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 |
| B. Metzler seel. Sohn & Co. AG | 0.09% | Add +53.0% | 95,147 | $8.4M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -1.9% | 94,305 | $8.3M |
| Axiom Investors LLC | 0.08% | New | 93,654 | $8.3M |
| Peregrine Capital Management LLC | 0.27% | Reduce -9.7% | 93,332 | $8.2M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -4.6% | 92,814 | $8.2M |
| Frontier Capital Management Co. LLC | 0.09% | Add +106.0% | 90,160 | $8.0M |
| Diversify Wealth Management, LLC | 0.58% | Reduce -2.1% | 90,354 | $7.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -7.7% | 87,786 | $7.8M |
| Clough Capital Partners L P | 0.97% | Add +133.9% | 87,000 | $7.7M |
| New York State Teachers Retirement System | 0.02% | Add +2.6% | 84,675 | $7.5M |
| First Turn Management, LLC | 1.50% | Reduce -33.3% | 83,966 | $7.4M |
| GM Advisory Group, LLC | 0.40% | No change | 83,757 | $7.4M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 80,643 | $7.1M |
| Avidity Partners Management LP | 1.42% | New | 78,000 | $6.9M |
| Castleark Management LLC | 0.24% | Reduce -24.3% | 77,960 | $6.9M |
| Kornitzer Capital Management Inc. | 0.14% | No change | 75,326 | $6.7M |
| Oppenheimer Asset Management Inc. | 0.08% | Add +6.5% | 75,206 | $6.6M |
| Comerica Bank | 0.03% | Add +43.4% | 70,153 | $6.2M |
| Overbrook Management Corp | 1.44% | Reduce -5.3% | 69,416 | $6.1M |
| Madison Asset Management, LLC | 0.07% | Reduce -1.1% | 69,364 | $6.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -7.1% | 68,754 | $6.1M |
| Congress Asset Management Co. | 0.05% | Add +168.0% | 68,253 | $6.0M |
| GDS Wealth Management | 0.51% | Add +65.3% | 68,007 | $6.0M |
| Moody Aldrich Partners LLC | 1.26% | Add +47.9% | 67,880 | $6.0M |
| Elk River Wealth Management LLC | 1.09% | Add +0.1% | 65,781 | $5.8M |
| Inspirion Wealth Advisors, LLC | 0.80% | Reduce -13.3% | 65,000 | $5.7M |
| Alberta Investment Management Corp | 0.04% | Add +416.4% | 63,760 | $5.6M |
| Advantage Alpha Capital Partners LP | 1.34% | Reduce -14.0% | 61,916 | $5.5M |
| Granahan Investment Management, LLC | 0.26% | New | 59,539 | $5.3M |
| Nordea Investment Management AB | 0.01% | Reduce -0.4% | 59,568 | $5.2M |
| Renaissance Group LLC | 0.22% | Add +21.6% | 56,811 | $5.0M |
| Intech Investment Management LLC | 0.05% | Add +73.9% | 56,775 | $5.0M |
| Physician Wealth Advisors, Inc. | 0.81% | Add +0.0% | 53,556 | $4.7M |
| 1492 Capital Management LLC | 2.52% | Add +16.5% | 52,884 | $4.7M |
| NBW Capital LLC | 1.02% | Reduce -34.3% | 51,986 | $4.6M |
| Waverly Advisors, LLC | 0.06% | New | 51,986 | $4.6M |
| King Luther Capital Management Corp. | 0.02% | No change | 50,190 | $4.4M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Add +8.6% | 49,780 | $4.4M |
| Lisanti Capital Growth, LLC | 1.24% | Add +467.5% | 47,100 | $4.2M |
| LPL Financial LLC | 0.00% | Reduce -0.6% | 41,984 | $3.5M |
| EFG Asset Management (North America) Corp. | 0.58% | Reduce -13.6% | 39,419 | $3.5M |
| Harbor Capital Advisors, Inc. | 0.16% | Add +86411.1% | 38,930 | $3.4M |
| Amalgamated Bank | 0.03% | Reduce -4.3% | 38,115 | $3.4M |
| Covenant Asset Management, LLC | 0.84% | New | 37,909 | $3.4M |
| Creative Planning | 0.00% | Add +1.5% | 34,726 | $3.1M |
| Forest Hill Capital, LLC | 2.25% | Add +13.3% | 34,076 | $3.0M |
| Jane Street Group, LLC | 0.01% | Add +101.7% | 33,995 | $3.0M |
| Credit Agricole S A | 0.01% | Add +29.1% | 33,496 | $3.0M |
