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 |
| Pier Capital, LLC | 1.14% | New | 83,625 | $8.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -1.7% | 82,551 | $7.9M |
| California State Teachers Retirement System | 0.01% | Reduce -0.7% | 81,549 | $7.8M |
| NBW Capital LLC | 1.41% | Reduce -11.7% | 79,163 | $7.6M |
| Voya Investment Management LLC | 0.01% | Add +70.2% | 78,072 | $7.5M |
| Inspirion Wealth Advisors, LLC | 1.03% | No change | 75,005 | $7.4M |
| Next Century Growth Investors LLC | 0.54% | Reduce -35.3% | 75,521 | $7.2M |
| Kornitzer Capital Management Inc. | 0.14% | No change | 75,326 | $7.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | No change | 74,021 | $7.1M |
| Overbrook Management Corp | 1.51% | Reduce -0.3% | 73,283 | $7.0M |
| Advantage Alpha Capital Partners LP | 1.63% | Reduce -13.3% | 72,013 | $6.9M |
| Oppenheimer Asset Management Inc. | 0.08% | Add +2.1% | 70,592 | $6.8M |
| Madison Asset Management, LLC | 0.08% | Add +5.6% | 70,155 | $6.7M |
| Madison Investment Advisors, LLC | 0.08% | — | 70,155 | $6.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +15.3% | 67,471 | $6.5M |
| Segall Bryant & Hamill, LLC | 0.09% | Reduce -1.3% | 66,747 | $6.4M |
| CIBC Private Wealth Group LLC | 0.01% | Add +0.4% | 63,853 | $6.4M |
| Elk River Wealth Management LLC | 1.14% | Reduce -0.8% | 65,685 | $6.3M |
| TimesSquare Capital Management, LLC | 0.09% | Reduce -70.9% | 65,000 | $6.2M |
| Nicholas Investment Partners, LP | 0.61% | New | 64,747 | $6.2M |
| B. Metzler seel. Sohn & Co. AG | 0.06% | Reduce -10.3% | 62,198 | $6.0M |
| Nordea Investment Management AB | 0.01% | Add +4.8% | 59,812 | $5.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.9% | 58,357 | $5.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -47.4% | 57,384 | $5.5M |
| Thematics Asset Management | 0.24% | Reduce -2.0% | 56,587 | $5.4M |
| Physician Wealth Advisors, Inc. | 0.87% | Reduce -21.1% | 53,549 | $5.1M |
| Cinctive Capital Management LP | 0.27% | New | 51,679 | $5.0M |
| King Luther Capital Management Corp. | 0.02% | Add +9.5% | 50,190 | $4.8M |
| Comerica Bank | 0.02% | Reduce -2.7% | 48,915 | $4.7M |
| Renaissance Group LLC | 0.19% | Add +11.6% | 46,740 | $4.5M |
| M&T Bank Corp | 0.01% | Reduce -7.2% | 45,909 | $4.4M |
| Moody Aldrich Partners LLC | 0.82% | Reduce -19.3% | 45,897 | $4.4M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Add +2.9% | 45,834 | $4.4M |
| EFG Asset Management (North America) Corp. | 0.60% | Add +103.8% | 45,647 | $4.4M |
| 1492 Capital Management LLC | 2.08% | Reduce -1.0% | 45,394 | $4.4M |
| LPL Financial LLC | 0.00% | Add +11.8% | 42,256 | $4.2M |
| Frontier Capital Management Co. LLC | 0.04% | New | 43,760 | $4.2M |
| GDS Wealth Management | 0.36% | Add +43.6% | 41,131 | $3.9M |
| Amalgamated Bank | 0.03% | No change | 39,831 | $3.8M |
| Clough Capital Partners L P | 0.41% | New | 37,200 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Add +0.9% | 36,800 | $3.5M |
| Creative Planning | 0.00% | Add +44.8% | 34,221 | $3.3M |
| Ameritas Investment Partners, Inc. | 0.11% | Add +0.3% | 33,856 | $3.2M |
| Intech Investment Management LLC | 0.03% | Add +55.0% | 32,650 | $3.1M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 32,615 | $3.1M |
| Yousif Capital Management, LLC | 0.03% | Reduce -3.7% | 31,763 | $3.0M |
| Zacks Investment Management | 0.03% | Reduce -4.1% | 30,153 | $2.9M |
| Forest Hill Capital, LLC | 2.23% | Reduce -20.0% | 30,076 | $2.9M |
| Advisory Research Inc. | 0.46% | Add +0.1% | 29,085 | $2.8M |
| ProShare Advisors LLC | 0.01% | Add +42.8% | 28,253 | $2.7M |
| Pinebridge Investments, L.P. | 0.02% | Add +42.7% | 27,549 | $2.6M |
| Silphium Asset Management Ltd | 0.96% | New | 27,500 | $2.6M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.7% | 26,900 | $2.6M |
