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 |
| Thematics Asset Management | 0.48% | Reduce -8.8% | 102,009 | $10.7M |
| Granahan Investment Management, LLC | 0.43% | Add +68.7% | 100,417 | $10.5M |
| State of Wisconsin Investment Board | 0.03% | Reduce -3.9% | 100,371 | $10.5M |
| Mutual of America Capital Management LLC | 0.11% | Add +2.7% | 96,818 | $10.1M |
| MetLife Investment Management, LLC | 0.06% | Reduce -0.8% | 96,027 | $10.1M |
| Peregrine Capital Management LLC | 0.30% | Add +2.6% | 95,778 | $10.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.6% | 94,210 | $9.9M |
| Public Employees Retirement System of Ohio | 0.03% | Add +0.8% | 93,547 | $9.8M |
| Avidity Partners Management LP | 1.93% | Add +17.9% | 92,000 | $9.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.3% | 87,512 | $9.2M |
| GDS Wealth Management | 0.67% | Add +28.4% | 87,287 | $9.1M |
| Neuberger Berman Group LLC | 0.01% | Reduce -31.6% | 84,572 | $8.9M |
| GM Advisory Group, LLC | 0.43% | No change | 83,757 | $8.8M |
| B. Metzler seel. Sohn & Co. AG | 0.08% | Reduce -12.2% | 83,576 | $8.8M |
| First Turn Management, LLC | 1.58% | Reduce -3.7% | 80,880 | $8.5M |
| California State Teachers Retirement System | 0.01% | No change | 80,643 | $8.4M |
| Diversify Wealth Management, LLC | 0.52% | Add +0.2% | 90,523 | $8.4M |
| New York State Teachers Retirement System | 0.02% | Reduce -7.1% | 78,651 | $8.2M |
| Castleark Management LLC | 0.24% | Reduce -2.9% | 75,730 | $7.9M |
| Kornitzer Capital Management Inc. | 0.16% | No change | 75,326 | $7.9M |
| Qube Research & Technologies Ltd | 0.01% | New | 75,204 | $7.9M |
| Renaissance Group LLC | 0.30% | Add +30.2% | 73,955 | $7.7M |
| Moody Aldrich Partners LLC | 1.44% | Add +4.9% | 71,215 | $7.5M |
| Congress Asset Management Co. | 0.05% | Reduce -0.0% | 68,241 | $7.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.7% | 66,921 | $7.0M |
| Inspirion Wealth Advisors, LLC | 0.90% | No change | 65,000 | $6.8M |
| Elk River Wealth Management LLC | 1.17% | Reduce -1.3% | 64,959 | $6.8M |
| Renaissance Technologies | 0.01% | Add +92.9% | 62,100 | $6.5M |
| Madison Asset Management, LLC | 0.07% | Reduce -12.6% | 60,661 | $6.4M |
| Nordea Investment Management AB | 0.01% | Add +0.3% | 59,732 | $6.3M |
| Waverly Advisors, LLC | 0.06% | Add +5.4% | 54,782 | $5.7M |
| Physician Wealth Advisors, Inc. | 0.88% | Add +0.0% | 53,563 | $5.6M |
| NBW Capital LLC | 1.21% | Add +2.9% | 53,514 | $5.6M |
| Marshall Wace, LLP | 0.01% | New | 52,335 | $5.5M |
| 1492 Capital Management LLC | 2.52% | Reduce -1.5% | 52,078 | $5.5M |
| Intech Investment Management LLC | 0.05% | Reduce -9.5% | 51,369 | $5.4M |
| First Trust Advisors LP | 0.00% | Reduce -65.1% | 51,326 | $5.4M |
| King Luther Capital Management Corp. | 0.02% | No change | 50,190 | $5.3M |
| Creative Planning | 0.00% | Add +41.3% | 49,064 | $5.1M |
| Harbor Capital Advisors, Inc. | 0.21% | Add +24.9% | 48,631 | $5.1M |
| Overbrook Management Corp | 0.93% | Reduce -31.6% | 47,485 | $5.0M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -4.8% | 47,383 | $5.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 45,312 | $4.7M |
| Baird Financial Group, Inc. | 0.01% | Add +371.4% | 45,244 | $4.7M |
| Advantage Alpha Capital Partners LP | 1.26% | Reduce -27.8% | 44,714 | $4.7M |
| EFG Asset Management (North America) Corp. | 0.66% | Add +13.1% | 44,594 | $4.7M |
| Clough Capital Partners L P | 0.46% | Reduce -50.0% | 43,500 | $4.6M |
| LPL Financial LLC | 0.00% | Reduce -6.2% | 39,402 | $4.1M |
| Covea Finance | 0.15% | Add +22.5% | 39,200 | $4.1M |
| Verition Fund Management LLC | 0.02% | Add +216.6% | 38,325 | $4.0M |