| Sone Capital Management, LLC | 0.30% | New | 33,332 | $2.9M |
| Ameritas Investment Partners, Inc. | 0.10% | Reduce -1.7% | 33,291 | $2.9M |
| State of Tennessee, Department of Treasury | 0.01% | Add +22.5% | 32,954 | $2.9M |
| Renaissance Technologies | 0.00% | New | 32,200 | $2.8M |
| Covea Finance | 0.13% | Add +77.8% | 32,000 | $2.8M |
| Zacks Investment Management | 0.03% | Add +6.1% | 31,982 | $2.8M |
| M&T Bank Corp | 0.01% | Reduce -30.6% | 31,883 | $2.8M |
| Yousif Capital Management, LLC | 0.03% | Reduce -2.9% | 30,837 | $2.7M |
| Versor Investments LP | 0.44% | Add +235.1% | 30,492 | $2.7M |
| Formula Growth Ltd. | 1.08% | New | 30,000 | $2.7M |
| Advisory Research Inc. | 0.45% | Reduce -0.1% | 29,068 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -11.0% | 29,030 | $2.6M |
| Silphium Asset Management Ltd | 1.96% | No change | 27,500 | $2.4M |
| OP Asset Management Ltd | 0.04% | — | 27,098 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +45.0% | 26,662 | $2.4M |
| Aubrey Capital Management Ltd | 0.92% | New | 26,000 | $2.3M |
| Amundi | 0.00% | Add +690625.0% | 27,629 | $2.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 25,767 | $2.3M |
| Woodline Partners LP | 0.01% | Reduce -86.8% | 24,870 | $2.2M |
| Arizona State Retirement System | 0.01% | Reduce -2.0% | 24,837 | $2.2M |
| Louisiana State Employees Retirement System | 0.04% | Add +0.4% | 24,300 | $2.1M |
| Carrera Capital Advisors | 0.47% | Add +6.3% | 24,029 | $2.1M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 23,953 | $2.1M |
| Teacher Retirement System of Texas | 0.01% | Add +25.2% | 23,829 | $2.1M |
| TD Asset Management Inc | 0.00% | Reduce -11.5% | 23,306 | $2.1M |
| ABLE Financial Group, LLC | 0.56% | Add +4.3% | 22,671 | $2.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -60.6% | 22,633 | $2.0M |
| Zions Bancorporation, National Association | 0.13% | — | 22,522 | $2.0M |
| Hodges Capital Management Inc. | 0.20% | New | 22,500 | $2.0M |
| Townsquare Capital LLC | 0.02% | Add +7.2% | 22,344 | $2.0M |
| Handelsbanken Fonder AB | 0.01% | No change | 22,316 | $2.0M |
| ProShare Advisors LLC | 0.00% | Reduce -21.2% | 22,269 | $2.0M |
| New Age Alpha Advisors, LLC | 0.09% | Add +755.9% | 22,175 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +1.9% | 21,988 | $1.9M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.3% | 21,900 | $1.9M |
| Quinn Opportunity Partners LLC | 0.13% | Add +57.3% | 21,192 | $1.9M |
| Danske Bank A/S | 0.01% | Add +1.3% | 21,142 | $1.9M |
| State of Michigan Retirement System | 0.01% | No change | 20,722 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +7.4% | 20,716 | $1.8M |
| Choreo, LLC | 0.03% | Reduce -10.0% | 20,588 | $1.8M |
| Gradient Investments LLC | 0.04% | Reduce -10.5% | 20,587 | $1.8M |
| Vestcor Inc | 0.06% | Add +296.2% | 19,655 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -11.8% | 19,371 | $1.7M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -0.7% | 19,268 | $1.7M |
| Cibc World Markets Corp. | 0.01% | Add +137.1% | 19,041 | $1.7M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +1.4% | 18,572 | $1.6M |
| Bank of Montreal | 0.00% | Add +44.4% | 18,420 | $1.6M |
| US Bancorp \de | 0.00% | Add +1.4% | 18,350 | $1.6M |
| Redwood Investments, LLC | 0.60% | Reduce -0.2% | 18,214 | $1.6M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -30.3% | 18,196 | $1.6M |
| Man Group plc | 0.00% | Reduce -91.8% | 17,785 | $1.6M |
