HealthequityHQY
13F holders, Q2 2025 (June 30)486holders +22
74new positions
51sold out
8famous investors
$104.73avg. 13F price*
At the end of Q2 2025, 486 institutions reported holding Healthequity Inc. (HQY) in their 13F filings, up 22 from Q1 2025. 74 opened new positions and 51 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Group Inc. ($890.7M) and Wasatch Advisors LP ($639.1M). 8 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Cliff Asness (0.1% 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $171.8M |
| Exits | 51 | $142.2M |
All 13F filers, Q1 2025 → Q2 2025: 6,973,587 shares bought and 8,618,330 shares sold, net −1,644,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 486 holders
| BlackRock, Inc. | 0.02% | Reduce -1.3% | 10,723,982 | $1.1B |
| Vanguard Group Inc. | 0.01% | Reduce -3.6% | 8,502,706 | $890.7M |
| Wasatch Advisors LP | 3.35% | Reduce -15.7% | 6,101,064 | $639.1M |
| FMR LLC | 0.03% | Add +1.1% | 5,040,016 | $528.0M |
| State Street Corp. | 0.01% | Reduce -2.9% | 3,184,220 | $333.6M |
| Invesco Ltd. | 0.04% | Reduce -3.3% | 2,365,860 | $247.8M |
| Geode Capital Management, LLC | 0.02% | Add +0.2% | 2,147,178 | $225.0M |
| Brown Advisory Inc. | 0.22% | Reduce -15.8% | 1,627,024 | $170.4M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.8% | 1,520,854 | $159.3M |
| Morgan Stanley | 0.01% | Reduce -0.2% | 1,404,168 | $147.1M |
| Clearbridge Investments, LLC | 0.11% | Reduce -28.7% | 1,321,383 | $138.4M |
| Mackenzie Financial Corp. | 0.17% | Reduce -24.0% | 1,267,168 | $132.7M |
| Westfield Capital Management Co. LP | 0.56% | Add +124.6% | 1,265,208 | $132.5M |
| Citadel Advisors | 0.11% | Add +179.4% | 1,210,386 | $126.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.6% | 1,129,115 | $118.3M |
| CIBC Private Wealth Group LLC | 0.21% | Add +15.2% | 1,127,054 | $118.1M |
| Geneva Capital Management LLC | 1.94% | Add +6.2% | 1,108,241 | $116.1M |
| AQR Capital Management | 0.10% | Add +148.5% | 1,107,448 | $116.0M |
| Northern Trust Corp. | 0.02% | Reduce -3.5% | 1,087,339 | $113.9M |
| JPMorgan Chase & Co. | 0.01% | Add +19.5% | 1,080,794 | $113.2M |
| Loomis Sayles & Co. L P | 0.14% | Reduce -7.3% | 1,031,328 | $108.0M |
| Stephens Investment Management Group LLC | 1.41% | Reduce -5.0% | 1,016,333 | $106.5M |
| Wellington Management Group LLP | 0.02% | Add +8.9% | 924,922 | $96.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -19.1% | 917,283 | $96.1M |
| Greenhouse Funds LLLP | 3.99% | Add +19.2% | 911,815 | $95.5M |
| Janus Henderson Group PLC | 0.04% | Add +0.9% | 852,595 | $89.3M |
| Franklin Resources Inc. | 0.02% | Reduce -40.2% | 833,949 | $87.4M |
| Allspring Global Investments Holdings, LLC | 0.14% | Reduce -10.0% | 796,472 | $81.9M |
| Baron Capital (BAMCO) | 0.22% | Reduce -0.6% | 780,000 | $81.7M |
| Ameriprise Financial Inc. | 0.02% | Add +9.3% | 732,434 | $76.7M |
| Norges Bank | 0.01% | Reduce -7.8% | 716,613 | $75.1M |
| Bank of America Corp. | 0.01% | Add +1.8% | 708,734 | $74.2M |
| T. Rowe Price Associates Inc. | 0.01% | Add +9.5% | 700,369 | $73.4M |
| Atalan Capital Partners, LP | 5.63% | New | 700,000 | $73.3M |
| American Century Companies Inc. | 0.04% | Reduce -11.0% | 689,741 | $72.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.17% | Reduce -5.4% | 686,672 | $71.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.7% | 659,559 | $69.1M |
| Sei Investments Co. | 0.08% | Reduce -4.1% | 642,013 | $67.3M |
| UBS Group AG | 0.01% | Reduce -3.1% | 630,877 | $66.1M |
| Artisan Partners Limited Partnership | 0.10% | Add +44.8% | 621,647 | $65.1M |
| Premier Fund Managers Ltd | 2.35% | Add +49.5% | 612,927 | $64.3M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Reduce -13.4% | 601,820 | $63.0M |
| Nuveen, LLC | 0.02% | Reduce -9.2% | 545,494 | $57.1M |
| GW&K Investment Management, LLC | 0.47% | Reduce -15.2% | 498,898 | $52.3M |
| Millennium Management | 0.05% | Reduce -19.3% | 475,392 | $49.8M |
| Royal Bank of Canada | 0.01% | Add +16.8% | 474,587 | $49.7M |