| Amalgamated Bank | 0.03% | Reduce -0.1% | 38,065 | $4.0M |
| Covenant Asset Management, LLC | 0.80% | Reduce -2.0% | 37,157 | $3.9M |
| Aubrey Capital Management Ltd | 1.39% | Add +40.4% | 36,500 | $3.8M |
| Lisanti Capital Growth, LLC | 1.06% | Reduce -22.8% | 36,345 | $3.8M |
| Squarepoint Ops LLC | 0.01% | Add +172.1% | 35,142 | $3.7M |
| Tectonic Advisors LLC | 0.21% | New | 34,553 | $3.6M |
| M&T Bank Corp | 0.01% | Add +6.3% | 33,885 | $3.6M |
| Ameritas Investment Partners, Inc. | 0.11% | Reduce -1.0% | 32,970 | $3.5M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 32,954 | $3.5M |
| EverSource Wealth Advisors, LLC | 0.15% | Add +20981.3% | 32,676 | $3.4M |
| Captrust Financial Advisors | 0.01% | Add +66.3% | 32,223 | $3.4M |
| Natixis Advisors, LLC | 0.01% | Reduce -83.1% | 31,731 | $3.3M |
| Zacks Investment Management | 0.03% | Reduce -2.3% | 31,248 | $3.3M |
| Yousif Capital Management, LLC | 0.03% | Reduce -2.4% | 30,087 | $3.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +78.6% | 29,731 | $3.1M |
| Forest Hill Capital, LLC | 2.20% | Reduce -13.2% | 29,576 | $3.1M |
| Formula Growth Ltd. | 1.17% | Reduce -1.7% | 29,490 | $3.1M |
| Amundi | 0.00% | Add +9.3% | 30,203 | $3.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +0.2% | 29,075 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Add +8.6% | 28,962 | $3.0M |
| Cinctive Capital Management LP | 0.17% | New | 28,786 | $3.0M |
| Mariner, LLC | 0.00% | Add +111.1% | 28,434 | $3.0M |
| Montanaro Asset Management Ltd | 0.76% | Add +83.7% | 28,100 | $2.9M |
| Fred Alger Management, LLC | 0.01% | Add +174.9% | 29,974 | $2.9M |
| Dynamic Technology Lab Private Ltd | 0.39% | New | 27,511 | $2.9M |
| Brevan Howard Capital Management LP | 0.03% | Add +226.7% | 27,455 | $2.9M |
| Cerity Partners LLC | 0.01% | Add +82.4% | 27,404 | $2.9M |
| Homestead Advisers Corp | 0.07% | New | 26,900 | $2.8M |
| ABLE Financial Group, LLC | 0.65% | Add +14.0% | 25,845 | $2.7M |
| Arizona State Retirement System | 0.02% | Add +1.6% | 25,226 | $2.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -2.4% | 25,154 | $2.6M |
| New Age Alpha Advisors, LLC | 0.12% | Add +12.9% | 25,033 | $2.6M |
| Silphium Asset Management Ltd | 0.91% | Reduce -11.3% | 24,400 | $2.6M |
| Louisiana State Employees Retirement System | 0.05% | Add +0.4% | 24,400 | $2.6M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 23,953 | $2.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +5.3% | 23,165 | $2.4M |
| Teacher Retirement System of Texas | 0.01% | Reduce -2.9% | 23,151 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +183.6% | 22,395 | $2.3M |
| Advisory Research Inc. | 0.36% | Reduce -23.3% | 22,292 | $2.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +7.4% | 22,258 | $2.3M |
| KLP Kapitalforvaltning As | 0.01% | No change | 21,900 | $2.3M |
| BNP Paribas Financial Markets | 0.00% | Add +89.4% | 21,761 | $2.3M |
| Handelsbanken Fonder AB | 0.01% | Reduce -3.6% | 21,516 | $2.3M |
| Hodges Capital Management Inc. | 0.22% | Reduce -4.4% | 21,500 | $2.3M |
| Zions Bancorporation, National Association | 0.12% | Reduce -4.6% | 21,479 | $2.3M |
| ProShare Advisors LLC | 0.00% | Reduce -4.1% | 21,347 | $2.2M |
| State of Michigan Retirement System | 0.01% | Add +0.5% | 20,822 | $2.2M |
| Future Fund LLC | 0.96% | New | 20,511 | $2.1M |
| US Bancorp \de | 0.00% | Add +10.9% | 20,351 | $2.1M |
| Choreo, LLC | 0.03% | Reduce -1.3% | 20,330 | $2.1M |
| Versor Investments LP | 0.37% | Reduce -34.5% | 19,963 | $2.1M |
| Gradient Investments LLC | 0.04% | Reduce -4.3% | 19,692 | $2.1M |
| TD Asset Management Inc | 0.00% | Reduce -15.7% | 19,642 | $2.1M |