| Iron Gate Global Advisors LLC | 0.22% | Reduce -25.8% | 17,723 | $1.6M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -0.6% | 17,676 | $1.6M |
| New Mexico Educational Retirement Board | 0.05% | No change | 17,300 | $1.5M |
| Caisse Des Depots Et Consignations | 0.07% | No change | 17,298 | $1.5M |
| Goodnow Investment Group, LLC | 0.16% | New | 17,000 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +15.9% | 16,645 | $1.5M |
| Resona Asset Management Co.,Ltd. | 0.01% | No change | 15,689 | $1.4M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.11% | Reduce -0.2% | 15,633 | $1.4M |
| Amica Mutual Insurance Co. | 0.15% | Reduce -22.6% | 15,611 | $1.4M |
| Montanaro Asset Management Ltd | 0.40% | New | 15,300 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.8% | 15,041 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -7.3% | 15,023 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -32.5% | 15,014 | $1.3M |
| Vontobel Holding Ltd. | 0.00% | Add +10.9% | 14,821 | $1.3M |
| Hancock Whitney Corp. | 0.04% | Add +7.0% | 14,261 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Reduce -2.1% | 14,050 | $1.2M |
| Cambiar Investors LLC | 0.05% | Reduce -41.8% | 13,848 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +0.1% | 13,853 | $1.2M |
| Susquehanna Fundamental Investments, LLC | 0.02% | New | 13,650 | $1.2M |
| Mariner, LLC | 0.00% | Add +1.2% | 13,468 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +47.1% | 13,063 | $1.2M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -12.1% | 12,989 | $1.1M |
| Squarepoint Ops LLC | 0.00% | New | 12,913 | $1.1M |
| Crestwood Advisors Group, LLC | 0.02% | New | 12,762 | $1.1M |
| Blueshift Asset Management, LLC | 0.44% | New | 12,666 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.8% | 12,622 | $1.1M |
| Chesley Taft & Associates LLC | 0.05% | Add +44.7% | 12,622 | $1.1M |
| Xponance LLC | 0.01% | Add +1.1% | 12,412 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +965.5% | 12,168 | $1.1M |
| Verition Fund Management LLC | 0.01% | Add +323.6% | 12,105 | $1.1M |
| Adage Capital Partners Gp, L.L.C. | 0.00% | Add +50.0% | 12,000 | $1.1M |
| Prudential PLC | 0.01% | Reduce -17.5% | 11,505 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -31.9% | 11,488 | $1.0M |
| Penn Capital Management Company, LLC | 0.10% | New | 11,268 | $1.0M |
| STRS Ohio | 0.00% | Add +4.6% | 11,300 | $999K |
| Prudential Financial Inc. | 0.00% | Add +3.7% | 10,133 | $981K |
| Two Sigma Investments, LP | 0.00% | Reduce -20.4% | 11,000 | $972K |
| Elo Mutual Pension Insurance Co | 0.02% | New | 10,967 | $969K |
| Fred Alger Management, LLC | 0.01% | Reduce -33.9% | 10,902 | $963K |
| Avantax Advisory Services, Inc. | 0.01% | Add +9.0% | 10,516 | $929K |
| Canada Pension Plan Investment Board | 0.00% | Add +43.1% | 10,300 | $910K |
| State of Alaska, Department of Revenue | 0.01% | Add +1.8% | 10,136 | $895K |
| Rockefeller Capital Management L.P. | 0.00% | New | 10,037 | $887K |
| Federated Hermes, Inc. | 0.00% | Add +18.9% | 9,756 | $862K |
| Baird Financial Group, Inc. | 0.00% | New | 9,598 | $848K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,194 | $812K |
| HC Advisors, LLC | 0.59% | Reduce -1.7% | 8,880 | $785K |
| ExodusPoint Capital Management, LP | 0.01% | New | 8,827 | $780K |
| Alps Advisors Inc. | 0.00% | Reduce -10.4% | 8,824 | $780K |
| Fortis Capital Advisors, LLC | 0.15% | New | 8,550 | $756K |
