HealthequityHQY
13F holders, Q1 2025 (March 31)464holders +23
73new positions
46sold out
5famous investors
$88.17avg. 13F price*
At the end of Q1 2025, 464 institutions reported holding Healthequity Inc. (HQY) in their 13F filings, up 23 from Q4 2024. 73 opened new positions and 46 sold out. The largest holders were BlackRock, Inc. ($960.4M), Vanguard Group Inc. ($779.6M) and Wasatch Advisors LP ($639.3M). 5 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $166.5M |
| Exits | 46 | $93.2M |
All 13F filers, Q4 2024 → Q1 2025: 9,120,326 shares bought and 6,346,546 shares sold, net +2,773,780 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 464 holders
| BlackRock, Inc. | 0.02% | Reduce -1.0% | 10,868,100 | $960.4M |
| Vanguard Group Inc. | 0.01% | Reduce -1.7% | 8,821,838 | $779.6M |
| Wasatch Advisors LP | 3.57% | Reduce -3.7% | 7,234,036 | $639.3M |
| FMR LLC | 0.03% | Reduce -8.0% | 4,985,213 | $440.5M |
| State Street Corp. | 0.01% | Add +0.5% | 3,280,068 | $289.9M |
| Invesco Ltd. | 0.04% | Add +50.6% | 2,446,198 | $216.2M |
| Geode Capital Management, LLC | 0.01% | Add +2.6% | 2,142,792 | $189.4M |
| Brown Advisory Inc. | 0.24% | Reduce -7.3% | 1,932,930 | $170.8M |
| Clearbridge Investments, LLC | 0.14% | Reduce -10.0% | 1,853,097 | $163.8M |
| Mackenzie Financial Corp. | 0.21% | Reduce -13.9% | 1,666,578 | $147.3M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -3.1% | 1,533,373 | $135.5M |
| Morgan Stanley | 0.01% | Add +76.7% | 1,407,294 | $124.4M |
| Franklin Resources Inc. | 0.04% | Add +2.7% | 1,394,667 | $123.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +1.4% | 1,133,166 | $100.1M |
| Northern Trust Corp. | 0.01% | Reduce -2.4% | 1,126,983 | $99.6M |
| Loomis Sayles & Co. L P | 0.14% | Add +0.5% | 1,112,947 | $98.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.3% | 1,100,970 | $97.3M |
| Stephens Investment Management Group LLC | 1.36% | Add +1.8% | 1,069,446 | $94.5M |
| Geneva Capital Management LLC | 1.72% | Reduce -0.5% | 1,043,754 | $92.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -15.7% | 904,359 | $79.9M |
| Allspring Global Investments Holdings, LLC | 0.13% | Reduce -7.0% | 884,830 | $77.0M |
| CIBC Private Wealth Group LLC | 0.16% | Add +1432.1% | 978,314 | $75.1M |
| Wellington Management Group LLP | 0.01% | Add +24.9% | 848,940 | $75.0M |
| Vaughan Nelson Investment Management, L.P. | 0.74% | Add +10.2% | 835,413 | $73.8M |
| Janus Henderson Group PLC | 0.04% | Add +1.3% | 845,039 | $73.5M |
| Baron Capital (BAMCO) | 0.20% | Add +0.6% | 785,000 | $69.4M |
| Norges Bank | 0.01% | Reduce -0.2% | 777,268 | $68.7M |
| American Century Companies Inc. | 0.04% | Add +35.8% | 775,147 | $68.5M |
| Greenhouse Funds LLLP | 3.30% | Reduce -13.5% | 765,185 | $67.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.16% | Reduce -6.1% | 725,551 | $64.1M |
| Bank of America Corp. | 0.01% | Add +14.9% | 696,554 | $61.6M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Reduce -14.7% | 694,720 | $61.4M |
| Ameriprise Financial Inc. | 0.02% | Add +148.1% | 669,939 | $59.2M |
| Sei Investments Co. | 0.08% | Add +0.7% | 669,268 | $59.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -11.0% | 663,862 | $58.7M |
| ArrowMark Colorado Holdings LLC | 0.94% | Reduce -24.9% | 654,266 | $57.8M |
| UBS Group AG | 0.01% | Add +36.5% | 651,060 | $57.5M |
| Van Berkom & Associates Inc. | 1.84% | Reduce -22.5% | 650,061 | $57.4M |
| T. Rowe Price Associates Inc. | 0.01% | Add +995.6% | 639,345 | $56.5M |
| Nuveen, LLC | 0.02% | — | 600,607 | $53.1M |
| Millennium Management | 0.05% | Reduce -60.8% | 588,687 | $52.0M |
| GW&K Investment Management, LLC | 0.48% | Reduce -2.6% | 588,548 | $52.0M |
| Westfield Capital Management Co. LP | 0.24% | New | 563,389 | $49.8M |
| Massachusetts Financial Services Co. | 0.01% | Add +9.1% | 478,104 | $42.3M |
| Aristotle Capital Boston, LLC | 2.11% | Reduce -16.7% | 477,641 | $42.2M |
| AQR Capital Management | 0.04% | Add +89.9% | 445,653 | $38.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -9.0% | 433,628 | $38.3M |