| TD Asset Management Inc | 0.00% | New | 26,344 | $2.5M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -53.0% | 26,120 | $2.5M |
| Credit Agricole S A | 0.01% | Add +325.6% | 25,946 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +28.4% | 25,546 | $2.5M |
| Congress Asset Management Co. | 0.02% | New | 25,468 | $2.4M |
| Arizona State Retirement System | 0.01% | Add +1.1% | 25,343 | $2.4M |
| Zions Bancorporation, N.A. | 0.15% | Add +17.6% | 24,244 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Add +0.4% | 24,200 | $2.3M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 23,953 | $2.3M |
| Iron Gate Global Advisors LLC | 0.32% | Reduce -5.3% | 23,888 | $2.3M |
| Cambiar Investors LLC | 0.09% | Reduce -87.4% | 23,780 | $2.3M |
| Gradient Investments LLC | 0.04% | Reduce -5.6% | 23,003 | $2.2M |
| Choreo, LLC | 0.03% | Add +7.2% | 22,879 | $2.2M |
| Carrera Capital Advisors | 0.51% | Add +42.5% | 22,611 | $2.2M |
| Handelsbanken Fonder AB | 0.01% | Add +8.3% | 22,316 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +15.4% | 22,232 | $2.1M |
| Captrust Financial Advisors | 0.01% | Add +117.7% | 21,959 | $2.1M |
| ABLE Financial Group, LLC | 0.62% | Add +8.5% | 21,725 | $2.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -4.2% | 21,580 | $2.1M |
| KLP Kapitalforvaltning As | 0.01% | — | 21,400 | $2.1M |
| Danske Bank A/S | 0.01% | Reduce -71.8% | 20,872 | $2.0M |
| Townsquare Capital LLC | 0.02% | Reduce -6.5% | 20,846 | $2.0M |
| State of Michigan Retirement System | 0.01% | Add +0.5% | 20,722 | $2.0M |
| Amica Mutual Insurance Co. | 0.20% | No change | 20,175 | $1.9M |
| South Dakota Investment Council | 0.04% | No change | 19,876 | $1.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.5% | 19,407 | $1.9M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.6% | 19,286 | $1.9M |
| Teacher Retirement System of Texas | 0.01% | Add +11.0% | 19,039 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +9.6% | 18,383 | $1.8M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | — | 18,322 | $1.8M |
| Redwood Investments, LLC | 0.47% | Reduce -0.1% | 18,246 | $1.8M |
| US Bancorp \de | 0.00% | Reduce -11.7% | 18,106 | $1.7M |
| Covea Finance | 0.08% | New | 18,000 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.6% | 17,776 | $1.7M |
| New Mexico Educational Retirement Board | 0.06% | No change | 17,300 | $1.7M |
| Caisse Des Depots Et Consignations | 0.08% | — | 17,298 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -17.4% | 16,876 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -77.0% | 16,852 | $1.6M |
| Fred Alger Management, LLC | 0.01% | New | 16,497 | $1.6M |
| Cerity Partners LLC | 0.00% | Reduce -6.1% | 16,200 | $1.5M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +1.3% | 15,689 | $1.5M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.12% | Reduce -0.1% | 15,666 | $1.5M |
| Walleye Trading LLC | 0.03% | New | 15,643 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -64.3% | 15,313 | $1.5M |
| Assenagon Asset Management S.A. | 0.00% | New | 15,128 | $1.5M |
| Balyasny Asset Management L.P. | 0.00% | New | 14,779 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +7.9% | 14,364 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Add +27.2% | 14,347 | $1.4M |
| Prudential PLC | 0.01% | Reduce -67.5% | 13,945 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Add +14.6% | 13,833 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -3.3% | 13,822 | $1.3M |
| Quinn Opportunity Partners LLC | 0.09% | New | 13,470 | $1.3M |
| Vontobel Holding Ltd. | 0.00% | Reduce -40.2% | 13,365 | $1.3M |
| Hancock Whitney Corp. | 0.04% | Add +1.0% | 13,326 | $1.3M |
