HealthequityHQY
13F holders, Q3 2024 (September 30)404holders +18
56new positions
39sold out
6famous investors
$81.94avg. 13F price*
At the end of Q3 2024, 404 institutions reported holding Healthequity Inc. (HQY) in their 13F filings, up 18 from Q2 2024. 56 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($895.6M), Vanguard Group Inc. ($726.5M) and Wasatch Advisors LP ($635.1M). 6 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Healthequity Inc.
- CUSIP
- 42226A107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $38.5M |
| Exits | 39 | $74.9M |
All 13F filers, Q2 2024 → Q3 2024: 3,595,529 shares bought and 3,467,200 shares sold, net +128,329 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 404 holders
| BlackRock, Inc. | 0.02% | — | 10,941,670 | $895.6M |
| Vanguard Group Inc. | 0.01% | Add +0.6% | 8,876,467 | $726.5M |
| Wasatch Advisors LP | 3.11% | Add +6.6% | 7,758,890 | $635.1M |
| FMR LLC | 0.03% | Reduce -0.8% | 5,290,116 | $433.0M |
| State Street Corp. | 0.01% | Add +0.8% | 3,131,900 | $256.3M |
| Clearbridge Investments, LLC | 0.15% | Add +0.5% | 2,388,392 | $195.5M |
| Mackenzie Financial Corp. | 0.27% | Reduce -0.3% | 2,357,536 | $193.0M |
| Geode Capital Management, LLC | 0.01% | Add +0.7% | 2,078,977 | $170.2M |
| Brown Advisory Inc. | 0.19% | Add +7.5% | 1,862,010 | $152.4M |
| Franklin Resources Inc. | 0.04% | Add +0.7% | 1,640,215 | $139.4M |
| Invesco Ltd. | 0.03% | Add +3.6% | 1,612,348 | $132.0M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.2% | 1,581,723 | $129.5M |
| Stephens Investment Management Group LLC | 1.39% | Reduce -3.0% | 1,249,082 | $102.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -17.2% | 1,215,321 | $99.5M |
| Loomis Sayles & Co. L P | 0.12% | Add +2.2% | 1,126,645 | $92.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.4% | 1,061,807 | $86.9M |
| Allspring Global Investments Holdings, LLC | 0.13% | Reduce -7.5% | 1,037,780 | $84.9M |
| Northern Trust Corp. | 0.01% | Reduce -2.1% | 1,034,042 | $84.6M |
| ArrowMark Colorado Holdings LLC | 1.03% | Reduce -12.1% | 985,834 | $80.7M |
| Millennium Management | 0.07% | Add +5.2% | 947,294 | $77.5M |
| Van Berkom & Associates Inc. | 2.10% | Add +0.6% | 935,581 | $76.6M |
| Janus Henderson Group PLC | 0.04% | Reduce -18.4% | 899,240 | $73.6M |
| Norges Bank | 0.01% | Reduce -0.8% | 879,632 | $72.0M |
| Vaughan Nelson Investment Management, L.P. | 0.61% | Add +36.7% | 843,423 | $69.0M |
| Geneva Capital Management LLC | 1.15% | Add +0.1% | 842,009 | $68.9M |
| Greenhouse Funds LLLP | 3.21% | Add +4.7% | 792,469 | $64.9M |
| GW&K Investment Management, LLC | 0.55% | Add +0.3% | 790,908 | $64.7M |
| Baron Capital (BAMCO) | 0.16% | Reduce -6.3% | 750,000 | $61.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -17.3% | 744,886 | $61.0M |
| Morgan Stanley | 0.00% | Add +10.5% | 705,255 | $57.7M |
| Wellington Management Group LLP | 0.01% | Reduce -3.5% | 690,439 | $56.5M |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 647,195 | $53.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -9.3% | 645,871 | $52.9M |
| Sei Investments Co. | 0.07% | Reduce -2.3% | 630,369 | $51.6M |
| Nuveen Asset Management, LLC | 0.01% | Add +8.7% | 602,946 | $49.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.10% | Reduce -2.1% | 569,164 | $46.6M |
| Aristotle Capital Boston, LLC | 1.46% | Reduce -0.6% | 538,313 | $44.1M |
| American Century Companies Inc. | 0.03% | Reduce -0.2% | 531,767 | $43.5M |
| Massachusetts Financial Services Co. | 0.01% | Add +7.4% | 484,782 | $39.7M |
| DAVENPORT & Co LLC | 0.23% | Add +18.8% | 480,413 | $39.3M |
| Fuller & Thaler Asset Management, Inc. | 0.15% | Add +15.1% | 462,475 | $37.9M |
| Aureus Asset Management, LLC | 2.27% | Reduce -5.1% | 423,082 | $34.6M |
| Royal Bank of Canada | 0.01% | Add +22.1% | 391,756 | $32.1M |
| AQR Capital Management | 0.04% | Add +190.6% | 383,645 | $31.2M |
| Woodline Partners LP | 0.23% | Add +22.4% | 336,783 | $27.6M |
| Ensign Peak Advisors, Inc | 0.05% | Reduce -19.0% | 335,418 | $27.5M |