| Bayesian Capital Management, LP | 0.32% | New | 19,500 | $2.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.4% | 19,342 | $2.0M |
| XTX Topco Ltd | 0.08% | New | 19,304 | $2.0M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +3.7% | 19,264 | $2.0M |
| Danske Bank A/S | 0.00% | Reduce -14.8% | 18,008 | $1.9M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +0.6% | 17,776 | $1.9M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -3.6% | 17,536 | $1.8M |
| New Mexico Educational Retirement Board | 0.06% | No change | 17,300 | $1.8M |
| Campbell & CO Investment Adviser LLC | 0.11% | Add +329.0% | 16,918 | $1.8M |
| Goodnow Investment Group, LLC | 0.16% | Reduce -1.2% | 16,790 | $1.8M |
| Gotham Asset Management | 0.01% | New | 16,650 | $1.7M |
| STRS Ohio | 0.01% | Add +40.7% | 15,900 | $1.7M |
| Schaper Benz & Wise Investment Counsel Inc. | 0.13% | Add +0.3% | 15,685 | $1.6M |
| Bank of Montreal | 0.00% | Reduce -16.3% | 15,422 | $1.6M |
| Virtu Financial LLC | 0.08% | New | 15,393 | $1.6M |
| Chesley Taft & Associates LLC | 0.07% | Add +19.2% | 15,045 | $1.6M |
| Penn Capital Management Company, LLC | 0.13% | Add +27.4% | 14,359 | $1.5M |
| ExodusPoint Capital Management, LP | 0.02% | Add +62.2% | 14,319 | $1.5M |
| Hancock Whitney Corp. | 0.03% | Reduce -1.0% | 14,123 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +222.5% | 14,121 | $1.5M |
| Vestcor Inc | 0.04% | Reduce -28.4% | 14,069 | $1.5M |
| Prudential Financial Inc. | 0.00% | Add +39.7% | 14,155 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Reduce -4.7% | 13,397 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.5% | 13,390 | $1.4M |
| OP Asset Management Ltd | 0.02% | Reduce -50.9% | 13,305 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -4.5% | 13,226 | $1.4M |
| Engineers Gate Manager LP | 0.02% | New | 13,077 | $1.4M |
| Vontobel Holding Ltd. | 0.00% | Reduce -14.2% | 12,716 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +2.2% | 12,441 | $1.3M |
| Xponance LLC | 0.01% | Reduce -2.0% | 12,163 | $1.3M |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -5.2% | 12,104 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 11,992 | $1.3M |
| Amica Mutual Insurance Co. | 0.12% | Reduce -24.4% | 11,805 | $1.2M |
| Tidal Investments LLC | 0.01% | New | 11,700 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -7.5% | 11,681 | $1.2M |
| PEAK6 LLC | 0.04% | New | 11,601 | $1.2M |
| Prudential PLC | 0.01% | Reduce -3.6% | 11,085 | $1.2M |
| Quadrant Capital Group LLC | 0.04% | Add +97.1% | 11,035 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -27.0% | 10,963 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +27.0% | 10,639 | $1.1M |
| Cibc World Markets Corp. | 0.01% | Reduce -44.8% | 10,519 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -3.1% | 10,191 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -4.1% | 9,721 | $1.0M |
| Tudor Investment Corporation | 0.01% | New | 9,509 | $996K |
| Federated Hermes, Inc. | 0.00% | Reduce -3.8% | 9,383 | $983K |
| HC Advisors, LLC | 0.66% | No change | 8,880 | $930K |
| Fox Run Management, L.L.C. | 0.15% | New | 8,738 | $915K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -6.5% | 8,599 | $901K |
| Capstone Investment Advisors, LLC | 0.01% | New | 8,552 | $896K |
| Sheets Smith Wealth Management | 0.10% | Add +1.9% | 8,419 | $882K |
| Polen Capital Management LLC | 0.00% | New | 8,243 | $864K |
| Alps Advisors Inc. | 0.00% | Reduce -8.0% | 8,115 | $850K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -1.8% | 8,024 | $841K |
| Quantinno Capital Management LP | 0.00% | Add +63.5% | 7,972 | $835K |
| Cetera Investment Advisers | 0.00% | Add +49.8% | 7,881 | $826K |