| Mariner, LLC | 0.00% | Add +1.8% | 13,309 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +3.0% | 12,983 | $1.2M |
| Bank of Montreal | 0.00% | Add +11.7% | 12,756 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.2% | 12,717 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.09% | New | 12,706 | $1.2M |
| Alberta Investment Management Corp | 0.01% | Reduce -41.7% | 12,346 | $1.2M |
| Xponance LLC | 0.01% | Add +6.2% | 12,276 | $1.2M |
| Nomura Holdings Inc. | 0.01% | New | 11,566 | $1.1M |
| Premier Fund Managers Ltd | 0.04% | Add +22.7% | 11,076 | $1.1M |
| Holocene Advisors, LP | 0.00% | Reduce -28.6% | 10,874 | $1.0M |
| STRS Ohio | 0.00% | Add +13.7% | 10,800 | $1.0M |
| Peterson Wealth Services | 0.31% | Add +5.1% | 10,507 | $1.0M |
| Prudential Financial Inc. | 0.00% | Reduce -38.1% | 9,773 | $963K |
| Rockport Wealth LLC | 0.43% | New | 10,000 | $960K |
| Main Management ETF Advisors, LLC | 0.04% | Reduce -8.3% | 9,968 | $956K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.9% | 9,956 | $955K |
| Alps Advisors Inc. | 0.01% | Reduce -16.0% | 9,844 | $945K |
| Exchange Traded Concepts, LLC | 0.02% | Add +2.6% | 9,813 | $942K |
| Avantax Advisory Services, Inc. | 0.01% | Add +23.4% | 9,645 | $925K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -1.2% | 9,194 | $882K |
| Caption Management, LLC | 0.04% | New | 9,120 | $875K |
| Versor Investments LP | 0.15% | New | 9,100 | $873K |
| HC Advisors, LLC | 0.70% | Reduce -22.4% | 9,030 | $866K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.7% | 8,880 | $852K |
| Beck Bode, LLC | 0.16% | Reduce -1.1% | 8,848 | $849K |
| Chesley Taft & Associates LLC | 0.04% | New | 8,725 | $837K |
| Atria Investments, Inc | 0.01% | Reduce -7.4% | 8,366 | $803K |
| Lisanti Capital Growth, LLC | 0.19% | New | 8,300 | $796K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +105.7% | 8,247 | $791K |
| Federated Hermes, Inc. | 0.00% | Reduce -10.2% | 8,209 | $788K |
| Legato Capital Management LLC | 0.10% | New | 8,110 | $778K |
| Cibc World Markets Corp. | 0.00% | New | 8,030 | $770K |
| Adage Capital Partners Gp, L.L.C. | 0.00% | New | 8,000 | $768K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.4% | 7,979 | $766K |
| Sheets Smith Wealth Management | 0.09% | Add +3.5% | 7,965 | $764K |
| Sendero Wealth Management, LLC | 0.11% | No change | 7,600 | $729K |
| Chase Investment Counsel Corp. | 0.23% | Add +25.3% | 7,420 | $711K |
| Cornercap Investment Counsel Inc. | 0.23% | No change | 7,405 | $711K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -58.6% | 7,200 | $691K |
| Stansberry Asset Management, LLC | 0.09% | New | 7,058 | $677K |
| Schroder Investment Management Group | 0.00% | Reduce -41.6% | 6,915 | $666K |
| Inspire Investing, LLC | 0.07% | Reduce -71.2% | 6,932 | $665K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -94.4% | 6,666 | $640K |
| Securian Asset Management, Inc. | 0.02% | Reduce -2.4% | 6,601 | $633K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -0.2% | 6,554 | $629K |
| BTC Capital Management, Inc. | 0.06% | Reduce -9.6% | 6,550 | $628K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +0.0% | 6,404 | $614K |
| EntryPoint Capital, LLC | 0.25% | New | 6,158 | $591K |
| Commerce Bank | 0.00% | Reduce -23.2% | 6,092 | $585K |
| Stephens Inc. | 0.01% | Reduce -6.7% | 6,045 | $580K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.9% | 6,035 | $579K |
| Narus Financial Partners, LLC | 0.19% | Reduce -10.2% | 5,870 | $563K |
| State of Wyoming | 0.07% | Add +0.2% | 5,746 | $551K |
| Shay Capital LLC | 0.13% | New | 5,700 | $547K |
| Radnor Capital Management, LLC | 0.09% | Add +8.3% | 5,690 | $546K |
| FORA Capital, LLC | 0.06% | New | 5,582 | $536K |
| SG Americas Securities, LLC | 0.00% | Reduce -53.3% | 5,455 | $523K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.5% | 5,352 | $514K |