| Aristotle Capital Boston, LLC | 2.37% | Reduce -7.2% | 443,325 | $46.4M |
| Van Berkom & Associates Inc. | 1.38% | Reduce -31.9% | 442,830 | $46.4M |
| Raymond James Financial Inc. | 0.02% | Reduce -2.0% | 425,005 | $44.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +12.1% | 417,729 | $43.8M |
| Lazard Asset Management LLC | 0.06% | Add +0.6% | 387,801 | $40.6M |
| ArrowMark Colorado Holdings LLC | 0.72% | Reduce -41.5% | 382,706 | $40.1M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -20.5% | 380,013 | $39.8M |
| Ensign Peak Advisors, Inc | 0.06% | Reduce -5.5% | 331,208 | $34.7M |
| Farallon Capital Management, L.L.C. | 0.15% | Reduce -24.2% | 319,800 | $33.5M |
| DAVENPORT & Co LLC | 0.18% | Reduce -9.4% | 311,957 | $32.7M |
| Aureus Asset Management, LLC | 1.99% | Reduce -16.7% | 297,459 | $31.2M |
| Voya Investment Management LLC | 0.03% | Add +88.6% | 289,317 | $30.3M |
| Bessemer Group Inc. | 0.05% | Reduce -28.1% | 288,025 | $30.2M |
| DF Dent & Co. Inc. | 0.38% | Add +1.7% | 284,667 | $29.8M |
| Ranger Investment Management, L.P. | 2.07% | Reduce -31.7% | 282,480 | $29.6M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -17.0% | 282,442 | $29.6M |
| Ashford Capital Management Inc. | 3.44% | Add +1.6% | 279,404 | $29.3M |
| Rhumbline Advisers | 0.02% | Add +2.9% | 277,915 | $29.1M |
| Man Group plc | 0.06% | Add +1331.8% | 254,652 | $26.7M |
| WCM Investment Management, LLC | 0.06% | Add +7.0% | 248,950 | $26.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -6.8% | 248,754 | $26.1M |
| Comerica Bank | 0.10% | Add +238.8% | 237,668 | $24.9M |
| Alliancebernstein L.P. | 0.01% | Add +6.1% | 230,652 | $24.2M |
| Glenmede Investment Management, LP | 0.12% | — | 228,819 | $24.0M |
| Viking Global Investors | 0.07% | New | 219,746 | $23.0M |
| Retirement Systems of Alabama | 0.08% | Add +0.2% | 214,787 | $22.5M |
| Summit Creek Advisors LLC | 3.04% | Reduce -15.0% | 208,195 | $21.8M |
| Jane Street Group, LLC | 0.03% | Add +494.4% | 202,079 | $21.2M |
| Barclays PLC | 0.01% | Add +53.9% | 200,369 | $21.0M |
| New York State Common Retirement Fund | 0.03% | Add +39.2% | 195,041 | $20.4M |
| Victory Capital Management Inc. | 0.01% | Add +3.4% | 193,181 | $20.2M |
| Russell Investments Group, Ltd. | 0.03% | Add +35.9% | 191,418 | $20.1M |
| Wells Fargo & Company | 0.00% | Add +16.3% | 190,439 | $20.0M |
| Macquarie Group Ltd. | 0.02% | Reduce -3.0% | 176,617 | $18.5M |
| Segall Bryant & Hamill, LLC | 0.24% | Add +64.8% | 165,742 | $17.4M |
| Swiss National Bank | 0.01% | Reduce -1.6% | 165,200 | $17.3M |
| Legal & General Group Plc | 0.00% | Add +9.3% | 163,248 | $17.1M |
| Eversept Partners, LP | 1.65% | Reduce -55.7% | 155,868 | $16.3M |
| California Public Employees Retirement System | 0.01% | Reduce -59.5% | 143,794 | $15.1M |
| Balyasny Asset Management L.P. | 0.03% | Add +991.5% | 141,779 | $14.9M |
| Citigroup Inc. | 0.01% | Reduce -29.2% | 137,624 | $14.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.9% | 136,259 | $14.2M |
| Next Century Growth Investors LLC | 1.05% | Add +31.8% | 129,465 | $13.6M |
| 12th Street Asset Management Company, LLC | 2.29% | New | 126,917 | $13.3M |
| Axiom Investors LLC | 0.11% | Add +32.7% | 124,269 | $13.0M |
| Motley Fool Asset Management LLC | 0.55% | Reduce -3.2% | 114,567 | $12.0M |
| Oberweis Asset Management Inc./ | 0.52% | Add +7.5% | 113,820 | $11.9M |
| Grandeur Peak Global Advisors, LLC | 1.43% | Reduce -4.2% | 113,577 | $11.9M |
| Motley Fool Wealth Management, LLC | 0.72% | Reduce -9.5% | 113,555 | $11.9M |
| Frontier Capital Management Co. LLC | 0.11% | Add +24.9% | 112,597 | $11.8M |
| Oppenheimer Asset Management Inc. | 0.13% | Add +42.2% | 106,922 | $11.2M |
| Susquehanna International Group, LLP | 0.02% | Reduce -8.6% | 103,973 | $10.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -6.2% | 102,419 | $10.7M |
| Deutsche Bank AG | 0.00% | Reduce -8.2% | 102,080 | $10.7M |
"% of holder's portfolio" is HQY's weight in each manager's 13F, not the share of Healthequity Inc. the manager owns.