| Coyle Financial Counsel LLC | 0.22% | New | 7,813 | $818K |
| HSBC Holdings PLC | 0.00% | Add +144.8% | 7,561 | $793K |
| Gsa Capital Partners LLP | 0.06% | New | 7,533 | $789K |
| One Capital Management, LLC | 0.03% | New | 7,501 | $786K |
| Cim Investment Management Inc. | 0.15% | Add +100.5% | 7,834 | $786K |
| Legato Capital Management LLC | 0.09% | No change | 7,180 | $752K |
| Bryce Point Capital, LLC | 0.63% | New | 7,056 | $739K |
| Peterson Wealth Services | 0.20% | No change | 6,938 | $727K |
| Ethic Inc. | 0.01% | Add +36.2% | 6,870 | $721K |
| Fortis Capital Advisors, LLC | 0.13% | Reduce -21.2% | 6,736 | $706K |
| Belpointe Asset Management LLC | 0.03% | Reduce -21.2% | 6,736 | $706K |
| Securian Asset Management, Inc. | 0.02% | No change | 6,601 | $692K |
| Radnor Capital Management, LLC | 0.11% | Add +8.7% | 6,565 | $688K |
| &partners | 0.01% | Add +74.8% | 6,561 | $687K |
| Inspire Investing, LLC | 0.07% | Reduce -14.4% | 6,444 | $675K |
| Stephens Inc. | 0.01% | Add +20.2% | 6,422 | $673K |
| Institute for Wealth Management, LLC. | 0.07% | Reduce -1.1% | 6,376 | $668K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +0.5% | 6,445 | $658K |
| Dark Forest Capital Management LP | 0.03% | New | 6,072 | $636K |
| Stansberry Asset Management, LLC | 0.07% | Reduce -5.5% | 6,037 | $632K |
| Narus Financial Partners, LLC | 0.20% | Add +3.5% | 5,996 | $628K |
| Benjamin Edwards Inc. | 0.01% | New | 5,972 | $626K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -7.5% | 5,823 | $610K |
| Integrated Quantitative Investments LLC | 0.18% | New | 5,807 | $608K |
| Beck Bode, LLC | 0.10% | Add +7.4% | 5,771 | $605K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.6% | 5,893 | $602K |
| Assetmark, Inc. | 0.00% | Reduce -7.1% | 5,467 | $573K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.7% | 5,418 | $568K |
| Mutual Advisors, LLC | 0.01% | Add +13.7% | 5,880 | $565K |
| Commerce Bank | 0.00% | Reduce -11.4% | 5,343 | $560K |
| Sanctuary Advisors, LLC | 0.00% | Add +28.1% | 5,218 | $547K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -3.9% | 5,164 | $541K |
| Ashton Thomas Private Wealth, LLC | 0.02% | New | 5,112 | $536K |
| CW Advisors, LLC | 0.01% | Add +56.0% | 5,107 | $535K |
| NJ State Employees Deferred Compensation Plan | 0.06% | No change | 5,000 | $524K |
| Compound Planning, Inc. | 0.02% | Add +5.9% | 4,987 | $522K |
| Corient Private Wealth LP | 0.00% | New | 4,913 | $515K |
| Shaker Investments LLC | 0.21% | New | 4,861 | $509K |
| Scientech Research LLC | 0.12% | New | 4,770 | $500K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 4,666 | $492K |
| BTC Capital Management, Inc. | 0.04% | Reduce -16.9% | 4,646 | $486K |
| SG Americas Securities, LLC | 0.00% | Reduce -21.9% | 4,563 | $478K |
| Keebeck Wealth Management | 0.06% | New | 4,507 | $472K |
| Jump Financial, LLC | 0.01% | New | 4,284 | $449K |
| Arkadios Wealth Advisors | 0.01% | Add +12.1% | 4,135 | $433K |
| Bantamac Capital, LLC | 0.15% | New | 4,110 | $431K |
| MML Investors Services, LLC | 0.00% | Add +11.6% | 3,998 | $419K |
| Level Four Advisory Services, LLC | 0.02% | Add +17.5% | 3,972 | $416K |
| Jain Global LLC | 0.01% | New | 3,878 | $406K |
| Avior Wealth Management, LLC | 0.01% | New | 3,821 | $400K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.9% | 3,787 | $397K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +14.9% | 3,770 | $395K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +4.5% | 3,562 | $373K |
| Fiduciary Trust Co | 0.00% | Reduce -6.0% | 3,549 | $372K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +12.5% | 3,530 | $370K |