| Harvest Fund Management Co., Ltd | 0.02% | New | 5,334 | $512K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +40.2% | 5,115 | $491K |
| NJ State Employees Deferred Compensation Plan | 0.06% | No change | 5,000 | $480K |
| Vestcor Inc | 0.02% | Add +1.4% | 4,961 | $476K |
| Arkadios Wealth Advisors | 0.02% | Reduce -3.8% | 4,753 | $456K |
| Assetmark, Inc. | 0.00% | Add +3.5% | 4,702 | $451K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +31.4% | 4,635 | $445K |
| EP Wealth Advisors, LLC | 0.00% | Add +9.7% | 4,555 | $437K |
| Wolverine Trading, LLC | 0.01% | Add +32.9% | 4,499 | $436K |
| XTX Topco Ltd | 0.04% | New | 4,500 | $432K |
| Severin Investments, LLC | 0.42% | — | 4,397 | $422K |
| Simplex Trading, LLC | 0.01% | Add +36.3% | 4,273 | $409K |
| Profund Advisors LLC | 0.01% | Reduce -0.8% | 4,096 | $393K |
| Keybank National Association | 0.00% | New | 4,092 | $393K |
| Cresset Asset Management, LLC | 0.00% | Reduce -6.7% | 4,030 | $387K |
| Cim Investment Management Inc. | 0.11% | Reduce -4.1% | 3,972 | $381K |
| Avanza Fonder AB | 0.01% | — | 3,972 | $381K |
| KBC Group NV | 0.00% | Add +56.7% | 3,860 | $370K |
| Sanctuary Advisors, LLC | 0.00% | Add +5.0% | 3,335 | $369K |
| City Center Advisors, LLC | 0.41% | Reduce -2.5% | 3,826 | $367K |
| Nisa Investment Advisors, LLC | 0.00% | Add +8.7% | 3,719 | $357K |
| Tidal Investments LLC | 0.00% | Add +1.9% | 3,609 | $346K |
| Cetera Investment Advisers | 0.00% | Add +6.7% | 3,572 | $343K |
| Ethic Inc. | 0.01% | New | 3,554 | $341K |
| Compound Planning, Inc. | 0.02% | Add +39.8% | 3,553 | $341K |
| MeadowBrook Investment Advisors LLC | 0.30% | Reduce -13.9% | 3,510 | $337K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -8.2% | 3,506 | $336K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -14.2% | 3,457 | $332K |
| Shelton Capital Management | 0.01% | Reduce -4.7% | 3,278 | $315K |
| AlphaQ Advisors LLC | 0.86% | New | 3,265 | $313K |
| Quantinno Capital Management LP | 0.00% | New | 3,174 | $305K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -21.9% | 3,128 | $300K |
| Bayforest Capital Ltd | 0.36% | — | 3,033 | $291K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -31.8% | 2,876 | $289K |
| Scharf Investments, LLC | 0.01% | No change | 2,880 | $276K |
| Cwm, LLC | 0.00% | Reduce -20.9% | 2,877 | $276K |
| Verition Fund Management LLC | 0.00% | New | 2,858 | $274K |
| Dakota Wealth Management | 0.01% | Add +1.5% | 2,843 | $273K |
| Ieq Capital, LLC | 0.00% | No change | 2,822 | $271K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -3.7% | 2,810 | $270K |
| Farallon Capital Management, L.L.C. | 0.00% | No change | 2,800 | $269K |
| Optimize Financial Inc. | 0.20% | — | 2,772 | $266K |
| Grant Private Wealth Management Inc | 0.29% | — | 2,759 | $265K |
| Level Four Advisory Services, LLC | 0.01% | Add +5.3% | 2,736 | $263K |
| HB Wealth Management, LLC | 0.00% | New | 2,717 | $261K |
| HSBC Holdings PLC | 0.00% | Reduce -96.4% | 2,694 | $259K |
| MML Investors Services, LLC | 0.00% | Add +3.8% | 2,665 | $256K |
| CIBC Asset Management Inc | 0.00% | Add +5.6% | 2,640 | $253K |
| New Age Alpha Advisors, LLC | 0.01% | New | 2,591 | $249K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.3% | 2,564 | $246K |
| Shell Asset Management Co. | 0.01% | No change | 2,540 | $244K |
| Curated Wealth Partners LLC | 0.03% | New | 2,521 | $242K |
| GTS Securities LLC | 0.01% | New | 2,493 | $239K |
| Venturi Wealth Management, LLC | 0.01% | New | 2,485 | $238K |
| Praxis Investment Management Inc. | 0.02% | New | 2,430 | $233K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -26.5% | 2,395 | $230K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -26.5% | 2,395 | $230K |