| Belpointe Asset Management LLC | 0.04% | New | 8,550 | $756K |
| Ontario Teachers Pension Plan Board | 0.01% | New | 8,428 | $745K |
| Brevan Howard Capital Management LP | 0.02% | Add +302.4% | 8,405 | $743K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +5.0% | 8,376 | $740K |
| Sheets Smith Wealth Management | 0.09% | Add +3.7% | 8,262 | $730K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +76.3% | 8,169 | $722K |
| Atria Investments, Inc | 0.01% | Reduce -5.6% | 7,896 | $698K |
| Pinebridge Investments, L.P. | 0.01% | Reduce -71.5% | 7,844 | $693K |
| Inspire Investing, LLC | 0.08% | Add +8.6% | 7,529 | $665K |
| Legato Capital Management LLC | 0.09% | Reduce -11.5% | 7,180 | $634K |
| Peterson Wealth Services | 0.19% | Reduce -34.0% | 6,938 | $613K |
| Securian Asset Management, Inc. | 0.02% | No change | 6,601 | $583K |
| Institute for Wealth Management, LLC. | 0.07% | Reduce -1.7% | 6,444 | $569K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +0.1% | 6,411 | $567K |
| Stansberry Asset Management, LLC | 0.07% | Reduce -9.5% | 6,390 | $565K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +24.7% | 6,380 | $564K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +4.3% | 6,296 | $556K |
| Janney Montgomery Scott LLC | 0.00% | Add +17.3% | 6,276 | $555K |
| EntryPoint Capital, LLC | 0.25% | Add +0.7% | 6,202 | $548K |
| Radnor Capital Management, LLC | 0.09% | Add +6.2% | 6,040 | $534K |
| Commerce Bank | 0.00% | Reduce -1.0% | 6,030 | $533K |
| State of Wyoming | 0.07% | Add +2.9% | 5,915 | $523K |
| Shay Capital LLC | 0.15% | Add +3.5% | 5,900 | $521K |
| Assetmark, Inc. | 0.00% | Add +25.2% | 5,886 | $520K |
| SG Americas Securities, LLC | 0.00% | Add +7.1% | 5,843 | $516K |
| Narus Financial Partners, LLC | 0.17% | Reduce -1.4% | 5,791 | $512K |
| Quadrant Capital Group LLC | 0.02% | Add +140.3% | 5,599 | $495K |
| BTC Capital Management, Inc. | 0.05% | Reduce -14.6% | 5,593 | $494K |
| United Services Automobile Association | 0.02% | New | 5,637 | $490K |
| Simplex Trading, LLC | 0.02% | Add +29.1% | 5,517 | $487K |
| Beck Bode, LLC | 0.09% | Reduce -39.3% | 5,375 | $475K |
| EP Wealth Advisors, LLC | 0.00% | Add +17.9% | 5,372 | $475K |
| Cresset Asset Management, LLC | 0.00% | Add +32.7% | 5,347 | $473K |
| Stephens Inc. | 0.01% | Reduce -11.6% | 5,343 | $472K |
| Cetera Investment Advisers | 0.00% | Add +47.3% | 5,260 | $465K |
| Mutual Advisors, LLC | 0.01% | New | 5,172 | $444K |
| Bayforest Capital Ltd | 0.19% | Add +65.7% | 5,025 | $444K |
| NJ State Employees Deferred Compensation Plan | 0.06% | No change | 5,000 | $442K |
| Ethic Inc. | 0.01% | Add +41.9% | 5,044 | $439K |
| Quantinno Capital Management LP | 0.00% | Add +53.6% | 4,877 | $431K |
| Compound Planning, Inc. | 0.02% | Add +32.6% | 4,711 | $416K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -46.9% | 4,379 | $387K |
| Sanctuary Advisors, LLC | 0.00% | Add +22.2% | 4,075 | $360K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -69.0% | 3,944 | $349K |
| Cim Investment Management Inc. | 0.08% | Reduce -1.6% | 3,907 | $345K |
| Fiduciary Trust Co | 0.00% | New | 3,774 | $334K |
| KBC Group NV | 0.00% | Reduce -2.8% | 3,752 | $332K |
| Profund Advisors LLC | 0.01% | Reduce -9.4% | 3,710 | $328K |
| &partners | 0.00% | New | 3,753 | $327K |
| Arkadios Wealth Advisors | 0.01% | Reduce -22.4% | 3,689 | $326K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -1.1% | 3,679 | $325K |