| California Public Employees Retirement System | 0.02% | Add +7.3% | 332,971 | $27.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +1.9% | 329,477 | $27.0M |
| Eversept Partners, LP | 2.00% | Reduce -22.8% | 319,078 | $26.1M |
| Ashford Capital Management Inc. | 3.12% | Reduce -0.8% | 305,222 | $25.0M |
| Macquarie Group Ltd. | 0.03% | Reduce -18.1% | 296,651 | $24.3M |
| DF Dent & Co. Inc. | 0.30% | Add +26.4% | 296,579 | $24.3M |
| Thrivent Financial for Lutherans | 0.05% | Add +33.3% | 293,624 | $24.0M |
| UBS Group AG | 0.01% | Reduce -1.1% | 286,564 | $23.5M |
| Victory Capital Management Inc. | 0.02% | Reduce -19.1% | 267,597 | $21.9M |
| Rhumbline Advisers | 0.02% | Reduce -4.3% | 266,277 | $21.8M |
| Ranger Investment Management, L.P. | 1.37% | Add +3.9% | 260,753 | $21.3M |
| Summit Creek Advisors LLC | 2.86% | Add +7.4% | 257,489 | $21.1M |
| Ophir Asset Management Pty Ltd | 3.17% | Reduce -24.7% | 251,819 | $20.6M |
| Glenmede Trust Co. NA | 0.10% | Reduce -1.6% | 243,177 | $19.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -28.2% | 242,405 | $19.8M |
| TimesSquare Capital Management, LLC | 0.27% | Reduce -20.7% | 223,298 | $18.3M |
| Retirement Systems of Alabama | 0.07% | Reduce -0.8% | 214,603 | $17.6M |
| Man Group plc | 0.05% | Add +441.8% | 212,097 | $17.4M |
| Natixis Advisors, LLC | 0.03% | Add +29.8% | 209,175 | $17.1M |
| Cambiar Investors LLC | 0.59% | Reduce -0.7% | 188,745 | $15.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.1% | 184,636 | $15.1M |
| Bessemer Group Inc. | 0.02% | Add +7213.6% | 181,963 | $14.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.5% | 172,713 | $14.1M |
| Eagle Asset Management Inc. | 0.07% | Reduce -22.0% | 141,939 | $14.0M |
| Swiss National Bank | 0.01% | Add +0.3% | 169,900 | $13.9M |
| Barclays PLC | 0.01% | Add +209.3% | 166,492 | $13.6M |
| Raymond James & Associates | 0.01% | Add +1.3% | 151,318 | $12.4M |
| Corebridge Financial, Inc. | 0.06% | Reduce -4.8% | 147,515 | $12.1M |
| First Trust Advisors LP | 0.01% | Reduce -18.0% | 145,896 | $11.9M |
| Motley Fool Wealth Management, LLC | 0.58% | Reduce -1.6% | 141,135 | $11.6M |
| Legal & General Group Plc | 0.00% | Reduce -1.6% | 140,153 | $11.5M |
| Agf Management Ltd. | 0.05% | Add +348.1% | 131,038 | $10.7M |
| Grandeur Peak Global Advisors, LLC | 0.85% | Add +18.5% | 125,811 | $10.3M |
| Scout Investments, Inc. | 0.27% | Reduce -13.9% | 118,277 | $10.1M |
| Wells Fargo & Company | 0.00% | Add +1.4% | 119,346 | $9.8M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -15.0% | 118,460 | $9.7M |
| Next Century Growth Investors LLC | 0.77% | New | 116,723 | $9.6M |
| Peregrine Capital Management LLC | 0.28% | Add +0.2% | 112,794 | $9.2M |
| Citadel Advisors | 0.01% | Add +21.6% | 111,955 | $9.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.5% | 111,561 | $9.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -7.5% | 109,806 | $9.0M |
| Motley Fool Asset Management LLC | 0.53% | Add +0.5% | 111,757 | $9.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Add +28.6% | 109,162 | $8.9M |
| Citigroup Inc. | 0.01% | Add +73.0% | 102,107 | $8.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.7% | 100,671 | $8.2M |
| State of Wisconsin Investment Board | 0.02% | Reduce -0.7% | 99,110 | $8.1M |
| Diversify Wealth Management, LLC | 0.78% | Reduce -2.6% | 92,417 | $8.1M |
| Mutual of America Capital Management LLC | 0.08% | Add +0.7% | 97,718 | $8.0M |
| Deutsche Bank AG | 0.00% | Add +14.1% | 93,910 | $7.7M |
| Public Employees Retirement System of Ohio | 0.03% | Add +5.6% | 91,754 | $7.5M |
| MetLife Investment Management, LLC | 0.04% | Reduce -1.8% | 91,401 | $7.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -17.9% | 90,705 | $7.4M |
| NBW Capital LLC | 1.38% | Add +1.5% | 89,656 | $7.3M |
| GM Advisory Group, LLC | 0.44% | No change | 89,013 | $7.3M |
"% of holder's portfolio" is HQY's weight in each manager's 13F, not the share of Healthequity Inc. the manager owns.