| Profund Advisors LLC | 0.01% | Reduce -5.1% | 3,522 | $369K |
| Simplex Trading, LLC | 0.01% | Reduce -37.2% | 3,466 | $363K |
| Avanza Fonder AB | 0.01% | No change | 3,372 | $353K |
| 111 Capital | 0.06% | New | 3,262 | $342K |
| Cwm, LLC | 0.00% | Reduce -1.3% | 3,243 | $340K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,213 | $337K |
| Bayforest Capital Ltd | 0.15% | Reduce -36.3% | 3,203 | $336K |
| Shelton Capital Management | 0.01% | Reduce -2.3% | 3,104 | $325K |
| MeadowBrook Investment Advisors LLC | 0.29% | Reduce -3.4% | 3,090 | $324K |
| State of Wyoming | 0.04% | Reduce -48.1% | 3,071 | $322K |
| Jones Financial Companies LLLP | 0.00% | Add +4.3% | 3,061 | $321K |
| Greenleaf Trust | 0.00% | Add +22.3% | 2,943 | $308K |
| Sivia Capital Partners, LLC | 0.10% | New | 2,919 | $306K |
| Aristeia Capital, L.L.C. | 0.02% | Reduce -16.8% | 2,907 | $305K |
| Graham Capital Management, L.P. | 0.01% | New | 2,892 | $303K |
| Summitry LLC | 0.01% | Add +26.9% | 2,884 | $302K |
| HB Wealth Management, LLC | 0.00% | Reduce -12.4% | 2,844 | $298K |
| Dakota Wealth Management | 0.01% | Add +1.4% | 2,833 | $297K |
| Ieq Capital, LLC | 0.00% | Reduce -4.0% | 2,828 | $296K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.3% | 2,800 | $293K |
| CIBC Asset Management Inc | 0.00% | No change | 2,700 | $283K |
| Portside Wealth Group, LLC | 0.04% | Add +1.2% | 2,699 | $283K |
| Scharf Investments, LLC | 0.01% | No change | 2,652 | $278K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 2,608 | $273K |
| Truist Financial Corp. | 0.00% | Add +2.0% | 2,590 | $271K |
| Cresset Asset Management, LLC | 0.00% | Reduce -51.9% | 2,571 | $269K |
| Blueshift Asset Management, LLC | 0.08% | Reduce -79.8% | 2,558 | $268K |
| Farringdon Capital, Ltd. | 0.09% | New | 2,509 | $263K |
| Venturi Wealth Management, LLC | 0.01% | No change | 2,485 | $260K |
| Gibbs Wealth Management | 0.05% | Add +7.9% | 2,471 | $259K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +4.8% | 2,456 | $257K |
| Advisors Asset Management, Inc. | 0.00% | Add +4.7% | 2,437 | $255K |
| Praxis Investment Management Inc. | 0.02% | No change | 2,430 | $255K |
| KBC Group NV | 0.00% | Reduce -35.7% | 2,411 | $253K |
| Curated Wealth Partners LLC | 0.03% | Reduce -19.2% | 2,381 | $249K |
| Index Fund Advisors, Inc. | 0.01% | New | 2,344 | $246K |
| Forum Financial Management, LP | 0.00% | Add +0.2% | 2,296 | $241K |
| Great Lakes Advisors, LLC | 0.00% | New | 2,239 | $235K |
| Swiss Life Asset Management Ltd | 0.00% | New | 2,235 | $234K |
| Anb Bank | 0.10% | Reduce -2.8% | 2,204 | $231K |
| RiverPark Advisors, LLC | 0.18% | Add +8.5% | 2,176 | $228K |
| 1620 Investment Advisors, Inc. | 0.16% | Reduce -0.3% | 2,090 | $219K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 2,072 | $217K |
| Coldstream Capital Management Inc. | 0.00% | Add +7.3% | 2,027 | $212K |
| PharVision Advisers, LLC | 0.30% | New | 2,019 | $212K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -44.8% | 2,009 | $210K |
| GAMMA Investing LLC | 0.01% | Add +27.7% | 2,006 | $210K |
| Shell Asset Management Co. | 0.01% | Reduce -17.9% | 1,998 | $209K |
| Caisse Des Depots Et Consignations | 0.01% | Reduce -88.5% | 1,987 | $208K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -20.1% | 2,267 | $206K |
| Merit Financial Group, LLC | 0.00% | New | 1,940 | $203K |
| Abel Hall, LLC | 0.09% | New | 1,939 | $203K |
| Private Advisor Group, LLC | 0.00% | Reduce -36.5% | 1,929 | $202K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -9.5% | 1,900 | $199K |
| Aviso Financial Inc. | 0.01% | Add +5.0% | 1,882 | $197K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -13.4% | 1,875 | $196K |