| Amica Retiree Medical Trust | 0.22% | No change | 2,386 | $229K |
| Ballentine Partners, LLC | 0.00% | New | 2,377 | $228K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 2,357 | $226K |
| Portside Wealth Group, LLC | 0.04% | New | 2,349 | $225K |
| Entropy Technologies, LP | 0.02% | New | 2,332 | $224K |
| Quadrant Capital Group LLC | 0.02% | Add +11.1% | 2,330 | $224K |
| Convergence Investment Partners, LLC | 0.05% | New | 2,262 | $217K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 2,240 | $215K |
| Forum Financial Management, LP | 0.00% | New | 2,232 | $214K |
| Greenleaf Trust | 0.00% | New | 2,232 | $214K |
| Aristeia Capital, L.L.C. | 0.01% | New | 2,177 | $209K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 2,141 | $205K |
| Private Advisor Group, LLC | 0.00% | Reduce -17.0% | 2,112 | $203K |
| Brevan Howard Capital Management LP | 0.01% | New | 2,089 | $200K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +31.7% | 1,974 | $192K |
| 1620 Investment Advisors, Inc. | 0.15% | Add +44.4% | 1,973 | $189K |
| Daiwa Securities Group Inc. | 0.00% | Add +8.3% | 1,950 | $187K |
| Ostrum Asset Management | 0.02% | Add +88.9% | 1,868 | $179K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -0.3% | 1,826 | $175K |
| RiverPark Advisors, LLC | 0.13% | Reduce -37.7% | 1,753 | $168K |
| Covestor Ltd | 0.09% | Reduce -2.1% | 1,492 | $143K |
| Mattson Financial Services, LLC | 0.04% | Reduce -68.5% | 1,721 | $141K |
| Natixis Investment Managers International | 0.01% | No change | 1,326 | $127K |
| Jones Financial Companies LLLP | 0.00% | Add +1112.3% | 1,285 | $123K |
| GAMMA Investing LLC | 0.01% | Add +32.9% | 1,248 | $120K |
| Signaturefd, LLC | 0.00% | Reduce -13.0% | 1,160 | $111K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 1,154 | $111K |
| Osaic Holdings, Inc. | 0.00% | Add +39.8% | 1,142 | $110K |
| First Horizon Advisors, Inc. | 0.00% | Add +50.7% | 1,115 | $107K |
| Oarsman Capital, Inc. | 0.02% | Add +5.4% | 997 | $96K |
| GeoWealth Management, LLC | 0.00% | Reduce -0.7% | 975 | $94K |
| Kapitalo Investimentos Ltda | 0.06% | New | 933 | $90K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 927 | $89K |
| Fifth Third Bancorp | 0.00% | Add +7.4% | 813 | $78K |
| Huntington National Bank | 0.00% | Add +89.4% | 767 | $74K |
| Lindbrook Capital, LLC | 0.01% | Add +27.6% | 750 | $72K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -1.9% | 566 | $60K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 549 | $52K |
| Group One Trading LLC | 0.00% | New | 512 | $49K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Add +1934.8% | 468 | $45K |
| UMB Bank, n.a. | 0.00% | Add +65.6% | 414 | $40K |
| Smartleaf Asset Management LLC | 0.00% | Add +34.3% | 384 | $37K |
| MAI Capital Management | 0.00% | New | 350 | $34K |
| Rise Advisors, LLC | 0.02% | No change | 345 | $33K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -14.8% | 305 | $29K |
| Avior Wealth Management, LLC | 0.00% | Add +4.5% | 301 | $29K |
| Transce3nd, LLC | 0.01% | — | 300 | $29K |
| Toth Financial Advisory Corp. | 0.00% | No change | 290 | $28K |
| Clearstead Advisors, LLC | 0.00% | No change | 276 | $26K |
| Arcadia Investment Management Corp. | 0.00% | New | 267 | $26K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.8% | 237 | $23K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 232 | $22K |
| WPG Advisers, LLC | 0.02% | — | 232 | $22K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 222 | $21K |
| Mather Group, Llc. | 0.00% | Add +94.6% | 216 | $21K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -7.5% | 209 | $20K |
| Red Tortoise LLC | 0.01% | No change | 190 | $18K |
| Asset Dedication, LLC | 0.00% | No change | 190 | $18K |
