HealthequityHQY
13F holders, Q4 2024 (December 31)441holders +37
72new positions
43sold out
4famous investors
$95.98avg. 13F price*
At the end of Q4 2024, 441 institutions reported holding Healthequity Inc. (HQY) in their 13F filings, up 37 from Q3 2024. 72 opened new positions and 43 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Group Inc. ($861.3M) and Wasatch Advisors LP ($720.9M). 4 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Healthequity Inc.
- CUSIP
- 42226A107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $208.5M |
| Exits | 43 | $24.4M |
All 13F filers, Q3 2024 → Q4 2024: 6,297,411 shares bought and 4,623,399 shares sold, net +1,674,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 441 holders
| BlackRock, Inc. | 0.02% | Add +0.3% | 10,979,487 | $1.1B |
| Vanguard Group Inc. | 0.01% | Add +1.1% | 8,976,091 | $861.3M |
| Wasatch Advisors LP | 3.57% | Reduce -3.2% | 7,513,745 | $720.9M |
| FMR LLC | 0.03% | Add +2.4% | 5,415,800 | $519.6M |
| State Street Corp. | 0.01% | Add +4.2% | 3,262,346 | $313.0M |
| Geode Capital Management, LLC | 0.02% | Add +0.5% | 2,089,398 | $200.5M |
| Brown Advisory Inc. | 0.25% | Add +12.0% | 2,086,026 | $200.2M |
| Clearbridge Investments, LLC | 0.16% | Reduce -13.8% | 2,060,026 | $197.7M |
| Mackenzie Financial Corp. | 0.25% | Reduce -17.9% | 1,935,154 | $185.7M |
| Invesco Ltd. | 0.03% | Add +0.8% | 1,624,773 | $155.9M |
| Dimensional Fund Advisors LP | 0.04% | Add +0.1% | 1,582,823 | $151.9M |
| Millennium Management | 0.13% | Add +58.5% | 1,501,387 | $144.1M |
| Franklin Resources Inc. | 0.04% | Reduce -17.2% | 1,357,437 | $130.2M |
| Northern Trust Corp. | 0.02% | Add +11.7% | 1,155,043 | $110.8M |
| Goldman Sachs Group Inc. | 0.02% | Add +73.0% | 1,117,708 | $107.2M |
| Loomis Sayles & Co. L P | 0.13% | Reduce -1.7% | 1,107,526 | $106.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.4% | 1,086,811 | $104.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -11.8% | 1,072,266 | $102.9M |
| Stephens Investment Management Group LLC | 1.35% | Reduce -15.9% | 1,050,437 | $100.8M |
| Geneva Capital Management LLC | 1.75% | Add +24.6% | 1,048,903 | $100.6M |
| Allspring Global Investments Holdings, LLC | 0.15% | Reduce -8.3% | 951,235 | $92.1M |
| Greenhouse Funds LLLP | 3.76% | Add +11.6% | 884,404 | $84.9M |
| ArrowMark Colorado Holdings LLC | 1.12% | Reduce -11.6% | 871,762 | $83.6M |
| Van Berkom & Associates Inc. | 2.39% | Reduce -10.4% | 838,321 | $80.4M |
| Janus Henderson Group PLC | 0.04% | Reduce -7.3% | 833,916 | $80.0M |
| T. Rowe Price Investment Management, Inc. | 0.05% | New | 814,034 | $78.1M |
| Morgan Stanley | 0.01% | Add +13.0% | 796,647 | $76.4M |
| Baron Capital (BAMCO) | 0.19% | Add +4.0% | 780,000 | $74.8M |
| Norges Bank | 0.01% | Reduce -11.5% | 778,539 | $74.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.17% | Add +35.8% | 772,781 | $74.1M |
| Vaughan Nelson Investment Management, L.P. | 0.68% | Reduce -10.1% | 758,463 | $72.8M |
| Bank of New York Mellon Corp | 0.01% | Add +0.1% | 745,882 | $71.6M |
| Wellington Management Group LLP | 0.01% | Reduce -1.6% | 679,603 | $65.2M |
| Sei Investments Co. | 0.08% | Add +5.4% | 664,676 | $63.8M |
| Bank of America Corp. | 0.01% | Reduce -6.3% | 606,197 | $58.2M |
| GW&K Investment Management, LLC | 0.49% | Reduce -23.6% | 604,471 | $58.0M |
| Aristotle Capital Boston, LLC | 2.04% | Add +6.5% | 573,441 | $55.0M |
| American Century Companies Inc. | 0.03% | Add +7.4% | 570,952 | $54.8M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -9.0% | 548,725 | $52.7M |
| Fuller & Thaler Asset Management, Inc. | 0.18% | Add +8.7% | 502,572 | $48.2M |
| UBS Group AG | 0.01% | Add +66.4% | 476,831 | $45.8M |
| Raymond James Financial Inc. | 0.02% | — | 476,577 | $45.7M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -9.6% | 438,345 | $42.1M |
| Royal Bank of Canada | 0.01% | Add +10.6% | 433,190 | $41.6M |
| DAVENPORT & Co LLC | 0.22% | Reduce -17.6% | 395,889 | $38.3M |