| Summit Trail Advisors, LLC | 0.01% | Add +16.2% | 3,636 | $321K |
| MML Investors Services, LLC | 0.00% | Add +34.5% | 3,583 | $317K |
| Aristeia Capital, L.L.C. | 0.02% | Add +60.4% | 3,492 | $309K |
| AlphaQ Advisors LLC | 0.73% | Add +5.0% | 3,430 | $303K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -1.4% | 3,410 | $301K |
| Avanza Fonder AB | 0.01% | Reduce -15.1% | 3,372 | $299K |
| Level Four Advisory Services, LLC | 0.01% | Add +23.5% | 3,380 | $299K |
| Cwm, LLC | 0.00% | Add +14.3% | 3,287 | $290K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +37.0% | 3,280 | $290K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +37.0% | 3,280 | $290K |
| CW Advisors, LLC | 0.00% | New | 3,273 | $289K |
| HB Wealth Management, LLC | 0.00% | Add +19.5% | 3,248 | $287K |
| MeadowBrook Investment Advisors LLC | 0.27% | Reduce -8.8% | 3,200 | $283K |
| Shelton Capital Management | 0.01% | Reduce -3.1% | 3,177 | $281K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +40.0% | 3,137 | $277K |
| HSBC Holdings PLC | 0.00% | Add +14.7% | 3,089 | $273K |
| Private Advisor Group, LLC | 0.00% | Add +43.8% | 3,038 | $268K |
| Curated Wealth Partners LLC | 0.03% | Add +16.9% | 2,946 | $260K |
| Ieq Capital, LLC | 0.00% | Add +4.4% | 2,945 | $260K |
| Integrated Advisors Network LLC | 0.01% | New | 2,936 | $259K |
| Jones Financial Companies LLLP | 0.00% | Add +128.3% | 2,934 | $255K |
| City Center Advisors, LLC | 0.29% | Reduce -25.9% | 2,836 | $251K |
| Martingale Asset Management L P | 0.01% | New | 2,804 | $248K |
| Dakota Wealth Management | 0.01% | Reduce -1.7% | 2,794 | $247K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -0.6% | 2,793 | $247K |
| CIBC Asset Management Inc | 0.00% | Add +2.3% | 2,700 | $239K |
| Portside Wealth Group, LLC | 0.04% | Add +13.5% | 2,667 | $236K |
| Scharf Investments, LLC | 0.01% | Reduce -7.9% | 2,652 | $234K |
| Grant Private Wealth Management Inc | 0.25% | Reduce -4.6% | 2,631 | $233K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -1.3% | 2,838 | $227K |
| Truist Financial Corp. | 0.00% | New | 2,538 | $224K |
| Venturi Wealth Management, LLC | 0.01% | No change | 2,485 | $220K |
| Praxis Investment Management Inc. | 0.01% | No change | 2,430 | $215K |
| Shell Asset Management Co. | 0.01% | Reduce -4.1% | 2,435 | $215K |
| Greenleaf Trust | 0.00% | Add +7.8% | 2,407 | $213K |
| Ballentine Partners, LLC | 0.00% | Add +0.6% | 2,392 | $211K |
| Massar Capital Management, LP | 0.25% | New | 2,359 | $208K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -0.6% | 2,344 | $207K |
| Susquehanna Portfolio Strategies, LLC | 0.09% | New | 2,330 | $206K |
| Advisors Asset Management, Inc. | 0.00% | New | 2,327 | $206K |
| Forum Financial Management, LP | 0.00% | Add +2.6% | 2,291 | $202K |
| Gibbs Wealth Management | 0.05% | New | 2,290 | $202K |
| Summitry LLC | 0.01% | New | 2,273 | $201K |
| Anb Bank | 0.09% | New | 2,268 | $200K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +9.7% | 2,166 | $191K |
| Daiwa Securities Group Inc. | 0.00% | Add +7.7% | 2,100 | $186K |
| 1620 Investment Advisors, Inc. | 0.15% | Add +6.3% | 2,097 | $185K |
| RiverPark Advisors, LLC | 0.15% | Add +14.4% | 2,006 | $177K |
| Mattson Financial Services, LLC | 0.05% | Add +15.5% | 1,988 | $176K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,889 | $167K |
| Aviso Financial Inc. | 0.01% | New | 1,793 | $158K |
