57.5% | 2,780 | $240K |
| Raymond James Trust N.A. | 0.01% | Add +1.9% | 2,773 | $239K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 2,762 | $238K |
| Nomura Holdings Inc. | 0.00% | New | 2,695 | $232K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.4% | 2,632 | $227K |
| MML Investors Services, LLC | 0.00% | New | 2,592 | $223K |
| Bessemer Group Inc. | 0.00% | Reduce -12.3% | 2,488 | $215K |
| CIBC Asset Management Inc | 0.00% | New | 2,419 | $209K |
| Quadrant Capital Group LLC | 0.01% | Add +20.9% | 2,231 | $192K |
| KBC Group NV | 0.00% | Add +13.3% | 2,122 | $183K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -9.1% | 2,000 | $172K |
| Signaturefd, LLC | 0.00% | Add +61.3% | 1,787 | $154K |
| Osaic Holdings, Inc. | 0.00% | Reduce -44.7% | 1,750 | $151K |
| Ostrum Asset Management | 0.01% | Add +20.0% | 1,713 | $148K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,696 | $146K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -5.4% | 1,535 | $132K |
| Parallel Advisors, LLC | 0.00% | Add +77.6% | 1,410 | $122K |
| Natixis Investment Managers International | 0.01% | Reduce -17.3% | 1,326 | $114K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,230 | $106K |
| Covestor Ltd | 0.07% | Reduce -0.2% | 1,196 | $103K |
| Lazard Asset Management LLC | 0.00% | Add +82.9% | 1,004 | $86K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -20.6% | 927 | $80K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | New | 850 | $73K |
| Assetmark, Inc. | 0.00% | No change | 815 | $70K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 801 | $69K |
| Fifth Third Bancorp | 0.00% | Add +15.0% | 767 | $66K |
| Lindbrook Capital, LLC | 0.01% | Add +9.6% | 765 | $66K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -12.8% | 740 | $64K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -5.3% | 623 | $54K |
| GAMMA Investing LLC | 0.01% | Add +114.8% | 595 | $51K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +3.6% | 579 | $50K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 549 | $46K |
| Balefire, LLC | 0.02% | Add +7.3% | 530 | $46K |
| Huntington National Bank | 0.00% | Add +0.7% | 411 | $35K |
| International Assets Investment Management, LLC | 0.00% | New | 408 | $35K |
| Clearstead Advisors, LLC | 0.00% | New | 372 | $32K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -15.0% | 362 | $31K |
| Rise Advisors, LLC | 0.02% | No change | 345 | $30K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -99.8% | 298 | $26K |
| Quarry LP | 0.01% | New | 260 | $22K |
| Smartleaf Asset Management LLC | 0.00% | Add +1728.6% | 256 | $22K |
| Planning Capital Management Corp | 0.01% | No change | 234 | $20K |
| Coppell Advisory Solutions LLC | 0.00% | — | 232 | $20K |
| CoreCap Advisors, LLC | 0.00% | Add +3233.3% | 200 | $17K |
| Red Tortoise LLC | 0.01% | No change | 190 | $16K |
| Asset Dedication, LLC | 0.00% | Add +2011.1% | 190 | $16K |
| Macroview Investment Management LLC | 0.02% | No change | 180 | $16K |
| Private Trust Co. NA | 0.00% | Reduce -5.4% | 175 | $15K |
| Mather Group, Llc. | 0.00% | Reduce -19.0% | 179 | $15K |
| Global Retirement Partners, LLC | 0.00% | Add +113.9% | 169 | $15K |
| Avior Wealth Management, LLC | 0.00% | Add +19.4% | 154 | $13K |
| CI Investments Inc. | 0.00% | Reduce -5.5% | 156 | $13K |
| WR Wealth Planners, LLC | 0.00% | No change | 150 | $13K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 143 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.6% | 143 | $12K |
| Castleview Partners, LLC | 0.01% | Add +66.7% | 130 | $11K |
| SYSTM Wealth Solutions LLC | 0.00% | Add +350.0% | 126 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.2% | 122 | $11K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 118 | $9K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -38.0% | 103 | $9K |
| Park Place Capital Corp | 0.00% | No change | 102 | $9K |
| Allworth Financial LP | 0.00% | Add +69.6% | 117 | $9K |
| Triad Wealth Partners, LLC | 0.00% | New | 97 | $8K |
| Arax Advisory Partners | 0.00% | Add +360.0% | 92 | $8K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 80 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 80 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 73 | $6K |
| LGT Financial Advisors LLC | 0.01% | No change | 61 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 57 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Add +60.0% | 56 | $5K |
| UMB Bank, n.a. | 0.00% | Add +166.7% | 56 | $5K |
| Continuum Advisory, LLC | 0.00% | Reduce -5.3% | 54 | $5K |
| Bellevue Asset Management, LLC | 0.00% | No change | 54 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +256.3% | 57 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 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 |
| Principal Securities, Inc. | 0.00% | Add +17.6% | 40 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 38 | $3K |
| Innealta Capital, LLC | 0.00% | New | 37 | $3K |
| Rothschild Investment LLC | 0.00% | Add +250.0% | 35 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Add +142.9% | 34 | $3K |
| Sachetta, LLC | 0.00% | Add +208.3% | 37 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 31 | $3K |
| Fairman Group, LLC | 0.00% | No change | 30 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 25 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 23 | $2K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 21 | $2K |
| Abich Financial Wealth Management LLC | 0.00% | New | 15 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 13 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +18.2% | 13 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 13 | $1K |
| Valley National Advisers Inc. | 0.00% | Reduce -42.9% | 20 | $1K |
| Harbour Investments, Inc. | 0.00% | Reduce -77.5% | 11 | $948 |
| Abound Wealth Management | 0.00% | No change | 10 | $862 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 5 | $431 |
| Sandy Spring Bank | 0.00% | No change | 2 | $173 |
| Tucker Asset Management LLC | 0.00% | No change | 2 | $172 |
| Financial Management Professionals, Inc. | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is HQY's weight in each manager's 13F, not the share of Healthequity Inc. the manager owns.