| Brooklyn Investment Group | 0.02% | Add +810.2% | 1,702 | $178K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Add +56.2% | 1,673 | $175K |
| Parallel Advisors, LLC | 0.00% | Add +22.4% | 1,447 | $152K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,293 | $135K |
| Signaturefd, LLC | 0.00% | Add +20.9% | 1,286 | $135K |
| Amica Retiree Medical Trust | 0.17% | Reduce -24.5% | 1,153 | $121K |
| Lanark Financial, Inc. | 0.01% | New | 1,108 | $116K |
| Hantz Financial Services, Inc. | 0.00% | Add +2587.8% | 1,102 | $115K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -1.7% | 1,064 | $111K |
| Clearstead Advisors, LLC | 0.00% | Add +233.3% | 970 | $102K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 927 | $97K |
| Fifth Third Bancorp | 0.00% | Reduce -4.9% | 908 | $95K |
| Optiver Holding B.V. | 0.00% | Add +5.1% | 883 | $93K |
| UMB Bank, n.a. | 0.00% | Add +2.1% | 866 | $91K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -94.3% | 862 | $90K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 863 | $90K |
| Vega Investment Solutions | 0.02% | Reduce -49.2% | 779 | $82K |
| SBI Securities Co., Ltd. | 0.00% | Add +25100.0% | 756 | $79K |
| Huntington National Bank | 0.00% | Add +119.3% | 750 | $79K |
| Allworth Financial LP | 0.00% | Add +283.1% | 747 | $78K |
| Quarry LP | 0.02% | Add +457.1% | 741 | $78K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.4% | 710 | $74K |
| Sellwood Investment Partners LLC | 0.03% | New | 550 | $58K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 549 | $57K |
| Larson Financial Group LLC | 0.00% | Reduce -26.7% | 505 | $53K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -36.3% | 482 | $50K |
| Versant Capital Management, Inc | 0.01% | Add +41.3% | 455 | $48K |
| Smartleaf Asset Management LLC | 0.00% | Add +7.4% | 420 | $44K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 420 | $44K |
| AlphaQuest LLC | 0.00% | Reduce -71.3% | 410 | $43K |
| MAI Capital Management | 0.00% | Add +4.3% | 368 | $39K |
| Arax Advisory Partners | 0.00% | Add +14.3% | 359 | $38K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +172.3% | 354 | $37K |
| WPG Advisers, LLC | 0.03% | Add +10.0% | 353 | $37K |
| Covestor Ltd | 0.02% | Reduce -72.2% | 337 | $35K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 313 | $33K |
| Rise Advisors, LLC | 0.01% | No change | 305 | $32K |
| Toth Financial Advisory Corp. | 0.00% | No change | 290 | $30K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -98.9% | 279 | $29K |
| Arcadia Investment Management Corp. | 0.00% | No change | 267 | $28K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -0.4% | 249 | $26K |
| Farther Finance Advisors, LLC | 0.00% | Add +232.4% | 246 | $26K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +31.9% | 223 | $23K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 222 | $23K |
| Sterling Capital Management LLC | 0.00% | Add +134.8% | 209 | $22K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -98.1% | 200 | $21K |
| Red Tortoise LLC | 0.01% | No change | 190 | $20K |
| Parkside Financial Bank & Trust | 0.00% | Add +43.1% | 176 | $18K |
| Asset Dedication, LLC | 0.00% | No change | 171 | $18K |
| Vision Financial Markets LLC | 0.02% | No change | 165 | $17K |
| Rothschild Investment LLC | 0.00% | Add +14.3% | 160 | $17K |
| CI Investments Inc. | 0.00% | Reduce -7.1% | 144 | $15K |
| MCF Advisors LLC | 0.00% | Add +34.6% | 140 | $15K |
| Contravisory Investment Management, Inc. | 0.00% | New | 131 | $14K |
| Private Trust Co. NA | 0.00% | Reduce -13.4% | 110 | $12K |
| Park Place Capital Corp | 0.00% | No change | 102 | $10K |