| GAMMA Investing LLC | 0.01% | Add +25.9% | 1,571 | $139K |
| Vega Investment Solutions | 0.03% | New | 1,533 | $135K |
| Ostrum Asset Management | 0.01% | Reduce -17.9% | 1,533 | $135K |
| Amica Retiree Medical Trust | 0.21% | Reduce -36.0% | 1,528 | $135K |
| AlphaQuest LLC | 0.01% | New | 1,430 | $126K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -29.2% | 1,293 | $114K |
| Covestor Ltd | 0.07% | Reduce -18.7% | 1,213 | $107K |
| Parallel Advisors, LLC | 0.00% | Add +2.4% | 1,182 | $104K |
| Walleye Capital LLC | 0.00% | New | 1,111 | $98K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -3.0% | 1,082 | $96K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Add +128.8% | 1,071 | $95K |
| Signaturefd, LLC | 0.00% | Reduce -8.3% | 1,064 | $94K |
| Fifth Third Bancorp | 0.00% | Add +17.5% | 955 | $84K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 927 | $82K |
| UMB Bank, n.a. | 0.00% | Add +104.8% | 848 | $75K |
| Optiver Holding B.V. | 0.00% | New | 840 | $74K |
| Lindbrook Capital, LLC | 0.01% | Add +2.7% | 770 | $68K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -99.8% | 757 | $67K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 738 | $65K |
| Larson Financial Group LLC | 0.00% | Add +1366.0% | 689 | $61K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +176.4% | 655 | $58K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 549 | $47K |
| Johnson Financial Group, Inc. | 0.00% | Add +646.1% | 485 | $43K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 420 | $37K |
| Smartleaf Asset Management LLC | 0.00% | Add +1.8% | 391 | $34K |
| MAI Capital Management | 0.00% | Add +0.9% | 353 | $31K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 278 | $31K |
| Huntington National Bank | 0.00% | Reduce -55.4% | 342 | $30K |
| Versant Capital Management, Inc | 0.00% | New | 322 | $28K |
| WPG Advisers, LLC | 0.03% | Add +38.4% | 321 | $28K |
| Arax Advisory Partners | 0.00% | Add +528.0% | 314 | $28K |
| Rise Advisors, LLC | 0.01% | Reduce -11.6% | 305 | $27K |
| Transce3nd, LLC | 0.01% | No change | 300 | $27K |
| Clearstead Advisors, LLC | 0.00% | Add +5.4% | 291 | $26K |
| Toth Financial Advisory Corp. | 0.00% | No change | 290 | $26K |
| Arcadia Investment Management Corp. | 0.00% | No change | 267 | $24K |
| Geneos Wealth Management Inc. | 0.00% | Add +19.6% | 250 | $22K |
| Mather Group, Llc. | 0.00% | Add +13.4% | 245 | $22K |
| Global Financial Private Client, LLC | 0.01% | Add +8033.3% | 244 | $22K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -95.7% | 231 | $20K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 222 | $20K |
| USA Financial Formulas | 0.00% | New | 199 | $18K |
| Red Tortoise LLC | 0.01% | No change | 190 | $17K |
| Allworth Financial LP | 0.00% | Add +20.4% | 195 | $17K |
| Brooklyn Investment Group | 0.00% | Add +187.7% | 187 | $17K |
| Spire Wealth Management | 0.00% | New | 173 | $15K |
| Asset Dedication, LLC | 0.00% | Reduce -10.0% | 171 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +5.6% | 169 | $15K |
| Vision Financial Markets LLC | 0.02% | New | 165 | $15K |
| CI Investments Inc. | 0.00% | Reduce -2.5% | 155 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +11.5% | 155 | $14K |
| Rothschild Investment LLC | 0.00% | Add +40.0% | 140 | $12K |
| Quarry LP | 0.00% | New | 133 | $12K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +22.6% | 130 | $11K |