| Allworth Financial LP | 0.00% | Add +54.3% | 162 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +11.1% | 160 | $15K |
| CI Investments Inc. | 0.00% | Reduce -25.4% | 159 | $15K |
| New Wave Wealth Advisors LLC | 0.01% | New | 150 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +135.6% | 139 | $13K |
| Private Trust Co. NA | 0.00% | Reduce -15.9% | 127 | $12K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +17.8% | 106 | $10K |
| Blue Trust, Inc. | 0.00% | Reduce -62.1% | 103 | $10K |
| Park Place Capital Corp | 0.00% | No change | 102 | $10K |
| Rothschild Investment LLC | 0.00% | Add +42.9% | 100 | $10K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -35.0% | 93 | $9K |
| Sterling Capital Management LLC | 0.00% | No change | 87 | $8K |
| Eagle Bay Advisors LLC | 0.00% | Add +20.0% | 78 | $7K |
| MCF Advisors LLC | 0.00% | Reduce -35.9% | 75 | $7K |
| LGT Financial Advisors LLC | 0.02% | Add +22.9% | 75 | $7K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -40.9% | 65 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -75.8% | 71 | $7K |
| Principal Securities, Inc. | 0.00% | Add +27.8% | 69 | $7K |
| Brooklyn Investment Group | 0.00% | New | 65 | $6K |
| Global Retirement Partners, LLC | 0.00% | Reduce -33.0% | 65 | $6K |
| Hemington Wealth Management | 0.00% | Add +25.4% | 69 | $6K |
| CENTRAL TRUST Co | 0.00% | No change | 57 | $5K |
| Arax Advisory Partners | 0.00% | Reduce -39.0% | 50 | $5K |
| Manchester Capital Management LLC | 0.00% | No change | 49 | $5K |
| High Note Wealth, LLC | 0.00% | New | 47 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 47 | $5K |
| Larson Financial Group LLC | 0.00% | New | 47 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 46 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 45 | $4K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -2.2% | 45 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 38 | $4K |
| Bellevue Asset Management, LLC | 0.00% | Reduce -33.3% | 36 | $3K |
| Continuum Advisory, LLC | 0.00% | Reduce -12.5% | 35 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 34 | $3K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 32 | $3K |
| IFP Advisors, Inc | 0.00% | Add +244.4% | 31 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 25 | $2K |
| Rakuten Securities, Inc. | 0.00% | New | 20 | $2K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 16 | $2K |
| Fairman Group, LLC | 0.00% | Reduce -50.0% | 15 | $1K |
| Whipplewood Advisors, LLC | 0.00% | — | 15 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 13 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $1K |
| Sachetta, LLC | 0.00% | No change | 12 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -15.4% | 11 | $1K |
| Parkside Financial Bank & Trust | 0.00% | New | 11 | $1K |
| Bokf, NA | 0.00% | New | 10 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $960 |
| Abound Wealth Management | 0.00% | No change | 10 | $960 |
| Riverview Trust Co | 0.00% | No change | 6 | $576 |
| Financial Management Professionals, Inc. | 0.00% | No change | 5 | $480 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 5 | $480 |
| TFC Financial Management, Inc. | 0.00% | New | 5 | $480 |
| Amundi | 0.00% | New | 4 | $399 |
| Golden State Wealth Management, LLC | 0.00% | — | 4 | $384 |
| Global Financial Private Client, LLC | 0.00% | New | 3 | $288 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 2 | $192 |
| Principia Wealth Advisory, LLC | 0.00% | — | 2 | $192 |
| Sandy Spring Bank | 0.00% | No change | 2 | $192 |
| SBI Securities Co., Ltd. | 0.00% | — | 1 | $96 |
| True Wealth Design, LLC | 0.00% | No change | 1 | $96 |
"% of holder's portfolio" is HQY's weight in each manager's 13F, not the share of Healthequity Inc. the manager owns.