| Citadel Advisors | 0.04% | Add +30.3% | 433,238 | $38.3M |
| Artisan Partners Limited Partnership | 0.06% | Add +67.7% | 429,395 | $37.9M |
| Farallon Capital Management, L.L.C. | 0.20% | Add +14964.3% | 421,800 | $37.3M |
| Ranger Investment Management, L.P. | 2.61% | Add +35.2% | 413,671 | $36.6M |
| Royal Bank of Canada | 0.01% | Reduce -6.2% | 406,234 | $35.9M |
| Premier Fund Managers Ltd | 1.33% | Add +3601.6% | 409,992 | $35.6M |
| Bessemer Group Inc. | 0.06% | Add +34.9% | 400,394 | $35.4M |
| Lazard Asset Management LLC | 0.06% | New | 385,370 | $34.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +1.6% | 372,745 | $32.9M |
| Aureus Asset Management, LLC | 2.21% | Add +10.3% | 357,086 | $31.6M |
| California Public Employees Retirement System | 0.02% | Reduce -2.9% | 355,024 | $31.4M |
| Eversept Partners, LP | 3.52% | Reduce -9.0% | 351,976 | $31.1M |
| Ensign Peak Advisors, Inc | 0.06% | Add +26.4% | 350,322 | $31.0M |
| DAVENPORT & Co LLC | 0.18% | Reduce -13.1% | 344,181 | $30.4M |
| Thrivent Financial for Lutherans | 0.07% | Add +0.0% | 340,337 | $30.1M |
| DF Dent & Co. Inc. | 0.33% | Reduce -2.6% | 279,971 | $24.7M |
| Ashford Capital Management Inc. | 3.13% | Add +2.1% | 274,999 | $24.3M |
| Rhumbline Advisers | 0.02% | Add +1.0% | 269,977 | $23.9M |
| Principal Financial Group Inc. | 0.01% | Add +1.5% | 266,841 | $23.6M |
| Ophir Asset Management Pty Ltd | 4.01% | Add +13.0% | 259,977 | $23.0M |
| Summit Creek Advisors LLC | 3.16% | Reduce -14.4% | 244,860 | $21.6M |
| Glenmede Trust Co. NA | 0.11% | Reduce -2.1% | 234,775 | $20.7M |
| WCM Investment Management, LLC | 0.05% | New | 232,641 | $20.2M |
| Alliancebernstein L.P. | 0.01% | Add +20.6% | 217,414 | $19.2M |
| Retirement Systems of Alabama | 0.07% | Reduce -0.3% | 214,384 | $18.9M |
| Citigroup Inc. | 0.01% | Add +5.3% | 194,286 | $17.2M |
| Natixis Advisors, LLC | 0.03% | Add +2.2% | 188,059 | $16.6M |
| Victory Capital Management Inc. | 0.02% | Reduce -18.2% | 186,870 | $16.5M |
| Macquarie Group Ltd. | 0.02% | Reduce -25.4% | 182,150 | $16.1M |
| Swiss National Bank | 0.01% | Reduce -2.2% | 167,900 | $14.8M |
| Wells Fargo & Company | 0.00% | Add +31.0% | 163,695 | $14.5M |
| Voya Investment Management LLC | 0.02% | Add +96.5% | 153,413 | $13.6M |
| Legal & General Group Plc | 0.00% | Reduce -0.4% | 149,324 | $13.2M |
| First Trust Advisors LP | 0.01% | Add +74.3% | 146,943 | $13.0M |
| Russell Investments Group, Ltd. | 0.02% | Add +108.7% | 140,829 | $12.4M |
| New York State Common Retirement Fund | 0.02% | Add +37.1% | 140,155 | $12.4M |
| Corebridge Financial, Inc. | 0.07% | Reduce -2.6% | 137,179 | $12.1M |
| Barclays PLC | 0.01% | Reduce -35.0% | 130,235 | $11.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.1% | 128,657 | $11.4M |
| Motley Fool Wealth Management, LLC | 0.66% | Reduce -8.2% | 125,467 | $11.1M |
| Neuberger Berman Group LLC | 0.01% | Add +19.5% | 123,578 | $10.9M |
| Grandeur Peak Global Advisors, LLC | 1.16% | Reduce -9.1% | 118,545 | $10.5M |
| Motley Fool Asset Management LLC | 0.59% | Reduce -3.4% | 118,409 | $10.5M |
| Susquehanna International Group, LLP | 0.02% | Add +209.3% | 113,810 | $10.1M |
| Thematics Asset Management | 0.50% | Add +97.7% | 111,842 | $9.9M |
| Deutsche Bank AG | 0.00% | Reduce -5.9% | 111,251 | $9.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -5.0% | 109,191 | $9.6M |
| Oberweis Asset Management Inc./ | 0.47% | Add +15.7% | 105,900 | $9.4M |
| State of Wisconsin Investment Board | 0.02% | Add +1.9% | 104,437 | $9.2M |
| Segall Bryant & Hamill, LLC | 0.14% | Add +50.7% | 100,591 | $8.9M |
| Next Century Growth Investors LLC | 0.77% | Add +30.1% | 98,268 | $8.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.3% | 97,739 | $8.6M |
| MetLife Investment Management, LLC | 0.05% | Reduce -2.2% | 96,837 | $8.6M |
"% of holder's portfolio" is HQY's weight in each manager's 13F, not the share of Healthequity Inc. the manager owns.