| Eversept Partners, LP | 3.83% | Add +21.2% | 386,697 | $37.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +11.3% | 366,753 | $35.2M |
| California Public Employees Retirement System | 0.02% | Add +9.8% | 365,778 | $35.1M |
| Thrivent Financial for Lutherans | 0.06% | Add +15.9% | 340,297 | $32.7M |
| Iron Triangle Partners LP | 3.75% | New | 335,614 | $32.2M |
| Citadel Advisors | 0.03% | Add +196.9% | 332,406 | $31.9M |
| Aureus Asset Management, LLC | 2.01% | Reduce -23.5% | 323,608 | $31.1M |
| Ranger Investment Management, L.P. | 1.85% | Add +17.3% | 305,883 | $29.3M |
| Bessemer Group Inc. | 0.05% | Add +63.1% | 296,828 | $28.5M |
| DF Dent & Co. Inc. | 0.35% | Reduce -3.1% | 287,330 | $27.6M |
| Summit Creek Advisors LLC | 3.61% | Add +11.0% | 285,913 | $27.4M |
| Ensign Peak Advisors, Inc | 0.05% | Reduce -17.4% | 277,064 | $26.6M |
| Ameriprise Financial Inc. | 0.01% | Add +56.4% | 270,042 | $25.9M |
| Ashford Capital Management Inc. | 3.05% | Reduce -11.8% | 269,312 | $25.8M |
| Rhumbline Advisers | 0.02% | Add +0.4% | 267,288 | $25.6M |
| Principal Financial Group Inc. | 0.01% | Add +8.5% | 262,968 | $25.2M |
| Artisan Partners Limited Partnership | 0.04% | New | 256,051 | $24.6M |
| Macquarie Group Ltd. | 0.03% | Reduce -17.7% | 244,058 | $23.4M |
| Glenmede Trust Co. NA | 0.12% | Reduce -1.3% | 239,909 | $23.0M |
| AQR Capital Management | 0.03% | Reduce -38.8% | 234,681 | $22.5M |
| Ophir Asset Management Pty Ltd | 3.29% | Reduce -8.7% | 230,026 | $22.1M |
| Victory Capital Management Inc. | 0.02% | Reduce -14.6% | 228,573 | $21.9M |
| Man Group plc | 0.07% | Add +2.7% | 217,782 | $20.9M |
| Retirement Systems of Alabama | 0.08% | Add +0.2% | 215,084 | $20.6M |
| Barclays PLC | 0.01% | Add +20.3% | 200,341 | $19.2M |
| Woodline Partners LP | 0.12% | Reduce -44.2% | 187,956 | $18.0M |
| Citigroup Inc. | 0.02% | Add +80.7% | 184,488 | $17.7M |
| Natixis Advisors, LLC | 0.03% | Reduce -12.0% | 183,990 | $17.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.3% | 180,346 | $17.3M |
| Swiss National Bank | 0.01% | Add +1.1% | 171,700 | $16.5M |
| Legal & General Group Plc | 0.00% | Add +7.0% | 149,889 | $14.4M |
| Corebridge Financial, Inc. | 0.07% | Reduce -4.5% | 140,865 | $13.5M |
| Motley Fool Wealth Management, LLC | 0.69% | Reduce -3.1% | 136,729 | $13.3M |
| Agf Management Ltd. | 0.07% | Add +3.7% | 135,857 | $13.0M |
| Grandeur Peak Global Advisors, LLC | 1.11% | Add +3.6% | 130,377 | $12.5M |
| First Turn Management, LLC | 2.16% | New | 125,867 | $12.1M |
| Wells Fargo & Company | 0.00% | Add +4.7% | 124,940 | $12.0M |
| Motley Fool Asset Management LLC | 0.61% | Add +9.7% | 122,592 | $11.8M |
| Deutsche Bank AG | 0.00% | Add +25.9% | 118,199 | $11.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +4.6% | 114,886 | $11.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.9% | 114,739 | $11.0M |
| Neuberger Berman Group LLC | 0.01% | Add +66.8% | 103,403 | $9.9M |
| Peregrine Capital Management LLC | 0.29% | Reduce -8.3% | 103,382 | $9.9M |
| Castleark Management LLC | 0.34% | Add +42.7% | 102,930 | $9.9M |
| State of Wisconsin Investment Board | 0.03% | Add +3.5% | 102,537 | $9.8M |
| New York State Common Retirement Fund | 0.01% | Add +142.6% | 102,200 | $9.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.6% | 99,028 | $9.5M |
| MetLife Investment Management, LLC | 0.05% | Add +8.3% | 99,019 | $9.5M |
| Public Employees Retirement System of Ohio | 0.03% | Add +6.1% | 97,323 | $9.3M |
| Diversify Wealth Management, LLC | 0.72% | Reduce -0.1% | 92,322 | $9.3M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -1.6% | 96,159 | $9.2M |
| HighTower Advisors, LLC | 0.01% | Add +4.8% | 95,075 | $9.1M |
| Oberweis Asset Management Inc./ | 0.41% | Add +8.4% | 91,500 | $8.8M |
| First Trust Advisors LP | 0.01% | Reduce -42.2% | 84,307 | $8.1M |
| GM Advisory Group, LLC | 0.44% | Reduce -5.9% | 83,757 | $8.0M |
"% of holder's portfolio" is HQY's weight in each manager's 13F, not the share of Healthequity Inc. the manager owns.