| Private Trust Co. NA | 0.00% | No change | 127 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Add +1018.2% | 123 | $11K |
| MCF Advisors LLC | 0.00% | Add +38.7% | 104 | $9K |
| Blue Trust, Inc. | 0.00% | No change | 103 | $9K |
| Park Place Capital Corp | 0.00% | No change | 102 | $9K |
| Fourth Dimension Wealth, LLC | 0.00% | New | 100 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 93 | $8K |
| Sterling Capital Management LLC | 0.00% | Add +2.3% | 89 | $8K |
| Hemington Wealth Management | 0.00% | Add +17.4% | 81 | $7K |
| Principal Securities, Inc. | 0.00% | No change | 69 | $7K |
| SVB Wealth LLC | 0.00% | New | 73 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.2% | 74 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +65.8% | 63 | $6K |
| CENTRAL TRUST Co | 0.00% | No change | 57 | $5K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 55 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 50 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 49 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 47 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 47 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.2% | 46 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 46 | $4K |
| Hantz Financial Services, Inc. | 0.00% | New | 41 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 38 | $3K |
| Continuum Advisory, LLC | 0.00% | Add +5.7% | 37 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 36 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 34 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 31 | $3K |
| Stephens Consulting, LLC | 0.00% | New | 25 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 25 | $2K |
| Highline Wealth Partners LLC | 0.00% | New | 24 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | New | 20 | $2K |
| SouthState Bank Corp | 0.00% | New | 18 | $2K |
| TD Private Client Wealth LLC | 0.00% | New | 16 | $1K |
| Whipplewood Advisors, LLC | 0.00% | Add +5060.0% | 774 | $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% | No change | 11 | $973 |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $884 |
| Abound Wealth Management | 0.00% | No change | 10 | $884 |
| Bokf, NA | 0.00% | No change | 10 | $884 |
| Creative Financial Designs Inc. | 0.00% | New | 9 | $795 |
| Hughes Financial Services, LLC | 0.00% | New | 7 | $609 |
| Financial Management Professionals, Inc. | 0.00% | No change | 5 | $442 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 5 | $442 |
| TFC Financial Management, Inc. | 0.00% | No change | 5 | $442 |
| Golden State Wealth Management, LLC | 0.00% | No change | 4 | $353 |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +7983.6% | 24,655 | $279 |
| Clearstead Trust, LLC | 0.00% | New | 3 | $266 |
| True Wealth Design, LLC | 0.00% | Add +200.0% | 3 | $266 |
| SBI Securities Co., Ltd. | 0.00% | Add +200.0% | 3 | $265 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $177 |
| Sandy Spring Bank | 0.00% | No change | 2 | $177 |
| Private Wealth Asset Management, LLC | 0.00% | — | 2 | $177 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 2 | $176 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $89 |
| Rakuten Securities, Inc. | 0.00% | Reduce -95.0% | 1 | $88 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -50.0% | 1 | $83 |
| Avion Wealth | 0.00% | New | 7 | $0 |
"% of holder's portfolio" is HQY's weight in each manager's 13F, not the share of Healthequity Inc. the manager owns.