| IFP Advisors, Inc | 0.00% | Add +41.9% | 44 | $10K |
| Hemington Wealth Management | 0.00% | Add +22.2% | 99 | $10K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 93 | $10K |
| CoreCap Advisors, LLC | 0.00% | New | 91 | $10K |
| Principal Securities, Inc. | 0.00% | Add +4.3% | 72 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +9.5% | 69 | $7K |
| Walleye Capital LLC | 0.00% | Reduce -93.8% | 69 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | New | 65 | $7K |
| Global Retirement Partners, LLC | 0.00% | — | 58 | $6K |
| CENTRAL TRUST Co | 0.00% | No change | 57 | $6K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 64 | $6K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 55 | $6K |
| Rakuten Securities, Inc. | 0.00% | Add +5100.0% | 52 | $5K |
| High Note Wealth, LLC | 0.00% | No change | 47 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 47 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 46 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -2.2% | 45 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Add +7.9% | 41 | $4K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 38 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 36 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 34 | $4K |
| Sachetta, LLC | 0.00% | Add +158.3% | 31 | $3K |
| Meeder Asset Management Inc. | 0.00% | New | 31 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 25 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 24 | $3K |
| Manchester Capital Management LLC | 0.00% | Reduce -53.1% | 23 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 20 | $2K |
| Clearstead Trust, LLC | 0.00% | Add +533.3% | 19 | $2K |
| Fortitude Family Office, LLC | 0.00% | New | 19 | $2K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -98.1% | 15 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 13 | $1K |
| Sierra Ocean, LLC | 0.00% | New | 11 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $1K |
| Abound Wealth Management | 0.00% | No change | 10 | $1K |
| Bokf, NA | 0.00% | No change | 10 | $1K |
| True Wealth Design, LLC | 0.00% | Add +200.0% | 9 | $943 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -27.3% | 8 | $839 |
| SouthState Bank Corp | 0.00% | Reduce -61.1% | 7 | $734 |
| SWAN Capital LLC | 0.00% | New | 6 | $629 |
| Financial Management Professionals, Inc. | 0.00% | No change | 5 | $524 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 5 | $524 |
| TFC Financial Management, Inc. | 0.00% | No change | 5 | $524 |
| Rialto Wealth Management, LLC | 0.00% | New | 4 | $420 |
| Essential Partners LLC | 0.00% | — | 4 | $419 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 4 | $419 |
| Golden State Wealth Management, LLC | 0.00% | No change | 4 | $419 |
| MV Capital Management, Inc. | 0.00% | New | 3 | $315 |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 3 | $314 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $210 |
| Quaker Wealth Management, LLC | 0.00% | — | 2 | $210 |
| Atlantic Union Bankshares Corp | 0.00% | New | 2 | $210 |
| AdvisorNet Financial, Inc | 0.00% | New | 2 | $210 |
| IMA Advisory Services, Inc. | 0.00% | New | 2 | $210 |
| NewSquare Capital LLC | 0.00% | New | 2 | $210 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 2 | $210 |
| Evolution Wealth Management Inc. | 0.00% | — | 1 | $105 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 1 | $105 |
| Tortoise Investment Management, LLC | 0.00% | New | 1 | $105 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 1 | $105 |
| Avion Wealth | 0.00% | No change | 7 | $0 |
"% of holder's portfolio" is HQY's weight in each manager's 13F, not the share of Healthequity Inc. the manager owns.